5 Basic Tips for A Successful Dynamics 365 Implementation

Many organizations have to struggle through the Dynamics 365 implementation and integration process. In this article we will share 5 basic guidelines that are to be followed to ensure an easy and successful implementation.

How to ensure successful Dynamics 365 implementation?

1. Plan out the implementation strategically:

While investing in a CRM system and installing the same, you must invest time in strategizing and planning the implementation. The first and foremost thing to do, when it comes to implementing Dynamics 365 is planning and executing the infrastructure.

Given that Dynamics 365 is cloud bases, all the updates take place automatically, consistently and in real-time. Therefore, it is very important that you strategize your planning, such as considering all the possible scenarios and instances and requesting everything that you may require. This will save you time as well as chaos at the time of implementation.

2. Assess and understand existing tools and systems thoroughly:

Before you choose to implement Microsoft Dynamics 365, you must consider all the existing tools and systems. Many a times the implementation fails or is problematic because of outdated system or incomplete application integration or in-house programs that are built on programming languages that are extinct. Hence, the first step towards a successful implementation is to take inventory of all the current systems, databases, and applications. It is important to take a thorough assessment of the existing infrastructure and to get the necessary insight into operational functionality. This will later help to gain project momentum and mark important milestones.

3. Understand every functionality:

Prior to adding more modules or features to Dynamics 365 for Implementation, one should revisit the all of the functionalities. Given that Microsoft keeps updating its functionalities and adding new modules, it is likely to fit your industry-specific and company-specific requirements. Additionally, you can customize the solutions and tailor them as per your needs with the help of partners assisting Dynamics 365 for Integration.

4. Build cross-functional teams:

The responsibility for Dynamics 365 for Implementation is not of the implementation crew entirely. Rather it is the task of cross-functional teams who are better able to understand and identify inefficiencies, quality control issues, time gaps and bottlenecks. It is also a smart idea to include a team of professionals that can focus on specific optimizations and recommendations for sudden issues and who can ensure that every task is completed timely and within Budget. This leaves the IT professionals free to focus on the core implementation processes.

5. Choose the leader of the entire process smartly:

It is crucial that the leader of Dynamics 365 for Implementation and Dynamics 365 for Integration is a subject matter expert who knows how to leverage the right skills knowledge of everyone included to derive maximum efficiency and achieve project goals. The person forerunning the implementation process must be great at communication, managerial skills and punctuality. The best way to find the balance is to find two leaders who will collectively manage the Dynamics 365 for Integration and Implementation process.

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Dynamics Square Joined: November 10th, 2020