Microsoft Dynamics 365 Business Talks

Initiate Phase of Success by Design (part 3) with the Microsoft Business Process Catalog in Mavim

How do you operationalize the Initiate Phase of Success by Design to adjust business process models and define scope with precision?
 
Key takeaways of this session:
  • ✔
    Apply discovery workshops and scenario boards to define scope and translate requirements into process models.
  • ✔
    Visualize and adjust processes with the BPC in Mavim to support a flexible Dynamics 365 setup.
  • ✔
    Use Power BI dashboards and process assessments to enable data-driven decisions before implementation starts.
duration 29 minutes
who is this webinar for Dynamics 365 & Power Platform Ecosystem (Microsoft, Partners & Customers)
Key roles: Enterprise/Solution Architects, IT Directors, PMs, Business Analysts & Transformation Leads
Summary
This webinar focuses on the initiate phase of Microsoft Success by Design, where organizations often struggle to turn discovery insights into structured process models. You learn how to modify BPMN 2.0 flow diagrams from the Microsoft Business Process Catalog in Mavim, using discovery workshops and scenario boards as inputs. The outcome is a clear process blueprint, aligned stakeholders, and a structured foundation for process governance, scoping, and implementation readiness.
Speakers
 
Rachel ProfittPrincipal Program Manager, Microsoft
 
Lennard van Leuven Value Engineer, Mavim
 
video Chapters
02:31
Success by Design initiate phase explained and scope definition
04:18
What is business process modeling and why it matters
07:21
Adjusting process models in Mavim based on workshops
15:29
Using dashboards and assessments for scoping decisions
In partnership with Microsoft-Logo-PNG-e1487111483809

 

From Workshop Insights to Structured Process Governance

See how business process modeling in the Initiate phase of Success by Design turns discovery inputs into BPMN 2.0 process adjustments, 
enabling structured scoping and fit-gap analysis for Dynamics 365 implementation readiness.


solutions
Static Process Documentation Blocks Clarity

Traditional process documentation relies on static diagrams, spreadsheets, and siloed knowledge. This makes it hard to reflect real workflows, align stakeholders, or capture changes discussed in workshops. Teams struggle with inconsistent interpretations, unclear ownership, and missed gaps between business needs and system capabilities, resulting in delays and rework during implementation phases.

problem-solving
Implementation Complexity Demands Structured Modeling

Organizations implementing Dynamics 365 must align processes early to avoid scope creep and inefficiencies. The Success by Design framework requires structured inputs like discovery workshops, BPMN modeling, and fit-gap analysis. Without this, teams risk misalignment between business and IT, poor governance, and increasing complexity across the initiate, implement, and operate phases.


exclamation-mark
From Static Diagrams to Continuous Modeling

Modern process management shifts from one-time documentation to continuous modeling and refinement. Business process modeling becomes an ongoing activity across implementation and beyond go-live. Using BPMN 2.0 standards, organizations create shared understanding, enable structured communication, and continuously optimize workflows based on new requirements and operational feedback.

not-equal
Standardized BPMN Modeling with Integrated Assessment

The Microsoft Business Process Catalog provides BPMN 2.0 flow diagrams with predefined structures such as tasks, events, gateways, and swim lanes. Combined with Mavim, teams can adjust processes, define roles, perform fit-gap analysis, and assess risk, effort, and priority within a single environment. 
This centralizes process modeling, fit-gap analysis, and assessments instead of relying on separate tools or disconnected documentation.
 

“Business Process Modeling is a continuous process that happens througout the implementation cycle and even beyond go-live.”

FAQ's

What is Microsoft Success by Design?

Microsoft Success by Design is a structured implementation framework for Dynamics 365, developed by the Microsoft FastTrack team. It defines five phases - Strategize, Initiate, Implement, Prepare, and Operate - to guide organizations through a controlled, phased delivery approach. The framework focuses on aligning business goals, reducing implementation risk, and supporting long-term adoption and continuous improvement.

What is the Microsoft Business Process Catalog

The Microsoft Business Process Catalog is a standardized library of business processes for Dynamics 365 implementations, published via Microsoft Learn and related guidance. It includes end-to-end processes, process areas, detailed process flows, scenarios, and configuration guidance. The catalog is continuously updated and expanded by Microsoft and its ecosystem, so structure and coverage evolve over time.

How does the Business Process Catalog improve Dynamics 365 implementations?

The catalog provides pre-defined, standardized processes and implementation guidance that reduce manual documentation and inconsistent process definitions. By using a fit-to-standard approach, organizations can align faster on scope, reduce rework, and improve delivery quality. According to the webinar, using these structured resources can lead to faster implementations and measurable cost savings compared to projects without standardized guidance.

How do Microsoft and Mavim work together on the Business Process Catalog?

Microsoft provides the Business Process Catalog content and the Success by Design framework, while Mavim provides the platform to operationalize and manage that content in a structured way. The combination allows organizations to move from static documentation toward active process management by visualizing processes, assigning ownership, and enabling stakeholder collaboration in a single environment. Through integrations such as Azure DevOps synchronization and deep linking into Dynamics 365, teams can directly connect process definitions to implementation and configuration. This joint approach helps organizations standardize processes faster, improve alignment between business and IT, and maintain governance across the full lifecycle, from strategize through operate, while supporting continuous improvement after go-live.

What is the role of the Initiate phase in Success by Design?

The Initiate phase focuses on defining the scope of the implementation by determining which business processes are included or excluded. It builds on the strategy phase by translating vision and goals into concrete process decisions. This phase ensures alignment across stakeholders, applies process governance, and creates a clear, shared baseline that guides the Dynamics 365 implementation.