Best practices for Dynamics 365 Polish Rollout – pt. 2

Once the analysis phase is complete, it is time for implementation. At this stage, well-organised work and clear team communication are critical. The practices below will help you introduce the Polish localization in D365 efficiently while staying fully compliant with both local law and group rules. ​

To keep control of scope and progress:

• Use task-management tools such as DevOps or Jira. They let you
  • split the work into phases (e.g., system configuration, functional tests, development, UAT)
  • monitor progress and react quickly to delays
• Update task statuses regularly, assign owners and deadlines.
• Include configuration and testing tasks, not only development work.

• Make sure every team member understands the Polish localization requirements.
• Clarify doubts as soon as they appear.
• Hold 2–3 status meetings per week, sized to the team and the workload.
• Discuss detailed operational issues in smaller working groups—avoid pulling the whole team into every matter.

• Not every function needs full automation—balance configuration and testing effort against how often the feature will be used.
  Example: Withholding tax: extensive setup in the “Taxes” module may be too time-consuming for occasional transactions; a manual process could be enough.
• If D365 lacks a function required in Poland, plan dedicated modifications, for example:
  • corrections to sales invoices issued in the legacy system
  • NBP exchange rates with a one-day shift (not available in standard D365)
  • taxpayer validations (White List, VIES, GUS)

• Tests must cover the entire process, not just single D365 functions:
  • system-to-system integrations
  • data validation after migration
  • performance tests for complex processes
  • regression tests, especially when key processes change
• Add system alerts and messages where useful.
• Involve end users at every stage—their experience is vital when designing test scenarios.
• Provide clear user instructions.

• Include a System Architect to keep solutions consistent and reduce risk during changes.
• Work with a complete process map—many processes start outside Finance (e.g., in purchasing or logistics).
• Training:
  • Run sessions for both the Polish and central teams to bridge knowledge gaps.
  • Well-trained users greatly increase the chance of a smooth go-live.

• Help the group team understand Polish requirements early.
• Organise work with tools like DevOps or Jira, broken into logical phases.
• Check whether automation makes economic sense case by case.
• Remember integration, regression, and performance tests.
• Maintain clear communication and use small-group meetings for detailed issues.

>> You can read Part 1 [HERE] <<