finance and operations onboarding
TRANSCRIPT
1
Finance and Operations ndash
Onboarding
Saurabh Kuchhal
Tommy Skaue
Ariana Choon
Microsoft Dynamics 365 FastTrack Team
2
What it doesnrsquot cover
3
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
4
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
5
Why Onboarding Matters
Project Vision
amp Goals
Engage
FastTrack
Setup Azure
DevOpsProject Team
Deploy
Environments
Microsoft relies on the information that you provide in Project Onboarding
6
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
2
What it doesnrsquot cover
3
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
4
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
5
Why Onboarding Matters
Project Vision
amp Goals
Engage
FastTrack
Setup Azure
DevOpsProject Team
Deploy
Environments
Microsoft relies on the information that you provide in Project Onboarding
6
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
3
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
4
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
5
Why Onboarding Matters
Project Vision
amp Goals
Engage
FastTrack
Setup Azure
DevOpsProject Team
Deploy
Environments
Microsoft relies on the information that you provide in Project Onboarding
6
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
4
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
5
Why Onboarding Matters
Project Vision
amp Goals
Engage
FastTrack
Setup Azure
DevOpsProject Team
Deploy
Environments
Microsoft relies on the information that you provide in Project Onboarding
6
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
5
Why Onboarding Matters
Project Vision
amp Goals
Engage
FastTrack
Setup Azure
DevOpsProject Team
Deploy
Environments
Microsoft relies on the information that you provide in Project Onboarding
6
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
6
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
7
Step-by-Step Process
Obtain
License
Subscription
Initiate LCS
Project
LCS Project
Onboarding
FastTrack
Engagement
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
8
License Subscription
Cloud Solution Provider (CSP) Volume Licensing (VL)
Enterprise Agreement (EA)Microsoft Products and Services
Agreement (MPSA)
Azure Active Directory (AAD) Tenant
License should be ordered against correct
AAD TenantMicrosoft Online Services should be running
against the same AAD Tenant
Licenses amp Tenants
Dynamics 365 Licensing httpsakamsd365licensingguide
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
9
Start with the correct tenant used by your organization
customercom
Azure Active Directory (AAD) Tenant
This is one of the most common mistakes at the start Make sure your licenses are connected to the right tenant If you continue with the wrong tenant it is time consuming to make a change
Learn More
bull What is an Azure AD (AAD) Tenant
bull About the Office 365 Admin Center
bull Add a custom domain name to AAD
bull Add multiple domains to Office 365
bull Azure AD Connect
Important actions
bull Ensure you use the right tenant
bull Add domains to the default tenant
bull Synchronize Active Directory (AD) to Azure Active Directory (AAD)
9
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
10
Initiate LCS Project
Once licenses have been activated the Lifecycle Services (LCS) project must be created by the customer (AAD Tenant)
LCS will open welcome page and generate Implementation type LCS Project
LCS security role of ldquoOrganization Administrator is granted to
bull A user with an AAD tenant role of Global administrator Company administrator or CRM Service Administrator
bull The first user to sign into LCS from the AAD tenant
In LCS - Project Users make sure to add Project Owner(s) and other key users from partner and customer with their organization email accounts
Learn more
bull Video Implementation Projects in Lifecycle Services
bull Lifecycle Services for Finance and Operations customers
bull LCS Blog
bull Lifecycle Services (LCS) user guide
httpslcsdynamicscom
10
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
11
LCS Project Onboarding
Onboarding Experiencebull Key users from customer and
partner (Project manager
Technical Solution Architect
Functional Solution Architect
Infrastructure lead) should
meet and complete
Onboarding in LCS
bull LCS Onboarding is required to
manage the end-to-end
project lifecycle of your
implementation
FastTrackbull Within a few days FastTrack
team sends an email from
the Dynamics 365
Onboarding
ltond365microsoftcomgt
account to project users on
LCS project
bull If users have been added to
LCS with accounts that are
not email enabled this email
will not reach the intended
audience
Customer
bull In a timely manner customer or partner project manager should plan to go through Project Onboarding
bull Without completing Project Onboarding project team will not be able to deploy any ldquoMicrosoft-Managedrdquo environment
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
12
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Onboarding Dorsquos amp Donrsquots
bull Success By Design
bull QampA
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
13
FastTrack at a glance
Go-live with
confidence
Enhance your
expertise amp credibility
Implement high-
quality solutions
Enhance your reputation by
repeatedly delivering high-
quality solutions
Win your customersrsquo trust
by working the Dynamics
365 engineering team
Learn through interaction and
influence product direction
Increase adoption success
with guidance
Mitigate risk and overcome
deployment blockers
Assisted by the Microsoft
FastTrack team
Validate your solution
architecture design
Guidance on
recommended practices
Avoid common pitfalls
No program costs due to Microsoft for eligible customers and their implementing partners
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
14
FastTrack for Dynamics 365 Engagement Models
Self-Serve Partner-Driven Microsoft-Driven
Dynamics 365 adoption resources
Success by Design on-demand training
Product TechTalks
Success by Design execution
Qualified implementation partner required
Customer nomination required
FastTrack Solution Architect backed
Microsoft-LedPartner-Led
diams Based on Partner Eligibility and minimum annual spend
New Engagement Modeldiams
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
15
To request FastTrack guidance partners must
Be the selected implementation partner of an eligible customer
Be a Gold or Silver status partner in the Cloud Business Applications
competency through
bull Customer Engagement Option for CE projects
bull Operations Option for Finance and Operations projects
Ensure all project leadership team members (Solution Architects Project
Managers Lead Consultants etc) complete the Success by Design training prior
to project initiation
Implementation partner
requirements
For projects starting January 1st 2021 and beyond
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
16
Nomination
bull Partner or Microsoft Account Team (Microsoft Field) can nominate customers
bull Consider nominate customer if annual spend more than $100K
bull FastTrack engagement model will depend on the project scope and annual spend
bull If Nomination is not qualified self-serve engagement will apply
FastTrack nomination portal httpsakamsftnomportal
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
17
Nomination
Nomination
Nomination process
Validation
Customer eligibility amp
Partner qualification -
notification sent to
nominator
Kick-off
Contact to schedule the
project kick off
Project Starts
FastTrack Engaged
Kick-off
Contact to schedule the
project kick off
Implementation
Portal
Access to Partner
project(s)
Microsoft-Driven
Partner-Driven
Project Starts
FastTrack Engaged
Self-Serve (incl
Non-Qualified)
Project Starts
Proactive Guidance via
5 Business-days SLA
Each Finance and Operations app must have go live
readiness assessment (before going live) from
FastTrack
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
18
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donts
bull Success By Design
bull QampA
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
19
Demo
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
20
Demo
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
21
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
22
First Microsoft Online Service for customer
bull If this is the first Microsoft online service for the customer the customer must complete the
sign-up experience to create the AAD tenant as part of the service activation flow
bull VL email from Microsoft Online Services Team to the Online Administrator per the VL
agreement
bull CSP managed in Partner Center either partner requests delegate admin or sends email to
customer account to complete the AAD sign up
Existing Microsoft Online Service customer
bull If the customer already has other Microsoft online services they already have an AAD tenant and
at least one admin
Important Customer should set up service accounts for AAD administration
Azure Active Directory
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
23
SaaS
Office 365
FampO instance 1
Azure AD Tenant
1
SaaS
Office 365
Azure AD Tenant
2
Azure AD B2B
Collaboration
relationship
FampO instance 2
AAD Tenant ndash Multiple Tenant
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
25
Not possible to send emails under userrsquos account if using Exchange Online
Unable to pin Power BI reports to workspaces
Unable to embed Power Apps
Unable to save new task guides
Integration with Power Platform
Some disadvantages might have workarounds
AAD Tenant ndash using guest account on different Tenant
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
26
Minimal licenses required to be able to deploy any environment
Keep the minimal license count always active
Are you planning to acquire more license before Go-live Please share with us now
Licensing and transaction volumes impact sizing of production environment at lsquopreparing to Go-liversquo stage
20 +
Learn More
bull Download licensing guide for
licensing details
Licensing
26
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
27
bull AAD admin can log on to httpsadminmicrosoftcom and verify that under Billing - licenses for Dynamics 365 are assigned
bull If no active Dynamics 365 licenses are shown then contact your re-seller
bull CSP check in PartnerCenter that licenses for this customer are active on the AAD Tenant
bull VL customer Volume Licensing admin should check in Volume Licensing Service Center (VLSC) if the licenses are pending activation
Checking License status
URL httpsadminmicrosoftcomAdminportalHomelicenses
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
28
bull If the licenses were activated against the wrong tenant this should be corrected as soon as possible
bull VL you must engage with VL Support to remap the licenses
bull CSP situation can be corrected by the CSP by requesting ldquoReseller relationshiprdquo to the correct
tenant in PartnerCenter
bull Follow the instructions in Move LCS implementation projects to different Azure AD tenants
Need help
bull VL Volume Licensing Support httpswwwmicrosoftcomLicensingservicecenterdefaultaspx
bull CSP Partner Center support
httpsdocsmicrosoftcompartner-center
Licenses on wrong Azure Active Directory tenant
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
29
Environment planning and sizing
Production
bull Make sure you have appropriate (as per business) User Licenses on AAD Tenant
bull Subscription estimate should be up-to-date and activated before requesting Production
Sandbox
bull One Sandbox (Tier 2) environment is included with Production environment
bull Customer can buy additional sandbox environments based on Implementation
requirements
bull Sandbox environment comes in different sizing (tiers)
bull Environment planning - Finance amp Operations | Dynamics 365 | Microsoft Docs
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
30
As a best practice is recommended you set a generic user
account to deploy environments This practice will
guarantee continuous access to environments after
deployments
Example
dynamicsservicingcustomercom
Set a servicegeneric account for environment
deployments
30
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
31
Dobull Buy appropriate licenses
bull Create the LCS project
bull Add key users with their email accounts
bull Complete LCS Project Onboarding if getting email from Dynamics 365 Onboarding
bull Validate that the licenses are on the correct AAD tenant
bull Consider nominating Customer if Partner is eligible and annual spend is more than $100K
Do notbull Implement the project outside of the
Microsoft subscription and LCS
bull Send emails to Onboarding team with implementation questions after Onboarding has been completed
Dorsquos and Donrsquots
Annual spend limits are subject to change
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
32
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
33
Predictable Success
22xhigher usage of Dynamics 365
Early Detection Proactive Guidance
The Dynamics 365 engineering team brings you the learnings and
experiences from 3000+ cloud deployments through Success by
Design
Success by Design is the prescriptive guidance - approaches amp
recommended practices - for designing building and deploying a
Dynamics 365 solution
It is grounded in fundamentals of good solution architecture and
design product capabilities and proven approaches to business
process transformation and implementation
Designed around three core principles
Based on Success by Design
33
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
34
Implement PrepareInitiate Operate
Get ready to start Design Build Deploy Live
TechTalks Implementation Documentation Community
Implementation
Monitoring
Implementation workshops
Cutover Touchpoints
Post-Go Live Review
FastTrack Engagement
End (after first go-live)
Go Live
Customer
Kickoff
Partner Kickoff
Solution
Blueprint
Review
Go-Live Readiness
Workshop
Go-Live Readiness
Assessment
Dynamics 365 - Success by Design
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
35
Get Trained on Success by Design
Solution
Architects
Project
Managers
Lead
Consultants
Solution
Architects
Self Paced Learning
25 hrsMS Learn Success by Design
deep dive
Success by Design training
3-4 hrsVirtual Instructor-led
On-demand training
Knowledge check
20 mins Forms-based assessment
FastTrack Partner Architect Bootcamp
25 hrs Success by Design aligned 5-day architect training
88 Net Satisfaction Score1000+ Partner architects trained
httpakamsD365FastTrackSbDTrainingVideos
httpakamsD365FTABootcamp
httpsakamsD365FastTrackSbDOverview
httpakamsSbDKnowledgeCheck
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
36
Get on the road to success
Nominate your customer for FastTrack
akamsftnomportal
Partner facing FastTrack resources
akamsFastTrackforD365
Success by Design Knowledge Check
akamsSbDKnowledgeCheck
Success by Design training on-demand
akamsD365FastTrackSbDTrainingVideos
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
37
Agenda bull Why Onboarding Matters
bull Step-by-Step Process
bull FastTrack Engagement
bull Walkthrough (Demo)
bull Dorsquos amp Donrsquots
bull Success By Design
bull QampA
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
38
QampA
39
Thank you
httpsakamsD365ImplementationGuides
Download Today
39
Thank you
httpsakamsD365ImplementationGuides
Download Today