After you have evaluated the benefits of Microsoft Dynamics GP, you must plan for how you will build, deploy, and operate Microsoft Dynamics GP in your organization.
Microsoft Dynamics GP implementation checklist
You can use the following checklist to help you track your Microsoft Dynamics GP implementation. You also can download a checklist in Microsoft Word format, so you can add additional tasks and modify the checklist as needed.
Task | Completed |
|---|
Evaluate | |
Plan | |
Define business requirements | |
Plan data migration | |
Plan for system requirements | |
Plan for security | |
Plan for accessibility | |
Build | |
Prepare infrastructure | |
Install the server | |
Prepare the project team for setup | |
Set up Microsoft Dynamics GP | |
Import data | |
Test configuration | |
Extend system functionality | |
Deploy | |
Deploy system to remaining users | |
Plan for automatic updates | |
Operate | |
Define business requirements
After you’ve determined how Microsoft Dynamics GP can benefit your organization, you must plan for how you will set up Microsoft Dynamics GP and whether you must customize the solution to match your business processes. You also must plan for how users in your organization will use Microsoft Dynamics GP.
Resource | Description |
|---|
| Microsoft Dynamics GP overview | Includes an overview of the Microsoft Dynamics GP solution. |
| User guides | Includes links to the user guides for each Microsoft Dynamics GP module. The guides include information about how to set up and use each module. |
| Sample reports | Includes links to samples of reports that can be printed using Microsoft Dynamics GP and the Microsoft SQL Server 2005 Report Pack for Microsoft Dynamics GP. |
| Analytics and reporting resources | Includes information about the various analytics solutions for Microsoft Dynamics GP, including Analysis Cubes for Microsoft Excel, Analytical Accounting, and Crystal Reports. |
| Microsoft Dynamics GP Developer Center on MSDN | Includes information about development tools that you can use to customize Microsoft Dynamics GP. |
| Contact information | Includes information about how to find a Microsoft Certified Partner who can sell Microsoft Dynamics GP to your organization and help you to implement the solution. |
Plan data migration
Unless you’re starting a new business, you probably will have data to migrate to Microsoft Dynamics GP. Data migration typically is performed by your own IT professional staff, your Microsoft Dynamics GP partner, or another qualified IT professional consultant. You must decide which tool you will use to migrate data to Microsoft Dynamics GP, and when you will migrate data -- for example, and the end of a year or quarter.
Resource | Description |
|---|
| Microsoft Dynamics GP Developer Center on MSDN | Includes information about Integration Manager and eConnect, which are tools that you can use to import existing data into Microsoft Dynamics GP. You also can use these tools to set up integrations that can be used on an ongoing basis. |
| Contact information | Includes information about how to find a Microsoft Certified Partner who can sell Microsoft Dynamics GP to your organization and help you to implement the solution. |
Plan for system requirements
You must plan to have the required hardware and software in place before you build, deploy, and operate Microsoft Dynamics GP in your organization. You also must consider the type of support services that your organization will need to implement and deploy Microsoft Dynamics GP.
Plan for security
You must plan for how you will take advantage of security features in Microsoft Dynamics GP.
Resource | Description |
|---|
| Planning for Security | Includes information about making your Microsoft Dynamics GP data as secure as possible. |
System Setup Guide | Includes information about how to set up security within Microsoft Dynamics GP. |
Plan for accessibility
Some people in your organization might have disabilities. You must plan for how they will use Microsoft Dynamics GP.
