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.

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.

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.

While it’s great when you can find one application that handles all your business needs, sometimes companies need a way to integrate their ERP or CRM with a third-party application. The ultimate goal of any integration should be to increase efficiency and productivity by expanding the flexibility of a piece of software. You can do that through Dynamics 365 integration with external systems and applications. It helps to partner with a team of experts, like those at Internet eBusiness Solutions (IES), who have experience working on projects involving third-party integrations with Dynamics 365.

Small and medium-sized companies are always looking for ways to access the latest technology to help them stay competitive against larger market rivals. QuickBooks and Dynamics 365 are two popular tools used for financial management and reporting. A Dynamics 365 integration with QuickBooks lets you access the strengths of both solutions within a single platform.

Fusing Dynamics 365 and Azure into one platform expands the capabilities of your cloud ERP and CRM solutions. Azure is a cloud service platform that provides data storage along with Software-as-a-Service, Infrastructure-as-a-Service, and Platform-as-a-Service models. Leveraging that power alongside Dynamics 365 applications helps mid-market companies build better customer relationships. The combo also empowers workers by making it easier to collaborate on projects designed to move company objectives forward.

With supply chain constraints affecting everyone, it’s more important than ever for organizations to have a reliable ERP to maintain stability. Dynamics 365 Supply Chain Management helps companies stay abreast in a competitive marketplace where things can change instantly. You can figure out ways to lower costs and increase profitability while gaining a 360-degree view of your operations. In addition to traditional supply chain processes, you can use Dynamics 365 Supply Chain Management for sourcing and procurement functions.

The biggest question most companies have when they start considering investing in Dynamics 365 is which version works best for them. Microsoft offers Professional and Enterprise licensing options for the platform. How do you know whether you need Dynamics 365 Enterprise vs. Professional? Let’s look at the capabilities of each to help you with your decision.

Organizations currently running instances of Dynamics AX may be contemplating shifting to Dynamics 365. Changing your enterprise resource planning (ER) solution is a major business decision, so you want to ensure you understand the pros and cons of Dynamics 365 Finance and Operations vs. AX. Let’s look at what each platform offers and what your company can gain by moving to a cloud-based ERP Dynamics 365 Finance.