Summary

In this chapter, we learned that there are a number of firm-driven decisions that can result from the questions we asked in the first part of this chapter. One of the key questions we asked was about working with a Microsoft partner who can help drive the success of a deployment. Knowing how to approach the deployment options will be key to the success of your project.

We outlined three different deployment options, ranging from a lite deployment to a resource/non-stocked deployment or a stocked/production deployment. We learned the differences between them and when to use them. Furthermore, we outlined how certain non-Dynamics CRM and ERP components fit into deployment scenarios. We also outlined the upgrade path for customers who have previously used Project Service Automation. Your choice of deployment option will directly impact licensing as well as the full implementation.

We walked through the setup considerations of the Dynamics 365 CE Sales system and then thoroughly...