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Tips for a Smooth Dynamics 365 Implementation

Posted by IES on Sep 20, 2018 11:21:00 AM

Tips for a Smooth Dynamics 365 Implementation

Rolling out any new software requires planning and finesse. Dynamics 365 implementation is a tricky process no matter the size of your business. That’s because this sophisticated software could impact many areas of your business. Dynamics 365 migrations are particularly tricky at the enterprise-level, as the rollout could encompass dozens of corporate departments. But having a process in place for Dynamics 365 implementation is important even for a small business.

This article will give you a few tips for an easy and effective migration to Dynamics 365.

Top Seven Tips for Dynamics 365 Implementation

A Dynamics 365 migration is an all-encompassing change for your business. Fortunately, there are some clear-cut best practices that we’ve seen help ease the transition to this sophisticated software. These practices will stay the same no matter what legacy platforms you’re migrating from, and no matter the size or type of business you’re running. Here are seven key tips for a successful deployment:

  1. Planning for the Dynamics 365 migration is crucial. Determining the architecture and integrations with any legacy platforms is job one. Determining how the rollout will move across your organization is part of this process, as well.
  2. Reviewing and planning new workflows tied to Dynamics 365 functionalities is very important. The whole point of Dynamics 365 is that it will instigate efficiencies across the organization, so understanding functions and how they will impact teams is important to your success.
  3. Engaging the team and educating departments as well as providing adequate training will help improve adoption. We highly recommend forming a Dynamics 365 implementation committee that includes stakeholders from every department as part of this process.
  4. Set up a help desk to provide additional support before, during and after the rollout.
  5. Plan to optimize Dynamics 365 through automation and process re-engineering. Plan to maximize the tool and the departments it impacts for a better user experience.
  6. Document best practices and create use case scenarios on a department-by-department basis. This will greatly aid training as new employees are added. It will ensure that organizational knowledge will not exit when an employee leaves.
  7. Create a gradual implementation and engage end users at all stages in the process.

These seven tips will help you improve the Dynamics 365 implementation. It will help your organization eliminate any resistance to change exhibited on a department-by-department basis. Also, this process may add more time to the implementation, but it will ensure that your return on investment will arrive much more quickly.

Paving the Way for a Better Dynamics 365 Migration

It will be extremely helpful for any organization considering a Dynamics 365 rollout to seek the help of a an expert. Look for a vendor that has been through these types of sophisticated technology rollouts with companies similar to yours. Understanding the ins and outs of the Microsoft Dynamics 365 implementation will help speed up the process while making for a smoother transition. Contact IES to talk about how to make your Dynamics 365 migration seamless and pain-free.

An Inside Look at Dynamics 365 eBook

Topics: Dynamics 365