D365 – 252 Solution Blueprint review questions

One of the most important aspects of Success By Design program is to ensure quality in the implementation process and to set the right expectations. One important setup in this process is the Microsoft Solution Blueprint Review workshop that can be offered to customers through extended FastTrack Engagement.

The Solution Blueprint Review workshop covers the following topics:

  • Program strategy
  • Application strategy
  • Data strategy
  • Integration strategy
  • Test strategy
  • Business process strategy
  • Security strategy
  • Application lifecycle management strategy
  • Environment and capacity strategy
  • Intelligence strategy

Solution architects, functional leads, and technical leads are required to attend these workshops. Key stakeholders from the customer and partner teams are recommended to attend.

In the Solution Blueprint workshops there is a lot of questions that you may be prepared to discuss, and that may give you a better understanding of the scope you are going into.

Here are 252 questions that you should be prepared to discuss through the Solution Blueprint process. This list is primary related to Finance and HR. For other operational areas, like Commerce, SCM, Production there may be other types of questions.

Area

Question

Application Lifecycle Management Strategy,Release Process

What is the ALM process and environments, release process, CI/CD, solution management, regression testing, strategies?

Application Lifecycle Management Strategy,Build and Deploy Process

What is the ALM process and environments, release process, CI/CD, solution management, regression testing, strategies?

Application Strategy,Application Architecture

Has the selection of applications and technologies been finalized?

Application Strategy,Application Architecture

Is there a diagram of the to-be application architecture?

Application Strategy,Application Architecture

Are you going to implement multiple Dynamics 365 products? If so, how these will be integrated?

Application Strategy,Application Gaps & Risks

Gaps and Risks identified and with Owners assigned (customer/Partner)

Application Strategy,Application Gaps & Risks

Have gaps been identified?

Application Strategy,ISV Solutions and Add-ons

Which ISV solutions are you going to implement?

Application Strategy,ISV Solutions and Add-ons

What is the ISV implementation strategy?

Application Strategy,ISV Solutions and Add-ons

What is the ISV support model?

Application Strategy,ISV Solutions and Add-ons

Have ISVs been acquired, installed and used during the analysis and design phase?

Application Strategy,ISV Solutions and Add-ons

Is each ISV solution available on AppSource?

Application Strategy,ISV Solutions and Add-ons

Will customizations be required on top of ISV solutions?

Application Strategy,ISV Solutions and Add-ons

How does the ISV solution integrate with Dynamics 365?

Application Strategy,Application Licensing Considerations

Do you have a documentation or list of required licenses for all components?

Application Strategy,Application Licensing Considerations

Do you import order lines from external systems using DIXF or OData for Sales, Invoices (Customer or Vendor), Purchases, General Journals, or Cost Entries?

Business Process Strategy – Finance,General Ledger Strategy

Are all the actual legal entities represented by a legal entity in Finance and Operations Apps?

Business Process Strategy – Finance,General Ledger Strategy

What is the consolidation and elimination strategy?

Business Process Strategy – Finance,General Ledger Strategy

Have the chart of accounts (COA) and financial dimensions been defined?

Business Process Strategy – Finance,General Ledger Strategy

What is the strategy for the main account categories?

Business Process Strategy – Finance,General Ledger Strategy

Has your accounting currency strategy been defined?

Business Process Strategy – Finance,General Ledger Strategy

Has your reporting currency strategy been defined?

Business Process Strategy – Finance,General Ledger Strategy

Do you process foreign currency revaluation?

Business Process Strategy – Finance,General Ledger Strategy

How are you planning to meet taxation requirements?

Business Process Strategy – Finance,General Ledger Strategy

Do you have requirements to track production values in your general ledger?

Business Process Strategy – Finance,General Ledger Strategy

Is there a plan to use the Cost accounting module?

Business Process Strategy – Finance,Fixed Asset and Asset Leasing Strategy

Is the fixed assets module in scope for the project?

Business Process Strategy – Finance,Fixed Asset and Asset Leasing Strategy

Is there a requirement for asset leasing under IFRS 16 or ASC 842 (US GAAP)?

Business Process Strategy – Finance,Fixed Asset and Asset Leasing Strategy

How many fixed assets will be migrated into Dynamics 365 Finance?

Business Process Strategy – Finance,Fixed Asset and Asset Leasing Strategy

Is purchase order integration with the fixed asset module in scope?

Business Process Strategy – Finance,Fixed Asset and Asset Leasing Strategy

Is project management and accounting integration with the fixed asset module considered in scope?

Business Process Strategy – Finance,Budgeting Strategy

Is there a plan to implement the basic budgeting features of Dynamics 365 Finance?

Business Process Strategy – Finance,Budgeting Strategy

Are there budget controls and checking mechanisms in place with the current system?

Business Process Strategy – Finance,Budgeting Strategy

How do you determine what your budget will be? Is budget planning in scope?

Business Process Strategy – Finance,Accounts Payable Strategy

Are Vendors and related transactions managed and maintained in Dynamics 365 Finance?

Business Process Strategy – Finance,Accounts Payable Strategy

Is there need to automate vendor invoice processing based on volume or complexity?

Business Process Strategy – Finance,Accounts Payable Strategy

Is there a requirement to process prepayments to vendors?

Business Process Strategy – Finance,Accounts Receivable Strategy

Are customer transactions like invoices or incoming payments managed in Dynamics 365 Finance?

Business Process Strategy – Finance,Accounts Receivable Strategy

Is there a need to automate customer invoice processing based on the number of invoices?

Business Process Strategy – Finance,Accounts Receivable Strategy

What techniques are used to pay customers?

Business Process Strategy – Finance,Accounts Receivable Strategy

Is there a need to manage credit limits in Dynamics 365 Finance?

Business Process Strategy – Finance,Accounts Receivable Strategy

Is there a need to manage collections and connected processes in Dynamics 365 Finance?

Business Process Strategy – Finance,Accounts Receivable Strategy

Are there requirements to predict when customers will pay their invoices?

Business Process Strategy – Finance,Public Sector Strategy

Is there a plan to enable the public sector configuration key?

Business Process Strategy – Finance,Public Sector Strategy

Do you plan to enable the public sector French regulatory configuration key?

Business Process Strategy – General Features,Mobile Access Strategy

Are there mobile device requirements?

Business Process Strategy – General Features,Mobile Access Strategy

What is the warehouse mobile device strategy?

Business Process Strategy – General Features,Mobile Access Strategy

Are any business process for the mobile devices required in offline mode?

Business Process Strategy – General Features,Localization Strategy

Have you reviewed and validated the language requirements for each location?

Business Process Strategy – General Features,Localization Strategy

Have you validated that your business requirements are met by the provided localizations for each country/region?

Business Process Strategy – General Features,Electronic Reporting Strategy

Do you have plans to use Electronic reporting or Configurable business documents?

Business Process Strategy – General Features,Printing Strategy

Is there a detailed printing strategy defined?

Business Process Strategy – General Features,Printing Strategy

Have printing requirements been documented?

Business Process Strategy – General Features,Printing Strategy

Are there requirements to print to local printers? (Such as check printers, barcode printers, label printers, etc.)

Business Process Strategy – General Features,Alert Rules Strategy

Is there a plan to use Alert rules?

Business Process Strategy – General Features,Workflow/Business Process Flow Strategy

Are you using Business Events with Power Automate flows to extend the workflow functionality for your business processes?

Business Process Strategy – Human Resources,Personnel Management

Are you planning to use worker actions to manage updates to worker data?

Business Process Strategy – Human Resources,Personnel Management

Are you planning to use workflow with your worker actions?

Business Process Strategy – Human Resources,Personnel Management

Are you planning to use position actions to manage updates to position data?

Business Process Strategy – Human Resources,Personnel Management

Are you planning to use workflow with your position actions?

Business Process Strategy – Human Resources,Personnel Management

Have you performed a full gap analysis occurred related requirements for Unions?

Business Process Strategy – Human Resources,Employee and Manager Self-Service

Will Dynamics 365 be the single point of entry for all employee self-service related activities?

Business Process Strategy – Human Resources,Employee and Manager Self-Service

Will Dynamics 365 be the single point of entry for all manager self-service related activities?

Business Process Strategy – Human Resources,Leave and Absence Management

Is leave and absence management in scope for the implementation?

Business Process Strategy – Human Resources,Leave and Absence Management

Has a full fit-gap analysis been performed for leave and absence?

Business Process Strategy – Human Resources,Leave and Absence Management

Are there requirements for FMLA leave?

Business Process Strategy – Human Resources,Leave and Absence Management

Are you planning to leverage Microsoft Teams to allow users to view and request time off?

Business Process Strategy – Human Resources,Leave and Absence Management

Are you planning to use the leave and absence company calendar as part of employee self-service?

Business Process Strategy – Human Resources,Leave and Absence Management

Are you planning to use the leave and absence accrual suspensions?

Business Process Strategy – Human Resources,Benefits Management

Is Benefits Management in scope for the implementation?

Business Process Strategy – Human Resources,Compensation Management and Payroll

Is compensation management in scope for the implementation?

Business Process Strategy – Human Resources,Compensation Management and Payroll

Are employees compensated in more than one currency?

Business Process Strategy – Human Resources,Compensation Management and Payroll

Is there a clearly defined process for managing and updating compensation information?

Business Process Strategy – Human Resources,Employee Development

Is employee development (skills, reviews, and/or goals) in scope for the implementation?

Business Process Strategy – Human Resources,Employee Development

Are you planning to use workflows with the review process?

Business Process Strategy – Human Resources,Learning

Are you planning to implement the learning features for your project?

Business Process Strategy – Human Resources,Organization Administration

Are you planning to maintain a position hierarchy in Dynamics 365?

Business Process Strategy – Human Resources,Organization Administration

Are there requirements for additional or alternative reporting hierarchies to be maintained?

Business Process Strategy – Human Resources,Organization Administration

Are you planning to maintain a departmental hierarchy in Dynamics 365?

Business Process Strategy – Human Resources,Organization Administration

Will financial dimensions be used in Dynamics 365 Human Resources?

Business Process Strategy – Human Resources,Task and Business Process Management

Are you planning to use onboarding, offboarding, or transitions check lists? If so, has a full gap analysis been performed.

Business Process Strategy – Human Resources,Task and Business Process Management

Is a clear process defined for maintaining the check lists?

Business Process Strategy – Human Resources,Task and Business Process Management

Are you planning to use business processes to maintain alternative internal check lists?

Business Process Strategy – Human Resources,Task and Business Process Management

Is a clear process defined for maintaining the business process check lists?

Business Process Strategy – Human Resources,Task and Business Process Management

Are you planning to use group assignments for any tasks in task or business processes?

Data Strategy,Data Migration Strategy

Has the data migration scope been clearly documented for the implementation project?

Data Strategy,Data Migration Strategy

Is there a plan to migrate historical transactions?

Data Strategy,Data Migration Strategy

Have the data migration responsibilities been clearly documented for the implementation project?

Data Strategy,Data Migration Strategy

Are the data migration quality standards defined?

Data Strategy,Data Migration Strategy

Are data transformation requirements defined?

Data Strategy,Data Migration Strategy

Has the time needed for data migration, during cutover, been estimated and planned?

Data Strategy,Data Migration Strategy

How are you planning to move migrated data into the production environment?

Data Strategy,Data Migration Strategy – Human Resources

What is the strategy for migrating worker data into Dynamics 365 Human Resources?

Data Strategy,Data Migration Strategy – Human Resources

Do you have clearly defined jobs in your current system that will be migrated, or will this data be defined as part of this project?

Data Strategy,Data Migration Strategy – Human Resources

Do you have clearly defined positions in your current system that will migrated, or will this data be defined as part of this project?

Data Strategy,Data Migration Strategy – Human Resources

Have you defined a clear master data management strategy for worker, position, and job data? Where will data be defined, sent to, received from, what is the system of record, and so on?

Data Strategy,Data Migration Strategy – Human Resources

Is a clear strategy defined for migrating leave and absence plans and balances into Dynamics 365?

Data Strategy,Data Migration Strategy – Human Resources

What is the strategy for migrating enrolled benefits into Dynamics 365?

Data Strategy,Data Migration Strategy – Human Resources

Is all historical and relational data required to manage ongoing life events planned for data migrations into Dynamics 365?

Data Strategy,Data Migration Strategy – Human Resources

What is the strategy for migrating current compensation information into Dynamics 365?

Data Strategy,Data Migration Strategy – Human Resources

Will data be migrated for any check lists into Dynamics 365?

Data Strategy,Data Migration Validation and Performance

How many dry-runs will be executed to validate the data migration strategy?

Data Strategy,Data Migration Validation and Performance

Who will be responsible for data validation checks?

Data Strategy,Data Migration Validation and Performance

What is the plan to validate performance of data migration and the time required for the cutover?

Data Strategy,Master Data Management

Has the team established master data governance process?

Data Strategy,Master Data Management

What is your data strategy (where is the data coming from, where is it stored and where is the master)?

Data Strategy,Configuration Data Management

Is there an environment for GOLD configurations?

Data Strategy,Configuration Data Management

How are GOLD configurations documented?

Data Strategy,Configuration Data Management

How are GOLD configurations approved?

Data Strategy,Configuration Data Management

Is the flow of data between environment clearly documented?

Data Strategy,Configuration Data Management

How will data be migrated into production after the initial go-live?

Data Strategy,Documents/Attachment Data Migration Strategy

What technique are you planning to use to store documents/attachments?

Data Strategy,Documents/Attachment Data Migration Strategy

Are you planning to migrate documents/attachments from a legacy system?

Data Strategy,Documents/Attachment Data Migration Strategy

Are you planning to migrate personnel record files/attachments?

Data Strategy,Documents/Attachment Data Migration Strategy

Do you have requirements to integrate documents from Dynamics 365 to another system?

Data Strategy,Legal Entities and Data Sharing

Are actual customer Legal Entities equivalent to F&O Legal entities?

Data Strategy,Legal Entities and Data Sharing

Are there requirements for single record sharing (including customers or vendors)?

Data Strategy,Legal Entities and Data Sharing

Is project team tracking the list of cross-company data entities?

Data Strategy,Legal Entities and Data Sharing

Is this customer upgrading from AX2012 and using virtual companies functionality?

Environment & Capacity Strategy,Environment strategy

Are there challenges with subscribing to additional environments?

Environment & Capacity Strategy,Environment strategy

Have you scheduled a regular environment plan review?

Environment & Capacity Strategy,Environment strategy

Have you defined the Tier-2 (or higher) environment to be used for User Acceptance Testing?

Environment & Capacity Strategy,Environment strategy

Have you assessed the environment Tier needed for performance testing and if necessary, planned its procurement activities?

Environment & Capacity Strategy,Environment strategy

Did you watch the TechTalk for environment planning?

Environment & Capacity Strategy,Environment strategy

Do you have Test/QA environments for testing your integrations?

Environment & Capacity Strategy,Production Instance Strategy

Are processes for regulatory compliance (Ex: GDPR) identified, service levels agreed, security review and internal approvals, Industry regulations, etc.?

Environment & Capacity Strategy,Production Instance Strategy

Is there a requirement to implement in multiple countries where one or more countries are disparate geopolitical regions that have data residency requirements?

Environment & Capacity Strategy,Production Instance Strategy

Has bandwidth availability been verified for all locations?

Environment & Capacity Strategy,Production Instance Strategy

Is there a requirement to be able to share master or configuration data between legal entities?

Environment & Capacity Strategy,Production Instance Strategy

Is there a requirement to keep information stored in non-company specific tables from being visible in all companies?

Environment & Capacity Strategy,Production Instance Strategy

Is there a requirement to use intercompany processes or to provide intercompany data lookups?

Environment & Capacity Strategy,Production Instance Strategy

Does the implementation include multiple locations around the globe?

Environment & Capacity Strategy,Production Instance Strategy

Are there factors that would indicate a multi-instance approach should be considered?

Environment & Capacity Strategy,Production Instance Strategy

Has a latency check been performed for all end-user locations?

Environment & Capacity Strategy,Continuous Update

Are you familiar with the Continuous Updates policy?

Environment & Capacity Strategy,Performance Planning

Has the typical workload that will occur in production in a day-in-the-life fashion (e.g. in the usage profile) been analyzed, estimated and documented?

Environment & Capacity Strategy,Cloud and Edge

Are there business processes that may need to run in an offline mode?

Integration Strategy,Integration Scope

Is the integration scope defined at an interface level?

Integration Strategy,Integration Scope

Are all of the characteristics of each interface fully defined?

Integration Strategy,Integration Scope

Who is responsible for delivering the integration scope?

Integration Strategy,Integration Scope

Are there any integrations in scope where near real-time incremental export is needed?

Integration Strategy,Integration Scope

Are there any integrations in scope that need to receive a signal about a specific event happening?

Integration Strategy,Integration Approach

Do you have a company-wide integration strategy that is being used for the project?

Integration Strategy,Integration Approach

Are there plans for integrations with high availability requirements that take a dependency on Dynamics 365?

Integration Strategy,Integration Approach

What is the approach for synchronous integrations?

Integration Strategy,Integration Approach

What is the approach for the high volume/frequency integrations?

Integration Strategy,Integration Approach

Is there a plan to use the recurring integration tool available on GitHub as an out of the box solution for integration?

Integration Strategy,Integration Approach

Will middleware be used for integrations?

Integration Strategy,Integration Operations Strategy

Is the integration administration scope and approach defined and documented?

Integration Strategy,Integration Operations Strategy

What is the error handling approach?

Integration Strategy,Integration Operations Strategy

Are you logging events to Azure App Insights?

Integration Strategy,Dual Write Strategy

Which Dynamics 365 apps will be integrated with Finance and Operations apps?

Integration Strategy,Dual Write Strategy

Is there a plan to use the prospect-to-cash Data Integrator templates and dual-write?

Integration Strategy,Dual Write Strategy

Which business processes require integration that are planned with Dual Write?

Integration Strategy,Dual Write Strategy

Is there a plan to use trial instances of Finance and Operations apps during the implementation for dual-write?

Integration Strategy,Dual Write Strategy

What is the go-live schedule for each of the Dynamics 365 apps?

Integration Strategy,Dual Write Strategy

Will Dataverse and all Dynamics 365 apps be installed in the same tenant?

Integration Strategy,Dual Write Strategy

Will the Dataverse, Dynamics 365 apps, and external Azure components be deployed in the same region?

Integration Strategy,Dual Write Strategy

Which Dataverse environment(s) will Finance and Operations apps connect to?

Integration Strategy,Dual Write Strategy

Will cross-company data sharing be enabled along with Dual Write?

Integration Strategy,Virtual Entities Strategy

Are there plans to use virtual entities?

Intelligence Strategy,Operational Reporting and Insights

What is the reporting and Business Intelligence strategy?

Intelligence Strategy,Operational Reporting and Insights

Are reporting/analytics requirements documented?

Intelligence Strategy,Operational Reporting and Insights

Have printing requirements been documented?

Intelligence Strategy,Operational Reporting and Insights

Are there requirements for “Follow me printing” or “Secure printing”?

Intelligence Strategy,Operational Reporting and Insights

How many new SSRS reports are expected to fill reporting gaps?

Intelligence Strategy,Strategic Organizational and Executive Reporting

Is there a plan to leverage Power BI for reporting requirements?

Intelligence Strategy,Strategic Organizational and Executive Reporting

Have the standard Power BI analytical workspaces been analyzed/compared to the reporting requirements?

Intelligence Strategy,Strategic Organizational and Executive Reporting

What is the financial reporting strategy?

Intelligence Strategy,Compliance Reporting Scope – Human Resources

Are there requirements for Affordable Care Act (ACA) reporting?

Intelligence Strategy,Compliance Reporting Scope – Human Resources

Are there requirements for VETS (Veterans Employment and Training Service) reporting?

Intelligence Strategy,Compliance Reporting Scope – Human Resources

Are there requirements for EEO (Equal Employment Opportunity) reporting?

Intelligence Strategy,Compliance Reporting Scope – Human Resources

Are there requirements for OSHA (Occupational Health and Safety Administration) reporting?

Intelligence Strategy,Compliance Reporting Scope – Human Resources

Are you planning to use injury illness incidents?

Intelligence Strategy,Data Warehousing Strategy

Are there plans to use the Bring Your Own Database (BYOD) capabilities of Dynamics 365?

Intelligence Strategy,Artificial Intelligence

Are there business requirements that require AI models as a component of the solution?

Intelligence Strategy,Artificial Intelligence

Are there business requirements that require conversational AI components as part of the solution?

Intelligence Strategy,Artificial Intelligence

What is the demand forecasting strategy?

Program Strategy,Goals and Objectives

Provide an overview of the business and why Dynamics 365 was selected.

Program Strategy,Goals and Objectives

What are the specific objectives of the project and how will they be measured?

Program Strategy,Goals and Objectives

What are the targeted benefits of the project and how will the benefits be measured?

Program Strategy,Governance and Methodology

What is the software development lifecycle methodology/framework that you’re using?

Program Strategy,Governance and Methodology

Is the entire implementation team trained and comfortable with the methodology?

Program Strategy,Governance and Methodology

Is there a program management function that is overseeing the larger program of activities?

Program Strategy,Governance and Methodology

How will changes to project scope be handled?

Program Strategy,Governance and Methodology

What is the status reporting procedure for the implementation?

Program Strategy,Governance and Methodology

How is the project managing risks and issues?

Program Strategy,Governance and Methodology

How are decisions regarding the solution architecture managed?

Program Strategy,Governance and Methodology

What is your training and adoption strategy?

Program Strategy,Governance and Methodology

Has the customer chosen a support plan that matches their business needs?

Program Strategy,Stakeholders

Does the customer have a project manager?

Program Strategy,Stakeholders

Does the partner have a project manager?

Program Strategy,Stakeholders

Is there an executive owner identified for the project?

Program Strategy,Stakeholders

Is there a steering committee for the project?

Program Strategy,Stakeholders

Who are the key business process stakeholders for each key business process area?

Program Strategy,Stakeholders

Are the customer/partner stakeholders identified with clear roles and ownership?

Program Strategy,Stakeholders

Is this an IT driven project?

Program Strategy,Project Schedule

Are the scope and project timelines realistic?

Program Strategy,Project Schedule

Is go-live preparation process included into the project plan/ cutover plan?

Program Strategy,Project Schedule

Is time allocated in the project plan to conduct a mock-cutover

Program Strategy,Project Schedule

What external activities are happening in the customer’s enterprise that the implementation is taking a dependency on and are they tracked in the project plan?

Program Strategy,Project Schedule

Are complex business process areas left to the late iterations in the project plan?

Program Strategy,Rollout Model

What is the rollout model selected for this project?

Program Strategy,Rollout Model

Does the project plan include resource and task dependencies?

Program Strategy,Rollout Model

Are there phased go-live dates very close together or critical activities overlapping?

Program Strategy,Rollout Model

Will the implementation utilize process templates that will be deployed across multiple groups of end users in diverse operating conditions?

Program Strategy,Solution Scope

Is the scope documented either in a project charter or in a statement of work?

Program Strategy,Solution Scope

What are the known product gaps?

Program Strategy,Solution Scope

Has the project taken dependencies on roadmap features?

Program Strategy,Solution Scope

Are external component licensing costs considered?

Program Strategy,Requirements Gathering Approach

What is your requirement gathering strategy?

Program Strategy,Requirements Gathering Approach

Are the requirements being sourced from the process owners / subject matter experts?

Program Strategy,Requirements Gathering Approach

Are requirements being reviewed and validated?

Program Strategy,Requirements Gathering Approach

Are requirements being captured relative to their respective business processes?

Program Strategy,Requirements Gathering Approach

Are negative requirements being captured?

Program Strategy,Requirements Gathering Approach

Are the intended personas for each process and its related requirements being captured and tracked along with the requirements?

Program Strategy,Requirements Gathering Approach

Where are requirements being managed?

Security Strategy,Identity and Access Management

Is Federation, Cross Tenant, Integration, AD Access, and other requirements fully identified?

Security Strategy,Identity and Access Management

Are all required Domains synced to AAD?

Security Strategy,Identity and Access Management

Are you using alternate authentication provider?

Security Strategy,Identity and Access Management

Are you considering multi-tenant & Cross Tenant Access?

Security Strategy,Identity and Access Management

Are there requirements for multi-factor authentication (MFA)?

Security Strategy,Identity and Access Management

How are you considering Integration Identity and Service Accounts?

Security Strategy,Access Control – Conditional Access (CA)

Are there requirements for limiting access to the F&O service?

Security Strategy,Compliance – Data Retention

Is there a business requirement to provide Production database backup past 30 days?

Security Strategy,Compliance – General

Are you aware of Microsoft Trust center?

Security Strategy,Compliance – General

Are there specific compliance certification requirements?

Security Strategy,LCS – Security

Is there user maintenance strategy in place for LCS?

Security Strategy,Roles – Approach

Is Customer managing all security implementation tasks?

Security Strategy,Roles – Approach

Are security roles part of Golden Config?

Security Strategy,Roles – Approach

Are security roles part of UAT?

Security Strategy,Roles – Approach

Are custom security roles/duties/privileges created using a ‘design time’ approach (i.e., customizing roles using VS and storing in source control)? Or, are they created using a ‘run time’ approach, using the user interface and storing as data?

Security Strategy,Roles – Scope

Are all security roles/duties/privileges identified?

Security Strategy,Roles – Scope

Is the security model scalable for future rollouts? Ex: Adding more business units and rolling out to new countries/regions

Security Strategy,XDS Policy – Approach

Is the approach for using XDS policies finalized?

Security Strategy,Security – Human Resources

What is the strategy for maintaining worker data in Dynamics 365 Human Resources?

Security Strategy,Security – Human Resources

Are you planning to restrict access to certain leave and absence plans?

Security Strategy,Security – Human Resources

Will an organization hierarchy be used to define security access within security roles for certain users?

Test Strategy,Test Plan

Who is responsible for testing the solution?

Test Strategy,Test Plan

Who will create the test scripts?

Test Strategy,Test Approach

How are requirement tests being structured and executed?

Test Strategy,Test Approach

How is process testing being structured and executed?

Test Strategy,Test Approach

How is end-to-end testing being structured and executed?

Test Strategy,Test Approach

How is user acceptance testing being structured and executed?

Test Strategy,Test Approach

Is there a plan to conduct a mock-cutover?

Test Strategy,Test Approach

What is the plan for testing in each required language?

Test Strategy,Test Management

How are test executions tracked?

Test Strategy,Test Management

How are bugs and issues related to failed test executions tracked?

Test Strategy,Performance Testing

Is there a plan to conduct a performance test prior to requesting the deployment of the Finance and Operations apps production environment?

Test Strategy,Performance Testing

Is there a plan to conduct a performance test prior to the go-live?

Test Strategy,Performance Testing

Have you documented the performance goals for your solution?

Test Strategy,Performance Testing

Have you documented the typical workload and expected transactions volumes in the Solution Blueprint Template.xlsx?

 

A small disclaimer; These questions will as always be dynamically changed and subject to change by the Microsoft FastTrack team.

 

 

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