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Planning your deployment of Microsoft Dynamics 365 Customer Engagement (on-premises)

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For larger organizations, planning a deployment of Customer Engagement (on-premises), like any enterprise-wide software, is a significant task. This guide is written for the team of people responsible for planning a deployment of Dynamics 365 Customer Engagement (on-premises), and provides information that is needed to design a successful implementation. In smaller organizations, several roles may be filled by one person. In larger organizations, each role may be divided among several people. These roles include the following:

  • Business managers. Responsible for determining how your business will use Dynamics 365 Customer Engagement (on-premises). This includes mapping your processes to Dynamics 365 Customer Engagement (on-premises), deciding on default values, and identifying any required customizations.

  • Customization technical staff. Responsible for implementing the planned customizations.

  • Network technical staff. Responsible for determining how Dynamics 365 Customer Engagement (on-premises) will be deployed on the network and how users will access the system.

  • Project manager. Responsible for managing an enterprise-wide implementation project.

Organizations that implement Dynamics 365 Customer Engagement (on-premises) software may use the services of an independent software vendor (ISV) or value-added reseller, a consultant, or other organization that is partnered with Microsoft and will help you with implementing and maintaining your Dynamics 365 Customer Engagement (on-premises) installation. Because of this assumption, there may be references in this guide to these "partners" who are expected to provide services to you.

Resources for planning and preparing users for Microsoft Dynamics 365 Customer Engagement (on-premises)

These resources are available to help you plan a deployment of Customer Engagement (on-premises) or Dynamics 365 for Customer Engagement.

Dynamics 365 Customer Engagement (on-premises) documentation

Comprehensive documentation is available to you for Dynamics 365 Customer Engagement (on-premises) applications and services. More information: Dynamics 365 Customer Engagement (on-premises)

Dynamics 365 Customer Engagement (on-premises) training

More information: Training

See also

Microsoft Dynamics 365 Customer Engagement (on-premises) editions and licensing