Introducing the Dynamics 365 Implementation Portal Project Onboarding Wizard - Microsoft Dynamics 365 Vietnam

Microsoft Dynamics 365 Vietnam

Song Nghia - Microsoft Dynamics 365 Vietnam


Sunday, June 30, 2024

Introducing the Dynamics 365 Implementation Portal Project Onboarding Wizard

 Introducing the Dynamics 365 Implementation Portal Project Onboarding Wizard

We are excited to announce the launch of a new project onboarding feature in the Dynamics 365 Implementation Portal. This feature simplifies the process of deploying Dynamics 365 projects by guiding users from start to finish, providing valuable insights and recommendations along the way.

Key Features of the Onboarding Wizard

1. User-Friendly Interface

The onboarding wizard features an intuitive and user-friendly interface that makes the onboarding process accessible to users of all technical backgrounds. Acting as a virtual assistant, it provides clear instructions and prompts, ensuring that you can effortlessly create your implementation project.

2. Instant Project Availability

Upon completing the onboarding process, your Dynamics 365 implementation project is immediately available. This instant availability streamlines collaboration and ensures that all stakeholders can swiftly access project resources, facilitating smoother project execution.

3. Automatic Data Protection

The onboarding wizard includes an automatic approval flow to protect data. If the implementation project targets a tenant other than the one you’re signed into, the wizard initiates an approval process. Two reviewers from the targeted tenant must approve the request before sensitive information, such as customer names and telemetry insights, is shared. This process ensures compliance with data protection regulations and builds trust with customers.

Success by Design Framework

The Dynamics 365 Implementation Portal is built on Microsoft's "Success by Design" framework, a systematic approach to successful cloud deployment. Success by Design offers prescriptive guidance for designing, building, and deploying your Dynamics 365 solution. The onboarding wizard enhances this framework by:

  • Guiding you through the creation of your implementation projects.
  • Facilitating necessary reviews.
  • Offering relevant insights to maximize the potential of Dynamics 365.

How to Get Started

  1. Create Your Implementation Project: Log in to the Dynamics 365 Implementation Portal and create your implementation project.
  2. Follow the Onboarding Wizard: The wizard will guide you through each step with clear instructions, making the process straightforward and accessible.
  3. Collaborate and Access Resources: Upon completion, your project will be ready for collaboration, ensuring all stakeholders have quick access to necessary resources.
  4. Ensure Data Protection: If your project involves a different tenant, the wizard will handle the approval flow to ensure data protection and compliance.


The Dynamics 365 Implementation Portal's new onboarding wizard is a pivotal advancement in facilitating successful Dynamics 365 implementations. By providing an intuitive onboarding process, instant project availability, and robust data protection, the Implementation Portal helps your business harness the full potential of Dynamics 365 efficiently and confidently.

Start your journey towards a successful Dynamics 365 implementation today with the new onboarding wizard.

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