Cutover strategy for Dynamics 365 solutions

Solution Architect
Functional Consultant
Dynamics 365
Customer Insights - Journeys
Customer Service
Field Service
Supply Chain Management
Project Operations
Human Resources

The goal of the Cutover strategy workshop is to help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover. You need to consider many different areas when you discuss a cutover strategy, and this workshop provides the necessary framework to review those key topics.

Learning objectives

In this module, you will:

  • Learn about the Cutover strategy workshop
  • Prepare for the Cutover strategy workshop
  • Learn how to conduct the Cutover strategy workshop
  • Follow up after the Cutover strategy workshop


  • Knowledge of Dynamics 365 apps
  • Basic knowledge of Success by Design concepts
  • Extensive functional consultant knowledge
  • Previous experience as a solution architect on a project is helpful
  • Download an example of the template for this workshop from GitHub location