MS Dynamics 365 Finance, CRM & Supply Chain Integration Project

Here's a comprehensive breakdown of tasks for an MS Dynamics Finance, CRM, and Supply Chain integration, replacing an old legacy system, incorporating data processing, environment upgrades, and a hybrid PRINCE2-Agile approach. The breakdown follows a Stage Gate approach, ensuring structured governance while allowing Agile flexibility.

Project Scope & Objectives

• Replace legacy system with MS Dynamics 365 Finance, CRM & Supply Chain Management (SCM).
• Migrate and cleanse data from legacy systems.
• Upgrade IT infrastructure for optimal performance.
• Implement DevOps practices across multiple environments.
• Ensure a smooth transition to BAU with training and hypercare.

Project Phases & Stage Gates

1. Project Initiation (Stage Gate 1 - Business Case & Planning)

Key Tasks:

? Define project objectives, scope, and expected outcomes.

? Identify key stakeholders and assign project governance roles.

? Develop Business Case, Project Charter, and Initial Budget.

? Conduct feasibility study & gap analysis.

? Establish high-level project timeline & RAID log (Risks, Assumptions, Issues, Dependencies).

? Define Success Criteria & KPIs.

? Initiate vendor selection process if required.

? Define high-level solution architecture.

?? Deliverables:

• Business Case
• Initial Project Plan
• High-Level Requirements
• Stakeholder Matrix

?? Stage Gate Criteria:

• Business case approval
• Budget and resources secured
• Governance model established

2. Discovery & Requirements Gathering (Stage Gate 2 - Scope & Design Sign-off)

Key Tasks:

? Conduct workshops with key stakeholders & SMEs to capture requirements.

? Document current state (As-Is) and target state (To-Be) processes.

? Define and document business rules, workflows, and integration requirements.

? Identify legacy system dependencies.

? Create data mapping document (Legacy vs. Dynamics 365).

? Determine reporting & analytics needs.

? Define non-functional requirements (performance, security, scalability, compliance).

? Confirm Regulatory & Compliance Requirements (ISO 27001, GDPR, SOX, etc.).

?? Deliverables:

• Requirements Document (BRD, FSD)
• Data Mapping Strategy
• Process Workflow Diagrams

?? Stage Gate Criteria:

• Requirements approved
• Solution architecture validated

3. Solution Design & Architecture (Stage Gate 3 - Detailed Design Approval)

Key Tasks:

? Define technical architecture (Cloud, On-Prem, Hybrid).

? Design data migration strategy (ETL, cleansing, transformation).

? Define integration strategy (APIs, middleware, connectors, Azure Data Factory).

? Create detailed system & database design.

? Define role-based access controls (RBAC).

? Develop a sandbox environment for POCs.

? Review third-party integrations (e.g., Power BI, Power Apps, AI-driven automation).

?? Deliverables:

• Detailed Solution Design Document
• Integration & API Specifications
• Data Migration Plan

?? Stage Gate Criteria:

• Approval of detailed design
• Security & compliance validation

4. Environment Setup & Development (Stage Gate 4 - Build Completion)

Environments Used:

• Dev (Development): Coding, configurations, initial testing.
• Test (System Integration Testing - SIT): Component integration testing.
• UAT (User Acceptance Testing): Business validation.
• Pre-Prod: Final checks before production.
• Production: Live system.

Key Tasks:

? Set up Dev, Test, UAT, Pre-Prod, and Prod environments.

? Configure Dynamics 365 modules (Finance, CRM, SCM).

? Develop custom workflows, reports, dashboards.

? Implement security controls & authentication (Azure AD, MFA).

? Develop custom integrations (ERP, third-party apps, APIs, EDI).

? Perform unit testing & peer code reviews.

? Continuous testing via CI/CD pipeline (Azure DevOps).

?? Deliverables:

• Configured Dynamics 365 modules
• CI/CD pipeline
• Code repository in Git

?? Stage Gate Criteria:

• Development complete
• Passed unit & SIT testing

5. Data Migration & Testing (Stage Gate 5 - UAT Completion)

Key Tasks:

? Extract, Transform, Load (ETL) data migration from legacy systems.

? Data Cleansing & Deduplication (Remove obsolete/inconsistent data).

? Conduct mock migrations & verify data integrity.

? System Integration Testing (SIT).

? Performance, Load, and Security Testing.

? Conduct User Acceptance Testing (UAT) with business users.

? Train users & create user guides.

?? Deliverables:

• Data Migration Report
• UAT Sign-off

?? Stage Gate Criteria:

• Successful UAT completion
• Data integrity validated

6. Deployment & Cutover (Stage Gate 6 - Go-Live Approval)

Key Tasks:

? Prepare cutover strategy & rollback plan.

? Perform final data migration & validation.

? Deploy solution in Production environment.

? Execute final regression tests.

? Coordinate Go-Live activities with business & IT teams.

? Provide hypercare support post-launch.

?? Deliverables:

• Go-Live Checklist
• Final Deployment Plan

?? Stage Gate Criteria:

• Final Go-Live approval
• Rollback & contingency plan in place

7. Post-Go-Live Support & Hypercare (Stage Gate 7 - Transition to BAU)

Key Tasks:

? Monitor system performance & error logs.

? Provide 24/7 hypercare support for first 4-6 weeks.

? Collect & resolve post-Go-Live issues.

? Conduct system optimization & fine-tuning.

? Handover system ownership to BAU team.

? Perform final project closure review & lessons learned.

?? Deliverables:

• Hypercare Report
• BAU Handover Plan

?? Stage Gate Criteria:

• Hypercare completed
• Business-as-usual transition confirmed

Governance, Risk Management & Documentation

Throughout the project, implement continuous governance & risk management:

• RAID Log Management (Update & track Risks, Actions, Issues, Dependencies).
• Change Control Board (CCB) for scope changes.
• Regular Steering Committee Meetings (Monthly/Weekly).
• Sprint Planning & Retrospectives (for Agile execution).

Summary

• PRINCE2 Stage Gates ensure controlled project governance.
• Agile methodology allows iterative development & UAT feedback.
• Multi-environment setup supports staged testing & deployment.
• Comprehensive data migration strategy ensures legacy data integrity.
• Cutover & hypercare minimize business disruption.

This approach ensures a successful MS Dynamics 365 migration with minimal risk while delivering maximum business value.