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Dynamics 365 for Finance and OperationsProject onboarding
About this Tech Talk
What it does not cover
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Onboarding in a nutshell
Why
Ensure a smooth start of the project
Reduce number of escalations later
When
We send you an email within a few days after LCS project creation
You should reply as soon as possible to schedule the call
How
Via a 60-minute remote SkypeTeams session
Future self-service through LCS Project Onboarding
Private preview starting January 21 2019
Public preview approximately 1 week after
General availability based on feedback appr 1 month after
Onboarding process overview
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
3 Contact
through
Dynamics 365
Onboarding
4Customer
reply
5 Onboarding
call
6 Handover to
FastTrack
engagement
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding Microsoft FastTrack
Onboarding Based on scenario Microsoft FastTrack Solution Architect
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
About this Tech Talk
What it does not cover
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Onboarding in a nutshell
Why
Ensure a smooth start of the project
Reduce number of escalations later
When
We send you an email within a few days after LCS project creation
You should reply as soon as possible to schedule the call
How
Via a 60-minute remote SkypeTeams session
Future self-service through LCS Project Onboarding
Private preview starting January 21 2019
Public preview approximately 1 week after
General availability based on feedback appr 1 month after
Onboarding process overview
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
3 Contact
through
Dynamics 365
Onboarding
4Customer
reply
5 Onboarding
call
6 Handover to
FastTrack
engagement
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding Microsoft FastTrack
Onboarding Based on scenario Microsoft FastTrack Solution Architect
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Onboarding in a nutshell
Why
Ensure a smooth start of the project
Reduce number of escalations later
When
We send you an email within a few days after LCS project creation
You should reply as soon as possible to schedule the call
How
Via a 60-minute remote SkypeTeams session
Future self-service through LCS Project Onboarding
Private preview starting January 21 2019
Public preview approximately 1 week after
General availability based on feedback appr 1 month after
Onboarding process overview
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
3 Contact
through
Dynamics 365
Onboarding
4Customer
reply
5 Onboarding
call
6 Handover to
FastTrack
engagement
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding Microsoft FastTrack
Onboarding Based on scenario Microsoft FastTrack Solution Architect
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Onboarding in a nutshell
Why
Ensure a smooth start of the project
Reduce number of escalations later
When
We send you an email within a few days after LCS project creation
You should reply as soon as possible to schedule the call
How
Via a 60-minute remote SkypeTeams session
Future self-service through LCS Project Onboarding
Private preview starting January 21 2019
Public preview approximately 1 week after
General availability based on feedback appr 1 month after
Onboarding process overview
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
3 Contact
through
Dynamics 365
Onboarding
4Customer
reply
5 Onboarding
call
6 Handover to
FastTrack
engagement
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding Microsoft FastTrack
Onboarding Based on scenario Microsoft FastTrack Solution Architect
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Onboarding in a nutshell
Why
Ensure a smooth start of the project
Reduce number of escalations later
When
We send you an email within a few days after LCS project creation
You should reply as soon as possible to schedule the call
How
Via a 60-minute remote SkypeTeams session
Future self-service through LCS Project Onboarding
Private preview starting January 21 2019
Public preview approximately 1 week after
General availability based on feedback appr 1 month after
Onboarding process overview
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
3 Contact
through
Dynamics 365
Onboarding
4Customer
reply
5 Onboarding
call
6 Handover to
FastTrack
engagement
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding Microsoft FastTrack
Onboarding Based on scenario Microsoft FastTrack Solution Architect
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Onboarding process overview
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
3 Contact
through
Dynamics 365
Onboarding
4Customer
reply
5 Onboarding
call
6 Handover to
FastTrack
engagement
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding Microsoft FastTrack
Onboarding Based on scenario Microsoft FastTrack Solution Architect
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Onboarding process - Future
1 Obtain
subscription
2 Initiate the
LCS
implementation
project
Based on scenarioCloud Solution Provider (CSP)
Volume Licensing Reseller (VLR) Microsoft Sales
Microsoft FastTrack Onboarding
Microsoft FastTrack Onboarding
Based on scenario Microsoft FastTrack Solution Architect
3 Project Onboarding as
mandatory self-service in LCS
4 Handover to
FastTrack
engagement
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Pre-Onboarding
Obtain subscriptionsbull Obtain subscriptions for licenses through
Volume Licensing (VL) or Cloud Solution Provider (CSP) or Internal Use Rights (IUR) program
bull Make sure the subscriptions are ordered against the right Azure Active Directory (AAD) tenant ndash by default all Microsoft Online Services should be running on the same AAD tenant
Initiate LCS projectbull Once licenses have been activated the
Lifecycle Services (LCS) project must be
created by the customer or partner
bull Make sure you add the key users from
partner and customer with their
organization email accounts as soon as
possible
bull There are different options how to trigger
this based on the licensing program (VL or
CSP or IUR) ndash you can always initiate it
from the Microsoft 365 Admin Center or
from LCS
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
LCS implementation project creation
Pre-requisite Active licenses
httpsadminmicrosoftcomhttpsportalofficecom
httpslcsdynamicscom
Important Do this from an InPrivateIncognito browser session and use AAD admin account
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
LCS implementation project creation cont
This will trigger the LCS implementation project creation flow if no LCS project exists on this tenant The project gets created and AAD admin will be added as a Project Owner
If an LCS implementation project already exists on this tenant this will open that project The AAD admin will be added as a Project Owner if he or she is not a user already
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Onboarding
Onboarding callbull 60-minute SkypeTeams
session with key users from
customer and partner (Project
manager Technical Solution
Architect Functional Solution
Architect Infrastructure lead)
bull Lots of valuable information
about the service the tools
and the process is provided in
this call and sent to the project
team afterwards
Contact by FastTrack Onboardingbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to all users on the
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer Replybull In a timely manner
customer or partner
project manager should
reply with basic
information about the
project and datetime
options for the
Onboarding call
bull We make three attempts
to reach the project team
If we do not get a reply
within three weeks we
skip the Onboarding call
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Post-Onboarding
Handover bull Internal hand-over from Onboarding
stage to Implementation stage
bull The level of FastTrack engagement during Implementation depends on the number of eligible seats for more details see
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Onboarding Dorsquos and Donrsquots
Dobull Create the LCS project
bull Add key users with their email accounts
bull Reply to the email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
Do notbull Enter a Nomination for the customer
in the tool (only required for Customer Engagement)
bull Send email to DAX Onboarding to nominate the project
bull Implement the project outside of the Microsoft subscription
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5Resources
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Agenda
1 Preparing to start ndash Welcome
2 Plan and execute for success
3 Overview of the FastTrack Program
4 Resources
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Get ready to startRequired steps for a great start
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
TenantStart with the correct tenant used by your organization
customercomit is time
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to
AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
LicensingMinimal licenses required to be able to deploy any environment
20 +
Learn More
bull Download licensing guide for
licensing details
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Set a servicegeneric account for environment deploymentsThis will guarantee continuous access to environments
dynamicsservicingcustomercom
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Lifecycle ServicesYour implementation portal
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
Important actions
bull Edit the project name ndash refer to the company name
bull Complete steps in the methodology as you progress
bull Learn more about LCS hellip read monthly release notes
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
OnboardingTool
Now available in LCSPrivate previewstarting January 21 2019Public preview appr 1 week laterGeneral availability appr 1 month later
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Welcome
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Get Started
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project Overview
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project Scope
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Define Team
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Define Team
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Set Notifications
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Set Notifications
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Define MilestoneDates
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Associate LCS with Azure DevOps
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Associate LCS with Azure DevOps
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
ConfigureAzure DevOps
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
FastTrack
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Next Steps
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Next Steps
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Plan and execute for successSuccessful implementations require minimal core actions
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Drive implementations focused on business processes
Conduct environment planning based on project requirements
Are familiar with environment topologies and their purpose
Plan and execute enough incremental testing cycles and perform a Go-live rehearsal (mock Go-live)
Ensure adequate performance of the solution (code configurations data infrastructure)
Understand the data and code movement patterns
Keep Go-live readiness in focus throughout the project
Keep applications updated with versioning and hotfixes
Plan and execute for successSuccessfully implemented projects are driven by teams that consider the recommendations and practices below
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Business Process Focus
Business analysis
Requirements gap management
Test management
Scope management
Training
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Working in the right environment
Project Schedule ampQuality and effectiveness of
Implementation impact
Proper granularity in
environment strategy provides
higher flexibility and speed
quality of implementation
Excessive granularity in
environment strategy can be
difficult to maintain and wastes
resources
Environments support a variety of implementation needs
Developing
Development Build TrainingGolden
Config
Functional
Testing
Performance
Testing
Data
Migration
Acceptance
TestingProduction
Testing Training OperatingData
Management
VHD
Learn More
bull TechTalk Environment Planning
Local VHD
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Plan and implemented testing cycles
Mock Go Live
Integrations
Security
Migrated Data
Regression
Performance
TEST PLAN IMPACTS ENVIRONMENT STRATEGYIMPACTLearn More
bull Regression Suite Automation Tool
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Ensure performance
Why
What
Where
When
Ensure the
scalability of the
implementation
bull Throughput
bull Response
Time
bull Overlapping
Workloads
bull Preproduction
Scalability
bull Production
bull Load
Validationbull Cutover
bull Peak Hour
bull Early
bull Late
bull With time
to tunehellip
Learn More
bull Performance Testing Approach
bull Performance timer
bull Traces
bull Environment monitoring
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Move and manage data across and within environments Using the right toolset and technique based on the stage of the implementation
Data packages Database operations Data sharing Copy Legal Entity
Learn More
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Preparing for go-liveKeep updated your go-live data in Lifecycle Services
If applicable
Production
Deployment
Request
DB copy
from Sandbox
Request
Deployable
Package
Installation
Request
Sizing Deployment Install Copy
Production
ready
Finalize cut over
Update Go-live
date in LCS
FastTrack
architect
review
1
Go-live
Complete and send
Pre-Go-live checklist
Go-live
AssessmentWorkshop
Release for
Production
Deployment
2
3
4
5
6
7
8
9
Take action Please set your estimated Go-live date nowLearn More
bull Be familiar how to prepare for Go-
live process
Your go-live date can be
impacted by not updating
your go-live date in LCS and
by not following this process
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Continuous Updates Roadmap
bull Microsoft managed continuous updates starting April rsquo19 - no more expensive upgrades
bull 2 major updates per year ndash April and October
bull Admin driven opt ndash in to implement new features
bull Zero downtime
Learn More
bull Blog
bull Roadmap to one version
April lsquo18 Oct lsquo18 April lsquo19 Oct lsquo19 April lsquo20
October update April update
Version 80
Version 81
Version 10
bull Microsoft Managed Continuous Updates
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Microsoft Customer Advocacy Program ndash Share Your Story
Learn More
bull User Group For Dynamics 365
bull Upgrade Story Community
bull Talk to your Solution Architect or email ceadvocacymicrosoftcom
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Overview of FastTrack Program
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
C U S T O M E R
S A T I S F A C T I O N
D R I V E U S E amp A D O P T I O NR E D U C I N G T I M E T O
U S A G E
FastTrack
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Prepare
FastTrack
Go-Live Workshop Assessment
TechTalks Implementation Documentation Community
Initiate Implement Operate
More than 150 eligible seats
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
FastTrack learning resources
TechTalksDocs
Community
A combined set of learning resources driven by architects
Learn more
bull TechTalks Confereces
bull Community Office Hours
bull Implementation Lifecycle documentation
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
How to engage with Microsoft ndash Servicing and SupportYou will interact with a variety of Microsoft teams in addition to FastTrack
How to connect Use service requests in Lifecycle services to submit a request
Good news we are moving to self-service through LCS for almost all servicing activities
How to connect Use support section in Lifecycle services to submit support incidents to
Microsoft
LCS Notifications One-way communication for topics such asbull Environment Health Notification
bull LCS service request updates
bull Planned maintenance notifications
bull etc
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
ResourcesKeep up to date to get the best of your solution
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
FastTrack
Finance and Operations Overview
Experience Dynamics 365
Community
Roadmap
Ideas
Insider Program
Resources - General
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Documentation
Developer home page
TechTalks
YouTube channel Dynamics 365
Customer Source
Microsoft Dynamics Learning Portal (Partner)
Resources ndash Documentation and Learning
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Licensing Guide
Cloud Service Description
Trust Center ndash For information on privacy compliance and security procedures
Online Services Terms ndash Terms and Conditions of Microsoft Services
Service Level Agreement (SLA) - Refer to Online Services Terms (OST) section and download the
document after selecting the language
Lifecycle Policy
Support Options
Useful links on SLA Compliance and Support
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
License activation
httpsadminmicrosoftcomhttpsportalofficecom
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
bull If this is the first Microsoft online service for the customer the customer must complete the sign-up
experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL agreement
bull CSP managed in PartnerCenter either partner requests delegate admin or sends email to customer
account to complete the AAD sign up
bull If the customer already has other Microsoft online services they already have an AAD tenant and at least one
admin
Important Customer should set up service accounts for AAD administration
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
httpsdocsmicrosoftcompartner-center
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Project onboarding agenda
1 Onboarding process ndash today and future vision
2Walkthrough an Onboarding call
3LCS Project Onboarding
4LCS project creation ndash Tips tricks help
5QampA
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
Thank youWe wish you a successful journey with Dynamics 365 for Finance and Operations
