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Integration strategy checklist
Define business goals
Done?
Task
✓
Write down the goals and benefits of the integration in a way that the business can understand.
✓
Make sure the integration supports the organization's short-term and long-term goals.
✓
Explain the integration architecture, systems, and integration points clearly and simply.
✓
Make sure that everyone involved knows the purpose and scope of the integration.
Choose a platform
Done?
Task
✓
Help the organization understand the difference between cloud and on-premises platforms and where they connect.
✓
Decide whether to use an integration middleware or a messaging service.
✓
Make sure that the integration platform or middleware can monitor, audit, notify, and alert as needed.
✓
Make sure that the integration platform or middleware has the expected level of security, availability, and disaster recovery.
✓
Make sure that all parts of the integration platform or middleware can use application lifecycle management (ALM) and version control tools.
Choose a design
Done?
Task
✓
Make sure that each integration design fits with the overall integration architecture.
✓
Avoid sending or storing data that isn't needed in the solution.
✓
Compare and contrast the options and benefits for each of these aspects: User interface look and feel, data, process integration, and Dataverse.
Choose a pattern
Done?
Task
✓
Design integrations that use reliable, asynchronous messages to exchange data.
✓
Choose a pattern that matches the expected amount, frequency, and service protection limitations of data exchange.
✓
Determine realistic estimates of how much it will cost to run the services, platforms, and storage involved and how it will change over time.
Project governance
Done?
Task
✓
Plan to test each integration for user experience and performance under realistic conditions, including before, during, and after the data exchange.
✓
Plan to test the end-to-end process for each integration pattern according to the recommendations for data volume, frequency, and service protection limitations.
✓
Manage any changes that are related to integrations in a way that supports the business goals.
✓
Analyze how integrations affect other processes upstream and downstream.
Next steps
Start your integration project by defining your business goals and aligning them with your cross-system requirements
Learn how to choose a platform that can handle the storage and transfer of large amounts of data across different systems
Explore the different types of integration scenarios and how to choose a design that suits your needs
Discover the integration patterns available with Dynamics 365 apps and what factors to consider when choosing a pattern
Find out what challenges you might face when integrating systems and how to overcome them with best practices