Onboard an implementation project

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

This topic describes how to onboard a Finance and Operations project by using Microsoft Dynamics Lifecycle Services (LCS).

Microsoft 365 Admin Center

After your organization has purchased a subscription to Finance and Operations, it must be activated on your organization's Azure Active Directory (Azure AD) tenant by your Tenant Administrator, who completes the following steps:

  1. Open an Inprivate/Incognito browser session and go to the Microsoft 365 Admin Center.

  2. Sign in with the Tenant Administrator credentials.

  3. Go to Billing > Subscriptions and confirm that there is an active Dynamics 365 Unified Operations subscription.

    Note

    If you do not see a subscription, consult with your Licensing Partner to confirm the status of the subscription transaction as well as the tenant for the subscription. By default, all Microsoft Online Services should be running on the same Azure AD tenant.

  4. If there is an active Dynamics 365 Unified Operations subscription displayed, you can proceed to the next step by signing in to LCS to trigger the Implementation Project creation flow.

  5. Open another private browser tab and go to Lifecycle Services. Select Login to access LCS with your current Tenant Admin credentials.

  6. Accept and confirm any other prompts displayed to complete the Implementation Project provisioning.

  7. The Tenant Administrator is assigned the Project Owner security role in the provisioned Implementation Project.

    Note

    If the Tenant Administrator will not be a participant in the implementation, at least one additional Project Owner must be assigned to the implementation project.

    For an overview of LCS user management, including the security roles that can be assigned to users, see Configure Lifecycle Services (LCS) security.

LCS implementation project workspace

After the Tenant Administrator has completed the Finance and Operations subscription activation and added additional project owners as appropriate, those team members can access the Implementation project workspace.

The first step to be completed in LCS is Project onboarding. This step is required for all LCS implementation projects that are created on or after August 22, 2019, PST, prior to deploying any of the Microsoft-managed environments. You can access the Project onboarding feature using the action center notification or the LCS Implementation project menu. You must be assigned to the Project owner security role to access Project onboarding in LCS.

To get started with LCS, see Lifecycle Services (LCS) for Finance and Operations apps customers.

FastTrack onboarding services

After the LCS Implementation project workspace is provisioned, the Microsoft FastTrack team will monitor your onboarding progress. For more information about the FastTrack program and the services provided, see Microsoft FastTrack.

All LCS Implementation projects will receive an email from the FastTrack team welcoming them to the service after they successfully complete the project onboarding. If project onboarding is not completed within a few weeks after creating an LCS Implementation project creation, a reminder will be sent to the project team.

For qualifying projects, FastTrack will email the project team offering an onboarding meeting, which is a 60-minute conference call. For more information about qualifying projects, see Eligibility for FastTrack. The onboarding meeting is optional. During this call, the FastTrack team will introduce the FastTrack program and discuss important topics such as tenant validation, environment planning, application lifecycle management, and go-live readiness. If necessary, during the call we will assist the team in completing the Project onboarding. It is suggested that Project managers and Delivery leads as well as Solution Architects from customer and partner participate in the onboarding meeting.

Note

All onboarding-related emails from the FastTrack team will originate from Dynamics 365 Onboarding (ond365@microsoft.com), so please ensure that any spam blocker/filter allows email from this address.

Key data to keep current in LCS

We recommend that you add key project members (such as project managers) to the LCS implementation project. Be sure to include each person's work email address. In this way, you help us work best with you and help ensure that project members don't miss important communication from us.

Be sure to keep the milestone dates in your LCS project current. In this way, you help us connect with you at different project stages. When you're closer to your go-live date, we will contact you for a project Go-live assessment before we deploy your production environment.

Milestone dates are stored in the LCS implementation methodology. For more information, see the Methodologies section of the "LCS for Customers" topic.