Microsoft Dynamics has matured to be a product that provides a business with all the facets to improve and enhance their daily functions. Also, rolling out Dynamics for your business is easy, if you have the right consultants to assist you.
Dynamics CRM 365 is now a super user-friendly product that makes is a single click event for the customers themselves to customize their own preferences. They can change the aesthetics, themes, views, dashboards as they prefer.
But in reality, the real crux of the matter and a Dynamics 365 rollout lies not with the look and feel, but with the decision of how the business needs to flow. This is the base of your optimal Dynamics 365 Rollout.
Here, in this blog, we focus our attention on the business side and the best practices to roll out a smooth Dynamics 365 implementation:
Infrastructure is the core: First of all plan whether you want to go on premise or on-line. This will depend upon whether you want to maintain a local data and infra and have an administration team to handle it, or you want Microsoft to take care of this all. In either case, also plan how many instances you want, like development, sandbox, production and get them all at once. This will save you from versioning issues at the time of deployment.
Consider out of the box features before customizing: As we all know, Microsoft is unceasingly in a pursuit to make Dynamics 365 an all in one business solution and hence updating it every now and then. So it is very important to first understand, what are the features available out of the box, optimized and ready to use, rather than straight away jumping to customization features.
Educate stakeholders on Dynamics 365: Present a relocatable business situation to your stakeholders through Dynamics 365. There is no point just looking at the isolated functionalities with no context to business. Dynamics 365 is actually versatile in customization, however generally you don’t have to be compelled to re-invent the wheel!
Do not try to fit the business in Dynamics 365: It is very critical that we do not try to fit the business processes into what comes with Dynamics 365. It is more important, that Dynamics 365 fits in your business correctly. It is very important to first identify what the business needs and then see whether it can be achieved by Dynamics 365 or not, which, it normally does.
Documentation can do wonders: While we all know that documentation needs to be done and done well, we miss out to get it reviewed and bought in ay all the stakeholders. Make sure you do the right documentation which is easy and understandable by all people involved and run by them to make sure all agree for a successful project execution.
Phase-out: Dynamics 365: is elaborate and takes time in adoption buy the users. While it is important to keep all the stake-holders involved and on the same page, it is important to roll out the business processes in phases and keep the momentum going.
Training is the key: The most important part of any roll out is not the development but the training. While we can spend months in developing something that is awesome, but will not furnish the purpose till the end user understands and executes what is built. Make sure that you spend the right time training and helping the users, thus enabling them to succeed.