Do you want to implement the Dynamics 365? Dynamics 365 is a long-term solution that requires a sound implementation strategy. This section explores some of the best practices and tips witnessed in implementing Microsoft Dynamics.

1.    Like any implementation, start with a Business Process Review.

Start by evaluating your business processes. The evaluation will enable you to decide whether you should use the waterfall approach or an agile approach. Also, the assessment will give you a general view of the ideal system design that can support the implementation.

Basically, you want to Have Documentation & Recommendations that Will Give You a Roadmap to Success for your Dynamics 365 Implementation. The BPR is mainly requested for:

  • Risk management
  • Budget your 2020-2021 Dynamics project costs
  • Define implementation scope
  • Create the process flow detail
  • Develop a detailed work instruction for holistic view
  • Have a plan for continuous process improvement

2.    Don’t under-estimate the User Adoption challenge

How the user will interact with Microsoft Dynamics 365 is the main factor that will influence the adoption mechanism. Some firms have made the mistake of focusing on the technology aspect and forgetting the people who will be running this system. The CRM process must also align with and support the firm’s goals.

3.    “Don’t put the Implementation before the Customization/Migration”

You should not start any Dynamics 365 implementation before you have completed all migrations and customization. The AX system should be fully operational before you integrate Dynamics for Sales with Dynamics for Finance. The main obstacle to this approach is that it requires extended timelines. One way of solving this is to extend the data script and mapping duration.

4.    Your Data will determine your “System of Record”

Your system of record can either be Dynamics 365 for Sales (Dynamics 365 CRM) or Dynamics 365 for Operations and Finance. You can base your choice on the type of data your business handles and the customer journey. For example, you may prefer to have the information of prospective leads sent over to the CRM for storage and easy access. Choosing a system of record enhances security and design options.

5.    Expect an active role of your IT Team in the Decision-making

Some companies leave the implementation process to the consultant deploying the solution. You should direct your IT professionals to work with the implementing firm and come up with the right tools and methods. The IT staff should make critical decisions regarding implementation and how the applications will be integrated. This strategy ensures that the IT team can be able to independently manage the Dynamics 365 CRM once the consulting partner finishes the implementation process.

Visit our website’s solutions to learn more about our solutions in order to further your understanding of financial and business management systems. Team up with a certified Microsoft Gold Partner to make your migration to the cloud seamless. If you have any questions regarding Dynamics 365 or other ERP/CRM systems, you can contact us here.

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