Have you explored the Dynamics 365 implementation portal (https://experience.dynamics.com/FTimplementationportal )? You should! Lot’s of value and checklists available there.

The Dynamics 365 Implementation Portal is designed to assist both customers and partners in guiding their Dynamics 365 projects to a successful completion. This portal offers detailed implementation advice and strategies to mitigate risks, tailored to various workloads and applications within a project. Initially, it was a key resource for the FastTrack for Dynamics 365 program, aimed at customer implementations. However, it has since expanded to offer a comprehensive, self-service experience for all users.

When customers onboard their project with the Implementation Portal, they gain access to specialized guidance that is in line with the Success by Design framework. This approach is endorsed by both the FastTrack and the Dynamics 365 product engineering teams, ensuring that the advice provided is both relevant and effective.

I just learned that Microsoft launched the Implementation CoPilot Public Preview.

In the portal, check out the icon on the bottom right of the page, and feel free to ask the CoPilot for assistance.

It will look for all the Dynamics 365 and Power Platform Documentation, as well as Success By Design and Implementation Guides.

 

Happy DAX’ing