Session Information

Part 1: Getting Ready for Your Project and Selecting the Best Solution

Tuesday, May 16, 2023 | 12:00 PM - 12:45 PM CT

Are you interested in implementing Microsoft Dynamics 365 but unsure where to start? Eric will explain steps to take before you begin a project and key considerations to make before purchasing software. Learn how to organize your team for success and make informed decisions.  

Key takeaways: 

☑ Implementation methodologies  
☑ Four dimensions of a successful ERP or CRM selection 
☑ Understand the process for buying enterprise software 
☑ Creating a project management plan and project schedule
 

Part 2: Getting Your Team Organized and Kicking off

the Project

Thursday, May 18, 2023 | 12:00 PM - 12:45 PM CT

Once you've decided to implement Microsoft Dynamics 365, what should be your next steps? Eric will discuss how to organize your project within a specific duration of time and how to keep on track with goals and reviews. Learn the “people” aspect of your implementation and how it affects project success. Gain insight into tips and tools for a smoother implementation.  
 

Key takeaways: 

☑ Sprints  
☑ How to use the right implementation tools like DevOps  
☑ How to keep your team in the know
☑ Organizing your project by processes  
☑ Filling gaps with ISVs 

Part 3: Building a Solution That Fits Your Organization’s Needs

Tuesday, May 23, 2023 | 12:00 PM - 12:45 PM CT

Eric will go over the necessary components you need to have in place to kick off your project on the right foot. Learn about the powerful process of working collaboratively with your team and your implementing partner to configure the software with the best end results. Eric will also discuss the difference between customizations and configurations and how to manage them. 
 

Key takeaways: 

☑ Structuring the kickoff meeting 
☑ Importance of Leadership throughout the implementation
☑ Requirements gathering 
☑ Joint process design (JPD) 
☑ Conference room pilots 

☑ Customizations vs configurations

Part 4: Testing and Going Live on the Software

Thursday, May 25, 2023 | 12:00 PM - 12:45 PM CT

No matter how much planning and preparation goes into a project there are always unexpected situations you will need to address. During this session, you'll learn how to deal with bumps in the road and what you can do to mitigate risk. 

Key takeaways: 

☑ Mid-project communications
☑ Earned value curve and making corrections mid-project 
☑ Risk register and mitigation plans 
☑ Data migration strategy

☑ Environment management and deployments 
 

Part 5: Supporting and Extending Your Solution

Tuesday, May 30, 2023 | 12:00 PM - 12:45 PM CT

You’ve made it to the go live – congratulations! You’re close to helping your business win with Microsoft Dynamics 365. Eric will discuss how to assemble a framework for success and set the right guideposts in place to steer your go-live. Plus, gain insight into pre-go live testing and training. 
 

Key takeaways: 

☑ User Acceptance Testing (UAT)   
☑ Three types of learning methods  
☑ Training and Learning Management Systems (LMS)

☑ Going live: what is a go, no-go decision 
☑ Hypercare after go live  
☑ System maintenance and enhancements 

*BONUS* Receive a free copy of Mastering Microsoft Dynamics 365 Implementations by Eric Newell by registering for this course. 

Please note that we can only ship to the US and Canada.

About the Speaker

Eric Newell is the CEO and founder of Stoneridge Software, a Microsoft Gold Partner specializing in implementation, consulting, and support for Microsoft Dynamics business applications and technology. Eric has led Stoneridge Software through rapid growth and consistently successful ERP and CRM implementations. What started as a three-person organization has scaled to 200 people in the first eight years in business. In 2018, he co-founded Levridge, a software company focused on delivering modern business applications for the Agriculture industry.

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Who We Are

Stoneridge Software is your one-stop shop for a partner you can trust to handle all Microsoft Business Technology needs. We represent the entire suite of Microsoft Dynamics 365 solutions and Power Platform and provide support and upgrade consulting for Dynamics AX, Dynamics NAV, Dynamics GP and Dynamics CRM. Our team also handles your Microsoft licensing needs, cloud-hosting and Microsoft Office. From getting your implementation off to the right start, staying on track for delivery, training your users and providing support at the completion of the project, you’ll never have to look further than Stoneridge Software. Through all our service offerings we’re there to guide you during your project, help with troubleshooting, system maintenance needs and even your next upgrade.

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