Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft Dynamics Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft Dynamics related project.
Download the Toolkit and in Three Steps you will be guided from idea to implementation results.
The Toolkit contains the following practical and powerful enablers with new and updated Microsoft Dynamics specific requirements:
STEP 1: Get your bearings
- The latest quick edition of the Microsoft Dynamics 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 715 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics improvements can be made.
Examples; 10 of the 715 standard requirements:
- I have been contacted by a parent whose son or daughter is in the military currently stationed overseas and received a Notice of Suspension of Registration. What should I tell the parent to do?
- If the decision is made to migrate the data, how much clean up and cleansing of the old data will be required before it can be cleanly integrated into the new IT business system?
- Are you prepared for the difference in file management with point-to-point integration in Dynamics 365 versus the flat-file organization of Salesforce?
- If you are currently using a custom reporting solution in Salesforce, will you want move that same solution to CRM for Microsoft Dynamics 365?
- Can you archive the old data and use another tool to retrieve the data when needed and start the new IT business system from scratch?
- Are cookies being transmitted between Microsoft Dynamics CRM for Outlook and the Microsoft Dynamics CRM Server?
- How much is the vendor going to charge to migrate the data from the old business system to the new IT business system?
- How do you resolve issues with failure to provide deliverables on time, scope creep, personality conflicts, etc.?
- Is the Microsoft Dynamics CRM Application Host process responding to HTTP requests?
- Budgeting is an important first step. Are funds available internally within the organization?
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 Microsoft Dynamics book in PDF containing 715 requirements, which criteria correspond to the criteria in…
Your Microsoft Dynamics 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 Microsoft Dynamics Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics projects with the 62 implementation resources:
- 62 step-by-step Microsoft Dynamics Project Management Form Templates covering over 6000 Microsoft Dynamics project requirements and success criteria:
Examples; 10 of the check box criteria:
- Responsibility Assignment Matrix: Too many I’s: Do all the identified roles need to be routinely informed or only in exceptional circumstances?
- Source Selection Criteria: Is the offeror pricing what is technically proposed?
- Project Charter: Microsoft Dynamics project Objective Statement: What must the Microsoft Dynamics project do?
- Cost Management Plan: Is quality monitored from the perspective of the customers needs and expectations?
- Cost Management Plan: Is there anything unique in this Microsoft Dynamics project s scope statement that will affect resources?
- Activity Cost Estimates: Review – what are some common errors in activities to avoid?
- Probability and Impact Assessment: Your customer’s business requirements have suddenly shifted because of a new regulatory statute, what now?
- Project Scope Statement: Have you been able to easily identify success criteria and create objective measurements for each of the Microsoft Dynamics project scopes goal statements?
- WBS Dictionary: Are the requirements for all items of overhead established by rational, traceable processes?
- Activity Duration Estimates: Do procedures exist describing how the Microsoft Dynamics project scope will be managed?
Step-by-step and complete Microsoft Dynamics Project Management Forms and Templates including check box criteria and templates.
1.0 Initiating Process Group:
- 1.1 Microsoft Dynamics project Charter
- 1.2 Stakeholder Register
- 1.3 Stakeholder Analysis Matrix
2.0 Planning Process Group:
- 2.1 Microsoft Dynamics project Management Plan
- 2.2 Scope Management Plan
- 2.3 Requirements Management Plan
- 2.4 Requirements Documentation
- 2.5 Requirements Traceability Matrix
- 2.6 Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics project or Phase Close-Out
- 5.4 Lessons Learned
With this Three Step process you will have all the tools you need for any Microsoft Dynamics project with this in-depth Microsoft Dynamics Toolkit.
In using the Toolkit you will be better able to:
- Diagnose Microsoft Dynamics 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 Microsoft Dynamics 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 Microsoft Dynamics investments work better.
This Microsoft Dynamics All-Inclusive Toolkit enables You to be that person:
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.