A successful Dynamics 365 setup depends on putting a lot of time and effort into the implementation. You want to make sure you adopt features most useful to business users. That means doing a complete business analysis of what’s available from Microsoft Dynamics 365 and how you can design it to fit your company’s needs. That’s why we’ve come up with this list of Dynamics 365 implementation best practices to go over as you think through how you can best leverage the platform throughout your organization.

Microsoft Dynamics combines the benefits of enterprise resource planning (ERP) and customer relationship management (CRM) software into one platform. Earlier versions of Microsoft Dynamics included products like AX, GP, and NAV to help companies manage financial and operational processes.

Whether your organization is new to Dynamics 365 or upgrading your implementation to include new modules, it’s essential that you provide thorough training to users. The better your Dynamics 365 CRM training, the more workers will feel confident using the platform for daily work. Investments in employee training help ensure you have people within your organization trained to use Dynamics 365 in ways that benefit your company. Here are some key features you should consider when developing a Dynamics 365 CRM training curriculum.

There’s no shortage of available options in the market when it comes to business software. It can be hard to decide between different software platforms. While Dynamics 365 is a top choice for many companies, it comes down to your organization’s needs and how well the solution fits your business culture.

Over the years, Microsoft has offered businesses a variety of business technology. If you’re new to the world of Microsoft Dynamics, keeping up with the different software versions can be challenging. It doesn’t help that you can still find older versions of Microsoft Dynamics running in organizations nationwide. It helps to understand the history of Microsoft Dynamics instances and their use in business.

You can’t underestimate the impact a robust enterprise resource planning (ERP) solution has on an organization. Small and medium-sized businesses (SMBs) benefit from the ability of ERPs to optimize business processes and challenge larger industry competitors. Microsoft owns two of the most popular ERP systems on the market. Let’s look at how Microsoft Dynamics GP vs. Microsoft Dynamics SL stand up next to each other as far as features and the benefits they offer companies.

While the cloud seems to be a phenomenon of the 2000s, it actually dates to the 1940s. We’ve come a long way from the massive mainframes that fueled early versions of cloud computing. Today, many companies fully embrace the promise of the cloud, with many turning to Microsoft Dynamics cloud computing solutions to run their businesses. Those who haven’t made the transition see it as a top investment priority.

A customer relationship management platform (CRM) for financial services provides a way for organizations working in the finance industry to manage financial services more effectively. Remember that most financial services are not limited to face-to-face interactions between customers and financial advisors. Today, people access financial services digitally, whether their insurance company, bank or investment advisor.

Investing in Microsoft Dynamics as your company’s CRM for financial advisors gives employees everything needed to provide high-quality customer service. They also have more tools and resources available to support organizational needs.

Dynamics 365 remains popular as an enterprise resource planning (ERP) and customer relationship management (CRM) platform. One primary reason for that is the ability of organizations to customize the solution to fit their business environment. The way one company uses its CRM may be completely different from another, even if they work in the same industry. Business users in various roles interact with the system differently. Below are some tips on customizing Microsoft Dynamics 365 to suit your organization.

Tracking down record changes in a complicated CRM can be a complex process. You’ve got to keep up with various business roles, workflow updates, and scripts that affect field values. Microsoft Dynamics GP audit trails make it easier for users to track what’s happening within CRMs and other Dynamics modules. Audit trails make it easier to manage issues that affect customers and clients. There is also a Dynamics 365 audit log export feature, helpful for organizations wanting a deeper look into potential issues within their CRM.