Microsoft Dynamics 365 has emerged as an industry leader in the CRM and ERP platforms, offering scalable systems that grow with businesses of all sizes. According to Forrester’s September 2020 Global State Of CRM Survey, 44% of CRM deployments struggle with poor user adoption as workflows and experiences must be customized to add value to each front-office worker.
While its comprehensive suite of applications has helped companies worldwide accelerate their productivity. However, a Microsoft Dynamics 365 implementation process is prone to challenges. We have listed a few for you to remember so your business can avoid them.
Choosing the Right Partner
Implementing a new CRM or ERP system is not a simple process. Organizations must have expert professionals to analyze business requirements and ensure a smooth implementation. Be sure to select and evaluate the right partner who can fully understand the problem that your business is facing. Microsoft Dynamics 365 provides different productivity tools to deploy, and experienced implementation partners can help you leverage it to its fullest potential.
Data Migration
When you migrate to a new solution, you must carry over legacy data and business-essential information from your old CRM or ERP system. Data migration will take 25 to 35% of your overall implementation time, and the process gets more complex as the size of the data increases. Dynamics 365 efficiently integrates business processes, but results can be unyielding if the data migration is faulty. A disrupted data migration leads to an unsuccessful implementation. Therefore, it is best to check the data compatibility between the systems with a small sample before implementation.
Customization Choices
Dynamics 365 offers several customization options, and it is essential to pick the specific ones that suit your complex business needs. Planning well and circling out customizations in the early stages can save you time and money. You will also be able to streamline processes and carry out a profitable, well-executed implementation.
User Adoption
Organizations should meticulously train their teams to use the solution beforehand. Switching to a new ERP system from a traditional one is bound to disrupt the organization. Proper guidance and support are necessary to nurture user adoption and ensure the teams know all the benefits of Dynamics 365.
Microsoft Dynamics has several benefits, such as easy integration with familiar Microsoft products and easy learning for new users. In addition, employees who know the capabilities of the ERP platform will be able to leverage it well.
A One-time Implementation
Before an upgrade process, integrated applications, processes, people, ROI, and business continuity are crucial elements to remember. Overlooking the possible changes in these areas could lead to disorganization. Furthermore, implementing the application in one go will lead to disruptions as the process has numerous interconnected functions.
LevelShift – A way to budget-friendly implementation
Choosing the right Microsoft partner makes the Dynamics 365 implementation process steadfast, successful, and steady. LevelShift is a certified Microsoft Solutions partner that has worked with several companies across various business sectors for ERP implementation and migrations. Our on-demand services are sought after by clients because of their ability to meet technical and financial goals.
Achieve a successful Microsoft Dynamics 365 Implementation with LevelShift. Contact us now.
