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Expert Guidance on Microsoft Dynamics 365: 9 Ideas for Implementation

April 3, 2024

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Expert Guidance on Microsoft Dynamics 365: 9 Ideas for Implementation

Microsoft Dynamics 365’s portfolio of business solutions is essential for any corporation, no matter its size. However, if you’ve been running your business processes a certain way for a long time, you might find it a little challenging to implement an entirely new software solution on the fly. Dynamics 365 comes with many features that you might find puzzling to navigate the first few times, especially when proper measures for its implementation are not considered.  

As a team of experts with undeniable experience in providing tech solutions, we understand the challenges you may encounter. This is why we curated a list of nine things to consider before, during, and after the implementation of Microsoft Dynamics 365. 

1. Define Clear Objectives and Requirements

The first key strategy to ensuring your Microsoft Dynamics 365 implementation is a success from the get-go is to define your business goals, and in what specific ways Dynamics 365 can help you achieve them. Would you like to improve cross-communication between your teams and departments? Optimize sales and customer records? Run diagnostics on your business’ performance for the quarter? Business objectives differ, and it is imperative that you frame the outcomes you want to see, and that your implementation aligns with these goals. 

2. Assess Current IT Infrastructure

If you don’t have a clear picture of what applications, systems, and software solutions your business currently uses, including how they function and where they may be lacking, you might find implementing your Microsoft Dynamics 365 a little challenging. An accurate appraisal of your current software systems helps you plan adequately for data migration, gain helpful intel on the state of security of your data, prepare your existing systems for seamless integration, and even properly estimate costs associated with implementation.  

This strategy will help you optimize your systems’ performance, ensure a smooth transition, and prevent scalability and compatibility issues in the future. 

3. Engage Stakeholders

Implementing your new software solution will go over a lot easier if your key stakeholders are privy to the update. Throughout the entire process of deploying your Microsoft Dynamics 365, as well as long after, it is important to keep your important stakeholders and leaders in the loop. This includes department heads, heads of IT in your organization, and even the end users of your system. Getting the input, opinions, and perspectives of these people can help you manage your expectations, ensure your implementation strategy is truly aligned with your business goals, and help you identify potential usability or compatibility problems with the system.  

As a plus, keeping your stakeholders in the loop ensures you always have a constant feedback mechanism, and this can help you greatly optimize the running of the Dynamics 365 system. 

4. Select the Right Implementation Partner

Selecting the right implementation partner to deploy your Microsoft Dynamics 365 solution is integral to the system’s success. Hiring the wrong team for your implementation can negatively impact your implementation project to a significant degree and can lead to unnecessary problems in the future or leave the entire project dead in the water in its early stages. When you choose a reputable implementation partner, such as Raso360, you are guaranteed that they have the experience, efficiency, and skill to ensure the success of your project.  

5. Customize Carefully

One of the most helpful features of Microsoft Dynamics 365 is its high level of flexibility. It doesn’t just offer a blanket solution for businesses as its processes are fully customizable and can be tailored to fit any business’ needs. To ensure your implementation is a success, you should take full advantage of this feature, and get your Dynamics 365 to fit as specifically as possible to each of your business’ needs and goals. Aligning your Microsoft Dynamics 365 to your existing business landscape makes for a much smoother transition or integration.  

Customization also allows your business to adapt to change, which is especially useful if yours is a growing business whose processes are still undergoing fine-tuning. Additionally, customization allows you to avoid over-engineering your Microsoft Dynamics 365, which means you get to create a system that meets your business’s specific requirements without it being bugged down by extra complexities and unnecessary features. 

6. Provide Adequate Training

As previously mentioned, if you’ve been running your business a certain way for a long period, it might be a little bit challenging for you or your staff to get the hang of a new system. Properly training your workers helps increase the adoption rate of your new Dynamics 365 system and their proficiency with the business tool. Training your workers also reduces the incidence of errors and inconsistencies when using the system, improves workflow and productivity, decreases system downtime, and generally helps your implementation work smoother, faster, and better. 

7. Focus on Change Management

Change management is the process of monitoring the effect of some change on a business’ processes, assessing the impact of that change, and minimizing whatever turbulence may result in the aftermath of that change. In this case, deploying your Microsoft Dynamics 365 system is a change that could significantly impact business procedures, if only temporarily. Your staff could run into potential problems with data migration and data inaccuracy, they may struggle with navigating the new systems’ features or embracing it altogether.  

Focusing on change management helps you recognize and address these issues, and then take steps to mitigate them. Using change management helps reduce your workers’ resistance to change, minimize disruption of your daily business activities, generally increase user adoption, and get more out of your investment in Dynamics 365. 

8. Leverage Partner Software

Leveraging partner software can truly help elevate your Microsoft Dynamics 365 implementation experience. These partner software, such as ClickDimensions and Scribe Online, come with special functionality that can help you really make the most of your investment. Click Dimensions, for instance, can help your business increase its marketing reach and efficacy, while Scribe Online helps you smoothly integrate your Dynamics 365 system with other software solutions.  

While this significantly increases its usability, it is also a more cost-effective solution, as utilizing an existing partner software may be less time and financially intensive than building a custom system from scratch. This kind of flexibility can vastly improve user experience, and by extension, user adoption. 

9. Monitor Progress and Performance

If you don’t constantly monitor the progress and performance of your Microsoft Dynamics 365 solution even after it’s been implemented, you may run into issues that could have been resolved at an earlier stage, or completely avoided altogether. Continuous monitoring ensures you can pivot your systems and processes as needed to adapt to your business needs, ensures your end users enjoy a seamless process when using Dynamics 365, and generally ensures your solution keeps doing what it’s supposed to do correctly. 

Related Article: From Complexity to Clarity: Can Onshore Consulting and Offshore Delivery Streamline Your Cloud Journey? 

LOOKING FOR EXPERT GUIDANCE ON IMPLEMENTING MICROSOFT DYNAMICS 365 IN YOUR ORGANIZATION? LOOK NO FURTHER! 

At Raso360, you’ll get the opportunity to connect with consultants who are masters in implementing Microsoft Dynamics 365, Salesforce, SAP, ServiceNow, and Oracle. Our expertise isn’t just about deploying software- it’s about engineering growth, driving efficiency, and fostering innovation tailored to your unique business landscape. 

With Raso360, you gain more than solutions; you gain a strategic ally equipped with industry insights, best practices, and a forward-thinking approach to digital transformation. Whether it’s enhancing cross-departmental collaboration, streamlining processes, or unlocking data-driven insights, we’re dedicated to propelling your business to its peak potential. Get in touch with us today to unlock the full potential of your digital investments. 

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