Dynamics 365 Business Central Implementation

Many companies don't have visibility into their operations or data and so must scramble to react to situations and challenges as they arise. For example, does your customer service department spend a lot of time researching information when receiving inquiries, or do you have the tools and resources to anticipate a customer call and the resolution steps that result? There is a difference between the two operating modes, and this is where Microsoft Dynamics 365 Business Central implementation comes into play.

Also known as D365 Business Central, this cloud-based solution centralizes CRM and ERP functionality into applications that work together and effectively connect your company's departments, including sales, marketing, service, operations, and finance.

Business Central Implementation benefits

Dynamics 365 Business Central solution offers various advantages which allow you to:

1. Seamlessly connect all your information systems
2. Make valuable analyzes from data
3. Shorten the sales cycle
4. Strengthen customer engagement
5. Improve customer satisfaction
6. Easily deploy and adjust the solution
7. Increase return on investment
8. Streamline business processes
9. Reap the Benefits of Automation

Looking for Dynamics 365 Business Central Implementation Partner? Dial +44 207 193 2502 to talk to Dynamics 365 expert today.

Microsoft Dynamics 365 Business Central Implementation Process

Start with “why”
Connect your D365 investment directly to your strategic visions and missions. What aspects of your vision can the platform help you with? Try to set measurable goals, for example: "Achieve the highest customer satisfaction score in our industry within 2 years".

Once you have determined the "why", focus on each business unit of your company. Capture potential efficiencies, current pain points, and general requirements. Create a list, or "backlog", of your results and rank them according to expected business value.

Create a cross-functional team to lead the project
The next step is to assemble the right team of employees to help plan and execute your implementation. These key stakeholders should have in-depth knowledge of their respective business units to provide constructive system requirements and insight into how Dynamics 365 will impact day-to-day operations.

Many companies think that a D365 business central implementation is IT-only, which means they focus on IT staff for the implementation. While it is true that IT plays a role, it will not have the same perspective as business users. To make sure the product meets your goals, focus on recruiting business analysts and business experts - in other words, people on your team who know your business extremely well and are dedicated to this implementation.

For example, if your implementation includes finance, logistics, sales, and customer service, you should have at least one representative from each of these departments on your team. Ideally, these people will be fully dedicated to implementing your Dynamics 365 Business Central, which means you should also think about replacing them in their positions. If, for example, you have a customer service manager who is dedicated to the implementation for 6 or 9 months, you should consider finding someone else who can replace him during his absence.

Identify important goals
Consider the scope of your project and the expected outcome. What does success look like? Will the whole company be using Dynamics 365 Business Central or just specific teams? What processes will the software support? Identifying goals upfront will allow you to plan accordingly. If you are working with a partner, you may be asked to compile a list of key performance indicators that will help demonstrate successful adoption. Collaborate with department heads to determine results that show the added value of the implementation.

Tie up your plan
It is obvious that planning is crucial for any project, but it is particularly important when implementing a tool dedicated to the business organization. Because Dynamics 365 is cloud-based, you should review your infrastructure and systems architecture to confirm that your users can access externally hosted applications without compromising performance.

It's also important to think about the overall impact D365 will have on your business. Many companies overlook the human side of change when implementing modern technologies. Here are some questions to ask yourself to enable your business to make the transition:

How complex is the change needed to adopt the new system?
Are there other significant changes happening at the same time?
Which roles will be most affected?
What training capabilities does the company have?
Who will be the executive sponsor of the project?
How will we support the user community?
How will we welcome new users?

Understand the features of Microsoft Dynamics 365 Business Central
Dynamics 365 Business Central has a lot to offer, which is why it's important to review the functionality of the solution before implementing it. Consult Microsoft or your implementation partner to better understand how the platform can accelerate your business. Dial +44 207 193 2502

Perform a process review
Take the time to analyze your existing processes and procedures across the business. This is also the time to gather your current business process plans. Having well-documented processes will save considerable time during implementation.

Assess current systems and tools
Take inventory of the software applications in each business unit that will be part of the process. Is all the software up to date with the latest versions? You want to make sure the systems you have in place can easily integrate with D365. At this point, it's also important for your team to look ahead and get familiar with the new solution.

Clean your data
Review the quality of your data, determine what data will be migrated to Dynamics 365, then eliminate any outdated, redundant, or irrelevant information. Remember that the value of your system depends on the value of its data. It is therefore important to ensure that everything is as precise as possible from the start. Data cleansing is often time-consuming and requires a large effort across the enterprise to complete. After carefully reviewing and cleaning your data, ensure that it is easily referenceable and accessible during implementation.

Test and train
Make sure you understand your own testing capabilities. What is the testing process in your company? Have a core group of users to help you test to make sure every role in your business can work well with the new system. It will also allow your team to train in D365 before it goes live.

It's also important to think about how your staff will learn about the software - face-to-face, e-learning, or a combination of both types of training. User training should be role-based and tailored to the learning styles of your employees.

Deployment and evaluation
Be prepared for any obstacles on commissioning day. Your team should be ready to answer user questions and lead their teams through the transition. Your IT team should be ready to provide support and answer technical questions.

One important thing to remember is that implementing an enterprise system is not a “one size fits all” solution. You should plan for regular updates after go-live, taking user feedback into account throughout the process. Plan for continuous improvement and anticipate change, especially as priorities shift.

Why use a Dynamics 365 Business Central implementation partner?
After performing your performance gap analysis, you may have discovered that you do not have all the skills and capabilities within your organization to ensure a successful D365 implementation. This means that you should consider bringing in an experienced partner.

You want a partner who has experience – not just someone who just comes in to deal with the D365 implementation. You want a partner who will help you plan and set priorities, and who can recommend and implement best practices, especially when it comes to processing engineering and refinement.

There are many benefits to teaming up with a D365 implementation partner, including:

Industry knowledge
Change management expertise
Implementation experience
Integration Expertise
Training and support services
Guarantee of quality and best practices

Need Dynamics 365 Business Central Implementation Partner? Get in touch today to get the best and stress-free implementation benefits; call +44 207 193 2502

Author's Bio: 

Terrance is Microsoft Dynamics 365 Consultant having expertise in implementing Dynamics 365 Business Central, Power BI, Finance, Sales, and much more.