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

Planning configuration management

Planning is key for configuration management. This revolves around identifying the scope of the configuration, such as a list of modules, parameters, references, and master data. Implementation teams typically build a repository of all the configurations in Excel files, which are then imported to the relevant environments. We recommend that you leverage the following key considerations in your configuration planning:

• Create a list of configurations that are needed for the project and identify and assign the resources responsible for configuration. As a part of this list, identify the cross-functional module configuration and add the secondary responsible resources. 
• Build a list of environment-specific configurations. ...