title | description | ms.date | ms.topic | author | ms.author | ms.reviewer | ms.custom | content_well_notification | ai-usage | ||||||
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Checklist for process-focused solutions |
Use this checklist to make sure you follow the best practices for defining, implementing, and optimizing your business processes for your Dynamics 365 solution. |
01/16/2024 |
conceptual |
edupont04 |
veneva |
edupont |
|
AI-contribution |
ai-assisted |
Done? | Task |
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✓ | Make sure you put the business process view of your organization at the center of your project definition. |
✓ | Clearly describe the key business processes and the personas involved in them that are in scope for your project so that everyone understands them. |
✓ | Make sure you include business model analysis, process engineering, and standardization strategies in your project definition. This way, you can establish a strong process baseline before you start the implementation. |
✓ | Collect your business processes in a structured and hierarchical process catalog during the requirements phase. |
Done? | Task |
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✓ | Use business processes for each phase of your project to achieve better outcomes—all phase activities are better planned, executed, and measured. |
Done? | Task |
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✓ | Look for opportunities to improve, streamline, and consolidate your processes as part of the implementation to meet your digital transformation goals and drive user adoption. |
✓ | Make sure you complete your business process definition and include all activities and subprocesses. |
✓ | Use the latest software as a service (SaaS) technology to increase the efficiency and effectiveness of your process optimization. |
✓ | Make sure you prepare for the future when you map your business process to your solution by incorporating configurability by design. |
Done? | Task |
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✓ | Use a fit-to-standard approach and follow the principle of adopting the standard processes wherever possible and adapting them only where necessary. |
- Find opportunities for optimization in your business processes
- Understand the phases of the process-focused implementation lifecycle
- Review the considerations for building business processes
- Learn how to perform a fit-to-standard and a fit-gap analysis
- Define your requirements
- Read a case study about a company that implemented Dynamics 365 using a process-focused approach