1. To-Increase Dynamics 365 for Finance & Operations
  2. RapidValue
  3. Implementing
  4. Diagnostics phase

Collect and manage questions

During the analysis phase, you can at any time collect and answer questions with regards to the scope of the implementation project and which business processes fit or don't fit the customer needs.


Business analyst Business analyst Create question on solution Create question on solution During the Analysis phase, you can create questions on your solution. Procedure 1. Click Business process implementation. 2. Click the Questions tab. 3. Click New. 4. In the Question field, type a value. 5. In the Type field, select an option. 6. Click Edit to enter a more detailed description of the question. Note: If it is the first record on the Questions tab, press Ctrl+S before you click Edit. 7. Close the page. Create question on business process Create question on business process During the Analysis phase, you can create questions on the business processes of your solution. Procedure 1. Click Business process implementation. 2. Click the Questions tab. 3. In the list, find and select the desired record. 4. In the list, click the link in the selected row. 5. Expand the Relations section. 6. In the Business process field, enter or select a value. 7. Click Save. 8. Close the page. Create question on scope definition Create question on scope definition During the scope definition, you can create questions on business processes. You can do so, for business processes that are in scope or out of scope. Procedure 1. Click Business process implementation. 2. Click the Scope definition tab. 3. Click Define scope. 4. In the tree, select 'a node'. 5. Click the Questions tab. 6. Click New. 7. In the Question field, type a value. 8. In the Type field, select an option. 9. Click Edit to enter a detailed description of the question. Note: If it is the first record on the Questions tab, press Ctrl+S before you click Edit. 10. Close the page. Create question on process verification Create question on process verification During the process verification you can create questions on business processes. Usually, you do so for the business processes that you mark as Gap. Procedure 1. Click Business process implementation. 2. Click the Process verification tab. 3. Click Verify processes. 4. In the tree, select 'a node'. 5. Click the Questions tab. 6. Click New. 7. In the Question field, type a value. 8. In the Type field, select an option. 9. Click Edit to enter a more detailed description of the question. Note: If it is the first record on the Questions tab, press Ctrl+S before you click Edit. 10. Close the page. Create question on gap analysis Create question on gap analysis During the gap analysis you can create questions on the business processes that are marked as Gap. Procedure 1. Click Business process implementation. 2. Click the Analyze gaps tab. 3. Click Analyze gaps. 4. In the tree, select 'a node'. 5. Click the Questions tab. 6. Click New. 7. In the Question field, type a value. 8. In the Type field, select an option. 9. Click Edit to enter a more detailed description of the question. Note: If it is the first record on the Questions tab, press Ctrl+S before you click Edit. 10. Close the page. Start Start Manage and answer questions Manage and answer questions Discuss and answer the questions that are created for the solution. All questions that are related to a solution are shown at the solution level. Procedure 1. Click Business process implementation. 2. Click the Questions tab. 3. In the list, find and select the desired record. 4. Click Edit. 5. Expand the Answer section and write an answer to the question. 6. Close the page. Notes Link question to requirement Link question to requirement Often, an answer to a question results in a requirement. You can link this question to the requirement. Procedure 1. Click Business process implementation. 2. On the Requirements tab, in the list, find and select the desired record. 3. Click Edit. 4. Click the Relations tab. 5. Click Add. 6. Click the Questions tab. 7. In the list, find and select the desired record. 8. Click OK. 9. Close the page. End End Does the answer  result in a  requirement? Does the answer  result in a  requirement? Yes No

Activities

Name Responsible Description

Create question on solution

Business analyst

During the Analysis phase, you can create questions on your solution.

Create question on business process

Business analyst

During the Analysis phase, you can create questions on the business processes of your solution.

Create question on scope definition

Business analyst

 		During the scope definition, you can create questions on business processes. You can do so, for business processes that are in scope or out of scope.

Create question on process verification

Business analyst

During the process verification you can create questions on business processes. Usually, you do so for the business processes that you mark as Gap.

Create question on gap analysis

Business analyst

During the gap analysis you can create questions on the business processes that are marked as Gap.

Manage and answer questions

Business analyst

Discuss and answer the questions that are created for the solution. All questions that are related to a solution are shown at the solution level.

Link question to requirement

Business analyst

Often, an answer to a question results in a requirement. You can link this question to the requirement.

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