Microsoft FastTrack for Finance and Operations

Microsoft FastTrack for Microsoft Dynamics 365 for Finance and Operations is a customer success service that is designed to help you move smoothly and confidently to Microsoft Dynamics 365, so that you can realize business value faster. When you participate in the FastTrack program, you receive guidance about implementation best practices, planning for successful rollouts, and expanding capabilities. However, you implement at your own pace. You also have access to Microsoft engineering resources who are committed to making your experience with Finance and Operations a success.

Microsoft FastTrack for Finance and Operations overview

Finance and Operations offers different deployment options for cloud and on-premises environments. Because the underlying architecture and implementation approach for each deployment option differ, Microsoft provides a FastTrack service that is tailored to each option.

FastTrack for cloud

This service is designed for customers who are implementing Finance and Operations in the cloud. The service is designed not only for new implementations but also for customers who are upgrading or migrating to a cloud deployment from an existing Microsoft Dynamics AX 2012 or Microsoft Dynamics AX 2009 implementation.

FastTrack for on-premises

This service is designed to help new customers by providing architectural guidance and the tools and processes that are required in order to implement Finance and Operations on-premises.

The service is designed for customers who are creating new on-premises deployments, not for customers who are migrating existing AX 2012 deployments to Finance and Operations.

Here is some of the guidance that is provided:

  • On-premises sizing
  • On-premises deployment
  • On-premises performance tuning

Eligibility for FastTrack for Finance and Operations

To get started with FastTrack, your project must meet the minimum license requirement. For more information, see the Microsoft Dynamics 365 Licensing Guide. Currently, there is a 20-seat minimum for the Dynamics 365 Unified Operations Plan or equivalent.

After your Implementation project workspace is provisioned in Microsoft Dynamics Lifecycle Services (LCS), the FastTrack team will contact your project team to onboard the project and provide information about the program. No action is required on your part. You just have to make sure that the user information in LCS is up to date, and that the email addresses in the setup are monitored.

Tiered services for Finance and Operations

Number of seats TechTalks Workshops Assessments Dedicated FastTrack solution architect Community
20–149 combined eligible App or Plan user subscription licenses, or the equivalent Not available Go-live assessment via email Not available
150 or more combined eligible App or Plan user subscription licenses, or the equivalent Go-live assessment workshop

FastTrack for Finance and Operations services

Note

The FastTrack team is always increasing the documentation of its processes and guidance. For more information, see Understand the implementation lifecycle.

TechTalks

TechTalks focus on empowering both customers and partners by providing technical depth and best practices that are specific to the subject areas that are covered. These talks often provide an overview of available tooling and features. TechTalks are delivered in the form of live webcasts that include a question and answer (Q&A) session at the end. They can also be accessed on-demand and are publicly available. To view all TechTalks and sign up for future talks, see FastTrack Dynamics 365 for Finance & Operations - Enterprise Edition - Tech Talks.

TechTalks provide a basic understanding that will increase the value and efficiency of the workshops that are offered. The FastTrack team will guide you to relevant TechTalks that will help you prepare for specific workshops. For a complete inventory of all recorded TechTalks that are available to stream or download, together with additional how-to videos, see Videos for Dynamics 365 for Finance and Operations.

Community

The FastTrack Finance and Operations community provides a platform where customers and partners can post questions and get answers from FastTrack solution architects about best practices and guidance. To participate in the community, see FastTrack Finance and Operations Forum or FastTrack Finance and Operations On-premises Forum.

Workshops

Workshops are interactive outcome-based remote sessions. Customers and partners can provide input before the workshops and customize them for their engagements.

Onboarding workshop

The Onboarding workshop is designed to introduce FastTrack services and provide introductory guidance about a set of implementation topics that will help guarantee maximum success. For more information, see Onboard a Finance and Operations Project. Here are some of the topics that the workshop is likely to cover:

  • Team introductions
  • Overview of FastTrack for Finance and Operations
  • Project goals and objectives
  • Engagement scope, schedule, and adoption targets
  • Responsibilities among customers, partners, and the FastTrack engineering team
  • Explanation of how services are delivered, and where and when to seek help from the FastTrack engineering team
  • Success factors and key learning that can be shared by the FastTrack team

The typical format is a one-hour Skype call. The recommended attendees include key stakeholders and project team leaders from the customer, partner, and Microsoft teams.

Solution blueprint workshops

The Solution blueprint workshops are designed to promote understanding of the solution design to facilitate alignment with the approach that Microsoft uses for public cloud deployment, known patterns and best practices, a review of the product roadmap, and project goals and schedule. The initial blueprint review is done early in the implementation. Supplementary reviews are done as the blueprint evolves. Here are some of the topics that these workshops are likely to cover:

  • Solution overview and rollout plan

  • Application component design

  • Inclusions from independent software vendors (ISVs)

  • Instance strategy

  • Environment plan

  • Business process catalog

  • Gap solution design

  • Integration design

    • Data migration design
  • Business intelligence and analytics design

The typical format is a two-to-four-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects, functional leads, and technical leads are mandatory.

Environment planning workshop

The Environment planning workshop is designed to cover the environment planning in more depth. Here are some of the topics that the workshop is likely to cover:

  • Environment strategy
  • Project methodology
  • Project schedule and phases
  • Rollout and long-term operations plan

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects, project managers, and technical leads are mandatory.

Gap solution design workshop

The Gap solution design workshop is designed for implementations that have critical requirements that aren't supported by the standard system. The workshop reviews the top gaps in terms of complexity. This workshop isn't intended as a fit/gap review. The expectation is that initial consideration of solutions for every scenario will be completed before the workshop. Here are some of the topics that the workshop is likely to cover:

  • Gap requirements
  • Proposed extension solution
  • Potential workarounds that have been considered
  • ISV solutions that have been considered

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects, functional leads, and technical leads are mandatory.

Application lifecycle management review workshop

The Application lifecycle management (ALM) review workshop is designed for cases where implementers want to make sure that their ALM approach will meet the requirements of the implementation and be aligned with typical best practices. Here are some of the topics that the workshop is likely to cover:

  • Environment plan
  • Development work management plan
  • Code management design
  • Build process design
  • Rollout plan

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects, project managers, and technical leads are mandatory.

Performance workshop

The Performance workshop is designed for cases where implementers must make sure that performance-related aspects of the implementation are accounted for, and that the correct process and approach are followed to help guarantee performance. Here are some of the topics that the workshop is likely to cover:

  • Usage profile
  • Performance testing approach
  • Performance remediation approach

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects and technical leads are mandatory.

Integration design workshop

The Integration design workshop is designed to review the overall plan for integrations and also aspects of specific interface designs. Here are some of the topics that the workshop is likely to cover:

  • Overall application component design
  • In-scope interface catalog
  • Middleware designs
  • Performance and operational aspects of the integration designs

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects and technical leads are mandatory.

Data migration workshop

The Data migration workshop is designed to help guarantee that the migration strategy covers all the required topics or to review the complexities of specific migrations. Here are some of the topics that the workshop is likely to cover:

  • Data migration strategy
  • Data migration design

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects and technical leads are mandatory.

Business intelligence and analytics design workshop

The Business intelligence (BI) and analytics design workshop is designed to review the overall strategy for using BI and analytics in the solution, and also to drill into specific designs. Here are some of the topics that the workshop is likely to cover:

  • Analytics designs
  • Audit reporting designs
  • Output document designs
  • Financial reporting designs

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects and technical leads are mandatory.

Test strategy workshop

The Test strategy workshop is designed to validate the strategy that has been proposed for various testing requirements both before and after go-live. Here are some of the topics that the workshop is likely to cover:

  • Functional test strategy
  • End-to-end test strategy
  • Acceptance test strategy
  • Performance test strategy (This topic is covered in depth during the Performance workshop.)
  • Regression test strategy
  • Mock cutover strategy

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects, project managers, and testing leads are mandatory.

Cutover plan workshop

The Cutover plan workshop is designed to validate the plan for go-live cutover. The cutover process for the initial phase and subsequent phases is also validated. Here are some of the topics that the workshop is likely to cover:

  • Cutover checklist or checklist approach
  • Subsequent initial and subsequent cutover approaches
  • Cutover timing and dependency
  • Cutover validation approach
  • Cutover contingency planning

The typical format is a one-to-three-hour Skype call. The recommended attendees include key stakeholders from the customer and partner teams. Solution architects and project managers are mandatory.

Go-live assessment workshop

The Go-live assessment workshop is designed to help guarantee a successful go-live of projects. Here are some of the topics that the workshop is likely to cover:

  • Confirmation of the go-live date and scope
  • Solution acceptance and user training
  • Performance
  • Integrations
  • Code management
  • Configuration management
  • Review of blocking issues
  • Cutover plan and final data migration
  • Risk and mitigation review
  • Customer go/no-go criteria
  • Support process and Hyper-care plan

The typical format is a one-and-a-half-hour Skype call. The recommended attendees include key business users and subject matter experts. Hyper-care team leads are mandatory.

Post go-live review workshop

The Post go-live review workshop is designed to wrap up the FastTrack engagement. Here are some of the topics that the workshop is likely to cover:

  • Review of goals and objectives
  • Discussion of lessons that have been learned
  • Support overview
  • Review of aged support items
  • Handover of open issues to support teams

The typical format is a one-and-a-half-hour Skype call. The recommended attendees include key stakeholders from the customer, partner, and Microsoft teams. Project managers are mandatory.