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Dynamics 365 Pre Go-Live Checklist
A Colleague from Microsoft shared their Pre go-live checklist that is used in their Fast-Track program.
So here is a copy for you all, and what customers must be prepared to answer before Microsoft is deploying the production environment.
1.Solution acceptance by
A.Is UAT completed
successfully? How many users participated in UAT?
B.Did UAT test cases cover
entire scope of requirements planned for go-live?
C.How many bugs/issues from
UAT are still open?
D.Any of the open
bugs/issues a showstopper for go-live?
E.Was UAT done using
A.Business has signed off
after UAT that the solution meets business needs?
B.Solution adheres to any
company/industry specific compliance (where necessary)
C.Training is complete
D.All features going live
are documented, approved and signed off by customer
A.How was the performance
in UAT? Is it acceptable for go-live?
B.If Performance testing
was done, then are there any open actions from it?
4.User & Security
A.How many security roles
are being used. All security roles are setup and tested?
B.Users that will need
access at go-live have been setup with correct security role?
A.Data migration status –
Masters & Open Transactions/Balances
B.Business has identified
owners for data validation?
C.Review cut-over plan:
Business & Partner teams are comfortable with the plan?
D.Does the Data migration
performance fits within cut-over window?
A.Are the configurations
updated in Golden Configuration environment based on changes in UAT?
identified and process in place for post go-live changes in
C.All Legal Entities
configured for Go-Live?
A.Review list of
integrations and readiness plan for each
B.Latency requirements and
performance criteria are met
C.Integration support is in
place with named contacts/owners
fixes/maintenance process defined?
B.Code promotion (between
environments) process is in place, documented and the entire team knows and
understands the process
C.Code promotion schedule
for production is in place?
D.Emergency process for
code promotion to production is defined?
9.Monitoring and Microsoft
A.LCS diagnostics setup and
knowledge transfer to customer
B.Issue resolution and
Escalation process defined – LCS support is verified?
I have recently downloaded the MS on-premise installer for 9.0 which was released a few days ago, and I existing CRM servers set up and meeting the pre-requisites as stated here https://www.microsoft.com/en-us/download/details.aspx?id=57478&WT.mc_id=rss_alldownloads_all under System Requirements The installation was successful, and I was able to create new vanilla organizations with no issues, but I cannot import (upgrade) any of the organizations from 8.2.2. Here are some of the errors: The following connections need to be closed before setup can continue: Login: server\Administrator, Host: serverxxx.mmc, Database: xxxx_MSCRM User: Administrator, Program: MSCRMmmc (seems like this is deployment manager?) Error| Upgrade Organization with Id=xxxxxxxxxxxxxxxxx failed with Exception: System.Exception: Error.ActionFailed Microsoft.Crm.Tools.Admin.UpgradeDatabaseAction ---> Microsoft.Crm.CrmException: Error in Action: Bin\Microsoft.Crm.DataUpgrade.dll:TrackCustomDatabaseOb
I have of recent noticed this error when users trying to access dashboard data that has been shared with them. Error: “You do not have enough privileges to access the Microsoft Dynamics CRM object or perform the requested operation” Solution : Make sure all personal views are shared Make sure all teams/users have the correct access to entities and/or data Make sure all teams/users have been given access to the dashboards (…) Make sure all the individual charts in the dashboards are shared. (Advanced find, entity, charts section, share. Change chart, share..)
Purpose The purpose of this post is to set out the direction, steps,scope, and implementation approach for the Dynamics Outlook App configuration item Audience This post is intended for Technical Teams/Administrators looking to implement the Dynamics Outlook App for On-premise environments. Pre-Requisites Dynamics 365 with IFD Configuration Dynamics 365 Update 188.8.131.52 (KB4046795) Minimum ADFS requirement ADFS 3 upwards due to OAuth endpoint Minimum Exchange 2016 or 2013 with Cumulative Update 14 or later Office 2016 *Recommended, Office 2013 *Compatible Supported browsers for Outlook on the web Dynamics 365 App for Outlook can be used with Outlook on the web on the following browsers: Internet Explorer 10, Internet Explorer 11, or Microsoft Edge The following configuration is supported: Protected Mode is enabled for Internet security zone. To enable Protected Mode: in IE 10 or 11, go to Tools > Internet options > Security tab > Internet. Protected Mode