Microsoft Dynamics 365 for Finance and Operations Toolkit

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Serve your customers more effectively in the field

 

What Is the general process of upgrading your system to Dynamics 365?

Can customers purchase Additional Contacts packs if some have the included Dynamics 365 for Marketing with Customer Engagement Plan?

How will Dynamics 365 business central applications support midsize businesses?

Will the individual Dynamics 365 Business Applications have tiered pricing?

How does Dynamics 365 finance and operations benefit customers?




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

  • Leverage robotics, automation, and intelligence to get more value from your data.
  • Align and optimize your resources and processes.
  • Leverage the full potential of your data to obtain greater insight, control, and impact.
  • Obtain an object range for your app.
  • Drive awareness and optimize your return.
  • Ensure that the critical needs of your employees and your customers can be met.
  • Ensure a great experience for your clients.
  • Help your people embrace the change.
  • 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 Microsoft Dynamics 365 for Finance and Operations Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Microsoft Dynamics 365 for Finance and Operations 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 998 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Microsoft Dynamics 365 for Finance and Operations improvements can be made.

Examples; 10 of the 998 standard requirements:

  1. Does the platform provide overarching governance tools, reporting systems and automation applications to leverage across all the individual applications available?

  2. How comprehensive is the platform, in terms of individual workloads that it offers before you need to go outside the platform to implement other features?

  3. Will the business application prices change with the discontinuation of the customer engagement, unified operations, and Dynamics 365 plans?

  4. Will the customer engagement plan, unified operations plan, and Dynamics 365 plan be removed from all channels for all licensing segments?

  5. Are there processes enabled through other applications/technology which should be considered for inclusion within the Dynamics 365 scope?

  6. Are you struggling to identify the most effective marketing automation solution pairing for your Microsoft Dynamics 365 environment?

  7. Are you missing planning capabilities in Microsoft Dynamics 365 for Operations and considering, or using external planning tools?

  8. Which setup is required before you or the employee can create an accommodation request in Microsoft Dynamics 365 for Talent?

  9. Is it the inbuilt Machine Learning capabilities, and predictive analytics that enable you to optimize your operations?

  10. Will your organization be able to lure away a robotics engineer from a FinTech upstart using the current incentives?


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 Microsoft Dynamics 365 for Finance and Operations book in PDF containing 998 requirements, which criteria correspond to the criteria in...

Your Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations Self-Assessment and Scorecard you will develop a clear picture of which Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations projects with the 62 implementation resources:

  • 62 step-by-step Microsoft Dynamics 365 for Finance and Operations Project Management Form Templates covering over 1500 Microsoft Dynamics 365 for Finance and Operations project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Probability and Impact Matrix: If you can not fix it, how do you do it differently?

  2. Executing Process Group: What are the main types of goods and services being outsourced?

  3. Closing Process Group: How well did the chosen processes fit the needs of the Microsoft Dynamics 365 for Finance and Operations project?

  4. Probability and Impact Matrix: Pay attention to the quality of the plans: is the content complete, or does it seem to be lacking detail?

  5. Closing Process Group: Were sponsors and decision makers available when needed outside regularly scheduled meetings?

  6. Responsibility Assignment Matrix: When performing is split among two or more roles, is the work clearly defined so that the efforts are coordinated and the communication is clear?

  7. Requirements Traceability Matrix: How will it affect the stakeholders personally in career?

  8. Project Management Plan: Are the proposed Microsoft Dynamics 365 for Finance and Operations project purposes different than a previously authorized Microsoft Dynamics 365 for Finance and Operations project?

  9. Activity Duration Estimates: Is earned value analysis completed to assess Microsoft Dynamics 365 for Finance and Operations project performance?

  10. Lessons Learned: How well does the product or service the Microsoft Dynamics 365 for Finance and Operations project produced meet your needs?

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

1.0 Initiating Process Group:

  • 1.1 Microsoft Dynamics 365 for Finance and Operations project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:

  • 2.1 Microsoft Dynamics 365 for Finance and Operations project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations project with this in-depth Microsoft Dynamics 365 for Finance and Operations Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations 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 Microsoft Dynamics 365 for Finance and Operations investments work better.

This Microsoft Dynamics 365 for Finance and Operations 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.





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

'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.'

'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.'

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'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.'

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CONTENTS:


Checklists:


Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on SYSTEM.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on USER.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on 365.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on WORK.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on PROCESS.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on TEAM.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on ORGANIZATION.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on CUSTOMER.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on BUSINESS.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on SERVICE.pdf

Checklists:Microsoft Dynamics 365 for Finance and Operations Checklist Report on DATA.pdf



STEP 1 Get your bearings:


STEP 1 Get your bearings:Microsoft_Dynamics_365_for_Finance_and_Operations_Quick_Exploratory_Self-Assessment_Guide.pdf

STEP 1 Get your bearings:Microsoft Dynamics 365 for Finance and Operations Self-Assessment Pre-Filled EXAMPLE.xlsx





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


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

STEP 2 Set concrete goals tasks dates and numbers you can track:Microsoft_Dynamics_365_for_Finance_and_Operations.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.