Guides

What is Microsoft FastTrack?

Microsoft FastTrack is a customer success program from Microsoft designed to help you get up and running smoothly with your Dynamics 365 implementation. Think of it as part of your extended care team—offering expert guidance, diagnostics, and treatment plans to help your system stay healthy and deliver results faster.

How Does FastTrack Work?

FastTrack support follows a four-phase framework you can think of like a care model:

1. Initiate – Diagnose your needs and help define a clear plan for transformation.
2. Implement – Guide you in modeling your solution, migrating your data, and configuring your system.
3. Prepare – Assist with testing strategy, user readiness, and cutover planning.
4. Operate – Share strategies to monitor performance, encourage user engagement, and support long-term health.

You’ll be working with Microsoft experts—solution architects and engineers—who act like specialists, offering support throughout your deployment journey.

Why Customers Love FastTrack

• Saves Time: Helps you fast-track your implementation with trusted protocols.
• Reduces Risk: Offers preventive care through proven best practices.
• Controls Costs: Avoids costly complications through early intervention.
• Boosts Adoption: Empowers your team like a well-run clinical training session.

Do You Qualify for FastTrack?

FastTrack services are included at no extra cost, provided you meet a few criteria:

• You need a minimum annual spend on Dynamics 365 licenses (for new deployments).
• You must work with a qualified partner—a Solutions Partner for Business Applications with at least two eligible projects completed.
• Your partner should complete Success by Design training before the project begins.

Even if you’re not eligible, Microsoft still offers great self-service resources:

• On-demand Success by Design training
• TechTalks on core implementation topics
• Go-live readiness checklists for Dynamics 365 applications

Check your eligibility here: FastTrack Eligibility Guide

Helpful FastTrack Resources

Here are a few links we recommend:

• FastTrack for Dynamics 365
• Customer Success Stories
• Microsoft Learn for D365

How to Get Started with FastTrack

1. Check Eligibility: Confirm your licensing and project setup qualifies.
2. Talk to Your Microsoft Account Manager: They’ll help initiate the process.
3. Meet Your FastTrack Manager: Your dedicated guide will help with every stage.

Everything is clearly outlined here: FastTrack for Dynamics 365

Working Together: You, Your Partner, and FastTrack

Just like a good care team, your success with Dynamics 365 relies on coordination between your team, your implementation partner, and the FastTrack specialists. Here’s how to keep everyone aligned:

1. Clarify Roles Early On

• • You and your team: Own your business processes and decisions.
  • Your partner: Handles configuration, development, and day-to-day treatment.
  • FastTrack: Offers high-level consultation and proven care pathways.

2. Hold a Joint Kickoff Meeting

This is your first exam room visit with the full team:

• • Align on the treatment plan (scope, timeline, goals)
  • Define communication and escalation protocols
  • Clarify who handles what

3. Build One Unified Plan

Think of this like building a shared care plan:

• • Identify critical phases like environment setup and go-live
  • Coordinate timing and resources
  • Establish clear check-ins

4. Keep Communication Flowing

Schedule regular rounds:

• • Weekly or bi-weekly syncs
  • Milestone reviews
  • Ad-hoc consults when issues arise

5. Use FastTrack Where It Counts Most

FastTrack is like your clinical specialist—engage them for:

• • Data migration diagnostics
  • Architecture reviews
  • Go-live planning support

6. Stay Ahead of Risks

• • Maintain a shared risk log like a patient chart
  • Assign owners for issue resolution
  • Use FastTrack as a second opinion for tricky scenarios

7. Make Adoption a Team Effort

• • Develop training plans that mirror patient education strategies
  • Engage users early and often
  • Track progress and adapt as needed

8. Don’t Forget Post-Go-Live Care

• • Handoff to internal IT for long-term management
  • Plan ongoing optimization and pulse checks

FastTrack is a vital part of keeping your Dynamics 365 project on a healthy path. With the right coordination, it becomes the preventive care program your rollout deserves.