Prepare for go-live
This article provides guidance about how to prepare for the go-live for finance and operations apps.
To ensure that the production environment is used for live operations, Microsoft provisions the production instance when the solution is ready and after project readiness has been validated as part of the Go-live Readiness Review with Microsoft. For more information about the environments in your subscription, see the Licensing guide.
Most projects are required to use the FastTrack for Dynamics 365 implementation portal for their Go-live Readiness Review with Microsoft.
For answers to common questions about go-live, see the Go-live FAQ.
The following table lists the key steps in the go-live process.
|Validation of prerequisites
|A project is close to the end of the testing phase, and you're planning the go-live review.
|For more information, see the Go-live Readiness Review prerequisites section.
|Go-live Readiness Review with Microsoft
|No later than four weeks before the go-live
|Customer/Partner submits answers to review questions in the FastTrack for Dynamics 365 implementation portal. Microsoft FastTrack provides a review report.
|For more information, see the Go-live Readiness Review with Microsoft section.
|Go-live review workshop with Microsoft (only for eligible projects)
|The workshop is part of the Go-live Readiness Review.
|Microsoft FastTrack together with the project team
|This step applies only to eligible projects that have FastTrack engagement. For more information about the workshop, see Go-live Readiness workshops.
|Production deployment can be initiated as soon as the Go-live Readiness Review is completed. After deployment is triggered, production deployment takes approximately 30 minutes.
|Customer/Partner triggers the deployment in Microsoft Dynamics Lifecycle Services.
|After the go-live review is successfully completed, the Configure button is enabled for the production environment. Selection of this button triggers the production deployment.
|Deployable package installation
|An average of 30 minutes
|Follow the instructions in Promote an update to production environments. The packages must contain all the models and binaries consolidated into all-in-one deployable packages.
|Data migration to production
|The duration/time depends on the method that is used.
|The duration/time depends on the project.
Go-live Readiness Review prerequisites
The project team should validate solution readiness. The following prerequisites must be met before the Go-live Readiness Review with Microsoft can be initiated. The production environment can be deployed after the Go-live Readiness Review with Microsoft has been successfully completed.
User acceptance testing (UAT) and performance testing have been completed or almost completed in a Tier-2 (or higher) environment. Tier-1 environments must not be used for UAT or performance testing. For more information, see Tier-1 vs. Tier-2 and higher. For information about how to identify the correct sandbox environment tier, based on your transaction volumes, see Selecting the correct Tier-2 or higher environment.
During the UAT phase, test all the business processes that you've implemented and any customizations that you've made.
- Test cases should cover the entire scope of requirements.
- Use migrated data for testing. This data should include master data and opening balances, even if they aren't yet final.
- Use the correct security roles for testing, including default roles and custom roles that are assigned to users.
- Make sure that the solution complies with any company-specific and industry-specific regulatory requirements.
- Obtain approval from the customer.
Performance testing is a crucial part of validating the readiness of your solution. For detailed guidance about the recommended practices, review the Performance Testing Techtalks.
The environment version that is planned for the go-live complies with the Software lifecycle policy. If you use Commerce Scale Units (CSU), the CSU version must be in sync with the environment version. For more information, see Component dependencies.
Key customer team members have been added to the Lifecycle Services project.
A generic service account that will be used to deploy the production environment has been added to Lifecycle Services.
All licenses that are required for go-live have been purchased in the correct tenant.
After all licenses have been purchased, the final subscription estimator has been uploaded and activated in Lifecycle Services. For more information, see Subscription estimator in Lifecycle Services.
The Customization analysis report (CAR) has been run, and critical issues have been addressed. For more information, see Customization Analysis Report (CAR).
The go-live date in Lifecycle Services correctly represents the go-live date that you're targeting. This date is the date when end users will start live operations, not cutover activities.
All relevant tasks and phases in the Lifecycle Services methodology have been completed. Production can be deployed only after all phases, including the Test phase, have been completed. To complete a phase in Lifecycle Services, first complete every required step in that phase. When all the steps in a phase have been completed, you can complete the whole phase. You can always reopen a phase later if you must make changes. The process of completing a step has two parts:
- Do the actual work, such as a fit-gap analysis or UAT.
- Mark the corresponding step in the Lifecycle Services methodology as you complete it.
Complete the steps in the methodology as you make progress with the implementation. Don't wait until the last minute.
Go-live Readiness Review with Microsoft
All finance and operations apps customers must complete a Go-live Readiness Review with the Microsoft FastTrack for Dynamics 365 team before production environments can be deployed. The main purpose of the review is to assess project readiness and help you have a smooth and successful go-live experience. Lifecycle Services project users will receive an email reminder about the Go-live Readiness Review, based on the go-live date in Lifecycle Services.
The review might require up to three business days for the initial report, plus more time for any risk mitigation that is required. Determine an appropriate time to start this review, so that you can meet the go-live timeline.
For most projects, the Go-live Readiness Review is done in the FastTrack for Dynamics 365 implementation portal.
There are three exceptions that will not use the FastTrack for Dynamics 365 implementation portal:
- GCC projects - Projects that are in the United States (US) Government Community Cloud (GCC). Download the Go-live checklist, fill in all necessary details, and send it via email to email@example.com. Always include a key stakeholder from the customer and the implementation partner on the email. Microsoft FastTrack will review the project and follow up.
- Tenant moves - For projects that are already live, but planning to move the live solution to a new tenant if the solution is not changing, completing a new Go-live Readiness review is not necessary. Follow the steps described in Move your production environment to the new tenant to get the production slot enabled on the new tenant.
- HR migration projects - Projects that migrate from the Microsoft Dynamics 365 Human Resources standalone application to finance and operations infrastructure should follow the process described in Human Resources migration go-live readiness review.
Initiate the Go-live Readiness Review in the portal
The project team decides who from the customer organization will be the admin for the project on Portal and a key participant of the Go-live Readiness review. Admin access to the project on Portal can be granted only to the member of the customer organization. Microsoft grants access to this user and this user will manage access for other team members.
Project team sends an e-mail to firstname.lastname@example.org and includes the following information:
- Confirmation that the project is ready to start the Go-live Readiness Review. Carefully review prerequisites for the Go-live readiness review that are described in the earlier section of this article.
- Confirmation of the Lifecycle Services project ID or Lifecycle Services project URL.
- Confirmation of the planned Go-live date (when live operations will start in Production). Make sure this date is reflected in the Lifecycle Services correctly.
- Confirmation by when it's required to have Production environment deployed. Building a cutover plan allows to determine by which date environment should be available.
- Confirmation who should be granted admin access for this project on Portal. It's required that admin access is granted to the member of the customer organization (unless it's an internal implementation by the partner).
- Indicate in the e-mail if it's an internal implementation for a partner organization.
Microsoft grants the key review participant from the customer organization admin access to the project and confirms that this task has been completed by responding to the email.
The admin adds more project team members.
Project team creates the review in the portal by following the guidance in the Portal Help article. All users who have registered on portal can access this article.
Submit the review
- The project team should provide answers to all questions in the review. The review process in the portal supports multi-user scenarios. Multiple team members can provide details for the go-live review at the same time.
- When answers have been provided to all the questions in the Go-live Readiness Review, submit the review to Microsoft by selecting Submit.
After the review is submitted in the portal
- Microsoft FastTrack reviews the project and provides a report that describes the potential risks, best practices, and recommendations for a successful go-live of the project. The review might require up to three business days for the initial report, plus more time for any risk mitigation that is required.
- Users who have been selected as Review participants in the portal receive email communication that provides updates about the review.
- When all critical risks have been addressed, and the review has been completed, Microsoft enables the production environment slot in the Lifecycle Services project. The customer/partner can then trigger the production environment deployment.
If you encounter any issue with the portal, contact the portal Support team by selecting Contact us in the upper-right corner of the portal or sending an email to email@example.com. In the email, specify the ID of your project in Lifecycle Services, and provide details that describe the issue.
Production environment deployment
The production environment must be used exclusively to run your business operations. Don't use it for testing, demo, or training purposes. You will be able to do the cutover, and mock the cutover (if a mock cutover is planned), in production. To test the solution, use an appropriate sandbox environment that has been designed so that it includes all the elements and services that are required for testing.
We recommend that you select a service account for environment deployment. For example, select a generic user account as the admin user of the environments that you deploy. If you select a named user account, you might not be able to access an environment if that user is unavailable. Here are some examples of scenarios where the admin user must access an environment:
- First sign-in to any environment after initial deployment – The admin user is the only user who can access the environment.
- First sign-in to a sandbox environment after a database refresh from the production environment – No user accounts except the admin account can sign in.
The production environment should be deployed to the same datacenter where your sandbox environments are deployed, and where UAT and performance testing were done. For information about network requirements and how to do latency testing, see Network requirements.
Production deployment takes approximately 30 minutes. When deployment has been completed, an email notification is sent to the environment administrator.
The production environment is sized based on the number of licenses that have been allocated to the Lifecycle Services project and the transaction volumes in the Subscription estimator.
After production has been deployed, the project team can apply the deployable package by following the instructions in Promote an update to production environments and then migrate the data. For data migration, we recommend that you prepare and validate data in a nonproduction environment and then copy the sandbox database to production.