Microsoft Dynamics is a business application line containing customer relationship management (CRM) and enterprise resource planning (ERP). Further, the Microsoft dynamics application provides specialised services via a structured network of reselling partners.
Benefits of Microsoft Dynamics Implementation
This is a renowned, cloud-based ERP which tends to unify both ERP and CRM capabilities into the apps that function together effectively while connecting your enterprise, including marketing, sales, commerce and operations.
This solution also provides several other advantages such as:
- Realising valuable insight from data.
- Shortening the sales cycle
- Achieving seamless connecting across the IT systems.
- Improving customer satisfaction.
- Deploying and scaling easily.
- Enhancing the Return on Investment (ROI).
- Gaining automation advantage.
Best Practices To Be Followed In Microsoft Dynamics Implementation
Decide on Your Software Development Tool
It is highly crucial to know where you will place all the work that is being done. This will include everything, right from task management to code repository.
Determine the licenses Required for the project
Here, you will need to determine and analyse the measure of implementation.
Ensure that You have Committed Team Members
Remember that it is very vital for your implementation team to commit to the whole process. Make sure that they understand the end-to-end business process. Having thorough knowledge ensures that no steps are missed out.
Who Should Be There on the Microsoft Dynamics Implementation List?
The size of your team will depend upon the company. However, there are some significant people that you’ll need for the implementation process.
The implementation will ultimately belong to the executive sponsor. To effectively communicate the “why” behind the implementation to all organisational stakeholders, they must be prominent champions. Even though they might not get into the specifics, executive sponsors will thoroughly understand the implementation process, impact, and goals. They will provide guidance and oversight.
Implementation project manager
This individual will be responsible for monitoring the overall resources, budget, timeline and risks associated with the project.
Business analyst (BA)
This position is frequently held by somebody from outside your company who carefully examines your current processes and procedures to determine what functions and doesn’t. The BA will assist you in creating requirements and locating process efficiencies.
Subject matter expert (SME)
The SME, typically a senior team member, represents a specific department or area of business as an implementation team member.
It is crucial to choose an architect from the IT team to help with developing integrations, architectures, and sustainment planning when connecting the “plumbing” of Dynamic Implementation.
One of the most crucial steps in the process must be completed before your Dynamics system goes live: testing. Before going live, an assigned test lead ensures the solution functions correctly and finds any problems.
Challenges Related to Microsoft Dynamics Implementation
Microsoft Dynamics provides a number of characteristics designed for a number of organisations. Besides being advantageous, several challenges might arise when you migrate the data and onboard the staff into a dynamic platform.
1. Lack of compatibility
Dynamics doesn’t work just after setting it up. This is because you already have several tools, such as CRM workflows and other processes for managing your internal operations. Thus, this can be a significant challenge while integrating Microsoft Dynamics Implementation.
2. Not using the right tools
The tools that you utilise can either create or break the implementation process. Thus, whether you are trying to create custom integrations, onboard your users or synchronise with your databases, you need to review your tools to help you make an informed decision.
Finally, it would help if you remembered that Microsoft’s Dynamics CRM is an application designed specifically for use in commercial settings. CRM web application helps businesses track their customer information, find new leads, communicate with existing customers, and fix any problems that may arise. This was all about Microsoft Dynamics Implementation and everything you need to know. Let us know how you like this article in the comments section below. Our team will get back to you as soon as possible.