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

Best practices in managing configurations and data migration

Managing configuration and data migration is a complex task and must implement learning from the past and best practices. We would like to share our knowledge and best practices of configuration and data migration:

• Always have a configuration management and data migration plan. The solution advisor/partner and customer business owner are both required to play an active role.
• Always baseline the configuration whenever it has to be deployed in production. Be it a full configuration set or delta, it must be tested with all the potential use cases, and the test result should be baselined.
• Collaboration tools should be leveraged as a repository with track changes enabled for traceability. ...