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Dynamics 365 for Operations provides administrative
capabilities through Lifecycle Services, also known as LCS.
Projects can be created in LCS utilizing methodologies to
ensure more repeatable,
predictable implementation projects.
You can use one of our methodologies or
create your own.
By using a methodology, you can easily track and
report your progress.
Depending on the type of project you create,
the editing capabilities vary.
Let's take a look.
When an Implementation project is created in LCS,
a default methodology is provided.
The phases and many of the tasks within the default methodology
can't be deleted or edited, as there are specific steps
that must be completed to ensure production readiness.
However, you can append additional tasks, as needed.
Let's look at an example where there are multiple Go Live
phases for a customer.
The default methodology is adequate for tracking the tasks
for the initial Go Live, but there are similar phases and
tasks needed to track progress for the second Go Live.
Start by clicking on the ellipses button, the three dots,
and then select Edit methodology.
You can add additional phases by selecting the plus icon.
In this example, we'll add another phase for
Design and Development Phase 2.
You can determine if this phase should be linked to
Team Foundation Server for tracking work items,
should include a milestone date for project tracking, or
should be a fixed phase.
If you include a milestone date, provide the name and
the description.
After the phase is added to the project,
you can specify a date for the milestone completion.
Click Confirm to add the new phase.
You can now add tasks to the new phase.
Again, select the plus icon.
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Provide a name for the task.
In this example, we'll use Get updates from Microsoft.
Indicate whether the task is required.
If it is required, the task will need to be completed to
complete the phase of the project.
You can also enter in a description of the task to give
users a better understanding of what is needed to complete
the task.
You can link the task to a specific tool that is required
to complete the task.
For instance, if you want to get the latest updates from
Microsoft before the development work for
a secondary phase is completed, you can create a task called Get
updates from Microsoft, with a link to the Updates tool in LCS.
You can also link the task to a parent task by creating a task
hierarchy and uploading any additional resources,
including external links or
document templates that will be used to complete the task.
Click Confirm to add the task.
For phases,
instead of manually creating all the phases that are needed,
you can clone and then modify phases that already exist.
Using the same example as before,
we can clone the design and develop phase of
the project to add a secondary design and develop phase.
You can also create your own methodology.
The methodologies that you create and
maintain in Lifecycle Services can be appended to the standard
implementation methodology.
Or it can be used when creating a project for
purposes such as training or presales.
In LCS, select the methodology tile.
Here, you will see all the methodologies that Microsoft
provides across the different Dynamics 365 applications.
To create a new methodology, select the plus icon, enter
a name and the application that the methodology is intended for.
After you click Confirm, you can add more phases and
tasks, as previously shown.
Going back to the methodology list,
the new methodology is now available.
And it's available for Just me.
You can continue working on the details of the phases and tasks.
And when you're ready for
others within the organization to consume it,
you can select the methodology in the list and click Promote.
This will move the methodology to the organization level.
When you go back and view the list,
you'll now see a methodology added at the organization level,
which can now be selected when creating a new project or
appending a methodology to an existing project.
So far, we've covered how you can edit and
add phases in tasks to an implementation project,
which is a project associated with a customer subscription.
We have also covered how to create a new methodology.
Now let's look at the options that are available when you
create a project for presales or other purposes.
These projects are not associated with customer
subscription.
Starting on the LCS homepage,
select the plus icon to create a new project.
Determine the specific use for the project, demo or training.
Notice that implementation is not available because this
project type can only be created through an active subscription.
Enter or select the required information for
the project, including name, product, version, and industry.
In the methodology drop-down list,
you will see all the global, organizational, and
user specific methodologies available.
Choose the methodology that you want to use for
this specific project, based on its purpose.
Click Create.
Now you have a new Lifecycle Services project that uses
the methodology that you selected.
This brings us to the end of this presentation.
We hope you found the information useful.
Thank you for watching.
Please watch the quick video on Implementation Projects to
learn more.