What we do
• Define business objectives and success criteria
• Finalize in scope modules and processes
• Identify regulatory and compliance needs
• Establish governance and change control
Customizations
• Identify mandatory regulatory or legal customization needs
• Explicitly exclude nice to have customizations
What is implemented
• Project governance and delivery plan
• Customization principles and approval model
What we do
• Conduct Fit to Standard workshops
• Compare business processes with standard D365 capabilities
• Capture gaps and decisions
Customizations
• Classify gaps as:
• Configuration
• Extension using standard framework
• Process change
• Approve only business critical extensions
What is implemented
• Standard process alignment
• Approved gap and customization register
What we do
• Configure finance and operational parameters
• Set up chart of accounts, taxes, fiscal calendars
• Configure posting profiles and controls
Customizations
• Develop approved extensions using:
• Extension framework
• Event handlers
• Power Platform where applicable
• No over layering or core code changes
What is implemented
• Core financial and operational setup
• Limited, approved custom extensions
• Standard security roles
What we do
• Prepare and clean legacy data
• Perform trial and final data loads
• Configure required integrations
Customizations
• Use standard data entities
• Custom data entities only if standard entities are insufficient
• Avoid custom integration logic where APIs exist
What is implemented
• Clean master and opening balance data
• Stable integrations using standard patterns
What we do
• Execute end to end business scenario testing
• Validate postings, controls, and reports
• Perform user acceptance testing
Customizations
• Validate custom extensions only through business scenarios
• No new customizations introduced during testing
What is implemented
• Tested and signed off processes
What we do
• Train super users on real transactions
• Perform cutover rehearsal
• Final data migration
Customizations
• Train users only on approved extensions
• Document custom behavior clearly
What is implemented
• User readiness
• Production ready system
What we do
• Execute go live
• Monitor system performance and transactions
• Immediate issue resolution
Customizations
• Production deployment of approved extensions only
• Emergency fixes limited to critical defects
What is implemented
• Live transaction processing
• Stable operations
What we do
• Daily issue review and resolution
• Reconciliation and performance monitoring
• Knowledge transfer
Customizations
• No enhancements during hypercare
• Capture customization backlog for phase two
What is implemented
• Stabilized system
• Enhancement roadmap