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Dynamics 365 implementation guidance

  • Article

This section contains guidance for how to implement solutions that include Dynamics 365 apps and services. The Success by Design framework can help you prepare for and run even complex implementation projects. This article provides an overview of the available implementation guidance.

The Dynamics 365 implementation guide is online

The Dynamics 365 implementation guide is now fully available here on Microsoft Learn and integrated with other content for the Dynamics 365 apps and services. Check the guidance hub for new content, and use the navigation panel to find what you're looking for.

The Dynamics 365 implementation guide follows the structure of Success by Design with five stages:

  • Strategize
  • Initiate
  • Implement
  • Prepare
  • Operate

The implementation guide represents the collective knowledge and experience of the FastTrack for Dynamics 365 team, gained over thousands of Dynamics 365 implementations. Here, program leaders, project managers, solution architects, system administrators, and business stakeholders on the Dynamics 365 implementation journey find expert guidance. We provide illustrative case studies, and the thinking, questions, and resources you need for a successful implementation.

Tip

Some Dynamics 365 apps offer free trial experiences so that you can try things out. The Dynamics 365 documentation hub lists all Dynamics 365 apps with a link to where you can find a free trial or a guided tour.

Audience

Dynamics 365 is a set of intelligent business applications that helps you run your entire business and deliver greater results through predictive, AI-driven insights. Choose one, some, or all. Dynamics 365 applications are made to work together—and with other systems—for a comprehensive solution that connects your entire business.

The Dynamics 365 implementation guide and the Success by Design framework is used by the FastTrack for Dynamics 365 team and partners across the world for complex and not-so-complex implementation projects. We believe the Success by Design framework can help any organization. But if you're a startup, a small business, or overwhelmed by a perceived complexity here, you might want to go explore Dynamics 365 Business Central now. Learn more at Welcome to Dynamics 365 Business Central.

However, the Dynamics 365 implementation guide is relevant for organizations of medium size and upwards. If you're a business owner, talk to your own administrative team about the guidance here, and then contact your reselling partner. The FastTrack for Dynamics 365 team supports and collaborate with our partner network to help you find the right solution.

Training

Microsoft provides free online training on Microsoft Learn for the various roles in an implementation project. You can filter by product and by role to find learning paths and modules that are relevant for you.

The following links can help you get started with the implementation guide: