Eric Newell

Mastering Microsoft Dynamics 365 Implementations (eBook, PDF)

• Format: PDF

Produktbeschreibung

Confidently shepherd your organization's implementation of Microsoft Dynamics 365 to a successful conclusion In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft's cloud-based ERP and CRM business applications. You'll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget. You'll learn: * The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life * What to do before you begin the project, including identifying stakeholders and building your business case * How to deal with a change management throughout the lifecycle of your project * How to manage conference room pilots (CRPs) and what to expect during the sessions Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.

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Produktdetails

• Verlag: John Wiley & Sons
• Seitenzahl: 416
• Erscheinungstermin: 19. April 2021
• Englisch
• ISBN-13: 9781119789345
• Artikelnr.: 61690504

Autorenporträt

Eric Newell is the Co-Founder and CEO of Stoneridge Software, a Microsoft Gold Partner, focused on Dynamics. Prior to founding Stoneridge, he worked at Microsoft for 13 years in Dynamics-related roles including support engineer, IT lead for support systems, Technical Account Manager and as a Premier Field Engineering team leader. He frequently presents on topics related to implementing Microsoft Dynamics 365, and has spoken at Microsoft conferences over a dozen times. He has served as a project management trainer at Microsoft as well as local universities.

Inhaltsangabe

Introduction xxvii

Chapter 1 * Stages of an Implementation Overview 1

What Is Microsoft Dynamics? 1

The Client Journey 2

Implementation Methodologies 5

Waterfall and Sure Step 5

Agile and Scrum 7

Triple Constraints 8

The Bottom Line 9

Chapter 2 * What to Do Before You Begin a Project 11

Identify Your Project Team and Stakeholders 11

Executive Sponsor 12

Project Owner 12

Business Process Owner(s) 13

Project Manager 13

Core Team and a Core Team Lead 14

Subject Matter Experts 14

IT Resources 15

Time Commitment by Role 17

Identify Your Processes in Scope 18

Clean Up Your Data 19

Identify Your "Master" Data 19

Develop Naming Conventions 20

Identify System Owners 20

Find and Resolve Duplicates and Incorrect Data 20

Define Your Success Metrics 21

Possible Benefits 22

Building Your Business Case and Securing Funding 23

How Much Should an ERP Project Cost? 24

Costs to Include in Your Calculations 24

Capitalizing Costs 25

Contingency 27

Return on Investment (ROI) 27

Gaining Approval 28

The Bottom Line 29

Chapter 3 * Four Keys to Consider When Buying an ERP or CRM Solution 31

Selection Process 31

Selection Consultant 32

Decision Maker 33

The Four Keys 33

Fit 34

Platform 35

Implementer 39

Cost 41

Building Your Scorecard 44

The Bottom Line 45

Chapter 4 * How to Evaluate and Buy Business Application Software 47

Buying Process Steps 47

Qualification Stage 48

Discovery and Demonstration Stage 49

Selecting Your Vendor 51

Leadership or Board Approval 54

Moving Forward 54

The Bottom Line 54

Chapter 5 * Organizing Your Team for Success and Project Governance 57

RACI 57

Your Project Team 58

Your Partner's Implementation Team 59

Executive Sponsor 60

Engagement Manager 60

Project Manager 60

Solution Architect or Solution Delivery Manager 60

Functional Consultant or Consultants 61

Technical Consultant 61

Development Lead and Developers 61

Integration Architect 61

Data Migration Specialist 62

Project Governance 62

Project Communication 62

Resource Loading 62

Project Schedule 66

Document Repository 67

Budget Tracking 68

Change Requests 68

Project Management Plan 68

The Bottom Line 69

Chapter 6 * Sprints and Tools Needed to Run Your Project 73

Definition of a Sprint 73

Length of a Sprint 74

Start and End of a Sprint 74

Delivering Value in a Sprint 74

Backlog 75

Project Backlog 75

Sprint Backlog 76

Allocating Work to Team Members 76

Sprint Success Rate 76

Sprint Meetings 77

Sprint Planning 77

Sprint Review 77

Sprint Retrospective 78

Stand-up Meetings 78

Work Definitions 79

Epic 79

Feature 79

User Story 80

Requirement 80

Research Task 80

Design Task 80

Development Task 81

Test Task 81

Other Task 81

Test Case 81

Test 81

Bug (Defect) 81
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