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Microsoft Dynamics 365 Implementation Process 

Archibo, has delivered successful Dynamics 365 implementations to worldwide fortune clients. Our experienced team has been working on the Dynamics platform since its launch, and hence, carries the required expertise to offer near peerless levels of service. Our team is also adept in the cross-platform integration of Dynamics 365. 

Archibo uses multiple project management techniques for different implementation needs. If the requirements are not firmed up or are dynamic in nature, we use the Agile methodology of Plan-> Develop -> Test -> Deploy. 

Requirement Gathering

The first step for a successful Dynamics 365 Implementation is to evaluate the business practices and systems and identify the areas that require improvement. Which are then put in the order of priority, and a strategy is devised around them.

Technical Design Document

To better understand the scope of the technical problems, the team breaks them down, compiles and timeboxes each one to have a granular overview. A meticulous Technical Design Document is necessary to check overlooks of any critical aspects of the solution.

Functional Design Document

Another essential part of the process for Dynamics 365 Implementation is the document that describes the way the control system will operate. It defines the exact requirement and the expected outcome in a step-by-step procedure.


After the minute analysis and drawing up a systematic course of action, the actual development process occurs. This part of the process constitutes the core of all activity and is coding intense, ultimately defining the quality of implementation.


To ensure if the development team has achieved its desired objectives, the applications are put to stringent real-world scenario-based tests and further pruned if required. The team operates with the test databases to validate system output, check the accuracy and ensure that the interfaces and integrations work correctly.


To extract the maximum value out of any implementation, proper training of the resources is vital for Dynamics 365 implementation as well. The training program is structured based on workforce, location and time constraints, and the pedagogy, whether in-person or online, is devised accordingly.

User Acceptance Testing (UAT)

An indispensable part of the overall implementation process, User Acceptance Testing (UAT) ensures that the solution is glitch-free in real-world usage. UAT is the final phase of application testing before moving it to the production environment. It is done by the very users who would ultimately use the application.

Deployment & Go Live

After rigorous requirement gathering, developing and testing phases, the go-live process commences. Arguably, it is the most critical phase of any implementation. It takes both the client and the implementation partner to think through this phase and create a readiness plan and a checklist before going live.

Maintain Support

Prompt and seamless support is as important as the implementation process. Typically, the implementation partner and the client work on a complete support and escalation matrix to keep the deployment functioning at optimal levels. We, at Cynoteck, are your go-to partner if you are looking for a full start-to-finish Microsoft Dynamics 365 implementation along with premium support services.

We focus on the IT solutions, so you can focus on your business.

Find out what we can do for you today!

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