NEW Dynamics 365 Project - What are the key deliverables of a Project Discovery?
Mar 30, 2023 5:00 AM

NEW Dynamics 365 Project - What are the key deliverables of a Project Discovery?

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The discovery phase is that initial phase of a project where identify and define the goals, scope, requirements and risks before we start the project implementa

Using my step-by-step process, I help leaders understand the right business problems to solve and ideate, design, prototype and test viable IT solutions using Microsoft Applications and the Power Platform.

Goals and objectives:

User insights and feedback

Solution concepts and designs

Product backlog



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Typical Project Discovery Deliverables – when starting a new Dynamics 365 or Power Platform project – Mastering requirements, ideation and design for Microsoft Business Applications

What is important when you start a Dynamics 365 Project

When starting a Dynamics 365 project, there are several important factors to consider in order to ensure its success. Here are some key things to keep in mind:

  1. Define the scope and objectives of the project: Before starting the project, it’s important to clearly define what you want to achieve, what functionality you need, and what business processes you want to automate. This will help you stay focused and ensure that the project meets your goals.
  2. Assemble a project team: Identify key stakeholders and team members who will be involved in the project. This includes business users, IT staff, and external consultants if necessary. Make sure everyone understands their roles and responsibilities.
  3. Choose the right implementation partner: If you don’t have in-house expertise to handle the implementation, choose a partner who has experience with Dynamics 365 and understands your industry.
  4. Define project timelines and milestones: Establish a realistic timeline for the project and break it down into milestones. This will help you track progress and ensure that the project stays on track.
  5. Plan for data migration: Determine what data needs to be migrated from your legacy systems to Dynamics 365 and develop a plan for how to do it.
  6. Define training and change management plans: Plan for training and support for your users to ensure they understand how to use the new system. Develop a change management plan to manage any resistance or reluctance to the new system.
  7. Monitor project progress and adjust as necessary: Keep an eye on the project’s progress and adjust plans and timelines as needed. This will help you stay on track and ensure the project’s success.

By focusing on these key factors, you can help ensure a successful Dynamics 365 project that meets your business needs and helps drive growth and success.