Planning your deployment of Microsoft Dynamics 365


Applies To: Dynamics 365 (on-premises), Dynamics CRM 2016

For larger organizations, planning Dynamics 365 (on-premises) or Microsoft Dynamics 365 (online), like any enterprise-wide software, is a significant task. This guide is written for the team of people responsible for planning Microsoft Dynamics 365, and provides information and tools that are needed to design a successful implementation. In smaller organizations, several roles may be filled by one person. In larger organizations, each role may be divided among several people. These roles include the following:

  • Business managers. Responsible for determining how your business will use Microsoft Dynamics 365. This includes mapping your processes to Microsoft Dynamics 365, deciding on default values, and identifying any required customizations.

  • Customization technical staff. Responsible for implementing the planned customizations.

  • Network technical staff. Responsible for determining how Microsoft Dynamics 365 will be deployed on the network and how users will access the system.

  • Project manager. Responsible for managing an enterprise-wide implementation project.

Organizations that implement Microsoft Dynamics 365 software may use the services of an independent software vendor (ISV) or value-added reseller, a consultant, or other organization that is partnered with Microsoft and will help you with implementing and maintaining your Microsoft Dynamics 365 installation. Because of this assumption, there may be references in this guide to these "partners" who are expected to provide services to you.

Resources for planning and preparing users for Microsoft Dynamics 365

These resources are available to help you plan a deployment of Dynamics 365 (on-premises) or Microsoft Dynamics 365 (online).

Microsoft Dynamics SureStep

Microsoft Dynamics Sure Step is a full customer lifecycle methodology for all Microsoft Dynamics solutions, providing the Microsoft ecosystem with comprehensive sales through delivery guidance, project management discipline alignment and field-driven best practices. Microsoft Dynamics Sure Step is designed for Microsoft Dynamics Partners to successfully and reliably complete customer projects on time and on budget. More information: Microsoft Dynamics CRM Sure Step Guide

Microsoft Dynamics 365 (online) planning

If you’re an administrator who needs to plan and implement Microsoft Dynamics 365 (online) in your organization,TechNet: Manage your Microsoft Dynamics CRM Online subscription is designed for you. The guide also helps other users to ramp up with Microsoft Dynamics 365 (online).

User training and adoption

More information: Training and Adoption Kit for Microsoft Dynamics CRM.

See Also

Planning on-premises Dynamics 365
Microsoft Dynamics 365 editions and licensing

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