If you plan to implement Microsoft Dynamics 365 for your business, you have to prepare for handling a complex task.
A structured project management plan has to be for the deployment to happen smoothly. And, it will also call for changes from employees.
To help you attain the implementation within the least possible time and efficiently, we list below the following best practices:
Formulate a Strategic Plan
The first step of the implementation is to formulate a strategic plan. So, you should involve subject matter experts during the planning process.
The starting point should be the planning of the infrastructure. Remember that Microsoft Dynamics 365 is cloud-based, so the updates occur automatically and in real-time regularly.
Prepare for the implementation strategically and consider all implementation instances to avoid any delays.
Examine Current Systems and Tools
Next, you should assess your existing systems and tools to ensure that they are up-to-date to handle the dynamics 365 implementation.
Remember that your tools and systems should not be obsolete as they can make the implementation fail.
As such, you should examine all your existing systems, databases, and applications.
You can regard the implementation also as an opportunity to standardize and centralize your IT systems because that is a prerequisite for the implementation.
You should assess your current infrastructure and get detailed insights into its capability of handling the implementation effectively.
It will prevent delays and the possibility of a failed implementation.
Understand Every Functionality
After you examine your existing systems and tools for their readiness, you should understand all functionalities before adding more modules or features to your Microsoft Dynamics 365 solution.
Microsoft constantly updates Dynamics 365 with new features and add-ons. So, you will not likely require all the latest features for your business. Also, there can be only a few features that can perfectly fit your business’s needs.
Therefore, you should study the current features of the Dynamics 365 solutions to figure out why it is available. Then, it will help you choose custom components that suit your business needs.
Build Cross-functional Teams
A cross-functional team is essential to carry out the implementation. Therefore, ensure that you do not deploy a single team to implement Microsoft Dynamics 365 for your business.
Instead, you should delegate the responsibility of the implementation to cross-functional teams that can find and recognize inefficiencies, bottlenecks, time gaps, and problems with quality control.
It is an excellent practice to deploy a team of professionals to work on specific process adjustments and solutions to handle unexpected problems. It can also ensure the accomplishment of each job on schedule and within the budget.
Involve Your IT Team in Decision-Making
You can choose one of the Microsoft Dynamics implementation partners to implement Dynamics 365 for your business.
But, you should not leave the entire implementation to the consultant as it is not a good practice.
Instead, you should include your IT team to partner with the implementation consultant. It will help to use the right tools and methods.
Your IT team should decide on the critical matters related to the deployment and integrated systems.
It will ensure that your IT team can handle Dynamics 365 CRM independently after the implementation process.
Finally, you should document all the relevant features and use cases of the Microsoft Dynamics implementation. It will help prevent failure if an employee does not know the proper usage.
Proper documentation can help train your employees with the right usage with explanatory videos and guides.
Remember, many businesses fail to implement Microsoft Dynamics365 correctly due to poor planning. But, you can avoid such failures by actuating a strategic approach in the implementation.