D365 Finance & Operations and Dynamics AX Forum

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Technical documentation templates

  • 1.  Technical documentation templates

    Posted 23 days ago
    We are currently implementing D365 F&O and want to document the technical aspects of the system setup.
    We have a complex structure with 7 separate entities and tenancies, but share the one tenancy for D365.

    Is anyone aware of templates to assist with documenting the technical environments and setups? Haven't been able to find anything to date.

    Any pointers to sites or examples of what has been used would be appreciated.
    Thanks
    Eileen


    #FinanceandOperations
    #DeploymentandImplementation
    #Technical


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    Eileen Curtis
    Corporate Program Manager
    Goulburn Broken Catchment Management Authority
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    Conference-AXUG_200x200


  • 2.  RE: Technical documentation templates

    MICROSOFT MVP
    Posted 22 days ago
    Hi Eileen,

    Your question is very broad. Do you have Dynamics 365 deployed in the cloud or on-premise? It is one deployment where you need to use 7 different legal entities? What exactly are you trying to get answered?

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    kind regards,

    André Arnaud de Calavon
    Solution Architect, Microsoft MVP - Microsoft Dynamics Business Solutions
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    Conference-AXUG_200x200


  • 3.  RE: Technical documentation templates

    Posted 21 days ago
    Yes we are on the cloud.

    We want to document the configurations of the environments that have been setup and the connections to the various tenancies and other third party environments.

    When setting up a new environment there are various settings that are selected which we also want to capture.

    This will enable any future administrators to understand the setups in place.

    As our consultants have done most of this work, we want them to complete this documentation but are looking for some sample templates that could be used. To date I have not been able to find any users that have documented the technical setup of the environments to provide as an example.

    Eileen

    #FinanceandOperations
    #Technical
    ​​​

    ------------------------------
    Eileen Curtis
    Corporate Program Manager
    Goulburn Broken Catchment Management Authority
    ------------------------------

    Conference-AXUG_200x200


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