Mastering Microsoft Dynamics 365 Implementations

Front Cover
John Wiley & Sons, Apr 27, 2021 - Business & Economics - 416 pages

Confidently shepherd your organization’s implementation of Microsoft Dynamics 365 to a successful conclusion

In Mastering Microsoft Dynamics 365 Implementations, accomplished executive, project manager, and author Eric Newell delivers a holistic, step-by-step reference to implementing Microsoft’s cloud-based ERP and CRM business applications. You’ll find the detailed and concrete instructions you need to take your implementation project all the way to the finish line, on-time, and on-budget.

You’ll learn:

  • The precise steps to take, in the correct order, to bring your Dynamics 365 implementation to life
  • What to do before you begin the project, including identifying stakeholders and building your business case
  • How to deal with a change management throughout the lifecycle of your project
  • How to manage conference room pilots (CRPs) and what to expect during the sessions

Perfect for CIOs, technology VPs, CFOs, Operations leaders, application directors, business analysts, ERP/CRM specialists, and project managers, Mastering Microsoft Dynamics 365 Implementations is an indispensable and practical reference for guiding your real-world Dynamics 365 implementation from planning to completion.


Selected pages


Conference Room Pilots
Dealing with Challenges MidProject
Chapter 14
Data MigrationEarly and Often
Chapter 16
Environment Management and Deployments
UAT Sessions

Chapter 3
Chapter 5
Sprints and Tools Needed to Run Your Project
Change Management Throughout Your Project
Organizing Your Business by Processes
Independent Software VendorsFilling Gaps and Managing
The Bottom Line
Factors for a Successful Project Kickoff
Designing the Software Collaboratively
Requirements Gathering and Staying In the Box
Four Keys to Consider When Buying an ERP or CRM Solution
Post UAT Testing
Training for
Going Live
Support and Enhance Your Project
Bringing It All Together
The Bottom Line
Training for
Index End User License Agreement

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About the author (2021)

Eric Newell is the Co-Founder and CEO of Stoneridge Software, a Microsoft Gold Partner, focused on Dynamics. Prior to founding Stoneridge, he worked at Microsoft for 13 years in Dynamics-related roles including support engineer, IT lead for support systems, Technical Account Manager and as a Premier Field Engineering team leader. He frequently presents on topics related to implementing Microsoft Dynamics 365, and has spoken at Microsoft conferences over a dozen times. He has served as a project management trainer at Microsoft as well as local universities.