Use Success by Design for Dynamics 365 solutions

Offered By: Microsoft via Microsoft Learn

Tags

Microsoft Dynamics Courses Integration Courses Security Models Courses Data Migration Courses Data Models Courses

Course Description

Overview

Module 1: Success by Design is the prescriptive guidance (approaches and best practices) for designing, building, and deploying a Microsoft Dynamics 365 solution.

In this module, you will:

Learn how to use FastTrack techniques on your own project.
Review the Success by Design processes and workshops.
Identify the different phases of a project.
Discover the available tools for tracking project progress.

Module 2: A Solution blueprint workshop is part of Success by Design. This module focuses on creating the blueprint, and conducting the workshop to create it.

In this module, you will:

Learn how to identify project goals
Learn about the project's tenant strategy
Consider any non-functional requirements
Learn how to prepare, and conduct the Solution blueprint workshop

Module 3: Testing strategy, identifying gaps in testing plans, and potential risks are discussed in this module.

In this module, you will:

Identify measurable and non-measurable testing goals and results.
Plan the entire testing strategy for an engagement.
Learn how to prepare and conduct the Test strategy review workshop.

Module 4: A data model workshop is part of Success by Design. This module will provide a basic description of data modeling for Microsoft Dynamics 365 and insight into how you can conduct a data model workshop.

In this module, you will:

Learn about data modeling in Dynamics 365.
Review data modeling best practices and learn how they are related to a Dynamics 365 project.

Module 5: The Business intelligence and analytics design workshop is for implementation projects that have significant business intelligence and analytics requirements and need guidance and best practices for solution design.

In this module, you will:

Learn about the Business intelligence and analytics design workshop
Prepare for the Business intelligence and analytics design workshop
Learn how to conduct the Business intelligence and analytics design workshop

Module 6: The Gap solution design workshop is designed for implementations that have critical requirements that the standard system doesn't support.

In this module, you will:

Learn about the Gap solution design workshop
Prepare for the Gap solution design workshop
Learn how to conduct the Gap solution design workshop

Module 7: The overall goal of the Success by Design framework is to ensure a successful customer outcome for each implementation. The Data migration strategy workshop is designed to help ensure that the approach to data migration is heading for success.

In this module, you will:

Learn about the best practices of data migration.
Discover how data migration relates to and can affect a project.
Learn how to prepare and conduct the Data migration strategy workshop.

Module 8: A security strategy is key to solutions, and a Security model workshop will help verify that the customer’s security model is comprehensive and that it will support their long-term security strategy.

In this module, you will:

Evaluate the proposed security model.
Provide feedback and recommendations that highlight technical risks and issues.

Module 9: The Integration workshop is part of Success by Design. This module discusses integration strategy and how the Integration workshop will help verify that the project's integration plans are comprehensive and will support initial implementation and long-term needs.

In this module, you will:

Learn about connecting one or more components to create a unified experience.
Discover the process of integrating existing services without migrating or rebuilding.

Module 10: The Dual-write implementation workshop guides you through key points to help identify and resolve potential blockers to a successful dual-write implementation.

In this module, you will:

Learn about the Dual-write implementation workshop
Prepare for the Dual-write implementation workshop
Learn how to conduct the Dual-write implementation workshop
Follow up after the Dual-write implementation workshop

Module 11: A solution performance strategy in Dynamics 365 is important, and we discuss it in this module. We also cover configuration and customizations, and the impact they may have on the overall performance of your end-user experience.

In this module, you will:

Learn about the Solution performance review
Prepare for the Solution performance workshop
Learn how to conduct the Solution performance workshop.

Module 12: This module will help ensure that a good approach is in place for the planning, incremental readiness, testing, and implementation of the cutover.

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

Module 13: The Post go-live workshop gives the implementation team the opportunity to confirm that the solution has delivered the objectives that were initially set.

In this module, you will:

Learn about the Post go-live workshop
Prepare for the Post go-live workshop
Implement the Post go-live workshop
Follow up after the Post go-live workshop

Syllabus

Module 1: Get started with Success by Design for Dynamics 365

Introduction
Overview of Success by Design
Reasons to use Success by Design
Success by Design phases
Implement Success by Design
Track Success by Design activities and progress
Check your knowledge
Summary

Module 2: Create a solution blueprint for Dynamics 365 solutions

Introduction
Solution blueprint review workshop overview
Prepare for the Solution blueprint review
Solution blueprint review participants
Conduct the Solution blueprint review workshop
Solution blueprint follow-up
Check your knowledge
Summary

Module 3: Plan a testing strategy for your Dynamics 365 solution

Introduction
Overview of the Test strategy review workshop
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge
Summary

Module 4: Design data models for Dynamics 365 solutions

Introduction
Entity relationship diagram
Out-of-the-box vs. custom tables
Table configuration
Check your knowledge
Summary

Module 5: Business intelligence and analytics design for Dynamics 365 solutions

Introduction
Business intelligence and analytics design workshop overview
Prepare for the Business intelligence and analytics design workshop
Conduct the Business intelligence and analytics design workshop
Business intelligence and analytics design follow-up
Check your knowledge
Summary

Module 6: Gap solution design for Dynamics 365 solutions

Introduction
Gap solution design workshop overview
Prepare for the Gap solution design workshop
Conduct the Gap solution design workshop
Gap solution design follow-up
Check your knowledge
Summary

Module 7: Create a data migration strategy for Dynamics 365 solutions

Introduction
Data migration strategy overview
Prepare for the Data migration workshop
Conduct the Data migration strategy workshop
Check your knowledge
Summary

Module 8: Review the security model for your Dynamics 365 solutions

Introduction
Security workshop topics
Check your knowledge
Summary

Module 9: Integration design for Dynamics 365 solutions

Introduction
Integration design review workshop overview
Prepare for the Integration design review
Conduct the Integration design review
Integration design review workshop follow-up
Check your knowledge
Summary

Module 10: Dual-write implementation for Dynamics 365 solutions

Introduction
Dual-write implementation workshop overview
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge
Summary

Module 11: Implement a performance strategy for Dynamics 365 solutions

Introduction
Solution performance workshop topics
Timing of the Solution performance review
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge
Summary

Module 12: Cutover strategy for Dynamics 365 solutions

Introduction
Purpose of the Cutover strategy workshop
Timing of the Cutover strategy review
Cutover strategy workshop overview
Prepare for the workshop
Workshop implementation and follow-up
Check your knowledge
Summary

Module 13: Post go-live strategy for Dynamics 365 solutions

Introduction
Timing of the Post go-live workshop
Post go-live workshop overview
Prepare for the workshop
Post go-live workshop implementation and follow up
Check your knowledge
Summary

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