Develop technical & functional design document.Technical Lead/s (Refer definition from Analysis phase).Functional Consultant/s (Refer definition from Analysis phase).Business process flows : A business process flows document is a visual representation of a business process, showing the sequence of steps and actions required to complete a particular task or achieve a specific outcome within the Dynamics 365 CE system.Data migration plan : outlines the process and procedures for transferring data from legacy systems or sources to the new Dynamics 365 CE system, including data mapping, data cleansing, and data validation.Gap analysis report : compares the current state of the organization's business processes and system functionalities to the desired future state, identifying any gaps or differences between the two and proposing solutions to bridge those gaps.Functional requirements document : document that outlines the specific functional requirements of the project, such as desired behaviors, system functionalities, and user interfaces, in order to achieve the desired business outcomes.Develop functional requirements document or use DevOps, JIRA etc.Analyze the current system and processes. Conduct requirements gathering sessions with stakeholders.Test Manager (Refer definition from Planning phase).Project Manager (Refer definition from Planning phase).Technical Lead/s : A technical consultant in Dynamics 365 CE projects is responsible for designing and implementing technical solutions, including custom code and integrations, to support the functional requirements of the system, as well as providing technical support, troubleshooting, and performance optimization.Solution Architect (Refer definition from Planning phase).Functional Consultant/s : A functional consultant in Dynamics 365 CE projects is responsible for gathering and analyzing business requirements, designing and implementing functional solutions, configuring and customizing the Dynamics 365 CE system, testing, and providing end-user training and support.Functional Architect/Lead (Refer definition from Planning phase).Resource plan : outlines the types, quantities, and allocation of resources required for the successful completion of a project, including human resources, equipment, materials, and budget.Risk management plan : outlines the approach, processes, and procedures for identifying, assessing, mitigating, and monitoring project risks.Communication plan : outlines the strategies, methods, and channels to be used for effective communication with stakeholders throughout the project.Project management plan : outlines the project management approach, processes, and procedures to be followed throughout the project's life cycle.Project charter : document that formally authorizes the start of a project, outlining its goals, objectives, scope, deliverables, stakeholders, and other key parameters.Conduct risk assessment and develop a risk management plan.Define project management and governance processes.Identify project team members and their roles and responsibilities.Define project scope, objectives, timelines, and budget.Test Manager : A test manager in Dynamics 365 CE projects is responsible for managing the testing process, creating and executing test plans, ensuring product quality, and working closely with other stakeholders to identify and address defects and issues.Project Manager : A project manager in Dynamics 365 CE projects is responsible for planning, executing, and closing projects, managing resources, and ensuring project goals and objectives are met within the given constraints of time, budget, and scope.Solution Architect : A solution architect in Dynamics 365 CE projects is responsible for designing and overseeing the overall architecture and technical direction of a solution, ensuring it meets the business requirements and is scalable, secure, and maintainable.Functional Architect/Lead : A functional architect/lead in Dynamics 365 CE projects is responsible for designing and implementing solutions that meet business requirements by configuring (configuration involves modifying the system using out-of-the-box features and settings) and customizing (customization involves creating new functionalities or modifying existing ones using code or extensions) the Dynamics 365 CE platform using functional components such as entities, forms, views, workflows/flows, and business rules.Planning phase (Also known as Discovery or Initiation phase):.
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