FastTrack for Dynamics 365Accelerate Customer Success

Includes new services for FY18Q1

The evolution of Microsoft FastTrack

2017

Office 365 Onboarding and Guidance and Remote Assistance

Customer Success Servicefor Office 365 and EM+S

Microsoft FastTrack for Dynamics 365 and Windows 10

FastTrackengineers

800+

3.7PB4000

New customersper month

Datamigrated

185

NSATengineers

350+

200

New customersper month

Microsoft FastTrackOur customer success service for the Microsoft Cloud

Ongoing and repeatable benefit included in your purchase

Online resources and tools available to all customers

Assistance and guidance by Microsoft engineers and partners

Onboarding, migration, user adoption, and devices management

Available for Microsoft cloud services

FastTrack.microsoft.com

Plan for a successful rollout

Realize business value faster

Move to the Cloud with confidence

EXPERTS

METHODOLOGY & RESOURCES

TOOLS & INSIGHTS

Microsoft FastTrack

for Dynamics 365 Onboarding and adoption assistance

Dynamics 365 for Sales, Customer Service, Field Service, Project Service

Automation Service, and Finance and Operations, Enterprise edition

• For all eligible customers

• Technical talks, workshops, and regular touchpoints

• Direct Microsoft engineering engagement

• Delivered remotely by time zone-based engineers in the Americas,

EMEA, and APAC

See the “What’s new?” section for new FastTrack for

Dynamics 365 services in FY18Q1

FastTrack.microsoft.com

Plan for a successful rollout

Realize business value faster

Move to the Cloud with confidence

EXPERTS

METHODOLOGY & RESOURCES

TOOLS & INSIGHTS

What you can expect from

FastTrack for Dynamics 365

• Implementation guidance, including tools and processes

• Onboarding and adoption guidance and assistance

• Architectural and technical guidance

• Customized workshops to review project milestones

• Technical talks on best practices for technical subjects

• Product roadmap and related feedback loop

• Overall program and project management

• Implementation activities, including design, development, etc.

• Data migration, security roles setup, and user trainings

• Application setup, configuration, and customization

• Product assistance and user support

• Communications and trainings to drive service adoption

What does FastTrack for Dynamics 365 offer?

Identify key

stakeholders

Define your vision and

business scenarios

Plan for a

successful rollout

EnvisionDefine your vision, identify and prioritize business scenarios, and collaborate with key

stakeholders to plan for successful rollouts at your own pace.

OnboardConfidently onboard new users and capabilities with remote assistance from Microsoft

engineers committed to guide your IT team and partner.

Prepare your technical

infrastructure

Ensure a smooth

migration experience

Enable new users

and capabilities

Drive valueGenerate more value with resources available to help your teams and partner drive user

adoption across your organization; and prepare for and manage change.

Boost user engagement

and drive adoption

Manage and prepare

for change

Measure success,

learn, and iterate

What FastTrack

for Dynamics 365

offersTechnical talks

Technical talks are focused on

providing technical depth and

best practices to empower

their team with more

knowledge specific to the

subject areas. These talks often

provide overviews of available

tooling and/or content.

Workshops

Workshops are interactive,

outcome-based, and may

involve automation and

tooling. Customers and

partners have the opportunity

to provide input prior

to the workshop and

this is customized

for their project.

Regular touchpoints

These touchpoints are a core

part of the FastTrack service

offerings. These are typically

quick 30-minute calls that

continue throughout the

duration of the project. Small

technical proof points are

sometimes provided to help

remove customer roadblocks.During FastTrack engagements,

the FastTrack Center will offer

customers opportunities to

participate in learning sessions,

attend workshops to contribute

to a successful onboarding, and

engage in regular touchpoints.

What’snew?

FastTrack for Dynamics 365: What’s new

FastTrack for Dynamics

365 Public Preview

Dynamics 365 for Sales, Customer

Service, Field Service, Project

Automation Service, and Finance

and Operations, Enterprise edition

Digital Experience

FastTrack for Dynamics 365

content launched on

FastTrack.microsoft.com

FastTrack for

Dynamics Pilot

Dynamics CRMOL

and AX, focusing on

onboarding services

Partner

Nomination

Partners can nominate customers

through FastTrack.microsoft.com

FastTrack for Dynamics

365 Expansion

FastTrack for Dynamics 365 for

Finance and Operations pilots

tiered services that enable

customers to benefit from

essential onboarding services

Adoption

Services

Available for Dynamics 365

for Sales, Field Service,

Customer Service and Project

Service Automation

New App

Onboarding Services

Available for Dynamics 365

for Field Service and Project

Service Automation

Where we are now

Horizontal and Vertical Service Expansion

New FastTrack services overview

Reduce Time to Usage

Drive Usage and Adoption

Adoption and Gamification Services Enables you to drive usage, boost engagement,

and improve user experience

Onboarding Services for Field ServiceEmpowers you to improve customer satisfaction,

apply first-time fix rates, and resource for user productivity

Onboarding Service for Project Service AutomationAllows you to manage sales, resources, delivery,

and billing of your projects

FastTrack adoption servicesUser Adoption for Dynamics 365 Customer Engagement, Enterprise edition

FastTrack will

Ensure awareness of the factors

for successful adoption:

• Stakeholders

• Scenarios

• Awareness and communication

• Training

• Roll-out planning

Provide best practices and guidance

to develop your plan for adoption:

• Workshops

• Adoption tech talks

• Gamification tech talks

Adoption Services

INITIATE

Define what success

means to the

customer

DESIGN

Design solution to

meet business needs

BUILD

Develop solution based

on business and

technical requirements

DEPLOY

Implement solution to

ensure right user

experience,

performance, and

reliability

OPERATE

Enable successful

adoption through

effective change

management

Provide content to help jumpstart

your project:

• Adoption methodology

• Dynamics 365 usage scenarios

• Awareness kit

• Gamification

• Plan templates

Check in regularly as you build your

adoption approach:

• Regular touchpoints

FastTrack

FastTrack app onboarding servicesDynamics 365 for Field Service

FastTrack guidance for Field Service

Understanding Values and Process

Achieve an understanding of the core value of the

Field Service and how it might help you transform

your business, as well as the core process flows from

a role-based perspective

Making It Work

Learn how to be able to interpret how your field

service business processes work within the application

and the steps you can take to create a Field Service Proof

of Concept for your business

Onboarding assistance

Applying Field Service Capabilities

Determine what and how the Field Service application

can help your business with Tech Talks

• Service Agreements

• Schedule and Dispatch

• Inventory Management

Getting the Most Out of Field Service

Participate in interactive Implementation Workshops

to discuss your plans to use out-of-the-box features

and customization to meet your business needs

• Follows attendance at Field Service Tech Talk

• Includes a review of Field Service training

materials available in the FastTrack Center

and Dynamics 365 video playlists

• Mobile

• Connected Field Service

• Customer-centric

Experience

Onboarding

Services

Assessment &

Remediation Tools

FastTrack

FastTrack app onboarding servicesDynamics 365 for Project Service Automation

FastTrack guidance for Project Service Automation

Understanding Values and Process

Derive an understanding of the capabilities and features

of Project Service Automation and how to implement the

service to fit your needs

Making It Work

Review key aspects of Project Service Automation that

allow you to manage sales, resourcing, delivery, and billing

for your client-facing projects; and be able to understand

which Dynamics 365 and Office 365 components interact

with Project Service Automation

Onboarding assistance

Applying Project Service Automation

Join Tech Talks to understand the phases of a project and

how to set up and maintain a project within Project Service

Automation

• Project Roles and Stages

• Opportunity Management

• Project Planning

• Resource Management

Getting the Most Out of Project Service

Automation

Participate in interactive Workshops to discuss your plans

to use out-of-the-box features that can be configured for

your business needs; learn how to quickly and repeatedly

create a project

• Achieve a solid understanding of

Project Service Automation

• Follows Project Service Automation installation

on a sandbox instance

• Team Collaboration

• Time and Expenses

• Customer Billing

• Status Tracking

Onboarding

Services

Assessment &

Remediation Tools

FastTrack

Getting started

Enterprise

EditionApp and Plan Seats

FastTrack Service and Content

Technical

TalksWorkshops

Regular

Touchpoints

Dedicated

FastTrack

Engineering

Resources

Customer

Engagement

• Dynamics 365 for Sales

• Dynamics 365 for Field Service

• Dynamics 365 for Customer Services

• Dynamics 365 for Adoption Services

• Dynamics 365 for Project Service Automation

• Dynamics 365 Customer Engagement Plan

• Dynamics 365 Unified Operations Plan with the

plan to implement Customer Engagement apps

250 or more combined

eligible app and/or plan

user SLs

All included All included All included Included

Unified

Operations

• Dynamics 365 for Finance and Operations,

Enterprise edition

• Dynamics 365 Unified Operations Plan with the

plan to implement Finance and Operations app

150 or more combined

eligible app and/or plan

user SLs, and/or equivalent

All included All included All included Included

20-149 combined eligible

app and/or plan user SLs,

and/or equivalent

All included

Pre go-live

milestone

workshop

Not included Not included

Eligibility

Learn more about FastTrack for Dynamics 365 at

http://fasttrack.microsoft.com/dynamics

Contact your Microsoft team or partner

• For any questions

• To get nominated

What you can doGet on the road to success

© 2017 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.

• Sales

• Customer Service

• Field Service

• Project Service Automation

FastTrack for

Dynamics 365

Appendix

REGULAR TOUCHPOINTS

Tech Talk

Workshop

visit our site

INITIATE DESIGN BUILD DEPLOY OPERATE

FastTrack for Dynamics 365 offeringFastTrack for Dynamics 365 Customer Engagement, Enterprise edition

INITIATION SERVICES

GETTING THE MOST OUT OF DYNAMICS 365 SERVICES

TENANT ADMINISTRATIVE & OPERATION SERVICES

FEDERATION SERVICES

DATA MIGRATION SERVICES

PERFORMANCE OPTIMIZATION SERVICES

SOLUTION DEVELOPMENT SERVICES

APPLICATION LIFECYCLE MANAGEMENT SERVICES

Kickoff

Tenant Admin & Ops

Tenant Admin

Security Modeling

Data Migration Data Migration

Solution Development

Code Review

Application Lifecycle Management

Federation Services delivered by Dynamics 365 FT

Performance Optimization

Performance Optimization

Tech Talk Workshop

ADOPTION SERVICES

Driving user adoption

Gamification

GamificationUser Adoption Assessment

User Experience Assessment

User Experience Optimization

FastTrack for Dynamics 365 offering by topicFastTrack for Dynamics 365 Customer Engagement, Enterprise edition

Getting the Most

out of Dynamics 365

Productivity &

Collaboration

FastTrack for Dynamics 365 for Finance and Operations

FastTrack for Dynamics 365 offering

REGULAR TOUCHPOINTS

TOUCHPOINTS

Pre-Kickoff (Partner Only)

Solution Milestone Workshop

Build Milestone Workshop

Pre Go-LiveMilestone Workshop

visit our site

INITIATE DESIGN BUILD DEPLOY OPERATE