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How do I track my issues throughout my Microsoft Dynamics 365 or Dynamics AX implementation?

20721194_m.jpgAs with any project, you should track your issues encountered during the life of the project.  Issues can range in size, priority, and timing.  I would even be so bold to say, that tracking issues (and the resolution) is more important than meeting minutes or status update sheets.


You can be as simple as an Excel sheet, a SharePoint list, or as sophisticated as an issue tracking system.  An Excel sheet is probably the simplest form – a single owner who controls a master copy, email it out, get updates, update it, review it, email it out again and repeat.  This is quite cumbersome to maintain, time intensive, and too many remote copies get confusing.  To share dynamically, you could use Google documents and allow interactive updates, however that can get pretty tricky.  A sharepoint list is another way, and with a bit of programming you can add workflow to it.  The best way is to implement an issue tracking system.  Jira from Atlassian is one that some members of AXUG have chosen to use.  Regardless of method, the optimum word – TRACKING.  This is a key to a success implementation!


Screenshot #1 (GG Rowe Tracking Issues).png


Systematically tracking issues insures that they are not lost or forgotten.  It can also help to determine what should addressed immediately and what can wait.  As an example, if you are at the beginning of your project and you are stressing over how much downtime you’ll need, you can likely set that one aside for a bit.


Obviously after logging the issue, you need to work to resolve them.  This includes determining who should be involved in the resolution, who it affects, and if anyone needs to approve the solution.  Issues and/or their resolutions can spawn new issues.  A good issue tracking system will let you link them together and note how they are related.  It will also act as your memory when things resurface, you can review past issues around the same topic.


Issue tracking in a systematic and programmatic manner will provide you will a knowledge database that you can reference throughout the project and long after the project is completed.  Purchased issue tracking systems typically have a workflow built in; dashboards are easily created; email notification capability; and assignment management.


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Typically in an AX implementation, you will not resolve every issue before you go live.  You can time stamp issues for post go live resolution.  In the end – you will likely have developed your queue for enhancements, improvements, and bug fixes.



Welcome to the User Group for Dynamics 365 & AX [D365UG|AXUG], we’re so glad you’re here! While we realize you may be here to troubleshoot a technical issue or simply learn new tips and tricks, we’d love the chance to share with you the incredible benefits the User Group has to offer [and don’t forget, if you’re interested in an incredible in-person learning opportunity don’t forget to join us in Nashville for our Summit event]!