The first step towards a seamless transition to the Dynamics platform is to assess the current solutions, objectives and benefits of the migration and charting out a course to get there. The essential components of the assessment include reviewing high-level business processes and functions, technical assessment to analyze on-premise technical architecture, and a high-level migration summary including time, effort and resource allocation requirements.
Designing and planning constitute the core of the Microsoft Dynamics 365 Migration program. It is at this stage that a specific strategy is designed that can lead to a successful migration. The step includes defining entity structures, defining and planning the who, what, when and how of data, developing a migration strategy, and creating a communication plan.
The more you know about the data, the easier it becomes to control operational complexities. Therefore, identifying and eliminating inconsistencies becomes a vital step towards Microsoft Dynamics 365 migration. The process involves creating and sharing templates for data input, identifying and removing duplicates and redundant data sets, and standardizing them.
After pruning the datasets and acquiring the QA signoff, a subset of the data is taken to a sandbox environment, where a limited set of sample data for each entity is validated to ascertain data migration accuracy. This process works as a sanity check for the entire solution design.
Communication plays a key role when planning a complete migration to a new environment. Keeping the internal audiences and users informed of the changes and communicating the anticipated downtime periods in advance is important. Once everybody is on the same page and understands what to expect, the team completes the final migration process on a predetermined date.
To extract the maximum value out of any implementation, proper training of the resources is vital for Dynamics 365 implementation as well. The training program is structured based on workforce, location and time constraints, and the pedagogy, whether in-person or online, is devised accordingly.
An indispensable part of the overall implementation process, User Acceptance Testing (UAT) ensures that the solution is glitch-free in real-world usage. UAT is the final phase of application testing before moving it to the production environment. It is done by the very users who would ultimately use the application.
After rigorous requirement gathering, developing and testing phases, the go-live process commences. Arguably, it is the most critical phase of any implementation. It takes both the client and the implementation partner to think through this phase and create a readiness plan and a checklist before going live.
Prompt and seamless support is as important as the implementation process. Typically, the implementation partner and the client work on a complete support and escalation matrix to keep the deployment functioning at optimal levels. We, at Cynoteck, are your go-to partner if you are looking for a full start-to-finish
Microsoft Dynamics 365 implementation along with premium support services.