Table of Contents
Eligibility: Microsoft FastTrack for Dynamics 365
| Product offering | Eligible SKUs, apps, or plans | Minimum seats |
| Dynamics 365, Enterprise Edition
|
|
250 combined eligible App and/or Plan user subscription licenses |
|
150 combined eligible App and/or Plan user subscription licenses, or equivalent*** | |
| Dynamics CRM Online |
|
250 combined eligible SKUs |
* With the plan to implement Sales, Field Service, Customer Service, Project Service Automation apps.
** With the plan to implement the Operations app.
*** 2.5 device subscription licenses are considered the equivalent of one Dynamics 365 for Operations user subscription license.
Overview: Microsoft FastTrack for Dynamics 365
During FastTrack engagements, the Dynamics FastTrack engineering team will offer customers opportunities to get practical guidance on cloud deployment, help with usage and adoption, and assistance in removing blockers during implementation through the following interactions:
- Regular touchpoints are typically 30-minute calls that continue throughout the duration of the engagements. Small technical proof points are sometimes provided to help remove customer roadblocks.
- Workshops are interactive outcome-based activities, and may involve automation and tooling. Customers and partners can provide input prior to the workshops and customize them for their engagements.
- Tech talks focus on providing technical depth and best practices that empower both customers and partners with knowledge that is specific to the subject areas. These talks often provide an overview of available tooling and/or content.
All sessions are delivered remotely by the FastTrack engineering team. We have time zone-based resources to cover major markets in the Americas, EMEA, and APAC.
Workshops
Workshops are interactive outcome-based activities, and may involve automation and tooling. Customers and partners can provide input prior to the workshops and customize them for their engagements.
Kickoff workshop
The Kickoff workshop is designed to initiate FastTrack engagements and provide introduction to services available through FastTrack and onboarding guidance.
Topics are likely to include:
- Team introductions
- FastTrack for Dynamics 365 for Operations overview
- Project goals and objectives
- Engagement scope, schedule and adoption targets
- Responsibilities among customer, partner, and Microsoft FastTrack engineering team
- Explanation on how services are delivered, where and when to seek help from Microsoft FastTrack engineering team
- Introduction to Dynamics Lifecycle Service (LCS) and Dynamics 365 for Operations Help Wiki
- Pre-activation checklist
- Environment planning
- Regular touchpoint schedule
The typical format is a one-hour Skype call.
The recommended attendees include key stakeholders from customer, partner and Microsoft teams.
Governance workshop
The Governance workshop is designed to provide planning and governance recommendations based on project needs and best practices from other cloud deployments.
Topics are likely to include:
- Project team structure – customer and partner teams
- Implementation approach
- Project timeline and key milestones
- Risk register – known risk and mitigation plans
- Guidance on user training, adoption and change management
- How to manage product issues and reach out to Microsoft
- Microsoft Support for Dynamics 365 for Operations
- LCS Cloud-powered support
The typical format is a 1.5-hour Skype call.
The recommended attendees include key stakeholders from customer and partner teams. Project managers are mandatory.
Solution workshop
The Solution workshop is designed to provide guidance on solution design alignment with our public cloud deployment approach, a review of the product roadmap, and project goals and schedule.
Topics are likely to include:
- Solution overview
- Conceptual architecture
- Key customizations and extensions
- Integration approach
- Data management
- Configuration management
- Data migration approach
- Test strategy
- Performance testing (if required)
- BI/reporting strategy
- ISV solutions
- Environment plans
The typical format is a 1.5-hour Skype call.
The recommended attendees include key stakeholders from customer and partner teams. Solution architects, functional leads, and technical leads are mandatory.
Build workshop
The Build workshop is designed to review the development approach, build progress, quality, risks and blockers.
Topics are likely to include:
- Progress on development
- Progress on system configuration
- Integration
- Reporting/BI status
- Test results
- Bug stats
- Performance results
- Development risks and mitigations
The typical format is a 1.5-hour Skype call.
The recommended attendees include key stakeholders from customer and partner teams. Solution architects and technical leads are mandatory.
Pre go-live readiness workshop
The Pre go-live readiness workshop is designed to ensure that there are no last-minute blockers during cutover and go-live.
Topics are likely to include:
- Go-live scope confirmation
- Bug and build status
- Blocking issue review
- User training and organization change management status
- Cutover plan and final data migration
- Hyper-care plan
- Risk and mitigation review
- Customer go/no-go criteria
- Recap support process
The typical format is 1.5-hour Skype call.
The recommended attendees include key business users and subject matter experts. Hyper-care team leads are mandatory.
Post go-live review workshop
The Post go-live review workshop is designed to wrap up the FastTrack engagement.
Topics are likely to include:
- Review goals and objectives
- Discuss lessons learned
- Review aged Support items
- Handover open issues to Support teams
- Support overview content
- Pro-Direct Support overview (if applicable)
The typical format is a 1.5-hour Skype call.
The recommended attendees include key stakeholders from customer, partner and Microsoft teams. Project managers are mandatory.
Tech talks
Tech talks focus on providing technical depth and best practices that empower both customers and partners with knowledge that is specific to the subject areas. These talks often provide an overview of available tooling and content.
Lifecycle Services (LCS) usage tech talk
The Lifecycle Services usage tech talk is designed to introduce customers to LCS.
Key topics might include:
- Introduction to LCS
- LCS scope, schedule and adoption targets
- Customer, partner, and Microsoft team usage scenarios
- Common usage and related best practices
- How to stay on top of new features/services available
- Further learning opportunities
The typical format is a one-hour Skype call.
The recommended attendees include key stakeholders from the customer, partner and Microsoft teams.
Tenant/Visual Studio online configuration tech talk
The Tenant/Visual Studio Online configuration tech talk is designed to provide guidance on how to configure tenant and Visual Studio Online.
Key topics might include:
- Connect from LCS
- Best practices in configuration
- Common pitfalls
- Continued learning
The typical format is a one-hour Skype call.
The recommended attendees include technical resources from customer and partner teams.
Environment plan tech talk
The Environment plan tech talk is designed to provide guidance on how to plan and use environments.
Key topics might include:
- Environment planning
- Optimal utilization of the default environments in the standard offer
- How to purchase add-ons
- ISV approach
- Performance testing
- Configuration management
The typical format is one-hour Skype call.
The recommended attendees include technical resources from customer and partner teams.
Development Application Lifecycle Management (ALM) tech talk
The Development ALM tech talk is designed to provide guidance on ALM best practices.
Key topics might include:
- Packaging and release management
- Build orchestration – builds and build VMs
- Source control
- Branching
- Developer VMs
- Automated testing
The typical format is a one-hour Skype call.
The recommended attendees include technical resources from customer and partner teams.
Integration guidelines tech talk
Integration guidelines tech talk is designed to provide guidance on key integration topics throughout implementation.
Key topics might include:
- Integration approaches for the cloud
- Recurring integrations
- File based integrations
- Role of data entities in integrations
- Integration platform choices
The typical format is a one-hour Skype call.
The recommended attendees include technical resources from customer and partner teams.
Reporting and Business Intelligence (BI) guidance tech talk
The Reporting and BI guidance tech talk is designed to provide guidance on leveraging key BI and reporting capabilities of Dynamics 365 for Operations.
Key topics might include:
- Entity store
- Power Bi
- Configuration
- Content packs–building and consuming
- Common pitfalls
- Continued learning
The typical format is a one-hour Skype call.
The recommended attendees include technical resources from the customer and partner teams.
Data management tech talk
The Data management tech talk is designed to provide guidance on how to migrate and/or manage data entities and packages.
Key topics:
- Data entities
- Data packages
- Process data packages
- Configuration management using data packages
- Data migration
- ETL approach and tool (DIXF)
- Masters
- Transactions
- Delta processing
The typical format is a 1.5-hour Skype call.
The recommended attendees include technical resources from customer and partner teams.
Performance testing tech talk
The Performance testing tech talk is designed to provide guidance on planning and executing performance testing.
Key topics might include:
- Defining a performance test plan
- Taking a trace with Trace Parser and analyzing it
- Taking a trace and using it for data expansion
- Introduction to the Performance SDK and multiuser testing with Visual Studio Online
- Performance timer (optional)
- Further learning opportunities
The typical format is a one-hour Skype call.
The recommended attendees include technical resources from customer and partner teams.
Servicing tech talk
The Servicing tech talk is designed to provide guidance on the servicing options available to customers.
Key topics might include:
- Overview of the servicing story
- DSE team
- Deploying hotfixes
- Submitting a service request
- Cloud powered support
The typical format is a one-hour Skype call.
The recommended attendees include project managers and technical resources from customer and partner teams.
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