D365 Finance Implementation Checklist
The 10 decisions that kill ERP projects — and how to catch them first
A practitioner checklist for finance teams, project managers, and ERP sponsors on Dynamics 365 Finance programs. 4 pages. Free. No fluff.
- Identify scope and fit/gap gaps before they become crises
- Know exactly what your team, your sponsor, and your partner must own
- Validate data, security roles, and processes before go-live
- Use on any D365 Finance program — from design through cutover
- Available in English and French
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- Unclear scope & fit/gap gaps
- Excessive consultant dependency
- Key users not properly allocated
- Weak change management
- Security & testing left too late
- Data migration underestimated
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10 pitfalls. Each one a real project killer.
Each item in the checklist comes from patterns observed on real Dynamics 365 Finance programs — not theory, not vendor documentation.
Unclear Scope
No validated fit/gap analysis. No explicit out-of-scope list. Leads to creep, conflict, and blown timelines.
Over-reliance on Consultants
No internal ownership per functional area. Knowledge walks out the door at go-live.
Key Users Not Allocated
Key users split between their day job and the project. Neither gets done properly.
Weak Change Management
Stakeholders not involved early. The "why" never communicated. Resistance builds silently.
Excessive Customisation
Every customisation is technical debt. Most have an out-of-the-box alternative nobody checked for.
Analysis Paralysis
Too many design workshops, not enough time in the test environment. Decisions get deferred until go-live.
Late Data Migration
Data cleanup started too late. Migration runs in parallel with cutover prep. Both suffer.
Security Left to the End
Security roles designed in the last sprint. Segregation of duties conflicts found in production.
Poor Testing Practices
Test cases don't reflect real business scenarios. UAT is a formality, not a validation gate.
No Dry-Run or Parallel
No full rehearsal before go-live. First real cutover is the actual cutover. Avoidable.
Built for the people accountable for the outcome
Finance Professionals
Entering an ERP program and need to understand what to validate, what to own, and where the real risks sit.
Project Managers
Running a D365 Finance implementation and want a structured framework to catch gaps before they escalate.
ERP Sponsors & CFOs
Responsible for the outcome without being in every workshop. Need a clear view of where programs go wrong.
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