Implementing Microsoft Dynamics 365 for Finance and Operations Apps - Second Edition

Lead

Upon collecting information from the customer in detail, it's time to analyze and come up with your understanding of what they need. Document all the open questions you want to discuss further to get ready to lead the discussion about requirements. It's a must to understand the requirements in depth, and this can be easily achieved by engaging the customer and asking the right questions.

We recommend that you seek future state (to-be) business processes and subprocesses in flow charts, as well as detailed requirements from the client in order to get started with existing (as-is) business processes.

In the leading process, we expect the solution advisor and implementation partner/consultant to be on top of the following activities: