Dynamics 365 Sales· Implementation plan
OverviewMCP server
Pre-implementation
  1. Implementation plan
  2. Discovery
  3. Data assessment
  4. Solution design
Implementation
  1. Configuration
  2. Data mapping
  3. Data migration
  4. Testing and UAT
  5. Cutover
Post go-live
  1. Hypercare
  2. Handover
Step 1 of 11 · Pre-implementation · Updated October 26, 2026

Dynamics 365 Sales implementation plan

A Dynamics 365 Sales implementation plan turns the statement of work into tasks with owners, dates and dependencies. Most of the risk in a Dynamics 365 Sales project is decided here: the structure, the scope of history, and who owns the data cleanup. superglue's agent drafts the plan from your kickoff documents and keeps it in a project that every later step reuses.

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How this step works

What the agent does

  • Reads the statement of work, kickoff notes and uploaded exports, and extracts scope, entities and milestones.
  • Drafts tasks with owners, due dates and dependencies, grouped by workstream.
  • Turns open questions into client tasks, so blockers are visible early.
  • Keeps the project context, so later sessions know the client, the systems and the decisions already made.

What you decide and approve

  • The scope of the engagement and what is out of scope.
  • Owners, dates and the milestones the client signs.
  • Which playbook the project follows, built-in or your firm's own.

What the client gets

  • A project plan with tasks, owners, dates and dependencies.
  • A list of open questions and the client tasks that unblock them.

What to get right in a Dynamics 365 Sales plan

  1. 01

    Set a cut-off date for history

    Sales and operations leads sign off how far back records move. Old, inactive records slow the migration and clutter the new system.

  2. 02

    Define reporting goals early

    The data model differs from the source CRM, so reports do not move one to one. Agree the reports the business needs first.

  3. 03

    Redesign instead of lift-and-shift

    Copying the old CRM structure as it is gives a system that is harder to fix than the original.

Frequently asked questions

What should a Dynamics 365 Sales implementation plan decide first?

Set a cut-off date for history; Define reporting goals early; Redesign instead of lift-and-shift. These decisions shape every later step, so they belong in the plan.

Can the agent build the plan from our existing documents?

Yes. Upload the statement of work and kickoff notes, or connect the drive, Slack or Teams channel where they live. The agent drafts the plan and asks only where a business decision is missing.

How does superglue work with our consultants?

superglue works alongside your team. The agent takes on the repetitive work, such as reading documents, drafting, mapping, loading and reconciling. Your consultants keep the client relationship and the decisions, and they approve every change to a client system.

Can we use our own implementation method?

Yes. Write your firm's method as a playbook, and every consultant and every session follows it. The documents the agent produces carry your firm's branding.

Which systems can we migrate from into Dynamics 365 Sales?

Common sources are Salesforce, HubSpot, Dynamics CRM on-premise, Pipedrive and spreadsheets. The agent also reads Excel, CSV and XML exports and most systems with an API or a database.

Is client data safe?

superglue holds a SOC 2 Type 2 report and works under GDPR. Credentials are encrypted with AES-256. On the Enterprise plan, superglue can run on your own infrastructure.

How do we start?

Start with one live Dynamics 365 Sales project. Connect the client's systems, give the agent the statement of work, and run the first steps together with us.