Category: Implementation Strategy
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AI-Driven Go Live Readiness for D365 Finance
Microsoft is transforming the Go-Live Readiness Review for Dynamics 365, transitioning to a faster, AI-driven process that enhances automation and efficiency. Key changes include self-service project creation through the Implementation Portal, automated risk assessments that provide real-time insights, and instant production slot activation. While users can opt out of AI reviews for a traditional manual…
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Mastering D365 Finance Security Architecture
Understand the security architecture When you understand the security architecture of D365 Finance, you can more easily customize security to fit your business requirements. The system architecture of D365 Finance uses the functionality of Microsoft Azure. This allows D365 Finance applications to work and communicate with different devices. The security model is hierarchical, with each…
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Mastering User Management in D365 Finance
Manage users Users are internal employees of your organization or customers and external suppliers who need access to the system to perform their treatments. It is not recommended to add users outside of your company to your organization. Administrators cannot delete roles that are automatically assigned to users. Users can be excluded from roles by…
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Effective Test Strategy Workshop Insights
Prepare Test strategy workshop The time varies depending on the level of detail available for review and the scope and complexity of the solution. Before the workshop, participants should make sure that they know as much as possible about its structure, prerequisites, and the types of topics to be covered. The solution architect will prepare…
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Effective Testing Strategies for D365 Finance
The objective of implementing a testing strategy is to ensure a successful client outcome when implementing D365 Finance. This review is done through different workshops whose objectives are: Overall testing strategy The testing strategy covers the high-level approach and the plan to validate that the solution will be suitable for use in production. The questions…
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