Best practices for Dynamics 365 Polish Rollout – pt. 3
7F
Table of contents
Part 3. Running the polish localization in the production environment
After the implementation phase comes the critical moment—go-live. This is when all the work done during analysis and configuration is tested in real-world operations. The practices below help keep the system stable, compliant with Polish law, and aligned with group processes.
Data migration and verification
A smooth data migration—and a double-check afterwards—is the foundation of a successful start-up, especially for tax and reporting data.
Examples of critical data:
- company details used in tax returns (NIP, address)
- customer and vendor records: addresses, VAT numbers, tax groups
- links to the correct tax offices
- key localization parameters such as NBP exchange-rate import or sales-credit-note functions
Organising work in the support phase
Good habits from implementation keep quality high after go-live. Efficient handling of service tickets and user requests is essential.
- Choose a ticketing system that sets priorities automatically—e.g., a VAT-return issue should outrank a posting-template change.
- Decide who may raise tickets—every user or only key contacts?
- Define ticket format, required attachments, response times, and support responsibilities.
- Automate workflows—task assignment, notifications, escalations.
- Separate tickets into
- errors (need immediate action)
- questions/training needs (handled through user support)
Proactive checks of data and reports
Do not wait until the deadline to prepare tax reports. Errors mean penalties and process delays.
Check ahead of time:
- completeness and accuracy of the JPK_V7 file—leave time for fixes
- other JPK files
- the first sales invoice printout—verify data before posting
Test environment and system updates
Keep a dedicated test environment to analyse tickets and trial changes before they reach production. For every update:
- Review Microsoft’s release notes.
- Assess the impact on Polish-localization settings.
- Test key processes before the new version goes live.
Monitoring legal changes
ERP systems must adapt quickly to new regulations.
- Track legal updates proactively (e.g., KSeF, JPK_CIT, JPK_KR).
- Involve the team in spotting potential system impacts.
- Use the analysis-phase documents and lessons learned—they are your roadmap.
Summary
Clear communication and fast ticket resolution are the keys to smooth operations after go-live. They prevent misunderstandings, shorten response times, and build user trust. Consider user-satisfaction surveys to gather feedback and continually improve support.
Effective change management reduces user anxiety about the new system and ensures a seamless shift to the new way of working.
>> You can read Part 2 [HERE] <<