Implementing Microsoft Dynamics 365 for Finance and Operations

Managing customization (fit-gap)

Most upgrade projects that I have reviewed had a common theme. The new version was implemented in the old way, that is, all the customization from the previous version were ported on to the new version—as is. This is not the correct way.

As part of the upgrade analysis or planning, you need to spend a good amount of time finding a match for the existing custom features and deprecate the custom features. Most likely, Microsoft may have developed a feature that you had to customize years ago. This is your opportunity to unlock the power of a newer version and maximize your investment in the platform by tearing off customizations. While it may sound like a no brainer, many projects fail to do so, as it needs ...