Share via


Dynamics 365 Implementation Portal

Important

This content is archived and is not being updated. For the latest documentation, go to the Microsoft Dynamics 365 documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Important

Some of the functionalities described on this release plan has not yet been released. Delivery time may change and projected functionality may not be released (see Microsoft policy).

Note

Checkout the what’s new in the portal. Share your feedback and help us improve.

Overview

Dynamics 365 Implementation Portal is a tool to help customers and partners drive their Dynamics 365 implementations toward a successful launch. The portal provides contextual implementation guidance and risk mitigation practices for a project's different workloads and apps. It has been primarily used to support customer implementations within the FastTrack for Dynamics 365 program but is now available to all customers as a Unified self-service experience.

By onboarding a project to the Implementation Portal, customers will get access to direct guidance aligned with the Success-by-Design implementation framework recommended by the FastTrack and product engineering teams.

In 2024 release wave 1, we will continue to bring more value and improvements to several areas, as follows:

Onboarding projects made easier:

  • A new and improved wizard will be made available for users to onboard their projects to the Implementation Portal;
  • Partners will be able to onboard projects on behalf of customers, with customer consent steps included;
  • The creation of test/demo projects will be possible, to allow users to learn and try out the features;
  • Project Profiles will be enabled for creation during the pre-sales phase;

Enhancements in Implementation Guidance will bring:

  • Enhancements in the guidance provided in context of the project profile, improved personalized experiences, based on user preferences and persona;
  • A new concept of Deployments will be introduced: for projects that have gone live with some Applications, it will be possible to logically group environments into a single deployment with multiple characteristics (Applications, Workloads, Environment type and others) and have all the Guidance and Reviews processes scoped to it;
  • Business Processes included within Project Profiling: to align with industry standards and better guidance;

Expanding Project Profiling to Include Business Processes: Project Profiles will be extended from the list of Products and Features being implemented, to also include the Business Process workloads being implemented. This will help drive more targeted implementation guidance.

Improved Project Review Experience, including Solution Blueprint Review, with the ability to execute on Projects in the Pre-Sales Phase.

Introducing Telemetry Insights:

  • A new concept focused on detecting and surfacing optimization opportunities paired with actionable guidance by environment;
  • Telemetry results will be surfaced as areas requiring attention are detected;
  • Next step guidance will be presented based on results specific to product, implementation phase, environment and customer usage pattern;

For Partner Center of Excellence Members: exporting capabilities, better navigation and visibility for projects, allowing better collaboration across projects and their implementation teams.

Implementation Copilot will expand its scope and capabilities: introducing new assisted scenarios for Project activities, proactive prompts and notifications for findings and suggested actions.

New Nomination Process for Partners: a new process to nominate a project for FastTrack engagement will be introduced, providing better clarity on the process and visibility for stakeholders.

See also

Dynamics 365 Implementation Portal documentation
Microsoft Dynamics 365 Implementation Guide
Success By Design for Dynamics 365