Dynamics 365 Project Success course

Only £880 + VAT


Course Details

Title: T4D140 - Maximising your Dynamics 365 Projects Success
Duration: 1 days
Price: £880 + VAT

Please note: course content subject to change

About this Course:
This 1 day course reviews why some Dynamics 365/CRM projects succeed and why some projects fail and what practical steps can partners and customers take in their own projects to maximise success.
Based on industry best practice and utilising real-life examples of Dynamics 365 projects that our consultants have worked on, this course will provide delegates with an introduction and overview as to the tools and techniques that are available to them.

Audience Profile
The course is principally aimed at executive sponsors, managers, project managers, business analysts, consultants and power end users who are working to a common goal of delivering and evolving a successful Dynamics 365/CRM project.

Course Outline

Module 1: Overview of course
- Why projects fail
- Why projects succeed

Module 2: The importance of People in Dynamics 365 projects
- Executive Sponsor involvement
- Management commitment to your Dynamics project
- Project manager role and responsibilities
- Consultants and developers
- End users - how to encourage them to buy in to the project

Module 3: Setting Goals and defining a specific target
- How to define clear goals and a single strategic target
- Business processes and requirements
- Achieving a healthy ROI, including post-implementation performance measurement
- Monitoring project progress and importance of resolving issues

Module 4: Enabling End user engagement and empowerment
- Need to ensuring system and data integrity
- Modifying your Views
- Modifying your Forms
- Creating simple Reports and Dashboards
- Creating personal Workflows

Module 5: Helping users via Guided Learning Paths
- What are Guided Learning Paths
- Creating Learning Paths

Module 6: Improving user adoption via gamification
- What is gamification?
- Why use it?
- How to make every team member a winner?
- How to design and implement a gamification solution?

Module 7: The role of User Acceptance Testing (UAT) in Dynamics 365/CRM projects
- UAT and testing
- UAT tests
- Requirements and approach
- Environments & testing
- Planning and estimating
- Execution and reporting

Module 8: The role of SureStep and Life Cycle Services (LCS) in Dynamics 365 projects
- Advantages of SureStep approach
- Life Cycle Services (LCS) for Dynamics 365

Module 9: Importance of Data quality and dirty data
- How to quantify the quality of your data
- How to clean up historic dirty data
- How to prevent new dirty data being added to the system

Before attending this course, students must have:
• General knowledge of Microsoft Windows.
• General knowledge of Microsoft Office.