FastTrack

for Dynamics 365

Gap Solution Design Workshop

<Name>
FastTrack Solution
Architect
Classified as Microsoft Confidential
 Gap Solution Design Workshop Agenda
Agenda The workshop reviews the top gap solutions in terms of
complexity and potential risks.
Review the top gap requirements

Discuss proposed solution for each gap

Format: 60-180-minute Microsoft Teams call

Identify and discuss any potential risks Attendees:

• Functional and technical architects
Review potential dependencies
• Functional, Technical and Development
Leads
Discuss alternative solution, ISV or workaround
• Optionally, Project managers
Q&A

Next Steps

Classified as Microsoft Confidential

 Instructions for customer and partner
How to fill out this PowerPoint

Please complete slides providing required details for each gap solution.
Where available, please include artifacts listed in Prerequisites that provide required details for each gap
solution.

Extend topic area slides to capture the required information if needed.

Do not hesitate to paste your own slides.

Reach out to your FastTrack SA if you have questions on the format or content.

Send completed deck back to the FastTrack SA 5 business day before the scheduled Gap
Solution Design workshop

Classified as Microsoft Confidential

 Pre-requisites
Please provide below documentation where available/appropriate

Gap Solution Documents

Fit/Gap Analysis Documents (Learn: Perform fit gap analysis)

Functional Design Documents (Learn: Create functional design documents (FDD))

Technical Design Documents

Business Process Diagram

Integration Diagram

Classified as Microsoft Confidential

 Customer slide (please update)
Top gaps / solutions
List the main gap solutions in terms of complexity and potential risks. Describe the solution.

Standard
POC Level of Business
Gap Description Related Process (OOB) / Solution Solution Description Risk
Completed? Effort Impact
ISV gap
Dynamics FO Example –  Posting of project Standard Extension To expand standard GL allocation functionality Yes High Medium Low
automation GL allocations invoices by adding parameters and a batch job
Dynamics FO Example 2 – Customer and vendor Standard ISV AMC Banking No Medium Medium Medium
payments
integration with banking systems
Dynamics FO Example 3 – Vendor payments in China ISV Extension AMC-Consult will extend their functionality to Yes Medium High High
integration with Bank of China support required integration with Bank of
China
Dynamics CE Example – Required Adding a new customer Standard Extension Jscript or Plugin to validate fields on form Yes Medium High Low
field validation  table record
Dynamics CE Example 2 – Support for location Standard ISV Geo mapping ISV solution No Medium Medium Low
Solution for geo mapping tracking on accounts
multiple customer locations on
single map

*Replace examples above

Classified as Microsoft Confidential


Gap Solution #1: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution #2: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution #3: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution #4: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution #5: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution #6: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution #7: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered

Gap Solution ##: Title of the gap
Add business requirement
and process information
Example 1: we need report taxes to
multiple authorities
Classified as Microsoft Confidential
Customer slide (please update)
Solution details Risk considerations
Note: If Standard/OOB option is available, please
include details on why this wasn't selected Dependency on other solution components?
Performance impacts?
Please update with information on the Added complexity to the business process?
approach that is planned to fill this gap Storage impacts?
What other options were
considered?
Please include details of other options that were
considered
 Customer slide (please update)
Q&A

Brief Q&A to discuss any additional topic areas. List questions and follow up actions

Classified as Microsoft Confidential

 Customer slide (please update)
Next Steps

Discuss next steps and action items. List next steps and action items

Classified as Microsoft Confidential

 © 2021 Microsoft Corporation. All rights reserved. Microsoft, Microsoft Dynamics, Office 365, Windows, and other product names are or may be registered trademarks and/or trademarks in
the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft
must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after
the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION

Classified as Microsoft Confidential