Best practices for Dynamics 365 Polish Rollout
Part 2. Effective and correct implementation of polish localization requirements
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.
1. Organise project work
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.
2. Communicate effectively inside the team
- 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.
3. Define the right scope
- 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)
4. Test and validate thoroughly
- 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.
5. Clarify team roles and manage knowledge
- 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.
Summary
The project team should first gain a deep understanding of Polish legal and business requirements so that every decision fits local realities. Plan and track the work in DevOps or Jira, breaking it into clear phases to boost transparency and keep progress under control. Evaluate each automation initiative for cost‑effectiveness and invest only where a tangible return on investment is likely. Solution stability comes from mandatory integration, regression and performance tests, while smooth communication keeps everything on track – short, dedicated meetings in small groups speed up decisions and prevent misunderstandings.
Edyta Polańska
D365 F&O Senior Consultant
Aleksandra Stasiak
D365 F&O Consultant
