The Essential Types of Documentation for a Successful Implementation of Dynamics 365 and Power Platform

Documentation plays a crucial role in the successful implementation of any project. In the context of Dynamics 365 and similar systems, documentation serves multiple purposes, from capturing the intentions behind customizations to providing user training and facilitating future changes. In this blog post, we will explore the different types of documentation and their significance in ensuring a smooth and effective implementation.

The Importance of Documentation:

Before diving into the various types of documentation, it’s essential to understand why documentation is necessary. While Dynamics 365 is self-documented to some extent, it lacks the recording of the intention behind customizations and configurations, as well as the business requirements being met. These aspects need to be documented to facilitate future planning and onboarding of new resources. Additionally, user training documentation is crucial for increasing user adoption and maintaining consistency.

Definitions

One of the foundational types of documentation is defining key terms and concepts. This is particularly important when internal teams or terminology have changed. By documenting definitions, such…