New Implementation
From blank canvas to confident go-live — built with your team, every step of the way.
A first Dynamics 365 deployment is one of the largest IT investments most companies will make. Done right, it becomes the backbone of how your business operates for the next decade. Alta Beacon starts every new implementation by understanding your processes, your team, and your industry — before anyone touches configuration.
Book a Free Strategy SessionNew Implementation vs. Rescue
Different starting point. Same commitment to doing it right — together.
New Implementation
- Blank canvas — full creative control over process design
- No legacy constraints or prior configuration to work around
- Deep discovery workshops to shape every decision
- Blue Book captures design decisions collaboratively
- Users trained as the system is built — not after
- Aligned with Microsoft Success by Design framework
Project Rescue
- Existing system to diagnose and recover
- Prior decisions and configuration are the baseline
- Assessment uncovers what went wrong
- Faster path — build on what's already there
- Rescue team brings confidence back
- Continuity — protects the investment already made
Both methodologies share the same core values: listen first, build trust, and leave your team stronger.
The Implementation Journey — Four Integrated Steps
Every implementation is unique — but the path always begins the same way: by listening, co-designing, and building together.
Peel the first layer — no assumptions, just open discovery. Trust doesn't start with a plan. It starts with being heard.
Business Process Workshops
Structured sessions to understand how the business operates today — and how it wants to operate tomorrow. We listen before we design.
Stakeholder Interviews
We speak with decision-makers, end users, and IT teams individually — surfacing the real priorities, pain points, and success criteria.
As-Is Process Documentation
We document existing workflows and data flows without judgment — building a shared baseline before recommending any change.
Future-State Vision Alignment
We align on what good looks like. Scope is agreed, goals are defined, and the team is united behind a common destination before design begins.
Prove the design before committing to full build. The Blue Book is our contract with the business — co-authored, transparent, and signed off before a single line of configuration is written.
Write the Blue Book
For each process area, we document the current state, our recommended design, and what it looks like in the system. Co-authored with your team — not handed down for review.
Show & Tell Prototypes
We demonstrate the recommended configuration in the system — showing the business exactly what their future process looks like. Seeing it shifts belief.
Validate & Sign Off
Business leads review each area against the Blue Book. Gaps and tweaks are captured before build begins. Sign-off means the team is genuinely aligned — not just moving forward.
Configure, train, and write SOPs alongside your team — so by the time you reach go-live, everyone already owns the system.
Configure Alongside Super Users
Configuration doesn't happen behind closed doors. Super users are involved from day one — reviewing, testing, and iterating as the system takes shape. They understand it because they built it with us.
Train as You Build — Not After
No classroom training dumps. Learning happens in the real system through real tasks, and SOPs are written by the people who will use them, guided by our team. By go-live, users are already confident.
Prove the system is ready, go live with confidence, and stabilize until the team fully owns it.
User Acceptance Testing
UAT is executed process by process, using the SOPs your team co-authored. Super users lead the testing — guided by our team. Sign-off is genuine, not a rubber stamp.
Day-in-the-Life Simulation
We simulate a full business day in the live system — every process, every user, every scenario. Blockers are found and resolved before go-live, not during it.
Powered by Microsoft Success by Design
Aligned with Microsoft Success by Design
As a Microsoft partner, Alta Beacon aligns with Microsoft's own implementation framework — bringing industry-proven structure to every engagement.
01
Initiate
Align on goals, scope, and governance before any work begins.
02
Implement
Design, configure, and validate in structured, iterative cycles.
03
Prepare
Data migration, training, testing, and cutover readiness.
04
Operate
Hypercare, stabilization, and transition to sustainable business ownership.
What sets Alta Beacon apart: we bring the same Microsoft framework — with empathy, deep listening, and a team-first approach that no playbook can replicate.
What you walk away with
Every step produces clear, tangible outputs — no hidden reports, no surprises.
- A validated solution captured in the Blue Book — with sign-off — before the build begins
- Super users who helped configure the system and lead the go-live themselves
- A confident, controlled go-live backed by a Day-in-the-Life simulation and readiness checklist
- Tangible deliverables at every step — from the Stakeholder Sentiment Summary to the Handover Handshake
- A D365 implementation aligned to Microsoft Success by Design, built for how your business actually runs
Key deliverables across all steps
Step 01
Discover & Understand
- Stakeholder Sentiment Summary
- Discovery Report & As-Is Summary
- Future-State Vision Document
- Project Charter & Sign-Off
Step 02
Design & Validate
- Solution Blue Book
- Configured Prototypes per Process Area
- Confirmed Build Sequence & Sign-Off
Step 03
Build & Enable
- Configuration Workbook
- Process-Based UAT Scenarios
- SOPs per Business Process
- Data Migration
- Process Readiness Assessment
Step 04
Go-Live & Stabilize
- Day-in-the-Life Simulation
- Final UAT Sign-Off
- Go-Live Readiness Checklist
- Cutover Execution Log
- Handover Handshake
“Listen and understand” is our culture throughout every step — not a phase.
Planning a new D365 deployment?
Get a clear, honest read on what the right path looks like for your business — before you commit budget.