Quick Answer:
A successful Dynamics 365 implementation requires twelve key steps:
- Defining objectives
- Securing executive sponsorship
- Choosing a partner
- Scoping modules
- Mapping processes
- Planning data migration
- Designing integrations
- Prioritizing configuration over customization
- Layered testing
- Role-based training
- Executing a cutover plan
- Planning for post-go-live hypercare and optimization

