Dynamics 365 Toolkit

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Direct Dynamics 365: cyber advisor provides employees opportunities for growth and learning while servicing a dynamic customer base.

More Uses of the Dynamics 365 Toolkit:

  • Develop and maintain an effective status management process and regularly report progress to the Stakeholders.

  • Ensure you specialize; lead and manage Supply Chain Project Portfolio initiatives that drive improvements using Problem Solving, lean tools, metric development, and Visual Management.

  • Consult with users to design, modify, and account for program changes or to provide Technical Support.

  • Manage work with the Program Management to formulate the implementation strategy, interdependencies, risks and mitigation strategies, and timeline requirements.

  • Warrant that your group creates and updates Standard Operating Procedures and reports out to management on efficiency gains.

  • Orchestrate Dynamics 365: work across marketing channels to develop and launch campaigns that help improve Customer Satisfaction, loyalty and brand image.

  • Lead Requirements Gathering and technical review meetings at milestones throughout the project.

  • Initiate Dynamics 365: work closely with operations, finance, commercial and IT functions to ensure projects are communicated with potentially impacted partners and scenario outcomes are anticipated and communicated broadly.

  • Arrange that your enterprise maintains awareness of all branch functions and duties to provide proper support and coverage at all times.

  • Emphasize to employees and internal teams the importance of understanding the Dynamics consumer and motivations, the ease of encounters and takeaways.

  • Create and modify Continuous Improvement processes to implement and execute service enhancing and cost improvement projects.

  • Perform as a development for the delivery of Dynamics 365 and Power App platform configuration, custom assembly development, integration code and Data Migration scripts.

  • Be accountable for reviewing technical deliverables throughout the development cycle to ensure quality and requirements traceability.

  • Warrant that your organization creates requisition for hardware, software, licenses and warranties for handoff to procurement for order processing.

  • Methodize Dynamics 365: initial focus on the initiative is to stand up client, account, product, reference and security master.

  • Be accountable for providing leadership to your Clients and Delivery teams to ensure expectations are aligned and commitments are met.

  • Lead all phases of projects from defining technical, operational and user requirements, to planning, Quality Control and testing.

  • Ensure you orchestrate; lead and manage Supply Chain Project Portfolio initiatives that drive improvements using Problem Solving, lean tools, metric development, and Visual Management.

  • Ensure your project understands business and technical objectives of a project and work closely with project sponsor.

  • Ensure you win; lead client meetings to gather Business Requirements and perform Gap Analysis between out of box functionality and clients requirements.

  • Methodize Dynamics 365: work closely with Development Teams to ensure that platforms are designed with operability in mind.

  • Confirm your group maintains awareness of all branch functions and duties to ensure proper support and coverage is provided at all times.

  • Ensure you contribute; build a relationship and develop trust with key client stakeholders, serving as the functional/technical management.

  • Evaluate Dynamics 365: organization effectively balances conflicting priorities to manage workflow, ensure completion of essential projects and meets critical deadlines.

  • Provide clear direction, encourage Professional Development, and motivate the team to achieve success.

  • Formulate Dynamics 365: effective and consistent cooperation and communication with team leadership and key organization personnel.

  • Ensure you coach; build a relationship and develop trust with key client stakeholders, serving as the functional/technical management.

  • Methodize Dynamics 365: work closely with Software Developers to resolve issues identified during design review and testing.

  • Drive the Business Process Analysis and modeling to ensure clients adopt best practices that streamline operations.

  • Drive Dynamics 365: advocate for customer needs in the development and deployment of projects, strategies, and throughout your organization.

  • Supervise Dynamics 365: Interpersonal Skills, to help negotiate priorities and to resolve conflicts among project stakeholders.

  • Methodize Dynamics 365: architecture and engineering requirements for Active Directory and adfs to accomplish windows domain migration, and office 365 tenant changes.

  • Be accountable for reviewing, developing, implementing, and analyzing Administrative Processes.


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.

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 999 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 999 standard requirements:

  1. How is Dynamics 365 project cost planned, managed, monitored?

  2. What is the overall talent health of your organization as a whole at senior levels, and for each organization reporting to a member of the Senior Leadership Team?

  3. Is special Dynamics 365 user knowledge required?

  4. What is your organizations system for selecting qualified vendors?

  5. Has your scope been defined?

  6. What Dynamics 365 data should be collected?

  7. Which models, tools and techniques are necessary?

  8. What tests verify requirements?

  9. How do you manage scope?

  10. Is risk periodically assessed?

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 994 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 1500 Dynamics 365 project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Dynamics 365 project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Dynamics 365 project team have enough people to execute the Dynamics 365 project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Dynamics 365 project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

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

1.0 Initiating Process Group:

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



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.


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.