Microsoft Dynamics ERP Toolkit

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

  • Perform server and storage Capacity Management and planning for the most complex and critical systems.

  • Assure your corporation engages in the most complex Customer Environments and challenging projects and achieve successful outcomes.

  • Provide ongoing support for your organizations Dynamics 365, Power Platform, and SharePoint Online environments.

  • Investigate effects of human multi sensory interactions, attention, and control dynamics on performance and safety of doing tasks.

  • Perform maintenance and development work in a manner that is consistent with organization Standards and Procedures.

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

  • Be accountable for participating in design and architecture sessions with key business users, gathering and documenting Business Processes and requirements for the system.

  • Confirm your corporation acts as highest level technical expertise, addressing problems of Systems Integration, compatibility, and multiple platforms.

  • Create or evaluate a breakdown of your clients businesses processes so that you can identify and link functional and non Functional Requirements.

  • Interact with technical architecture, Data Architecture, development team and management staff on a daily basis.

  • Follow detailed work instructions according to process, product, and Quality System requirements.

  • Provide on going support for Dynamics 365 (Finance and Operations, Human Resources).

  • Develop and maintain an effective status Management Process and regularly report progress to the Stakeholders.

  • Be accountable for reviewing technical deliverables throughout the Development Cycle to ensure quality and Requirements Traceability.

  • Ensure your organization provides Technical Support in the evaluation of prime object names, data elements, and other objects.

  • Provide Technical Support in the evaluation of prime object names, data elements, and other objects.

  • Develop a consistent process documentation platform for Standard Operating Procedures and audit existing written processes for enhancements.

  • Develop integration layer for Data Integration considering new data and modified data in source and target systems.

  • Coordinate project tasks and ensure accurate estimates are provided for completion of development tasks.

  • Create and implement accurate plans and develop success metrics and communication approach for initiatives and projects.

  • Assure your team follows the use of the prescribed Anthology implementation methodology, understands the key activities and deliverables for the Client Engagement and internal projects.

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

  • Collaborate with architects (across various disciplines), functional managers, Business Analysts, leads, directors and others on analysis, design, and development associated with the implementation of ERP and information system solutions.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Microsoft Dynamics ERP Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Microsoft Dynamics ERP 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 ERP specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft Dynamics ERP 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 Microsoft Dynamics ERP improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are there any Revenue recognition issues?

  2. What is the scope of the Microsoft Dynamics ERP work?

  3. Are audit criteria, scope, frequency and methods defined?

  4. What is the smallest subset of the problem you can usefully solve?

  5. What training and capacity building actions are needed to implement proposed reforms?

  6. What can be used to verify compliance?

  7. How do you reduce costs?

  8. What counts that you are not counting?

  9. Are the Microsoft Dynamics ERP benefits worth its costs?

  10. What do you measure to verify effectiveness gains?


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 ERP book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Microsoft Dynamics ERP 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 ERP Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Dynamics ERP 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 ERP 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 ERP projects with the 62 implementation resources:

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 Microsoft Dynamics ERP project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Microsoft Dynamics ERP Project Team have enough people to execute the Microsoft Dynamics ERP 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 Microsoft Dynamics ERP 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 Microsoft Dynamics ERP Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:


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 ERP 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 ERP project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Microsoft Dynamics ERP project with this in-depth Microsoft Dynamics ERP Toolkit.

In using the Toolkit you will be better able to:

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 ERP investments work better.

This Microsoft Dynamics ERP 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.