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

Tools for a solid project foundation

Now, we are going to cover the key foundation-related tools for your project's implementation. These are typically one-time setup tools and the structure remains the same throughout the life cycle of the project, though the data within them can be updated/changed.

The select tools are as follows:

• (Project) methodologies: Pre-assigned from Microsoft for implementation projects. This is similar to your project plan containing a list of phases, activities, milestones, dates, and many others. You can add additional phases and activities/steps to an implementation project but cannot modify existing ones from Microsoft. For other project types, customers or partners can set up their methodology to drive their ...