Implementation tools and samples

Find tools, scripts, and guidance to help you implement solutions with Dynamics 365.

Get started

Get started

• Introduction
• Implementation Portal
• Dynamics 365 implementation guide

sample

• Find the samples

Training

• Implement finance and operations apps

Finance, Project Operations, Human Resources

Overview

• Overview

Reference

• Import customers
• Import products
• Import sales orders
• Import vendor invoices

Administration

Overview

• Storage capacity enforcement module for Power Platform CoE Starter Kit

Field Service

Overview

• Overview
• Guidance and tools

Concept

• Template for resource cells
• Template for bookings
• Transport summary configurations across environments

Deploy

• Set up test automation with Playwright
• Load-test the solution
• Scale load tests

Reference

• Field mapping for the schedule board settings

Supply Chain Management

Overview

• Overview

Reference

• Import customers
• Import products
• Import sales orders
• Import vendor invoices

Customer Service

Overview

• Overview
• Samples and tools

Concept

• Learn with the simulator for Channel Integration Framework v. 2.0
• Overview of capabilities for analytics
• Application lifecycle management for custom reports

How-To Guide

• Configure analytics and insights dashboards
• Get started with analytics for Omnichannel
• Set up test automation with Playwright
• Load-test the solution
• Cross-environment collaboration with Copilot in Dynamics 365

Deploy

• Implement Copilot in digital contact centers
• Set up your tools and infrastructure for using Copilot in your contact center
• Onboard your users to use Copilot in your contact center

sample

• Solution component validation tool