The Zavanti Housing Microsoft Dynamics 365 environment(D365) build is as a foundation step for the implementation. It will be used for the workshops to review default settings and inform the configuration of the “master table data” values.
It is necessary for Zavanti (and client ICT staff) to build the environment in D365 (usually in the clients Microsoft tenancy), and then install the Zavanti Housing software as a pre-configured client “sandbox” environment for workshops.
See Appendix – Solution Architecture Diagram for a conceptual diagram of the solution.
In preparation for implementing the Zavanti Housing, there are configurable items that will need consideration. These will be discussed during the workshops and any configuration request will be deployed in the “sandbox” for UAT and client final sign off.
The order of the workshops will follow these key system entities listed below (and in the system master data details in the following section).
· Property
· Assets and Maintenance
· Inspections
· Tenancy
Correspondence Templates (business logos, Word, Email, SMS
etc)