Lipi Sarkar is an experienced Programme Director with 20 years of experience in leading and managing digital transformation programs with Microsoft Dynamics 365 across various industries-professional services, retail, insurance, commercial housing, healthcare, and not-for-profit. She has worked for one of the Big Four firms, popular UK charity organizations, and esteemed solution-based consulting organizations. She is also an active mentor of Warwick Business School, Global Mentoring Programme.

Vinnie Bansal has worn many hats in his career-Business Analyst, Functional Consultant, Project Manager, and Solutions Director. As a result, he has unique abilities to navigate complex challenges. His professional roots are from implementing Dynamics AX, analyzing, solution design, and working closely with process owners and business stakeholders. His passion and expertise lie in envisioning the big picture, working with Dynamics 365 Finance and Dynamics 365 Supply Chain Management customers to assist in the innovation process, end-to-end, and to empower enterprises to overcome their biggest hurdles, streamline complex "pain points," realize their goals, and achieve a business transformation.

Foreword xiii

Preface xv

Acknowledgments xxi

About the Contributors xxv

Part I Digital Transformation with Dynamics 365 1

Chapter 1 Digital Transformation and the Case for Change 3

Change, Change, Change 4

Digital Transformation: Key Drivers 6

Digital Transformation: Disrupt or Be Disrupted 11

Digital Transformation with Dynamics 365 14

Summing Up 17

Notes 18

Chapter 2 Capabilities for Transforming Your Business with Dynamics 365 21

A Platform for Change and Transformation 23

How to Drive Business Efficiencies 28

Data Platform: The Secret Sauce 29

Business Process: Simplification, Standardization, and Automation 31

Is There a Choice: Cloud or On-Premise? 34

Summing Up 36

Notes 37

Chapter 3 The Power of the Microsoft Platform 39

Rise of the Citizen Developer: Improving Productivity with the Power Platform 41

Building Custom Apps with Power Apps 42

Resources and Community Groups 44

Using Power BI to Create a Data-Driven Culture 46

Accelerating Organizational Capability and Driving Efficiency 51

Moving from Reactive to Proactive with IoT Integration 55

Improving Experiences with Chatbots and Natural Language Processing 60

Summing Up 62

Part II Blueprint for Executing a Successful Dynamics 365 Project 73

Chapter 4 Five Cornerstones of Digital Transformation 75

Strategic Shift 76

Cultural Shift 78

Shift in People's Mindset 82

Process Shift 90

Governance and Control 92

Summing Up 95

Notes 96

Chapter 5 Program Readiness 97

Plan Before You Leap 98

Define Program Benefits and Outcomes 100

Knowing Your Business Processes 100

Pre-Project Communication 103

Digital Leadership 103

Selecting an Implementation Partner 107

Preparation and Readiness before Program or Project Kick-Off 109

Summing Up 112

Notes 113

Chapter 6 Deep Dive: Organizational Change Management for Dynamics 365 and dx 115

Failings of Tactical OCM 118

Why Invest in Strategic OCM Before Starting the Project 120

Organization After Implementation and Role Change 123

Gain Meaningful Digital Insights for Change 128

Embedding Required Cultural Transformation in the Organization 131

Measuring User Adoption, Key Performance Indicators, and Benefits Realization 133

Measure Benefits Realized Post Go-Live 137

Summing Up 138

Notes 140

Chapter 7 Fundamentals of Executing a Successful Dynamics 365 Project 141

Effective Communication 142

Importance of Design Thinking, UX Design, and Customer Journey Mapping 144

Establishing Clear Design Principles at the Outset 149

Shortening Project Timescales through Empowered Decision Making and Collocated Teams 152

Pragmatic Approach to the Agile Implementation of Dynamics 365 156

Incorporating Traditional Planning Approaches with the Flexibility of Agile and Scrum 159

Embrace Change: Deliver to Time and Budget 161

Summing Up 164

Part III Driving Innovation and Improvements with Dynamics 365 175

Chapter 8 Makers and Shakers of Dynamics 365 Transformation 177

Project Charter: Roles and Responsibilities 178

Critical Role of the User on a Dynamics 365 Project 182

Understanding of Value to Use 185

Delivering Value and Getting an Equitable Return 186

Why Users Should Create Dynamics 365 Documentation 187

Role of Microsoft Customer Success Manager 192

Leverage Your Community 196

Summing Up 199

Notes 200

Chapter 9 What Does Post Go-Live Look Like? 201

The Windows: Planning for Operations 202

Manage Your Dynamics 365 Operations? 203

Best Practices for Dynamics 365 Operations 208

Value Add with Continuous Innovation 209

Managing Your Product Backlog Post Go-Live 218

Summing Up 223

Note 224

Chapter 10 Dynamics 365 Support and Continuous Improvement 225

Recommendation for the Dynamics 365 Business Team 227

Recommendations for the Dynamics 365 Application Support Technical Team 229

How to Support Dynamics 365 Implementation 232

How to Continuously Improve 236

Benefits Realization 244

Continuing Culture of Digital Transformation 245

Summing Up 248

Notes 249

Part IV Appendices 257

Appendix A Success Enablers for Dynamics 365 Implementation 259

Appendix B Microsoft FastTrack for Dynamics 365 275

Index 295