Implementing Microsoft Dynamics AX

Work Order
Template

IMPORTANT MESSAGE TO PARTNERS: Use this template as a guide in defining your Planning
Services engagement with your Software Assurance customer. This template is provided as
guidance only for your Microsoft Planning Services consulting engagements. While it is not
required to use this template, it is highly recommended you provide the customer a clear
understanding of what is included in this engagement.

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Prepared for

Prepared by

{Customer Company}

{Partner}

Customer Name

Name

Customer Title

Title

{Date}

Microsoft Dynamics AX

Place the cursor in front of {Customer Company} or {Partner}.

Deployment Planning Services
Type the actual Customer and/or Partner name.
Partner
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Microsoft Dynamics AX DPS Work Order

Table of Contents

Objectives............................................................................................................................... 2
Scope and Approach................................................................................................................ 4
Service Areas within Scope................................................................................................. 4
Service Areas Out of Scope................................................................................................. 8
Key Service Deliverables..................................................................................................... 8
Project Roles and Responsibilities.......................................................................................... 10
General Customer Responsibilities........................................................................................11
Project Assumptions.............................................................................................................. 12
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Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

How to use this Template
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Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

Objectives
This Work Order reflects the required activities, requirements and duration of the services Error: Reference source not
found will perform for Error: Reference source not found as part of the Microsoft Dynamics AX Deployment Services
Engagement that was chosen by the customer according to the table below:

Error: Reference source not found will provide a Microsoft Dynamics AX Deployment Planning Services Engagement
which include the offering below:
Only include the sub-Offering text bullet points below for those sub-Offerings which are in the scope of the services
that you will be providing according to required activities of the length of the engagement you will deliver the
customer

Pre-engagement assessment including pre-engagement questionnaire filled up by the Error: Reference source not
found and reviewed and analyzed by Error: Reference source not found as a preparation to the assessment and
process documentation workshop.

Requirements and Process Documentation workshop: Identifies or reviews the high-level requirements and
analyzes selected 1 or few business processes that should be in the scope of a potential deployment of Microsoft
Dynamics AX and document the processes using Dynamics Life Cycle Services.

High Level Solution Architecture: Designed to provide you with an assessment of and guidance for the production
infrastructure regarding a potential deployment of a Microsoft Dynamics AX solution.

Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

High Level Fit Gap Analysis and Scoping Assessment:

o

Designed to identify any gaps in the customers Standard Operating Environment (SOE) and how
Microsoft Dynamics AX fits the customer business requirements and how much customization will be
required to meet them implementing the identified one or few business processes.

[optional] The objective of solution scoping is to provide with the high-level analysis of the scope and
outline for how to approach and implement the recommended requirements for a potential deployment
of a Microsoft Dynamics AX solution, including but not limited to an estimation of the high-level cost
impact, a high-level project plan, and a discussion of the potential risks to be considered during your
decision-making process.

Proof of Concept: Designed to provide you with demonstration of a partially configured one or few business
processes with Microsoft Dynamics AX in the LCS Windows Azure hosted environment on your selected business
processes, which pertains to a potential deployment of a Microsoft Dynamics AX solution.

Any timelines, dates, and delivery schedules provided here are estimates only and are subject to change.

Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

Scope and Approach
Service Areas within Scope
Using a bulleted list, identify specific areas that are in scope for this engagement. This section also includes a
description of the overall project approach, including, by project phase, Microsoft partner responsibilities, Customer
responsibilities, and key deliverables.
Please list activities that the Customer must accomplish during each phase, in addition to any prerequisites that must
be accomplished prior to the beginning of the phase.
Partner will provide the following services:

3 Days Engagement
The following section will be used for the 3-day engagement, consisting of the Assessment phase including preengagement assessment, Microsoft Dynamics AX overview and Business Process Review and documentation
workshops
Partner will provide the Microsoft Dynamics AX Deployment Planning Services as described below. The Dynamics AX
Deployment Planning Services are a consulting Solution provided by Partner.
The Solution described in this Work Order delivers an assessment of the customers existing business processes and
choose one or few processes that can documented using Dynamics Lifecycle Services and be used in planning a
deployment. This Solution utilizes Microsoft tools and technologies to provide the necessary analysis of the customer
environment, which may provide a basis for future design, planning and deployment efforts.
This phase can include during the workshop an overview of Microsoft Dynamics AX according to the readiness and
knowledge of the customer of Dynamics AX. Content will be delivered according to the pre-engagement assessment
results.

Gather Pre-Engagement Information

Partner will provide customer with a pre-engagement assessment questionnaire, few days before the engagement
is schedule to start. Partner will require customer to complete and return the questionnaire to us within # days,
along with data regarding existing architectural design deployed at your site.

Partner will analyze the design data provided by customer, as well as your responses to the assessment
questionnaire, and respond with any necessary clarification. If necessary a conference call will be held to close any
open issues.

Business Processes Review and Documentation Workshops

Gathering and documenting the customers processes and requirements is an essential activity that is implemented in
the Analysis phase of the Implementation for Microsoft Dynamics AX. The process involves a Requirements Analysis
and Process Review and Documentation Workshop that are conducted with the customers subject-matter experts
(SMEs), resulting in the customer requirements being captured and business processes documented and prioritized
using Dynamics Life Cycle Services.

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Microsoft Dynamics AX DPS Work Order

Workshop
Name

Business Process or
Scenario Covered

Requirements
Review

List content according to

customer needs

Process Review
and
Documentation

List content according to

customer needs

Table 4 Requirements analysis scope

Microsoft Dynamics Planning Services

Required SMEs or Location of

Participants
Workshops

Number of
Workshops

Duration
of
Workshop

Microsoft Dynamics AX DPS Work Order

Workshop - Deliverables
Business Processes and Requirement Review
The following review activities will be completed during the Requirements and Process Review workshop:

Review business challenges and goals, review business processes and ensure that they can be supported by
Microsoft Dynamics AX. Prioritize the business processes which will be documented, implemented and show case
the benefits during this engagement.

Review of the customer-provided and -prioritized list of high-level functional and integration requirements to be
supported by the implementation of Microsoft Dynamics AX.

Review of the customer provided and prioritized list of high-level business processes to be supported by the
implementation of Microsoft Dynamics AX.

Documentation of prioritized one or few business processes flow, using Dynamics Life Cycle Services Business
Process Modeler.

Validate additional functional, business and integration requirements to ensure they can be met

Additional information collected during the assessment, as time allowed, might include:

Functional requirements and fit or suitability to Microsoft Dynamics AX

Information about integration and interfaces

Information about data migration

Information about quality and testing

Technical assessment

Infrastructure inventory

Customer pain areas

Infrastructure and non-functional requirements

The Dynamics AX overview Workshop might include Initial demonstration to client:

Demonstrate the out-of-the-box capabilities of Microsoft Dynamics AX.

Gather basic information about any desired additional functionality for Microsoft Dynamics AX that the
customer can readily identify during the demonstration

Documentation of Findings and Recommendations

Delivery of an Assessment Report highlighting the reviewed processes, critical and non-critical issues identified
during the review, including recommendations and workarounds where possible.

Providing a recorded of the document flow of critical business process

A final Review Findings presentation summarizing the results of the review, its findings and recommendations, and
next steps.

Any timelines, dates, and delivery schedules provided here are estimates only, and are subject to change.

5 Days Engagement
The following section will be used for the 5-day engagement, consisting of fit-gap analysis and high level scoping for
the prioritized business processes

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Microsoft Dynamics AX DPS Work Order

Prioritized Business Processes High Level Fit Gap Analysis
The objective of Fit-Gap assessment is to determine the degree of fit of the Microsoft Dynamics solution with the Error:
Reference source not found business requirements of the identified business process (or a few), as well as to
determine the amount of configuration and customization required for these processes, and how the system will be
used by Error: Reference source not found. Including:

Validation of the level of fit between Error: Reference source not found requirements and Microsoft Dynamics AX

Review of the level of customization and configuration will be required for the identified processes

Identify a potential implementation strategy and its associated Project Phases

Create a fit gap assessment for the identified processes document in LCS

Deliverables:

A fit gap Excel report generated by LCS for the documented processes

Scoping Assessment
Based on the analysis done on the first 3 days of the engagement of Error: Reference source not found functional
business requirements, non-functional requirements and proposed solution architecture and fit gap approach, the
partner will provide:

A High-Level Costing Worksheet model which will allow what-if analysis about the type of resources
used, the impact on costs and expenses considering where they are sourced, and the impact on costs
and expenses of varying the configuration and customization effort estimates

Development of a High-Level Implementation Plan document which reviews and compares the various implementation
options, summarizes the High-Level Costing Worksheet analysis based on key project activities, resource allocation,
and anticipated durations, and provides suggested high-level project plans and a possible resource plan. Additionally,
the Implementation Plan identifies possible risks to be considered

10 Day Engagement
The following section will be used for the 10-day engagement, consisting of High-Level Solution Architecture Design
Review for the prioritized business processes
This phase will be conducted with Error: Reference source not found staff to provide architectural design review related
to a solution, assessment and recommendation how out of the box capabilities of the solution can meet your
requirement and business processes, high level assessment of customization needed, as well as scoping assessment
that will provide the customer with details about the cost, resources and timeline to complete the recommended
solution implementation.

High-Level Solution Architecture Design

This section of the engagement should assess the fit of the solution to the customer requirements; review a suggested
solution architecture design, and prescriptive guidance about technical and functional requirements and infrastructure
requirements for a Microsoft Dynamics AX deployment. The objective of the Solution Architecture Design Review is to
show the customer what type of Microsoft infrastructure is required to support their Microsoft Dynamics AX business
system and what it will take to implement the solution for their processes in their environment.
Deliverables:

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Microsoft Dynamics AX DPS Work Order

Based on the analysis of customers requirements and process as well as their current environment the partner will
provide customer with an initial, rough review of the Solution Architecture Design.

Partner will hold a workshop to discuss the suggested architecture and collect customer feedback on the rough
draft of the Architecture Assessment Report and to answer questions.

Based on the workshop partner will deliver a finalized version of the high-level solution architecture design and a
final report which will includes high level description and requirements for Microsoft Dynamics AX architectural
recommendations for the identified process/processes

Microsoft Dynamics AX architecture recommendations for the identified one or few business processes

Microsoft Dynamics AX server recommendations

Infrastructure design recommendations for the identified one or few business processes

The final report should include high-level implementation plan:

Any timelines, dates, and delivery schedules provided here are estimates only, and are subject to change.
The deliverable to Error: Reference source not found will include:

Several implementation options for consideration

A cost model that allows the client to do what-if analysis on resource allocation and changes in project scope

A benefits analysis comparing and contrasting the two most appropriate implementation options

A summary of the findings built into an implementation plan, giving the client clear guidance on how to move
forward

15 Day Engagement
The following section will be used for the 15-day engagement consisting of implementation of Proof of Concept

Note: Make sure you set clear boundaries for the Proof of Concept. You should address the specific scope of the
Proof of Concept and include boundaries and specific scope as it pertains to areas such as number of business
processes (1 or few), number of business requirements, configurations, customizations, time boxed efforts, and so
on. It is recommended to define the scope to specific requirements and associated efforts outlined from the
Requirements and Process Review service and the Fit Gap and Solution Architecture.

The Proof of concept deployment Solution will demonstrate to Error: Reference source not found how they can reduce
costs, improve operational efficiencies, and drive business agility by delivering an integrated Microsoft Dynamics AX
Deployment that is built using industry-leading architectural components and principles.
The Solution described in this Work Order delivers a Proof of Concept using Life Cycle Services Windows Azure-based
workspace that provides a Microsoft hosted online environment for implementing the PoC [partner can recommend an
on-premises PoC if the customers environment is suitable], and demonstrates how a Microsoft Dynamics AX can
provide [list the benefit you expect the customer to gain of the recommended solution and architecture]. This scenario
uses a definitive methodology for implementing Microsoft technology on a limited scale, in order to demonstrate the
technical capabilities of the Solution.
For the PoC phase the partner will suggest a subset of the business process to be implemented by the PoC for
Microsoft Dynamics AX offering # business processes [partner should mentioned how many processes and
requirements will be covered by the PoC and list which ones]
Configuration of Dynamics AX PoC using LCS Windows Azure hosted environment

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Microsoft Dynamics AX DPS Work Order

This phase of the Proof of Concept for Microsoft Dynamics AX offering begins with the configuration of the working
prototype of the PoC using Microsoft Dynamics AX which is implemented in Windows Azure hosted environment as part
of LCS (or at the customer site, if more suitable for customer). The following steps are executed:

Configuration of Microsoft Dynamics AX to provide high-level support for the business processes that are defined
through discussions with the client

Loading of a characteristic subset of the customer data

Installation of the Microsoft Dynamics AX client on a standalone desktop

Dry run of the Proof of Concept for Microsoft Dynamics AX Offering is conducted with the Project Sponsor to
validate that the Offering addresses the key points that need to be demonstrated with business and IT decision
makers.

Feedback from the meeting is incorporated into the Proof of Concept for Microsoft Dynamics AX offering before the
formal Proof of Concept for Microsoft Dynamics AX presentation to the business and IT decision makers.

Conducting the Proof of Concept for Microsoft Dynamics AX offering presentation

Demonstration of relevant components of Dynamics AX functionality

A walkthrough of the business process flow charts within the scope of the engagement and a discussion of how
Dynamics AX would work within those business processes

A review of the business requirements to determine how they will be addressed in the offering

Prioritization of the processes and requirements identified before and during the workshops

Update of supporting documentation and identify resulting actions

After the presentation about the Proof of Concept for Microsoft Dynamics AX Offering, the following actions should
occur so that the results are mapped back to associated supporting documentation dependent activities:

Make updates to the Solution Architecture and Scoping Analysis for Microsoft Dynamics AX

Document any issues resulting from the Proof of Concept for Microsoft Dynamics AX Offering and identify
recommended actions.

Describe action items that were identified as a result of the Proof of Concept for Microsoft Dynamics AX Offering
and designate resources to be responsible for the action item.

Final Report
Review the Proof of Concept for Microsoft Dynamics AX offering reports with your designated Business Project Sponsor
and include feedback where appropriate.

Updated Scoping analysis, Solution Architecture and high-level Implementation Plans and next steps

Results and benefits of the Proof of Concept for Microsoft Dynamics AX Offering.

Service Areas Out of Scope

Using a bulleted list, identify specific areas that are out of scope for this engagement.
Any area that is not explicitly listed as within scope is out of scope for this engagement. The areas that are out of
scope for this engagement include, but are not limited to, the following:

Establishment or deployment of core central services that do not currently exist at the customer environment.
Other Service Offerings are available for this purpose, such as email, networking, and so on.

Custom development for line of business applications

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Microsoft Dynamics AX DPS Work Order

Racking and cabling hardware or servers

Customized virtual machine images

Customization of host deployment

Sourcing or procurement of hardware

Key Service Deliverables

Following is a list of key project service deliverables that will be delivered within this Work Order:
Instructions to EM: [PLEASE READ, FOLLOW INSTRUCTIONS, AND THEN DELETE ALL PINK TEXT. RED TEXT REPRESENTS
MANDATORY DELIVERABLES THAT cannot be modified, and need to be CHANGED to black.] To record this Offering for
purposes of your compensation plan, you must include at least one of the Project Phases listed in the following table
(for example, Envision, Plan, Develop, or Stabilize).
To receive credit for a Project Phase, you must include all deliverables that are identified as mandatory for the Project
Phase, each of which is identified in red text below.
Any deliverables that are not marked as mandatory can be deleted, if appropriate. Be sure to verify whether
modifications to the deliverables listed below require corresponding modifications to the Service Areas within Scope
section.
The 3-day engagement will include the following.
Following is a list of key project service deliverables that will be delivered within this Work Order:

Phase

Deliverable Name

Service Deliverable Description

Assessment

Requirement and Process Review

Workshop

This workshop will include a discussion-based

assessment of requirement and process review and
documentation using Dynamics Life Cycle Services

Final Report Analysis of

Requirements and Process Review,
documentation and
Recommendations

This report will include the partner analysis of the

information gathered during the workshops and will
include summary of process documented and their
prioritizations and recommendations for the next phase
of Dynamics AX Implementation in customer
environment.

The 5-day engagement will include the following.

Following is a list of key project service deliverables that will be delivered within this Work Order:

Phase

Deliverable Name

Solution
Architecture

High Level Architectural Design

Workshop

Service Deliverable Description

This workshop will include a discussion-based

assessment, architectural discussions and design
discussions

The 10-day engagement will include the following.

Following is a list of key project service deliverables that will be delivered within this Work Order:

Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

Phase

Deliverable Name

Service Deliverable Description

Fit Gap
Analysis

Fit Gap Analysis

Partner will deliver assessment to determine the degree

of fit of the Microsoft Dynamics AX with the customers
business requirements, as well as to determine the
amount of configuration and customization required, and
how the system will be used by customer.

Scoping Assessment

A report describing the different implementation options

and a high-level Implementation Plan for moving
forward.

The 15-day engagement will include the following.

Following is a list of key project service deliverables that will be delivered within this Work Order:

Phase

Deliverable Name

Proof of
Concept

Microsoft Dynamics
AX Extended PoC

Microsoft Dynamics Planning Services

Service Deliverable Description

The PoC will be deployed on a limited scale using LCS Windows Azure
hosted environment where Microsoft Dynamics AX will be
implemented in a test environment (or test environment of the
customer), using customer data and illustrating three or more
prioritized business process and requirements identified in early
stages as well as illustrating benefits of the Microsoft Dynamics AX
Offerings

Microsoft Dynamics AX DPS Work Order

Project Roles and Responsibilities
Role

Responsibility

Delivery organization
Engagement Manager

Manage the engagement.

Provide delivery organization resources as necessary.

Help resolving engagement issues.

Sign off on project deliverable-specific documents.

Manage and update project plan.

Present the Kickoff Presentation.

Lead the discussions and meetings.

Drive subject content on specific areas of expertise including the actual design.

Prepare documentation.

Prepare and configure the PoC or limited Pilot infrastructure.

Prepare weekly status updates to Microsoft or delivery organization and customer.

Assist delivery organization during discussions and meetings.

Provide input during discussions and meetings.

Assist delivery organization during the Hyper-V Cloud PoC or limited Pilot project.

Assist delivery organization in setting up the PoC or limited Pilot.

Assist delivery organization in validating the PoC or limited Pilot environment.

Have the ultimate responsibility for the project.

Ensure technical resources are available when needed.

Make key project decisions.

Assign key customer technical lead.

Responsible for review of delivery organization deliverables.

Sign off on scope for project.

Ensure facilities are available as needed.

Resolve critical-path issues in a timely manner.

Sign off on delivery organization documents and change control requests.

Accept and sign off in a timely manner on documents that pertain to the delivery
organization Work Order, and which are critical to the success of the engagement.

Sign off on Project deliverable-specific documents.

Delivery organization
Infrastructure
Consultant/SME

Customer Technical
Leads

Customer Project
Sponsor

Customer Project

Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

Manager
Please provide a brief overview of key project roles and responsibilities.

General Customer Responsibilities

Please customize and add or delete sections as appropriate for your engagement.
The following are the responsibility of Error: Reference source not found

Project management and assigning project manager or managers (owners) as needed, to specific technical
initiatives.

Overall technical direction for customer IT infrastructure, and how it affects the Solution.

Ensuring availability of any required hardware and software.

Provision of workspace, including desk, phone with internal and external access, network connection, print
services, computer space, and an additional line (analog) for remote access to communicate with internal
corporate network or virtual private network (VPN) access through customers corporate Internet connection.

Provision of access to customers facilities and systems while maintaining appropriate levels of security.

Provision of timely access to people, documentation, and systems as required for successfully implementing and
completing this engagement.

Provision of clear goals and objectives mapped to customers business and IT strategies. Joint goals and objectives
need to be created and reviewed on a project-by-project basis.

Provision of access to customers management and planners. To be successful, Partner team will need regular
access to IT leadership to be able to provide input on customers strategic business and IT directions as they relate
to the use of Microsoft products and technologies.

In addition to any customer activities identified elsewhere in this Work Order, Error: Reference source not found will
perform or provide the following:
Please describe specific Customer responsibilities.
In performing our services under this work order and any applicable work order, we will rely upon any instructions,
authorizations, approvals, or other information provided to us by your Project Manager or personnel duly designated by
your Project Manager.

Project Assumptions
The services, fees, and delivery schedule for this project are based upon the following assumptions:

The availability of your representatives to perform their roles on the project team.

The availability of all the information required for properly envisioning and designing the Solution.

Timely availability of the hardware, software, and physical space for the Solution PoC or production Pilot
environment.

Microsoft Dynamics Planning Services

Microsoft Dynamics AX DPS Work Order

Product licenses. Product licenses (Microsoft or non-Microsoft) will not be provided under this work order.
Customer is responsible for acquiring all necessary product licenses required as a result of this work order.

Source code review. Customer will not provide the delivery organization with access to any type of source code
information. For any code, services will be limited to analysis of binary data only, such as a process dump or network
monitor trace

Microsoft Dynamics Planning Services