Using Proven Practices for Microsoft Dynamics 365 Implementation

Using Proven Practices for Microsoft Dynamics 365 Implementation

The rapid business expansions into the online world and the shift in growth aren’t quite the same. Not all businesses experience the same growth. Businesses flourish when the right things are done at the right place. Customer relationships and market analysis need to be in place to tap the right opportunities. The future parameters seem going in two different ways.

Two major market gaps

Yes, they are two significant market gaps in effective business handling and sustenance. First, it has become quite unmanageable for small-scale businesses to handle the complicated as well as diversified stuff which requires the purchase of licensed software. Having a low monetary expenditure limit, the purchase of management software would drain them economically. On the other hand, for large firms, reckless expenditure and scalability for managing every trivial thing are not profitable enough to get desired returns.

However, you still need to manage your customers

Having said that the management of customer relationships is one of the critical parameters for businesses to succeed. In this era of online connectivity, product purchases are followed by instant reviews put onto the shopping sites or the exclusive site the organization has designed to display their products. Customer satisfaction is the top priority for most organizations and businesses. Online relationship management also calls for an online cloud platform to ensure proper back-up and audited the security of the data which is stored or exchanged.

Microsoft Dynamics 365 Service

One of the most sought-after applications to manage customer relationships with added productivity tools for small to the large-sized organization is Microsoft Dynamics 365 service. It is a cloud-based platform which has features to manage Customer Relationship Management (CRM), Enterprise Resource Planning (ERP) and much more based on your needs. This was launched in 2016 and Microsoft was the first to combine ERP and CRM application capabilities.

What is Dynamics 365 all about?

It is available in two standard formats - Business and Enterprise. It houses some of the significant core models to assist in overall business and enterprise management. Conventional consultants had a hard time maintaining and customizing the databases for unique business processes. So we can say that Microsoft is the flag bearer in innovating and reimagining things by abiding with standardization.

Microsoft has employed common data models to ease customization across various companies without any impending complications. It ensures lower costs and repeatability. The cloud commitment of Microsoft is no surprise here which allows more standardization and control on Microsoft Dynamics 365 development. It helps the user combine data from Dynamics 365, office 365 and other 3rd party sources to let user drive the point of actions on the same.

The core and significant business models envisioned by Microsoft includes -
  • Sales control
Sales control has introduced a new dimension towards continuity in sales operations. CRM systems are often held as sales tools to access activities specific to the sales process. The sales team is at ease to know the issues customers face and which are brought to the support team. The marketing team is equally assisted in understanding potential prospects.
  • Customer Service
Customer service automation services help firms manage the customer lifecycle from support to retention. Its user-friendly feature houses then the previous history of customer purchases and complaints to give a larger picture.
  • Field Service
It helps track customer complaints and activities in response to it. It makes to easier to assign field operations on a specified time and date, and one can go back to check the same. Resource scheduling or inventory management is easy to track down.
  • Finance and operations
Distribution and warehousing are at a place and stock and inventory easy to calculate. Fixed assets and accounts can be accommodated in here too. Project management and accounting along with internal and external projects can be stacked under one roof of software.
  • Artificial Intelligence (AI)
It is applicable along all the major business functional units. For instance, it can assist the sales team with improved decision making along with AI-assisted insights based on the customer data. It is a wise decision-assisting strategy to execute the relevant and impactful action to strengthen relationships forward.

What are the practices to implement Dynamics 365 successfully?
  • Configuration
Configuration involves setting up the workspace to create, modify, load, share or export data with customers, vendors and record traction history too.
  • Provide extensive training to end users and SMEs
One needs to identify whom all are using and ensuring the fullest use of the application. Training SMEs and end users would be a thorough and extensive approach towards exploitation of the customized features. Providing case studies to work on and leveraging applications of the same would help a lot. Clear understanding with information relation is the main focus of training.
  • Loading of relevant data
Data needs to be loaded to allow SMEs to review customer base, vendors, stocks and inventory along with financial records. Planning for data migration is also at ease here.
  • Power BI Workshop
Power BI is a dynamic tool to create Key Performance Indicators (KPI) dashboard for your business. It mainly displays the parameters to be considered to measure the success of any ongoing work. It also shows they are and scope of improvement for the business.

Successful implementation of Dynamics 365 solutions depends on identifying and listing out critical factors for success. It includes jotting down essential elements to success in each phase of the project and measuring them after their deployment. The scope of the project and Dynamics 365 developers should be assigned. The teams using Dynamics 365 solutions should be chalked out. Process analysis yields a system design which would tell which features need configuration. Along with the former, users and security parameters, custom development, data migration, and integration are some of the essential configurations necessary.


Microsoft Dynamics 365 is the revolution covering major business management activities. It was never too easy to manage multiple functional units simultaneously and access their data with reports in minimum steps which is made possible by Microsoft with such a user-friendly interface.

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