Microsoft Dynamics 365 Implementation

Microsoft Dynamics 365 Implementation Process

What is Microsoft Dynamics 356?

Microsoft Dynamics 365 can help your business streamline operations, boost collaboration, and increase productivity. The success of the implementation process largely depends on careful planning and execution of the deployment. To get the most out of Dynamics 365, there are six critical tips to follow before and during the deployment to ensure maximum results and optimization.

Understand Your Business Processes. 

Before you can successfully implement Microsoft Dynamics 365, it is essential that you understand your business processes. By thoroughly understanding how employees collaborate with data and interact with customers, the system can be configured to support the organization’s needs and processes. Investing the necessary time upfront to gain a deep understanding of business processes allows for greater efficiency during the implementation process.

Assign a Dedicated Project Manager. 

While Dynamics 365 implementation is a complex process, having an experienced project manager from the start can expedite the deployment process. He or she can assemble the team, set up timelines, and monitor progress. Equally important, a dedicated project manager provides end-to-end visibility so that nothing falls through the cracks and risks causing delays in implementation.

Set Realistic Goals & Expectations. 

Before beginning the implementation process, it’s important to be clear on what goals the team is trying to achieve. Are they looking to reduce manual tasks so data can automatically flow? Increase user adoption and engagement? Or lower IT costs? Properly setting objectives and expectations will ensure the successful deployment and use of Dynamics 365. Having a unified vision across teams and departments will also help when gathering resources before and during the project.

Step-by-Step Implementation & Testing.

After the requirements have been gathered and documented, the next step is to begin deploying Microsoft Dynamics 365. To ensure a successful implementation and that users are able to successfully interact with the new system, each module or feature should be tested in an isolated environment before going live. Making it a point to thoroughly test each function in advance will help eliminate any potential issues that may arise when beginning the use of Dynamics 365.

Train End Users Before Deployment. 

Providing end users with training, whether in-person or virtually, is critical to ensure a successful Microsoft Dynamics 365 implementation. Users should be familiar with the system and their role within it prior to deployment. Training removes any fear of using the new platform, ensures independence when interacting with the system, and allows for personal ownership of the new process. Additionally, having users trained on the system prior to deploying it will allow them to provide helpful feedback on its efficacy that can be taken into consideration during the deployment phase.

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