Microsoft FastTrack for Dynamics 365

Dynamics CRM 2016
 

Updated: May 3, 2017

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises)

Microsoft FastTrack for Dynamics 365 is our customer success service designed to help you move to Dynamics 365 smoothly and confidently, so you can realize business value faster. When you participate in the FastTrack program, you will receive guidance on best practices and how to plan for successful rollouts. You will also learn ways to enable new users and expand capabilities – all at your own pace. Additionally, you will have access to Microsoft engineering resources committed to make your experience with Dynamics 365 a success.


On this page:

Down arrow buttonEligibility: Microsoft FastTrack for Dynamics 365

Down arrow buttonOverview: Microsoft FastTrack for Dynamics 365

Down arrow buttonOnboarding Services: Microsoft FastTrack for Dynamics 365 for Sales, Customer Service, Field Service, and Project Service Automation


Dynamics 365 Plan Matrix

*With the plan to implement Sales, Field Service, Customer Service, Project Service Automation applications.

**With the plan to implement Microsoft Dynamics 365 for Operations application.

***It takes 2.5 Device subscription licenses to equal 1 Microsoft Dynamics 365 for Operations User subscription license.

During FastTrack engagements, the Dynamics FastTrack engineering team will offer customers opportunities to get practical guidance on cloud deployment, help with usage and adoption, and assistance in removing blockers during implementation through the following interactions:

  • Technical talks focus on providing technical depth and best practices that empower both customers and partners with more knowledge specific to the subject areas. These talks often provide an overview of available tooling and/or content.

  • Workshops are interactive, and outcome-based activities, and may involve automation and tooling. Customers and partners can provide input prior to the workshops and customize them for their engagements.

  • Regular touchpoints are typically 30-minute calls that continue throughout the duration of the engagements. Small technical proof points are sometimes provided to help remove customer roadblocks.

All sessions are delivered remotely by the FastTrack engineering team. We have time zone-based resources to cover major markets in the Americas, EMEA, and APAC.

Onboarding Services: Microsoft FastTrack for Dynamics 365

Initiation services are designed to help potential customers with the service offerings from FastTrack for Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation.

Initiation services are provided to qualified customers who want to learn more about FastTrack for Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation. Microsoft FastTrack engineering team is available to answer questions about FastTrack.

Getting the most from Dynamics 365 services are designed to help customers align business and IT needs with solution capabilities of Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation.

Microsoft FastTrack engineering team will provide customers with guidance, resources, and best practices on how to plan for getting the most out of Dynamics 365.

These services focus on:

  • Out-of-the-box features

  • 1st-party and partner solutions

  • Configuration and customization

Tenant administration and operations services are designed to help customers accomplish common administrative tasks necessary to get users into the system and become productive.

Microsoft FastTrack engineering team will help customers learn how to:

  • Add users and grant permissions

  • Schedule upgrades

  • Use sandboxes for testing

  • Manage email communication from the service

  • Configure integrations to other Office 365 services

  • Implement Security Modeling ofDynamics 365 for Sales, Customer Service, Field Service and Project Service Automation

Federation services are designed to help customer integrate directory with the cloud.

Microsoft makes federation services available to all qualified customers of FastTrack for Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation through FastTrack for Office 365. FastTrack for Office 365 engineering team will help guide you through how to integrate your directory service with Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation. The services are provided remotely by FastTrack for Office 365 engineering team, and will be scheduled in available time windows.

Performance optimization services are designed to help customers optimize solution performance of Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation.

Microsoft FastTrack engineering team will help customers learn the best practices to optimize performance for implementation.

These services will provide guidance and best practices on:

  • Improving your code

  • Identifying network bottlenecks and expensive queries

  • How to implement custom indexes

  • Leveraging networking diagnostics tools to evaluate client latency to Dynamics 365 datacenters.

Solution development services are designed to help customers develop solutions based on Dynamics 365 for Sales, Customer Service, Field Service and/or Project Service Automation.

Microsoft FastTrack engineering team will help customers with guidance on configuring and customizing a maintainable and performance-oriented solution based on Dynamics 365 for Sales, Customer Service, Field Service and/or Project Service Automation. In addition, they will provide you with learning sessions, workshops, and resources that will help you decide how and when to leverage the configuration or customization to take full advantage of Dynamics 365 for Sales, Customer Service, Field Service and/or Project Service Automation for your business.

These services will provide guidance and best practices on:

  • How to configure entities, relationships, business process flows, business rules and workflows

  • Customization of plug-ins, integrations, JavaScript, and custom actions

  • How to create a maintainable solution in the cloud

ALM services are designed to help managing solutions using solution management features and ALM techniques.

These services will provide guidance and best practices on:

  • How to use solution management features such as import, export, patch and clone

  • The differences between solution types and how to merge/resolve conflicts

  • How to organize a team to develop solutions

  • How to store solution components in a source control system

  • How to automate deployments in the ALM process

Data migration services are designed to help migrate selected data to Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation.

Microsoft makes data migration guidance and tools available to all eligible Dynamics 365 customers. Microsoft FastTrack engineering team will educate you on tools and pitfalls for importing data into Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation. Additionally, they can help you use these tools to import your data. They can explain what different fields are in the entity model of Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation, but they will not create the mapping between your source system and Dynamics 365 for Sales, Customer Service, Field Service and Project Service Automation.

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