Mastering Dynamics 365 End to End: A Complete Self-Assessment Guide
You're under pressure. Deadlines loom, stakeholders demand clarity, and you’re expected to deliver transformation-ready results with Dynamics 365 - but where do you start? The platform is vast, complex, and evolving fast. Without a proven roadmap, it's easy to feel overwhelmed, underprepared, and uncertain about your next move. Imagine walking into your next planning session with full control. Not just understanding Dynamics 365 technically, but knowing exactly how to align it to business outcomes, drive adoption, and prove ROI. No guesswork, no confusion - just confidence that every configuration, every integration, every decision is grounded in best practices. Mastering Dynamics 365 End to End: A Complete Self-Assessment Guide is not another surface-level overview. It’s a precision-engineered roadmap that takes you from fragmented knowledge to comprehensive mastery - and positions you as the trusted authority your organisation relies on. This course delivers one core outcome: the ability to confidently assess, implement, and optimise a full Dynamics 365 environment from vision to validation, with a board-ready implementation strategy in hand within 30 days. Like Sarah Kim, Senior CRM Architect at a Fortune 500 financial services firm, who used this framework to audit her company’s stalled Dynamics rollout. Within four weeks, she identified $210K in annual licensing waste, restructured their deployment roadmap, and presented a validated migration plan that secured executive buy-in and a $1.2M greenlight. You don’t need more theory. You need a repeatable, step-by-step self-assessment system that transforms complexity into clarity. A system that future-proofs your skills and positions you not just as a user, but as a strategic enabler. Here’s how this course is structured to help you get there.COURSE FORMAT & DELIVERY DETAILS Learn On Your Terms - No Constraints, No Compromises
This is a self-paced, on-demand learning experience designed for professionals who lead with impact. There are no fixed start dates, no mandatory live sessions, and no artificial time pressure. You progress at your own pace, on your own schedule, with lifetime access to all materials. Designed for Immediate Application and Lasting Value
Most learners complete the core curriculum in 25–30 hours, with many applying critical insights within the first 72 hours. You’ll gain actionable clarity fast, while building a comprehensive, personal assessment portfolio you can use immediately with stakeholders. All content is mobile-friendly and accessible 24/7 from any device, anywhere in the world. Whether you're preparing for a client review, auditing a project, or refining your own implementation, your access never expires. Expert Support with Zero Guesswork
You’re not alone. Throughout your journey, you receive direct guidance via structured self-assessment checkpoints and real-world validation frameworks. Instructor-reviewed templates and decision matrices help you apply concepts with precision, ensuring your work meets enterprise-grade standards. The course includes built-in progress tracking, gamified mastery levels, and interactive reflection prompts that reinforce retention and deepen practical understanding - all rooted in real business scenarios. Certification That Commands Respect
Upon successful completion, you’ll receive a Certificate of Completion issued by The Art of Service - a globally recognised credential trusted by enterprises, consultancies, and IT leaders across 97 countries. This certification is widely cited in performance reviews, job applications, and promotion discussions as proof of strategic capability. Transparent, Upfront Pricing - No Hidden Costs
Pricing is straightforward with no hidden fees, subscriptions, or renewal charges. One payment grants full, permanent access to the entire course, including all future updates at no additional cost. Pay Your Way, With Complete Confidence
We accept all major payment methods, including Visa, Mastercard, and PayPal. The enrollment process is secure, fast, and handled through encrypted gateways trusted by enterprise clients worldwide. Risk Eliminated: 100% Satisfaction Guarantee
We offer a full money-back guarantee. If you complete the first two modules and feel this course hasn’t delivered measurable clarity or tangible value, contact support for a prompt and unconditional refund. Your success is our standard - not an afterthought. You’re Covered - Even If You Think It Won’t Work For You
“This works even if you’re time-constrained, lack formal technical training, or have been burned by overhyped training before.” Designed for real professionals in real roles - Functional Consultants, Solution Architects, Project Managers, Business Analysts, and IT Leads - every tool and framework is tested in live enterprise environments. The content adapts to your role, whether you're leading an implementation, auditing an existing system, or preparing for a certification viva. You’ll gain access immediately after your enrollment is confirmed. A follow-up email will deliver your unique access details once your personalized learning path is fully initialised - ensuring you begin with a clean, reliable start. Trust Built on Results, Not Promises
Over 42,000 professionals have used The Art of Service’s self-assessment frameworks to accelerate promotions, win contracts, and lead high-stakes digital transformations. Our methodology is cited in internal training programs at PwC, Deloitte, and Microsoft partner networks. We don’t sell content - we deliver confidence. And with a 97.2% satisfaction rate across verified completions, the data speaks for itself.
EXTENSIVE and DETAILED COURSE CURRICULUM
Module 1: Foundations of Dynamics 365 Architecture - Understanding the Common Data Service (now Microsoft Dataverse) core model
- Entity-relationship principles and logical data design
- Security model fundamentals: roles, teams, and business units
- Licensing tiers and user access rights mapping
- Environment strategy: sandbox vs production best practices
- Power Platform integration boundaries and dependencies
- Deployment lifecycle stages and governance checkpoints
- Defining organisational readiness for Dynamics 365 adoption
- Business process flow vs workflow vs Power Automate distinctions
- Navigating the Dynamics 365 admin center interface
- Setting up audit logs and change history tracking
- Provisioning environments using lifecycle services
- Customisers vs developers: skill set mapping and responsibilities
- Understanding solution layers and dependency management
- Data model versioning and deployment pipelines
Module 2: Strategic Assessment Frameworks - Dynamics 365 maturity assessment model (stages 1–5)
- Mapping current state vs target state capabilities
- Gap analysis techniques using weighted scoring matrices
- Stakeholder alignment using RACI and power-interest grids
- Business capability modelling for CRM and ERP functions
- Process mining integration with existing operational data
- Identifying low-value customisations and technical debt
- Assessment of integration health with external systems
- UX consistency audit across entities and forms
- Mobile readiness evaluation for field service scenarios
- Reporting completeness and KPI alignment check
- Change adoption resistance identification framework
- Data quality scoring using completeness, accuracy, and timeliness metrics
- Automation maturity scorecard for workflows and business rules
- Risk exposure analysis: compliance, data residency, and access control
Module 3: Core Functional Domains Deep Dive - Sales module: lead-to-opportunity pipeline integrity
- Marketing module: campaign tracking and ROI linkage
- Customer Service module: case management lifecycle
- Field Service module: work order scheduling optimisation
- Project Operations: time and expense compliance controls
- Finance and Operations: general ledger integration points
- Supply Chain: inventory accuracy and demand forecasting links
- Human Resources: employee lifecycle automation checks
- Custom app extension points within each module
- Module-specific security role templates and best practices
- Business rule validation against regulatory requirements
- Data entry form optimisation and usability heuristics
- Dashboard effectiveness scoring system
- SLA performance tracking and alerting thresholds
- Mobile offline capability gaps and mitigation strategies
Module 4: Data Strategy and Governance - Data ownership and stewardship assignment protocols
- Master data management principles for accounts, contacts, products
- Validating data model alignment with business processes
- Record ownership transfer policies and automation
- Duplicate detection rules and suppression mechanisms
- Data retention and archival policy configuration
- PII handling compliance: GDPR, CCPA, and HIPAA alignment
- Entity ownership model selection: user vs team vs organisation
- Choice column standardisation and picklist hygiene
- Calculated field performance impact assessment
- Audit trail coverage for sensitive fields
- Data import success rate benchmarking
- Incremental sync vs full refresh trade-off analysis
- Slowly changing dimension handling in historical reporting
- External reference data synchronisation checks
Module 5: Integration and Interoperability - Integration pattern selection: API, dual-write, Scribe
- Dataverse API rate limit planning and mitigation
- Authentication methods: service principals, keys, consent flows
- Handling synchronous vs asynchronous integration needs
- Middleware selection criteria: Azure Logic Apps vs MuleSoft
- Error logging and retry mechanism design
- End-to-end traceability for cross-system transactions
- Data transformation layer design using Power Query
- Handling time zone and currency conversion at integration points
- Testing integration resilience under load conditions
- Latency measurement and performance benchmarking
- Reconciliation process design for financial integrations
- Webhook configuration and security validation
- Batch processing window definition and monitoring
- Legacy system deprecation roadmap planning
Module 6: Automation and Workflow Design - Workflow scope definition: when to use Power Automate vs plug-ins
- Async vs real-time trigger evaluation matrix
- Condition branching complexity analysis
- Loop handling and bulk operation safeguards
- Error output mapping and exception routing
- Business rule testing with edge-case scenarios
- Approval process design with escalation paths
- Email template personalisation and version control
- Duplicate prevention through locking mechanisms
- Performance benchmarking for automation latency
- Orphaned process identification and cleanup
- Version history management for deployed flows
- Monitoring stack setup: Power Platform admin insights
- Service account usage and credential rotation schedule
- User notification optimisation to reduce alert fatigue
Module 7: User Adoption and Change Management - User persona mapping for training and UX design
- Adoption KPI definition: login frequency, record creation rates
- Training effectiveness measurement using pre/post quizzes
- Onboarding checklist customisation by role type
- Feedback loop mechanisms: surveys, usage analytics
- Champion network identification and engagement plan
- Resistance driver analysis and mitigation tactics
- Role-based navigation app design
- Frequently used view optimisation for power users
- Quick create form relevance testing
- Personal dashboard vs shared dashboard balance
- Search functionality effectiveness scoring
- Keyboard shortcut availability and documentation
- Help text placement and contextual guidance
- Release communication plan template
Module 8: Reporting, Analytics, and Insights - Report consumption pattern analysis using telemetry
- KPI alignment to executive dashboards
- Dataverse querying efficiency: fetch XML vs SQL
- Report performance optimisation techniques
- Power BI embedded vs external report trade-offs
- Row-level security configuration validation
- Dynamic filtering design with user context
- Drill-through report linkage consistency
- Historical trend visibility and data lag checks
- Real-time vs scheduled refresh impact analysis
- Dashboard layout usability scoring
- Mobile report rendering validation
- Annotation and commentary process for insights
- Forecast accuracy verification against actuals
- Data lineage and source verification for audit trails
Module 9: Performance, Scalability, and Monitoring - System performance benchmarking under load
- Transaction volume capacity planning
- Dataverse storage allocation and optimisation
- Plugin execution time monitoring and thresholds
- JavaScript library performance impact audit
- Form load time measurement and improvement levers
- Search index rebuild scheduling best practices
- Environment monitoring tool selection and setup
- Alert threshold definition for key metrics
- Log retention policy and trace analysis procedure
- Incident response playbooks for common failures
- Disaster recovery preparedness checklist
- Backup frequency and restore point validity test
- Load balancing considerations for global deployments
- Peak usage window identification and resource planning
Module 10: Security and Compliance Assurance - Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
Module 1: Foundations of Dynamics 365 Architecture - Understanding the Common Data Service (now Microsoft Dataverse) core model
- Entity-relationship principles and logical data design
- Security model fundamentals: roles, teams, and business units
- Licensing tiers and user access rights mapping
- Environment strategy: sandbox vs production best practices
- Power Platform integration boundaries and dependencies
- Deployment lifecycle stages and governance checkpoints
- Defining organisational readiness for Dynamics 365 adoption
- Business process flow vs workflow vs Power Automate distinctions
- Navigating the Dynamics 365 admin center interface
- Setting up audit logs and change history tracking
- Provisioning environments using lifecycle services
- Customisers vs developers: skill set mapping and responsibilities
- Understanding solution layers and dependency management
- Data model versioning and deployment pipelines
Module 2: Strategic Assessment Frameworks - Dynamics 365 maturity assessment model (stages 1–5)
- Mapping current state vs target state capabilities
- Gap analysis techniques using weighted scoring matrices
- Stakeholder alignment using RACI and power-interest grids
- Business capability modelling for CRM and ERP functions
- Process mining integration with existing operational data
- Identifying low-value customisations and technical debt
- Assessment of integration health with external systems
- UX consistency audit across entities and forms
- Mobile readiness evaluation for field service scenarios
- Reporting completeness and KPI alignment check
- Change adoption resistance identification framework
- Data quality scoring using completeness, accuracy, and timeliness metrics
- Automation maturity scorecard for workflows and business rules
- Risk exposure analysis: compliance, data residency, and access control
Module 3: Core Functional Domains Deep Dive - Sales module: lead-to-opportunity pipeline integrity
- Marketing module: campaign tracking and ROI linkage
- Customer Service module: case management lifecycle
- Field Service module: work order scheduling optimisation
- Project Operations: time and expense compliance controls
- Finance and Operations: general ledger integration points
- Supply Chain: inventory accuracy and demand forecasting links
- Human Resources: employee lifecycle automation checks
- Custom app extension points within each module
- Module-specific security role templates and best practices
- Business rule validation against regulatory requirements
- Data entry form optimisation and usability heuristics
- Dashboard effectiveness scoring system
- SLA performance tracking and alerting thresholds
- Mobile offline capability gaps and mitigation strategies
Module 4: Data Strategy and Governance - Data ownership and stewardship assignment protocols
- Master data management principles for accounts, contacts, products
- Validating data model alignment with business processes
- Record ownership transfer policies and automation
- Duplicate detection rules and suppression mechanisms
- Data retention and archival policy configuration
- PII handling compliance: GDPR, CCPA, and HIPAA alignment
- Entity ownership model selection: user vs team vs organisation
- Choice column standardisation and picklist hygiene
- Calculated field performance impact assessment
- Audit trail coverage for sensitive fields
- Data import success rate benchmarking
- Incremental sync vs full refresh trade-off analysis
- Slowly changing dimension handling in historical reporting
- External reference data synchronisation checks
Module 5: Integration and Interoperability - Integration pattern selection: API, dual-write, Scribe
- Dataverse API rate limit planning and mitigation
- Authentication methods: service principals, keys, consent flows
- Handling synchronous vs asynchronous integration needs
- Middleware selection criteria: Azure Logic Apps vs MuleSoft
- Error logging and retry mechanism design
- End-to-end traceability for cross-system transactions
- Data transformation layer design using Power Query
- Handling time zone and currency conversion at integration points
- Testing integration resilience under load conditions
- Latency measurement and performance benchmarking
- Reconciliation process design for financial integrations
- Webhook configuration and security validation
- Batch processing window definition and monitoring
- Legacy system deprecation roadmap planning
Module 6: Automation and Workflow Design - Workflow scope definition: when to use Power Automate vs plug-ins
- Async vs real-time trigger evaluation matrix
- Condition branching complexity analysis
- Loop handling and bulk operation safeguards
- Error output mapping and exception routing
- Business rule testing with edge-case scenarios
- Approval process design with escalation paths
- Email template personalisation and version control
- Duplicate prevention through locking mechanisms
- Performance benchmarking for automation latency
- Orphaned process identification and cleanup
- Version history management for deployed flows
- Monitoring stack setup: Power Platform admin insights
- Service account usage and credential rotation schedule
- User notification optimisation to reduce alert fatigue
Module 7: User Adoption and Change Management - User persona mapping for training and UX design
- Adoption KPI definition: login frequency, record creation rates
- Training effectiveness measurement using pre/post quizzes
- Onboarding checklist customisation by role type
- Feedback loop mechanisms: surveys, usage analytics
- Champion network identification and engagement plan
- Resistance driver analysis and mitigation tactics
- Role-based navigation app design
- Frequently used view optimisation for power users
- Quick create form relevance testing
- Personal dashboard vs shared dashboard balance
- Search functionality effectiveness scoring
- Keyboard shortcut availability and documentation
- Help text placement and contextual guidance
- Release communication plan template
Module 8: Reporting, Analytics, and Insights - Report consumption pattern analysis using telemetry
- KPI alignment to executive dashboards
- Dataverse querying efficiency: fetch XML vs SQL
- Report performance optimisation techniques
- Power BI embedded vs external report trade-offs
- Row-level security configuration validation
- Dynamic filtering design with user context
- Drill-through report linkage consistency
- Historical trend visibility and data lag checks
- Real-time vs scheduled refresh impact analysis
- Dashboard layout usability scoring
- Mobile report rendering validation
- Annotation and commentary process for insights
- Forecast accuracy verification against actuals
- Data lineage and source verification for audit trails
Module 9: Performance, Scalability, and Monitoring - System performance benchmarking under load
- Transaction volume capacity planning
- Dataverse storage allocation and optimisation
- Plugin execution time monitoring and thresholds
- JavaScript library performance impact audit
- Form load time measurement and improvement levers
- Search index rebuild scheduling best practices
- Environment monitoring tool selection and setup
- Alert threshold definition for key metrics
- Log retention policy and trace analysis procedure
- Incident response playbooks for common failures
- Disaster recovery preparedness checklist
- Backup frequency and restore point validity test
- Load balancing considerations for global deployments
- Peak usage window identification and resource planning
Module 10: Security and Compliance Assurance - Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Dynamics 365 maturity assessment model (stages 1–5)
- Mapping current state vs target state capabilities
- Gap analysis techniques using weighted scoring matrices
- Stakeholder alignment using RACI and power-interest grids
- Business capability modelling for CRM and ERP functions
- Process mining integration with existing operational data
- Identifying low-value customisations and technical debt
- Assessment of integration health with external systems
- UX consistency audit across entities and forms
- Mobile readiness evaluation for field service scenarios
- Reporting completeness and KPI alignment check
- Change adoption resistance identification framework
- Data quality scoring using completeness, accuracy, and timeliness metrics
- Automation maturity scorecard for workflows and business rules
- Risk exposure analysis: compliance, data residency, and access control
Module 3: Core Functional Domains Deep Dive - Sales module: lead-to-opportunity pipeline integrity
- Marketing module: campaign tracking and ROI linkage
- Customer Service module: case management lifecycle
- Field Service module: work order scheduling optimisation
- Project Operations: time and expense compliance controls
- Finance and Operations: general ledger integration points
- Supply Chain: inventory accuracy and demand forecasting links
- Human Resources: employee lifecycle automation checks
- Custom app extension points within each module
- Module-specific security role templates and best practices
- Business rule validation against regulatory requirements
- Data entry form optimisation and usability heuristics
- Dashboard effectiveness scoring system
- SLA performance tracking and alerting thresholds
- Mobile offline capability gaps and mitigation strategies
Module 4: Data Strategy and Governance - Data ownership and stewardship assignment protocols
- Master data management principles for accounts, contacts, products
- Validating data model alignment with business processes
- Record ownership transfer policies and automation
- Duplicate detection rules and suppression mechanisms
- Data retention and archival policy configuration
- PII handling compliance: GDPR, CCPA, and HIPAA alignment
- Entity ownership model selection: user vs team vs organisation
- Choice column standardisation and picklist hygiene
- Calculated field performance impact assessment
- Audit trail coverage for sensitive fields
- Data import success rate benchmarking
- Incremental sync vs full refresh trade-off analysis
- Slowly changing dimension handling in historical reporting
- External reference data synchronisation checks
Module 5: Integration and Interoperability - Integration pattern selection: API, dual-write, Scribe
- Dataverse API rate limit planning and mitigation
- Authentication methods: service principals, keys, consent flows
- Handling synchronous vs asynchronous integration needs
- Middleware selection criteria: Azure Logic Apps vs MuleSoft
- Error logging and retry mechanism design
- End-to-end traceability for cross-system transactions
- Data transformation layer design using Power Query
- Handling time zone and currency conversion at integration points
- Testing integration resilience under load conditions
- Latency measurement and performance benchmarking
- Reconciliation process design for financial integrations
- Webhook configuration and security validation
- Batch processing window definition and monitoring
- Legacy system deprecation roadmap planning
Module 6: Automation and Workflow Design - Workflow scope definition: when to use Power Automate vs plug-ins
- Async vs real-time trigger evaluation matrix
- Condition branching complexity analysis
- Loop handling and bulk operation safeguards
- Error output mapping and exception routing
- Business rule testing with edge-case scenarios
- Approval process design with escalation paths
- Email template personalisation and version control
- Duplicate prevention through locking mechanisms
- Performance benchmarking for automation latency
- Orphaned process identification and cleanup
- Version history management for deployed flows
- Monitoring stack setup: Power Platform admin insights
- Service account usage and credential rotation schedule
- User notification optimisation to reduce alert fatigue
Module 7: User Adoption and Change Management - User persona mapping for training and UX design
- Adoption KPI definition: login frequency, record creation rates
- Training effectiveness measurement using pre/post quizzes
- Onboarding checklist customisation by role type
- Feedback loop mechanisms: surveys, usage analytics
- Champion network identification and engagement plan
- Resistance driver analysis and mitigation tactics
- Role-based navigation app design
- Frequently used view optimisation for power users
- Quick create form relevance testing
- Personal dashboard vs shared dashboard balance
- Search functionality effectiveness scoring
- Keyboard shortcut availability and documentation
- Help text placement and contextual guidance
- Release communication plan template
Module 8: Reporting, Analytics, and Insights - Report consumption pattern analysis using telemetry
- KPI alignment to executive dashboards
- Dataverse querying efficiency: fetch XML vs SQL
- Report performance optimisation techniques
- Power BI embedded vs external report trade-offs
- Row-level security configuration validation
- Dynamic filtering design with user context
- Drill-through report linkage consistency
- Historical trend visibility and data lag checks
- Real-time vs scheduled refresh impact analysis
- Dashboard layout usability scoring
- Mobile report rendering validation
- Annotation and commentary process for insights
- Forecast accuracy verification against actuals
- Data lineage and source verification for audit trails
Module 9: Performance, Scalability, and Monitoring - System performance benchmarking under load
- Transaction volume capacity planning
- Dataverse storage allocation and optimisation
- Plugin execution time monitoring and thresholds
- JavaScript library performance impact audit
- Form load time measurement and improvement levers
- Search index rebuild scheduling best practices
- Environment monitoring tool selection and setup
- Alert threshold definition for key metrics
- Log retention policy and trace analysis procedure
- Incident response playbooks for common failures
- Disaster recovery preparedness checklist
- Backup frequency and restore point validity test
- Load balancing considerations for global deployments
- Peak usage window identification and resource planning
Module 10: Security and Compliance Assurance - Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Data ownership and stewardship assignment protocols
- Master data management principles for accounts, contacts, products
- Validating data model alignment with business processes
- Record ownership transfer policies and automation
- Duplicate detection rules and suppression mechanisms
- Data retention and archival policy configuration
- PII handling compliance: GDPR, CCPA, and HIPAA alignment
- Entity ownership model selection: user vs team vs organisation
- Choice column standardisation and picklist hygiene
- Calculated field performance impact assessment
- Audit trail coverage for sensitive fields
- Data import success rate benchmarking
- Incremental sync vs full refresh trade-off analysis
- Slowly changing dimension handling in historical reporting
- External reference data synchronisation checks
Module 5: Integration and Interoperability - Integration pattern selection: API, dual-write, Scribe
- Dataverse API rate limit planning and mitigation
- Authentication methods: service principals, keys, consent flows
- Handling synchronous vs asynchronous integration needs
- Middleware selection criteria: Azure Logic Apps vs MuleSoft
- Error logging and retry mechanism design
- End-to-end traceability for cross-system transactions
- Data transformation layer design using Power Query
- Handling time zone and currency conversion at integration points
- Testing integration resilience under load conditions
- Latency measurement and performance benchmarking
- Reconciliation process design for financial integrations
- Webhook configuration and security validation
- Batch processing window definition and monitoring
- Legacy system deprecation roadmap planning
Module 6: Automation and Workflow Design - Workflow scope definition: when to use Power Automate vs plug-ins
- Async vs real-time trigger evaluation matrix
- Condition branching complexity analysis
- Loop handling and bulk operation safeguards
- Error output mapping and exception routing
- Business rule testing with edge-case scenarios
- Approval process design with escalation paths
- Email template personalisation and version control
- Duplicate prevention through locking mechanisms
- Performance benchmarking for automation latency
- Orphaned process identification and cleanup
- Version history management for deployed flows
- Monitoring stack setup: Power Platform admin insights
- Service account usage and credential rotation schedule
- User notification optimisation to reduce alert fatigue
Module 7: User Adoption and Change Management - User persona mapping for training and UX design
- Adoption KPI definition: login frequency, record creation rates
- Training effectiveness measurement using pre/post quizzes
- Onboarding checklist customisation by role type
- Feedback loop mechanisms: surveys, usage analytics
- Champion network identification and engagement plan
- Resistance driver analysis and mitigation tactics
- Role-based navigation app design
- Frequently used view optimisation for power users
- Quick create form relevance testing
- Personal dashboard vs shared dashboard balance
- Search functionality effectiveness scoring
- Keyboard shortcut availability and documentation
- Help text placement and contextual guidance
- Release communication plan template
Module 8: Reporting, Analytics, and Insights - Report consumption pattern analysis using telemetry
- KPI alignment to executive dashboards
- Dataverse querying efficiency: fetch XML vs SQL
- Report performance optimisation techniques
- Power BI embedded vs external report trade-offs
- Row-level security configuration validation
- Dynamic filtering design with user context
- Drill-through report linkage consistency
- Historical trend visibility and data lag checks
- Real-time vs scheduled refresh impact analysis
- Dashboard layout usability scoring
- Mobile report rendering validation
- Annotation and commentary process for insights
- Forecast accuracy verification against actuals
- Data lineage and source verification for audit trails
Module 9: Performance, Scalability, and Monitoring - System performance benchmarking under load
- Transaction volume capacity planning
- Dataverse storage allocation and optimisation
- Plugin execution time monitoring and thresholds
- JavaScript library performance impact audit
- Form load time measurement and improvement levers
- Search index rebuild scheduling best practices
- Environment monitoring tool selection and setup
- Alert threshold definition for key metrics
- Log retention policy and trace analysis procedure
- Incident response playbooks for common failures
- Disaster recovery preparedness checklist
- Backup frequency and restore point validity test
- Load balancing considerations for global deployments
- Peak usage window identification and resource planning
Module 10: Security and Compliance Assurance - Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Workflow scope definition: when to use Power Automate vs plug-ins
- Async vs real-time trigger evaluation matrix
- Condition branching complexity analysis
- Loop handling and bulk operation safeguards
- Error output mapping and exception routing
- Business rule testing with edge-case scenarios
- Approval process design with escalation paths
- Email template personalisation and version control
- Duplicate prevention through locking mechanisms
- Performance benchmarking for automation latency
- Orphaned process identification and cleanup
- Version history management for deployed flows
- Monitoring stack setup: Power Platform admin insights
- Service account usage and credential rotation schedule
- User notification optimisation to reduce alert fatigue
Module 7: User Adoption and Change Management - User persona mapping for training and UX design
- Adoption KPI definition: login frequency, record creation rates
- Training effectiveness measurement using pre/post quizzes
- Onboarding checklist customisation by role type
- Feedback loop mechanisms: surveys, usage analytics
- Champion network identification and engagement plan
- Resistance driver analysis and mitigation tactics
- Role-based navigation app design
- Frequently used view optimisation for power users
- Quick create form relevance testing
- Personal dashboard vs shared dashboard balance
- Search functionality effectiveness scoring
- Keyboard shortcut availability and documentation
- Help text placement and contextual guidance
- Release communication plan template
Module 8: Reporting, Analytics, and Insights - Report consumption pattern analysis using telemetry
- KPI alignment to executive dashboards
- Dataverse querying efficiency: fetch XML vs SQL
- Report performance optimisation techniques
- Power BI embedded vs external report trade-offs
- Row-level security configuration validation
- Dynamic filtering design with user context
- Drill-through report linkage consistency
- Historical trend visibility and data lag checks
- Real-time vs scheduled refresh impact analysis
- Dashboard layout usability scoring
- Mobile report rendering validation
- Annotation and commentary process for insights
- Forecast accuracy verification against actuals
- Data lineage and source verification for audit trails
Module 9: Performance, Scalability, and Monitoring - System performance benchmarking under load
- Transaction volume capacity planning
- Dataverse storage allocation and optimisation
- Plugin execution time monitoring and thresholds
- JavaScript library performance impact audit
- Form load time measurement and improvement levers
- Search index rebuild scheduling best practices
- Environment monitoring tool selection and setup
- Alert threshold definition for key metrics
- Log retention policy and trace analysis procedure
- Incident response playbooks for common failures
- Disaster recovery preparedness checklist
- Backup frequency and restore point validity test
- Load balancing considerations for global deployments
- Peak usage window identification and resource planning
Module 10: Security and Compliance Assurance - Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Report consumption pattern analysis using telemetry
- KPI alignment to executive dashboards
- Dataverse querying efficiency: fetch XML vs SQL
- Report performance optimisation techniques
- Power BI embedded vs external report trade-offs
- Row-level security configuration validation
- Dynamic filtering design with user context
- Drill-through report linkage consistency
- Historical trend visibility and data lag checks
- Real-time vs scheduled refresh impact analysis
- Dashboard layout usability scoring
- Mobile report rendering validation
- Annotation and commentary process for insights
- Forecast accuracy verification against actuals
- Data lineage and source verification for audit trails
Module 9: Performance, Scalability, and Monitoring - System performance benchmarking under load
- Transaction volume capacity planning
- Dataverse storage allocation and optimisation
- Plugin execution time monitoring and thresholds
- JavaScript library performance impact audit
- Form load time measurement and improvement levers
- Search index rebuild scheduling best practices
- Environment monitoring tool selection and setup
- Alert threshold definition for key metrics
- Log retention policy and trace analysis procedure
- Incident response playbooks for common failures
- Disaster recovery preparedness checklist
- Backup frequency and restore point validity test
- Load balancing considerations for global deployments
- Peak usage window identification and resource planning
Module 10: Security and Compliance Assurance - Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Security role minimisation audit using least privilege
- Field-level security configuration review
- Sharing configuration risk assessment
- Teams vs queues: appropriate use case validation
- Audit log activation and retention policy check
- Privileged user monitoring setup
- Data loss prevention (DLP) policy enforcement
- External sharing risk identification
- MFA enforcement policy rollout strategy
- Session timeout configuration and enforcement
- Guest user access audit trail completeness
- Compliance mapping to ISO 27001, SOC 2, NIST
- Third-party app permission review
- Mobile device management (MDM) integration status
- Phishing simulation readiness for end-users
Module 11: Solution Management and Deployment - Solution layering strategy: unmanaged vs managed
- Component ownership and version control
- Export/import validation checklist
- Dependency visualisation and warning resolution
- Deployment pipeline design using DevOps
- Automated testing frameworks for regression checks
- Pre-deployment health check protocol
- Post-deployment validation script creation
- Rollback procedure documentation and testing
- Packaging assets for Microsoft AppSource submission
- Environment comparison tool usage and reporting
- Customisation impact analysis before updates
- Managed solution upgrade conflict resolution
- Asset version naming convention enforcement
- Change request tracking system integration
Module 12: Continuous Improvement and Optimisation - Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Feedback integration into release planning
- Technical debt backlog prioritisation framework
- ROI calculation for proposed enhancements
- Feature adoption tracking and sunsetting decisions
- Quarterly health assessment schedule
- Process optimisation using Six Sigma principles
- User satisfaction trend analysis from surveys
- Support ticket root cause categorisation
- Training gap identification from support logs
- Custom code refactoring opportunities
- Configuration simplification checklist
- UX consistency audit across forms and views
- Automation opportunity backlog creation
- Integration point rationalisation
- Annual system renewal preparation kit
Module 13: Real-World Assessment Projects - Assessment template for mid-market CRM implementations
- ERP readiness checklist for Finance and Operations
- Post-migration validation plan for Dynamics AX to 365
- Digital transformation maturity benchmarking tool
- Third-party audit preparation workbook
- Integration health scorecard
- Customisation reduction roadmap template
- Stakeholder communication plan for findings
- Executive summary generator for leadership
- Risk register and mitigation tracker
- Implementation oversight board agenda pack
- Process alignment matrix: As-Is vs To-Be
- Change impact assessment for major updates
- Support model transition plan for go-live
- Performance baseline measurement suite
Module 14: Certification and Career Advancement - Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse
- Certificate of Completion: verification and sharing options
- How to list credential on LinkedIn, resumes, proposals
- Preparing for Microsoft certification exams using this guide
- Portfolio development: gathering implementation evidence
- Case study writing format for consulting roles
- Response templates for RFPs and technical evaluations
- Interview preparation: common Dynamics 365 questions
- Speaking points for salary negotiation and promotion
- Contributing to internal knowledge bases as a thought leader
- Building a personal brand as a trusted advisor
- Networking strategy within Microsoft partner ecosystems
- Presenting assesssment findings to C-suite audiences
- Developing a repeatable consulting methodology
- Time estimation framework for assessment engagements
- Creating a personal assessment toolkit for reuse