Implementation of Dynamics 365

When implementing Microsoft Dynamics 365, we use our own unique methodology along with Microsoft Fast Track. This way, we are able to formulate a detailed project guideline and then kick off the project. We strive to continually improve project quality by following such project methodology – whether it’s for single-country implementations, US-Japan projects, or global rollouts where we work alongside partner companies in Asia and South America.

SI Approach

Project Guideline

Project Startup Procedure

Project Method: Defines SYSCOM’s standard activities during system integration projects. Microsoft Fast Track: Defines Microsoft’s recommended best practices for deploying Dynamics 365.

Defines rules for managing the project in compliance with SPM (Syscom Project Method).

Completes the project according to the project guideline by summarizing setup tools, efficient procedures, and much more. 

SI Approach

Project Method: Defines SYSCOM’s standard activities during system integration projects. Microsoft Fast Track: Defines Microsoft’s recommended best practices for deploying Dynamics 365.

Project Guideline

Defines rules for managing the project in compliance with SPM (Syscom Project Method).

Project Startup Procedure

Completes the project according to the project guideline by summarizing setup tools, efficient procedures, and much more. 

Phase-Based Work Overview and Role-Breakdown

The outline of tasks, division of roles and deliverables for each phase of implementing projects as follows:

Project Plan
Project Management
Business Process Analysis

Work: Create WBS, update project plan, and plan for next phase

Work: Risk Management, Issue Management, Progress Management, Change Management

Work: Conduct business hearings (such as interviews or surveys) and business process analysis 

Output: WBS

Output: Project Status Report

Output: Business Questionnaire

Project Plan

Work:Create WBS, update project plan, and plan for next phase

Output: WBS

Project Management

Work: Risk Management, Issue Management, Progress Management, Change Management

Output: Project Status Report

Business Process Analysis

Work:Conduct business hearings (such as interviews or surveys) and business process analysis 

Output: Business Questionnaire

Package Design
Prototype Creation
CRP / Fit & Gap Analysis

Work: Consider how best to adapt your business requirements to package standards

Work: Create a prototype system by configuring parameters with some master data from your business in order to conduct a conference-room pilot (CRP)

Work:Check standard ERP functions within Dynamics 365 F&O to verify that your business processes can be safely maintained 

Output: Prototype Environment

Output: Functional Overview

Package Design

Work: Consider how best to adapt your business requirements to package standards

Prototype Creation

Work: Create a prototype system by configuring parameters with some master data from your business in order to conduct a conference-room pilot (CRP)

Output: Prototype Environment

CRP / Fit & Gap Analysis

Work:Check standard ERP functions within Dynamics 365 F&O to verify that your business processes can be safely maintained 

Output: Functional Overview

Gap Resolution Support
Documentation
Migration Plan Creation

Work: Help your team members verify/evaluate the CRP, identify Gaps and resolve them

Work: Create system flow, SFC (Solution Function Chart) and parameter sheet

Work: Identify target masters for migration, agree on migration schedule and define roles

Output: Draft SFC (Solution Function Chart)

Output: System flow / SFC / Parameter sheet

Output: Data Migration Plan

Gap Resolution Support

Work: Help your team members verify/evaluate the CRP, identify Gaps and resolve them

Output: Draft SFC (Solution Function Chart)

Documentation

Work: Create system flow, SFC (Solution Function Chart) and parameter sheet

Output: System flow / SFC / Parameter sheet

Migration Plan Creation

Work: Identify target masters for migration, agree on migration schedule and define roles

Output: Data Migration Plan

License Agreement
Environment Setup

Work: Sign license agreement for Dynamics 365 F&O

Work: Setup Dynamics 365 Finance and SCM environments (development, UAT, production)

Output: Dynamics 365 Finance and SCM Environments

License Agreement

Work: Sign license agreement for Dynamics 365 F&O

Environment Setup

Work: Setup Dynamics 365 Finance and SCM environments (development, UAT, production)

Output: Dynamics 365 Finance and SCM Environments

Basic Design Document Creation
Program Development
Unit Test

Work: Basic design of customized functions

Work: Program development for customized functions

Work: Unit test procedure, description of items and results

Output: Basic Design Document

Output: Developed program

Basic Design Document Creation

Work: Basic design of customized functions

Output: Basic Design Document

Program Development

Work: Program development for customized functions

Output: Developed program

Unit Test

Work: Unit test procedure, description of items and results

Integration Test
System Test

Work: Conduct integration test of business functions

Work: Acceptance test conducted by your team members

Output: Integration Test Results

Integration Test

Work: Conduct integration test of business functions

Output: Integration Test Results

System Test

Work: Acceptance test conducted by your team members

Migration Template
Create/Edit Migration Data
Data Registration/Import

Work: Preparation and review of Excel templates for data migration

Work: Register data in Excel sheet provided by migration tool

Work: Import parameters and master data into Dynamics 365
(Note: any remaining data will need to be entered manually)

Output: Data Migration Templates

Migration Template

Work: Preparation and review of Excel templates for data migration

Output: Data Migration Templates

Create/Edit Migration Data

Work: Register data in Excel sheet provided by migration tool

Data Registration/Import

Work: Import parameters and master data into Dynamics 365
(Note: any remaining data will need to be entered manually)

Manual Creation
Training

Work: Create operation manual

Work: Conduct training for key users

Output: Operation Manual

Manual Creation

Work: Create operation manual

Output: Operation Manual

Training

Work: Conduct training for key users

Operation Test Support
Security Role Setup Support
Balance Data Creation

Work: Support users in conducting operation test

Work: Create security setup rules and input security settings accordingly

Work: Users create accounting and inventory balance data

Output: Security Role Matrix

Output: Balance Migration Template

Operation Test Support

Work: Support users in conducting operation test

Security Role Setup Support

Work: Create security setup rules and input security settings accordingly

Output: Security Role Matrix

Balance Data Creation

Work: Users create accounting and inventory balance data

Output: Balance Migration Template

Balance Data Migration Support

Work: Migrate accounting and inventory balance data

Balance Data Migration Support

Work: Migrate accounting and inventory balance data

D365 System Integration​ Project Management Items

We utilize a systematic and comprehensive project method, along with active project management in order to increase visibility of the project status to our clients.

Systematic & comprehensive project management method

Active project management

Increased project status transparency

Based on FastTrack, Microsoft’s recommended implementation methodology, we utilize a comprehensive project management system unique to SYSCOM, which boasts a high level of executability through a wide range of project management methods.

We take swift action toward early resolutions for issues, risks and adjustments that are often neglected in projects, always considering how to move forward by building a plan and ensuring clear communication with stakeholders.

By strictly adhering to established project operation rules, we constantly promote transparency of the project status for all the members through traceable requirements, documentation and work records.

Systematic & comprehensive project management method

Based on FastTrack, Microsoft’s recommended implementation methodology, we utilize a comprehensive project management system unique to SYSCOM, which boasts a high level of executability through a wide range of project management methods.

Active project management

We take swift action toward early resolutions for issues, risks and adjustments that are often neglected in projects, always considering how to move forward by building a plan and ensuring clear communication with stakeholders.

Increased project status transparency

By strictly adhering to established project operation rules, we constantly promote transparency of the project status for all the members through traceable requirements, documentation and work records.