Go-live checklist Version 2.

Microsoft Dynamics 365 for Finance and Operations

Customer: <Contoso International>
Key customer contact(s): <contoso.user@contoso.com>
Partner: <Partner Organization>
LCS ID: <LCS Project ID>
Go-live date (live transactions): <DD-MMM-YYYY>
Date when Production will be requested: <DD-MMM-YYYY>

Dynamics 365 for Finance and Operations customers should complete a Go-live assessment with the
Microsoft FastTrack team before requesting their production environment.

If you are not familiar with Microsoft FastTrack, see the Microsoft FastTrack for Dynamics 365 overview.

This document lists the tasks that the project team must complete before requesting a production
environment.

The project manager or a key project member must complete this checklist before going live when user
acceptance testing (UAT) is completed or almost completed.

When you have completed this checklist, send it to go-live@microsoft.com.

Note: If you have over 150 seats, and have a Microsoft solutions architect assigned to your project,
please copy them on the email.

After the checklist is submitted, a Microsoft solutions architect will review the project and provide an
assessment document that describes the potential risks, best practices, and recommendations for a
successful Go-live of the project. In some cases, the solutions architect might highlight risk factors and ask
for a mitigation plan. When the assessment is completed, the solutions architect will indicate that you’re
ready to request the production environment in Microsoft Dynamics Lifecycle Services (LCS).

For a complete overview of the Go-live process, please see Preparing for go-live and Go-live FAQ.

Throughout this document, we provide tables and fields for you to complete. Please do not edit or delete
any questions in the checklist and make sure to fill out the header information above.
Before you enter information in this checklist, please verify that you have downloaded the latest
version of the Go-live checklist.

1. Solution scope
1.1 In the following table, provide an overview of the solution that you’re implementing in your first
Go-live.

Legal entities Integrations Enhancements Retail* Upgrade from AX

and interfaces and 2012
(Yes/No)
customizations

2 yes 1 No No

* In this context, “Retail” means that you’re implementing features from the Retail module in
Finance and Operations, specifically POS, Retail Server and/or Common Data Exchange (CDX).

1.2 Use the following table to list the roll-out schedule that you have planned. The first two rows are
examples of how to fill out the table.

Date Users (net new) Main functional areas (net new)

27/12/2018 70 AR, AP, FA,HR,GL, inventory,

procurement, sales, cash & bank
14/01/2019 37 Budgeting, Project, WM, Service,
questionnaire
…

1.3 Please confirm that you have read and understood the details in the Preparing for go-live
document. This is required reading prior to submitting the checklist. Yes

2. LCS
2.1 Have you completed the subscription estimator and marked it as Active? Yes

2.2 Have you completed all tasks in the Analysis, Design, and Test phases of the methodology, and
marked them as completed? Yes

Additional comments about LCS

3. Solution acceptance
3.1 Has UAT been successfully completed? Yes

3.2 On which environment was UAT performed? (Please provide the environment name) SANDBOX:
STANDARD ACCEPTANCE TEST
 3.3 How many users participated in UAT? 30
3.4 Were the correct security roles assigned to all users during UAT? Yes

3.5 Was migrated data used for UAT? Yes

3.6 Did UAT test cases cover the entire scope of requirements that are planned for Go-live?
Yes

3.7 How many bugs/issues from UAT are still open? 2

3.8 Are any of the open bugs/issues blocking your Go-live? No

3.9 Does the solution adhere to company-specific/industry-specific compliance requirements (where

necessary)? Yes
3.10 Are you using Task Guides for your end user training? Yes

3.11 Has user training been completed? Yes

3.12 Has the entire solution been documented, approved, and signed off by the customer that it
meets their business needs? Yes

Additional comments about solution acceptance

4. Performance
4.1 Have you done performance testing? Choose an item.

4.2 If performance testing was done, are there any open actions from it? Choose an item.

4.3 Was the performance during UAT acceptable for Go-live? Choose an item.

Additional comments about performance

5. User and security setup

5.1 How many security roles are used? Click or tap here to enter text.
5.2 How many of those security roles are custom security roles? Click or tap here to enter text.
5.3 Have the correct security roles been set up in your golden configuration for all users who will
require access at Go-live? Choose an item.

Additional comments about users and security setup

6. Configuration management
6.1 How are you managing your golden configurations? Choose an item.

6.2 How are you moving your configuration data between environments? Choose an item.

6.3 Are all legal entities configured for Go-live? Choose an item.

6.4 Have you updated your configurations based on changes during UAT? Choose an item.

6.5 Are you documenting all configurations? Choose an item.

Additional comments about configuration management

7. Data migration
7.1 Is the master data that you will migrate ready? Yes

7.2 Are the open transactions/balances that you will migrate ready? Yes

7.3 Do you have a dedicated environment for data migration? Yes

7.4 Have you validated your data migration strategy? Yes

7.5 Has the business identified owners for data validation? Yes

7.6 Have you determined the duration of data migration to production? Yes

Additional comments about data migration

8. Integrations
8.1 Have all integrations been tested and signed off by the customer? Choose an item.

8.2 Have you tested both happy path and edge cases, and is error handling logic in place to ensure
that there is no data loss? Choose an item.
8.3 Are notifications set up to alert users to any integration failures? Choose an item.

8.4 Have all performance criteria been met for peak load volume? Choose an item.

8.5 Do you have a plan in place to point the integration endpoints to your production environment
after it’s available? Choose an item.
8.6 Do you have integration support in place with named contacts/owners? Yes

8.7 Use the following table to list the integrations that you’ve implemented. The first two rows are
examples of how to fill out the table. Please refer to the Choose a data integration strategy topic
to understand the different integration patterns.

From To Entity Pattern used Peak volume/hr (number

of records/lines)
[External App] D365FO Journals Choose an item. 10000
D365FO [External App] Invoice Choose an item. 200

Additional comments about integration

9. Code management
9.1 Are you using source control (Microsoft Visual Studio Team Services [VSTS]) to manage your
code? Choose an item.
9.2 Are you using a build environment to generate your deployable packages? Choose an item.

9.3 Is the code promotion process between environments established and documented, and does the
whole team know and understand the process? Choose an item.
 9.4 How many deployable packages (software deployable packages, including independent software
vendor [ISV] packages, but not data packages) will you apply to the production environment?
Click or tap here to enter text.
9.5 Are all the deployable packages that apply to your production environment marked as Release
Candidate? Choose an item.

Additional comments on code management

10. Cutover
10.1 Have the customer and partner teams signed off the cutover plan? Choose an item.

10.2 Are you planning a mock cutover? Choose an item.

10.3 Are you planning to validate the solution in production prior to Go-live? Choose an item.

Additional comments on cutover

11. Monitoring and Microsoft support

11.1 Is the team familiar with the LCS environment monitoring and diagnostics tool?
Yes

11.2 Has the issue resolution and escalation process been defined? Yes

11.3 Have you verified that the team can submit support tickets to Microsoft, in LCS, under the
correct support plan? Yes

Additional comments on monitoring and support

Retail – Only answer these questions if you are implementing the Retail module.

Important: If you are implementing Retail, please send the Usage profile together with the Go-
live checklist.
11.4 What Retail architecture is planned (cloud only vs. Retail Store Scale Unit (RSSU), MPOS vs.
Cloud POS, MPOS offline, etc.)? Click or tap here to enter text.
11.5 What payment processor(s) is going to be used? Please provide the name of the commercial
solution or specify if it is custom built. Click or tap here to enter text.
11.6 Approximately how many Retail stores and terminals will be used at the same time? Click or tap
here to enter text.
11.7 Approximately how many transaction lines (sales lines) will be created in total per day? Click or
tap here to enter text.
11.8 Are the store components going to be installed manually or is a tool for bulk-deployment being
used? Click or tap here to enter text.

Additional comments on Retail implementation