Create Dynamics 365 implementation projects easily with the new onboarding wizard

We’re excited to announce a new project onboarding feature is now available in the Dynamics 365 Implementation Portal. The portal makes it easier to deploy Dynamics 365 projects successfully by guiding you from the start of your project to the end, giving you valuable insights and recommendations along the way. All you need to do to get started is create your implementation project in the portal, and the new onboarding wizard makes it easy. Here’s how:

User-friendly interface removes technical barriers. The onboarding wizard’s intuitive and user-friendly interface is designed to make the onboarding process accessible whatever your technical background. It acts as a virtual assistant, walking you through each step of project creation with clear instructions and prompts.

Projects are ready to use immediately. On completion of the onboarding process, your Dynamics 365 implementation project is instantly available, streamlining collaboration and ensuring that stakeholders have swift access to project resources.

Data is protected automatically. If the implementation project targets a tenant other than the one you’re signed in to, the onboarding wizard starts an approval flow. Two reviewers for the targeted tenant must both approve the request before information such as the customer name and telemetry insights are made available. This automatic review process ensures compliance with data protection regulations and builds trust with customers.

Successful Dynamics 365 implementations by design

The Dynamics 365 Implementation Portal is based on Success by Design, a systematic approach for successful cloud deployment that was developed by Microsoft. Success by Design provides prescriptive guidance for designing, building, and deploying your new Dynamics 365 solution. The onboarding wizard represents a pivotal advancement in the journey towards a successful Dynamics 365 implementation. By guiding you through the creation of your implementation projects, facilitating reviews, and offering relevant insights, the Implementation Portal and the onboarding wizard help your business harness the full potential of Dynamics 365 with confidence and efficiency.

Introducing the Dynamics 365 Implementation Portal project onboarding wizard

Next steps

Sign up for the Dynamics 365 Implementation Portal and read the documentation.

Learn more about the onboarding wizard.

Have feedback or questions about the onboarding wizard or the Implementation Portal? Let us know! Email us at

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