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Determine Out-of-the-Box Functionality In Microsoft Dynamics 365

Determine Out-of-the-Box Functionality In Microsoft Dynamics 365

Dynamics 365 has a ton of out-of-the-box features that are readily available to use. One of the biggest challenges when it comes to development & configuration is Perspective. (learn in-depth in the MB-200 main course)


Impact of OOB Vs. Custom development:


  • Configuration Time Vs. Development Time
  • Configuration Cost Vs. Development Cost
  • Support for future functionalities by Microsoft
  • Time & cost involved in applying updates
  • Custom development: continuous dependency on partner
  • Custom development: With time, your customized solution becomes heavy
  • Getting out of custom development sometimes difficult (major changes).


Choosing The Right Approach


  • Finalizing Dynamics 365 solution as per business needs.
  • Identify an internal core team and an implementation leader.
  • Find a training partner to train your internal core team.
  • Let your core team get trained and practice on Dynamics 365 solution trial.
  • Find an implementation partner / check if the training partner implements Dynamics 365 solution.
  • Align your core team & implementation leader with the Implementation partner.
  • Conduct a thorough requirements mapping workshop (implementation partner & core team).
  • Finalize as-is and to-be & configuration checklist.
  • Finalize gaps and customization/development pointers.
  • Implement project in phases followed by reviews & sign-offs.

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