Description

Leverage robotics, automation, and intelligence to get more value from your data

Is Microsoft Office 365 included in Microsoft Dynamics 365?

Does your service support customers to grow with Azure, or with Dynamics 365 or Power BI?

Will Dynamics 365 for finance and operations, business edition customers have transition pricing for Dynamics 365 business central?

How does Dynamics 365 help partners become more relevant to customers?

Where do you get more general information about Dynamics 365 for Financials?

...Find the answers to these, and more, questions with this Dynamics 365 Toolkit:

Serve your customers more effectively in the field.
Customize the business processes for your business.
Make sure your business is providing the right message, to the right customer, at the right time, via the right channel.
Leverage the full potential of your data to obtain greater insight, control, and impact.
Keep your data secure and ensure compliance with industry and financial regulations.
Ensure that the critical needs of your employees and your customers can be met.
Obtain an object range for your app.
Drive awareness and optimize your return.
Ensure that your organization has the right culture.

HOW THIS TOOLKIT WORKS:

Save time, empower your teams and effectively upgrade your processes with access to this practical Dynamics 365 Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Dynamics 365 related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Dynamics 365 specific requirements:

STEP 1: Get your bearings

Start with...

The latest quick edition of the Dynamics 365 Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Dynamics 365 improvements can be made.

Examples; 10 of the 999 standard requirements:

Are the contractual agreements appropriate in type, scope and level of detail for the protection requirements of the data and the applications connected with the cloud service usage?
Does the contract concluded with the outsourcing service provider or cloud service provider also regulate all aspects of the termination of the service relationship?
Is there a minimum subscription For Dynamics 365 for Sales and Office 365, Microsoft requires a one year service and billing contract length for Dynamics on Azure?
Is the existence and implementation of the security concept on the part of the cloud service provider reviewed by the customer or independent third parties?
Is it a multi tenant environment, or is Dynamics 365 Business Central is a multi tenant environment, with no limit on data your system on its own server?
Have clear responsibilities, escalation stages and communication paths been set out between the contracting organization and the cloud service provider?
Have the specifications regarding the realization of the portability been incorporated into the contractual agreements with the cloud service provider?
Where do you find detailed information about functionality licensed via Applications, Plans, and Dynamics 365 for Team Members subscriptions?
Will the business application prices change with the discontinuation of the customer engagement, unified operations, and Dynamics 365 plans?
Do you purchase a combination of Plan, Applications, and or Dynamics 365 for Team Member subscriptions as part of your Dynamics solution?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

The workbook is the latest in-depth complete edition of the Dynamics 365 book in PDF containing 999 requirements, which criteria correspond to the criteria in...

Your Dynamics 365 self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

The Self-Assessment Excel Dashboard; with the Dynamics 365 Self-Assessment and Scorecard you will develop a clear picture of which Dynamics 365 areas need attention, which requirements you should focus on and who will be responsible for them:

Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
Gives you a professional Dashboard to guide and perform a thorough Dynamics 365 Self-Assessment
Is secure: Ensures offline data protection of your Self-Assessment results
Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Dynamics 365 projects with the 62 implementation resources:

62 step-by-step Dynamics 365 Project Management Form Templates covering over 1500 Dynamics 365 project requirements and success criteria:

Examples; 10 of the check box criteria:

Requirements Documentation: Have the benefits identified with the system being identified clearly?
Requirements Management Plan: Is the system software (non-operating system) new to the IT Dynamics 365 project team?
Schedule Management Plan: Which status reports are received per the Dynamics 365 project Plan?
Source Selection Criteria: How and when do you enter into Dynamics 365 project Procurement Management?
Procurement Audit: In case of decisions not to conclude a procurement or award a contract, were tenderers informed in writing and on a timely basis of the already stated decisions and grounds?
Probability and Impact Matrix: Were there any Dynamics 365 projects similar to this one in existence?
Assumption and Constraint Log: Are there processes in place to ensure internal consistency between the source code components?
Human Resource Management Plan: Is this Dynamics 365 project carried out in partnership with other groups/organizations?
Scope Management Plan: Will anyone else be involved in verifying the deliverables?
Human Resource Management Plan: Are governance roles and responsibilities documented?

Step-by-step and complete Dynamics 365 Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

1.1 Dynamics 365 project Charter
1.2 Stakeholder Register
1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

2.1 Dynamics 365 project Management Plan
2.2 Scope Management Plan
2.3 Requirements Management Plan
2.4 Requirements Documentation
2.5 Requirements Traceability Matrix
2.6 Dynamics 365 project Scope Statement
2.7 Assumption and Constraint Log
2.8 Work Breakdown Structure
2.9 WBS Dictionary
2.10 Schedule Management Plan
2.11 Activity List
2.12 Activity Attributes
2.13 Milestone List
2.14 Network Diagram
2.15 Activity Resource Requirements
2.16 Resource Breakdown Structure
2.17 Activity Duration Estimates
2.18 Duration Estimating Worksheet
2.19 Dynamics 365 project Schedule
2.20 Cost Management Plan
2.21 Activity Cost Estimates
2.22 Cost Estimating Worksheet
2.23 Cost Baseline
2.24 Quality Management Plan
2.25 Quality Metrics
2.26 Process Improvement Plan
2.27 Responsibility Assignment Matrix
2.28 Roles and Responsibilities
2.29 Human Resource Management Plan
2.30 Communications Management Plan
2.31 Risk Management Plan
2.32 Risk Register
2.33 Probability and Impact Assessment
2.34 Probability and Impact Matrix
2.35 Risk Data Sheet
2.36 Procurement Management Plan
2.37 Source Selection Criteria
2.38 Stakeholder Management Plan
2.39 Change Management Plan

3.0 Executing Process Group:

3.1 Team Member Status Report
3.2 Change Request
3.3 Change Log
3.4 Decision Log
3.5 Quality Audit
3.6 Team Directory
3.7 Team Operating Agreement
3.8 Team Performance Assessment
3.9 Team Member Performance Assessment
3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

4.1 Dynamics 365 project Performance Report
4.2 Variance Analysis
4.3 Earned Value Status
4.4 Risk Audit
4.5 Contractor Status Report
4.6 Formal Acceptance

5.0 Closing Process Group:

5.1 Procurement Audit
5.2 Contract Close-Out
5.3 Dynamics 365 project or Phase Close-Out
5.4 Lessons Learned

Results

With this Three Step process you will have all the tools you need for any Dynamics 365 project with this in-depth Dynamics 365 Toolkit.

In using the Toolkit you will be better able to:

Diagnose Dynamics 365 projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
Implement evidence-based best practice strategies aligned with overall goals
Integrate recent advances in Dynamics 365 and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Dynamics 365 investments work better.

This Dynamics 365 All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

TRUSTED BY NEARLY 200.000 PROFESSIONALS:

'Before The Art of Service, I waited eagerly for consulting company reports to come out each month. These reports kept us up to speed but provided little value because they put our competitors on the same playing field. With The Art of Service, we have uncovered unique insights to drive our business forward.'

'Honestly, I did not know what I did not know. Before purchasing The Art of Service, I did not realize how many areas of my business needed to be refreshed and improved. I am so relieved The Art of Service was there to highlight our blind spots.'

'I used the questionnaires to interview members of my team. I never knew how many insights we could produce collectively with our internal knowledge.'

'Many of our competitors have asked us about our secret sauce. When I tell them it is the knowledge we have in-house, they never believe me. Little do they know The Art of Service toolkits are working behind the scenes.'

'I customized The Art of Service toolkit to focus specifically on the concerns of my role and industry. I did not have to waste time with a generic self-help book that wasnt tailored to my exact situation.'

'As a new Chief Technology Officer, I was feeling unprepared and inadequate to be successful in my role. I ordered an IT toolkit Sunday night and was prepared Monday morning to shed light on areas of improvement within my organization. I no longer felt overwhelmed and intimidated, I was excited to share what I had learned.'

'I usually work until at least 8pm on weeknights. The Art of Service questionnaire saved me so much time and worry that Thursday night I attended my sons soccer game without sacrificing my professional obligations.'

'I spent months shopping for an external consultant before realizing that The Art of Service would allow my team to consult themselves! Not only did we save time not catching a consultant up to speed, we were able to keep our company information and industry secrets confidential.'

'Everyday there are new regulations and processes in my industry. The Art of Service toolkit has kept me ahead by using AI technology to constantly update the toolkits and address emerging needs.'

'After utilizing toolkits from The Art of Service, I was able to identify threats within my organization to which I was completely unaware. Using my teams knowledge as a competitive advantage, we now have superior systems that save time and energy.'

'The risk of our competitors getting ahead has been mitigated because The Art of Service has provided us with a 360-degree view of threats within our organization before they even arise.'

'Instead of investing extensive resources into an external consultant, we can spend more of our budget towards pursuing our company goals and objectives, while also spending a little more on corporate holiday parties.'

'After purchasing The Art of Service toolkit, I was able to identify areas where my company was not in compliance that could have put my job at risk. I looked like a hero when I proactively educated my team on the risks and presented a solid solution.'

'One of my friends hired a consultant who used the knowledge gained working with his company to advise their competitor. Talk about a competitive disadvantage! The Art of Service allowed us to keep our knowledge from walking out the door along with a huge portion of our budget in consulting fees.'

Checklists:

Checklists:Dynamics 365 Checklist Report on WORK.pdf

Checklists:Dynamics 365 Checklist Report on SALES.pdf

Checklists:Dynamics 365 Checklist Report on 365.pdf

Checklists:Dynamics 365 Checklist Report on USER.pdf

Checklists:Dynamics 365 Checklist Report on APP.pdf

Checklists:Dynamics 365 Checklist Report on ORGANIZATION.pdf

Checklists:Dynamics 365 Checklist Report on SYSTEM.pdf

Checklists:Dynamics 365 Checklist Report on DATA.pdf

Checklists:Dynamics 365 Checklist Report on SERVICE.pdf

Checklists:Dynamics 365 Checklist Report on CUSTOMER.pdf

Checklists:Dynamics 365 Checklist Report on BUSINESS.pdf

STEP 1 Get your bearings:

STEP 1 Get your bearings:Dynamics 365 Self-Assessment Pre-Filled EXAMPLE.xlsx

STEP 1 Get your bearings:Dynamics_365_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 2 Set concrete goals tasks dates and numbers you can track:

STEP 2 Set concrete goals tasks dates and numbers you can track:Dynamics 365 Self-Assessment.xlsx

STEP 2 Set concrete goals tasks dates and numbers you can track:Dynamics_365.pdf

..and the Project Management resources in 'STEP 3: Implement, Track, follow up and revise strategy' as described above.

Who This Toolkit Is For

This Toolkit is specifically designed for professionals who want to get results or those who want to sell more of their products and services such as…

Coaching or Consulting
Online Courses
Masterminds
Professional Services
Agency Services
Events and seminars
Software / SaaS
Done-for-you Services

Bottom line, if you are managing high-end products and services, this toolkit will help you know more, see more and sell more - as well as train your people and co-workers to do so.

If you are a professional who wants to level-up, this Toolkit will help you do exactly that. And if you ever decide to launch products or services, this Toolkit will give you the skills that will not only serve you today as a professional but also in the future as an entrepreneur.

These skills will enrich every part of your life.

Are you ready to get started?

Are you clear on what you are struggling with, want to figure out what the problem is, diagnose it, and get a solution? The solution is something this Toolkit can provide, and we believe it can solve your problem, but you have to decide if you want to become a part of it or not.

Decision Making:

When it comes to making purchasing decisions, do you have clarity on your decision-making process before possibly purchasing this Toolkit? Are there others to consider and are they supportive of you wanting to possibly get results?

The Reason:

What are you looking for that this Toolkit can help you with, what do you need help with specifically. Is the cost of feeling the pain far more than the cost of removing it?

Can you fill in the blanks: “I need help with … because of …?”

You are here because we have a great reputation in the space, and you specifically want this Toolkit to help you, but why now, why is it so important to solve this right now?

The answer to this question is your REAL pain:

Why do you think this problem exists?
What have you tried to fix it?
How long has this been a problem?
Is this problem affecting your life in other ways, and how?

Tried:

What have you tried so far to fix this? Is there pain of frustration to solve this all on your own?

This Toolkit gives you your proven advisor, an advisor the vast majority of professionals do not use, because they do not know it exists. If you have tried Toolkits before, so have everyone else of our 200.000 clients. Once they use this Toolkit, they are shocked as to how they quickly get results.

Current and desired situation:

This toolkit will give you the exact quantifiable metrics in your situation; identifying where exactly you are in the journey to solving your problem and what that looks like.

Where do you want to be, what is your desired situation: if you were to use this Toolkit, where would you want to be 12 months from now to feel like the investment was more than worth it? Make sure you set realistic expectations.

Why:

What is driving you to achieve that goal? How would that affect you or change your life. What would that look like.

The reason WHY you want something always comes down to either love or status - have clarity on your WHY.

Ownership:

What is stopping you from achieving this all on your own without any help? If your answer is one of these three answers, this Toolkit is right for you:

I do not know how to do it
I want to follow a proven process from someone that has already done it
I want to get there faster

Commitment:

When are you wanting to fix this? If the answer is now; how committed are you to making that happen? Will you do the work? Will you take action? Will you show leadership?

The fact is, it is never a good time, it is never a good time to start a new program, and it is never a good time to fix a major problem. And even if you think a later time is a good time, you know something will come up. Life will keep happening. If you truly want to solve this problem, would you agree you have to commit to solving it even when it is not the perfect time?

The Art of Services Toolkits only work with people that are ready to go. You do not have to work with The Art of Service, we are not here to convince you. We are just here to see if you are a good fit.

However, if you are wanting to solve your problem, this Toolkit can make that happen.

Which would you like to do?

Our area of expertise is helping professionals to get the results they want so they can lead and get ahead. And we do that by pouring our experience, advise and knowledge in this Toolkit. Now, this may not be for you, but we let you decide if it sounds like a good fit so far.

What happens upon purchase: When you add to cart and checkout you will instantly be able to access the Toolkit resources, no delays, no waiting, no talking to people; this is unique and custom to our Toolkits and business. Right away the Toolkit will Guide you through a step-by-step process to get results.

If at any point you have a question, we are here for you, we are simply one email, one phone call away to get the most out of your Toolkit.