Dynamics 365 guidance documentation and other resources

Find proven guidance and best practices to help you implement and manage business solutions with Dynamics 365 apps.

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What's new

What's new

Concept

Success by design

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Adoption

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• Introduction to guidance
• Glossary of terms in business processes
• Roles in Dynamics 365
• Find training
• Introduction to Success by Design

Implement

• Implementation guidance
• Implementation resources
• Learn about Success by Design
• Implement cloud solutions
• Implementation Portal

Administer

• Overview
• BI, reporting, and analytics
• Reporting and analytics strategy
• Data management
• Application life management

End-to-end business processes

• Get started
• About the business process guides
• Business processes, steps, and how to find things

Implementation guide

Guidance to help admins prepare and manage business solutions with Dynamics 365.

Strategize

• Dynamics 365 implementation guidance
• Introduction to Success by Design
• Implementing cloud solutions
• Drive app value
• Implementation strategy

Initiate

• Solution architecture design pillars
• Process-focused solutions
• Project governance

Implement

• Testing strategy
• Extend the solution
• Integrate with other solutions

Prepare

• Prepare for go-live
• Training strategy

Operate

• Service the solution
• Transition to support
• Business intelligence, reporting, and analytics

Implementation optimization resources

Find links to documentation and tools to help more efficient implementation projects.

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• Overview

Migrate data

• Introduction

Entities

• Import customers
• Import products
• Import sales orders
• Import vendor invoices

Administration guide

This section provides an overview of processes that helps admins manage Dynamics 365 solutions.

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• Implementation portal
• Organizational strategy

Manage

• Administrator experience and the Power Platform admin center
• Tenant-level analytics (Power Platform)
• Mobile apps (Sales)
• Data management and data entities (finance and operations apps)

Plan for security

• Security strategy
• Security controls
• Day one priorities
• Checklist

Documentation and training

Navigate to documentation for Dynamics 365 and Power Platform apps and components.

Dynamics 365 documentation

Hub page with links to documentation and training for each app

Power Platform documentation

Analyze data, build solutions, automate processes, and create virtual agents

Power Platform guidance

Provides information to help you create and implement the business and technology strategies necessary for your organization to succeed with Microsoft Power Platform

Dynamics 365 training

Find free e-learning content from Microsoft here

Troubleshooting guide for Dynamics 365

Landing page with links to content for troubleshooting and answers to frequently asked questions across Dynamics 365 apps

Privacy and personal data for Microsoft Dynamics 365

Landing page for compliance and Dynamics 365