Save time, empower your teams and effectively upgrade your processes with access to this practical Dynamics 365 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Dynamics 365 related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Dynamics 365 specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Dynamics 365 Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 858 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Dynamics 365 improvements can be made.

Examples; 10 of the 858 standard requirements:

  1. Customer Service What is the future of CRM with regards to Customer Service five years from now, What Technologies would affect it the most and what trends in Customer Service landscape would we see at that time?

  2. How many training hours are included within the standard support and maintenance agreement and how is that training delivered (e.g., at the vendors location, onsite at the customers location, via the web)?

  3. Can visitors/customers easily find all relevant information about your products (e.g., prices, options, technical specifications, quantities, shipping information, order status) on your website?

  4. Do we have or need click to call CTI functions that register track outbound phone calls automatically and prevent internal sales from forgetting updating database?

  5. Do you use a permission-marketing approach and send your customers a letter or an email describing the kind of segment and the characteristics that youve attributed to them?

  6. Do you have the ability to track issues important to the customer and contact, and provide followup target dates/trigger dates to remind the relationship manager?

  7. Is there an existing CRM and email marketing relationship already in place, that can/should be leveraged or should we select a new solution altogether?

  8. Did a better profile of customers arise from the implementation of CRM, or from something that the account manager did differently, or from pure luck?

  9. In CRM we keep record of email addresses and phone numbers of our customers’ employees. Will we now need to ask for explicit permission to store them?

  10. In CRM we keep record of email addresses and phone numbers of our customers’ employees. Will we now need to ask for explicit permission to store them?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Dynamics 365 book in PDF containing 858 requirements, which criteria correspond to the criteria in…

Your Dynamics 365 self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Dynamics 365 Self-Assessment and Scorecard you will develop a clear picture of which Dynamics 365 areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Dynamics 365 Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Dynamics 365 projects with the 62 implementation resources:

  • 62 step-by-step Dynamics 365 Project Management Form Templates covering over 6000 Dynamics 365 project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Stakeholder Management Plan: Are there processes in place to ensure internal consistency between the source code components?
  2. Activity Duration Estimates: Discuss some of the examples of poor quality in information technology Dynamics 365 projects presented in the What Went Wrong?
  3. Monitoring and Controlling Process Group: What were things that you did very well and want to do the same again on the next Dynamics 365 project?
  4. Schedule Management Plan: Does the IMS reflect accurate current status and credible start/finish forecasts for all to-go tasks and milestones?
  5. Change Request: Screen shots or attachments included in a Change Request?
  6. Scope Management Plan: Assess the expected stability of the scope of this Dynamics 365 project how likely is it to change, how frequently, and by how much?
  7. Stakeholder Management Plan: Is there general agreement & acceptance of the current status and progress of the Dynamics 365 project?
  8. Risk Register: Methodology: How will risk management be performed on this Dynamics 365 project?
  9. Change Log: How does this change affect the timeline of the schedule?
  10. Procurement Audit: Are approval limits definitive as to amount and classification of expenditure?

 
Step-by-step and complete Dynamics 365 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Dynamics 365 project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Dynamics 365 project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Dynamics 365 project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Dynamics 365 project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Dynamics 365 project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Dynamics 365 project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Dynamics 365 project with this in-depth Dynamics 365 Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Dynamics 365 projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Dynamics 365 and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Dynamics 365 investments work better.

This Dynamics 365 All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

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