Heading to the Community Summit? We understand you’re on the hunt for solutions to your ERP/CRM questions and we’re here to help you sail through the tradeshow as smoothly as possible whether you’re a first-timer or seasonal attendee.
The Community Summit is a golden opportunity to interact with professionals, such as TMC’s senior consultant team, who have extensive expertise in Microsoft’s Dynamics 365 suite, encompassing AI-Powered Business Central and Dynamics 365 CRM, Azure Services and the Power Platform such as Power BI.
To maximize your Summit experience, we have assembled a roster of crucial questions that will facilitate in obtaining the responses you need and addressing your specific issues. We’re more than just another booth (shameless plug – booth # 927!) at the conference; we’re bringing our senior consultants because we’re committed to delivering tangible solutions, not just the normal sales talk you encounter at the tradeshow. Don’t hesitate to print these questions and carry them with you to the Summit!
Questions to Ask if You’re Looking for a New Partner:
Experience:
- Can you share details about your experience with Microsoft Dynamics implementations, especially in our industry?
- How many years of experience does your organization have, and can you provide examples of successful projects similar to ours?
Competency:
- Do you have any customer testimonials or case studies showcasing your past performance?
- What awards or recognitions have you received for your Digital Transformation work? (E.g. AccountingVAR, Bob Scott, etc.)
Specific Industry Expertise:
- Have you worked with companies in our industry before, and if so, can you provide examples?
- What solutions or strategies have you implemented for clients in our industry that led to successful outcomes?
Customization for Complex Projects:
- Can you tailor solutions for unique business needs and requirements? What customized solutions would you recommend for us?
- Share examples of customized solutions that you’ve implemented.
Technical and Level of Support:
- What can we anticipate in terms of technical assistance during and after the implementation?
- Can you explain your approach or methodology for providing ongoing services to clients?
- What level of collaboration can I anticipate by partnering with you and our team?
Integration Expertise:
- Do you have experience with integrating specific applications like [insert your required integrations here]?
ISV Partnerships:
- What partnerships do you have with Independent Software Vendors (ISVs) that can integrate with our ERP system?
- How flexible are you in working with our current ISV partners?
- Can you provide examples of successful ISV integrations you’ve handled for previous clients?
User Training and Support:
- What training resources do you offer to help our team adapt to the new system?
- Do you offer user experience (UX) testing to optimize usability?
Cohesive ERP & CRM Team:
- How do your ERP and CRM teams collaborate to ensure seamless integration and support across all Microsoft systems?
- Can you provide examples of projects where your cohesive team approach led to successful outcomes?
- How do you avoid the pitfalls of siloed departments to ensure a unified strategy for managing and implementing business systems?
Questions for Replacing ERP/CRM Systems:
System Functionality:
- How does [inquiring ERP/CRM system] compare in terms of functionality to our current system?
- Can you provide a detailed feature-by-feature comparison?
Data Migration:
- What is your process for migrating our existing data to the new system?
- How do you ensure data integrity and minimal disruption during the migration?
Customization and Scalability:
- How easily can the system be customized to fit our unique business processes?
- Is it scalable to accommodate our growth and changing needs?
User Training and Support:
- What training programs or resources do you offer to help our team transition to the new system?
- What level of ongoing support can we expect post-implementation?
Data Security and Compliance:
- How do you address data security and compliance requirements, especially in our industry?
- Can you provide evidence of compliance with relevant regulations?
Cost and ROI:
- What is the total cost of ownership, including licensing, implementation, and ongoing fees?
- Can you provide examples or case studies of clients who have seen a significant return on investment (ROI) after implementing your system?
User Experience:
- Can we see a demo of the system to evaluate its user-friendliness?
- Have you conducted user experience (UX) testing to optimize the system’s usability?
References and Case Studies:
- Do you have case studies that demonstrate successful replacements in similar industries?
Questions Only a Consultant Can Answer:
Database Integration:
- How can we integrate our existing SQL Server database to ensure data consistency?
Customization Limits:
- What are the limitations in terms of customizing forms, fields, and workflows?
Data Migration Strategy:
- What strategies do you recommend for migrating our historical data from our legacy system while maintaining data integrity?
Performance Optimization:
- How can we optimize the performance of our Dynamics 365 instance, especially when dealing with large datasets and complex reports?
Security Model:
- Can you help us design and implement a robust security model, ensuring that user roles and permissions align with our organizational structure?
Scalability Planning:
- How can we ensure that our Dynamics 365 solution is scalable to accommodate future growth, both in terms of data volume and user base?
Offline Access:
- What options are available for users who need to access data while offline, and how can we set up and manage this functionality?
Upgrading and Patching:
- How do you recommend handling system upgrades and patching to ensure minimal disruption and maintain compatibility with customizations?
Data Backup and Recovery:
- What’s the best practice for regular data backup and disaster recovery planning?
Reporting and Analytics:
- Can you help us set up advanced reporting and analytics tools, including Power BI, to derive meaningful insights from our data?
User Training and Adoption:
- What strategies do you recommend for user training and ensuring high user adoption rates of the new Dynamics 365 system?
Custom Plugin Development:
- In what scenarios would it be beneficial to develop custom plugins for Dynamics 365, and how can we go about it?
Compliance and Data Governance:
- What measures can we implement to ensure that our use of Dynamics 365 complies with industry regulations and data governance standards?
M365 Migration from Gmail or Google Docs:
- How complex is a migration from Google to M365? What will it take to move our email data?
Meet Us at Booth #927!
We warmly invite you to bring these questions to the Community Summit and pay a visit to our stand #927. Our senior consultants can’t wait to offer you answers customized to your unique needs. To guarantee a meeting with our VP of Consulting and VP of Sales and Marketing, schedule an appointment with us prior to the conference. We are committed to assisting you in finding the best strategies for your company. See you at the Summit!
