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Microsoft Dynamics 365 Implementation: 5 Common mistakes and How to avoid them

Written by Shawn Sauve / calender-icon February 8, 2021

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Dynamics 365 implementation mistakes

Microsoft Dynamics 365 is a suite of modern, intelligent business applications ideal for both SMBs and large scale organizations, thanks to its in-depth insights, reporting capabilities, and integrated compliance.

To ensure a successful implementation and realize the key benefits, it is essential to choose the right partner and follow Dynamics 365 implementation best practices. There are several common mistakes that many organizations make when implementing Dynamics 365. These mistakes cannot be overlooked; our iterative delivery methodology reduces the risk of these errors during your CRM implementation.

Common Dynamics 365 Implementation Mistakes

1. Avoid Over- Customization

Microsoft Dynamics 365 is a market-leading CRM solution that offers the opportunity to tailor the solution to meet the unique needs of different businesses. However, it is crucial to utilize the customization functionality properly; otherwise, things can likely end up south and your business will not be able to use the standard software to its maximum potential.

An over-customized configuration makes the CRM framework much more difficult to maintain and upgrade, and limits the ability to realize the benefits of the new functionality when it is released by Microsoft.

An effective CRM solution must align with the unique needs of an organization. At DynamicsSmartz, we start our implementation process by making sure we understand your requirements, devise a roadmap, and plan the solution that addresses your specific business goals.

We work with you to use a configuration led-approach to concentrate on maximizing standard capability and only make customization suggestions where we believe that business advantages will far outweigh the cost and efforts.

2. Work around the User’s needs

While Microsoft Dynamics CRM has a wide range of outstanding features, they are not applicable for all users. When implementing the solution, many businesses and Dynamics partners often neglect users, which leads to a CRM framework that can only be used by certain individuals, or it is often perceived as too complicated by users who only require a sub-set of features.

We follow a role-based approach to implementing Microsoft Dynamics 365, ensuring that users have the unique specifications they need to use the system effectively across departments.Dynamics 365 is capable of representing the requirements of several different users. We ensure that each user has the relevant information they need to support their role whenever they log in.

3. Implementing too much at once

Many organizations look to resolve all of their business challenges immediately when implementing Microsoft Dynamics 365. This results in high initial costs and significant time investments.

When you implement too much at once, it becomes difficult to adapt rapidly, leading to fatigue across the organization, with stakeholders not witnessing any immediate advantages and becoming disenfranchised with the project.

Implementing Dynamics 365 should not be a linear, monolithic process, where an entire CRM solution is built from the ground up and released all at once. Instead, you should concentrate on implementing system elements to achieve the greatest positive impact in the shortest time possible.

4. Automating every Business Process

We are all aware about the business benefits of automation. But automating every business process can lead to not-so-favorable results. It is essential to leverage business automation in sectors where it can generate optimum results. Automation of incorrect business processes will not benefit a company in any way. Microsoft Dynamics 365 requires flexibility to be improved after the go-live.

At DynamicsSmartz, we follow a flexible and agile implementation methodology. When you partner with us, we come up with a solution that is designed to facilitate organizational change. We work to provide continuous improvement even after the CRM framework is introduced through our ongoing evaluation of your business needs.

5. Losing sight of the bigger picture

An effective CRM implementation needs to be delivered in small, well-defined phases. More often than not, companies become too fixated on each move and forget about the end goal. If businesses do not have an overall vision and road map on how to plan the implementation, it can cause expensive rework and backtracking when the CRM system goes live.

Some businesses believe that once the system is live, the project is complete and do not invest the requisite resources and time into post-live training or development. This leads to a slow growth rate and results in not being able to use the application to its full potential.

Microsoft invests heavily in research and development to ensure that Dynamics CRM is adept with the latest technological developments to help you stay on the top of your game. Follow these tips to avoid the most common Dynamics 365 implementation mistakes.

Accelerate your Implementation Project with Our BYT Model

Microsoft Dynamics 365 Implementations can be complex. At DynamicsSmartz, we have a seasoned team of certified consultants who support your organization at every phase of the implementation process.

Implementations are high stakes! With our ‘Build Your Team’ Model, you can Go Live faster and drive digital transformation sooner. We are certain that our Microsoft Certified Gold experts can simplify a potentially painful process and streamline your solutions. Shortlist, interview, hire and have total control of your team. Witness substantial savings and hit the ground running from day one. Drop us a line for a quick consultation.