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Video tutorial

ERP Implementation Phases and Success by Design

A silent walkthrough of the Dynamics 365 implementation lifecycle using Microsoft's Success by Design phases and reviews.

Free

Free 3-minute video lesson. A silent walkthrough of the Dynamics 365 implementation lifecycle using Microsoft's Success by Design phases and reviews. Short, visual and to the point, so you can watch it between meetings and apply it the same day.

This silent explainer maps a typical Dynamics 365 implementation to Microsoft's Success by Design framework. You will see the phases Discover, Initiate, Implement, Prepare and Operate, what each phase must produce, and how the Solution Blueprint Review, Implementation Reviews and Go-live Readiness Review reduce risk. It also lists exit criteria per phase so you can tell when a project is truly ready to move on. Useful for project managers, consultants and client leads who want a shared, methodology-agnostic view of the lifecycle.

What you'll learn

  • What Success by Design is
  • The five phases
  • Discover: get the basics right
  • Initiate: lock scope and plan
  • Implement: build in small cycles
  • Prepare: prove you are ready
  • Operate: protect the value
  • Three Success by Design reviews
  • Key idea
  • Exit criteria to agree upfront
  • Watch out for these traps
  • Apply this tomorrow

Who it's for

Project managers, solution architects, functional consultants and client-side leads who want their ERP program to go live on time and actually deliver value.

Go deeper

Pair this lesson with the related free e-books and templates in the resource library, and read the latest practical articles on the blog.

Let's connect

I'm Pranshu Shubham, a Microsoft Dynamics 365 F&O Solution Architect and PMP-certified program lead with 8+ years of ERP and AI transformation across the USA, Europe and APAC. I created this resource from real project experience, and I'd love to hear how you use it.