Dynamics 365 Implementation Faux Pas to Avoid in 2021

Did you know? You can improve the efficiency of your workforce up to 50% by making a transition from Dynamics AX to Dynamics 365. When you opt for Microsoft Dynamics 365 services, you don't have to invest in maintaining the on-premise infrastructure since Dynamic 365 is a cloud-based solution that comes with intelligent business applications that help your personnel capture more accurate data resulting in improved efficiency. Besides improving work efficiency, Dynamic 365 offers a host of business benefits that include reducing the licensing and support costs, IT labor costs, whilst improving operational efficiency. In order to harness the benefits offered by Dynamics 365, it is important to ensure that it is implemented properly.

When it comes to implementing Dynamics 365 always make sure that you partner with the right Microsoft Dynamics 365 consulting services company that religiously follows the best implementation practices of MS Dynamics 365. You would be surprised to know that many times even professional organizations commit cringe-worthy mistakes when implementing MS Dynamics 365. Listed below are some common faux pas that you can avoid when partnering with a company for MS Dynamics 365 implementation. Let’s look at them.

1. Don't go overboard with customization

MS Dynamics 365 is a popular CRM solution available in the market that allows businesses to customize the solution tailored to their unique business needs. Though it comes with a host of customization functionalities, it is recommended to personalize this market-leading CRM system to the right extent. Otherwise, you may end up going overboard with the customization and may not be able to leverage this robust CRM solution to its full potential. Always remember that an over-customized configuration of MS Dynamics 365 not only makes the CRM difficult to use, maintain, and upgrade but also restricts you from harnessing the benefits offered by new functionality when it is rolled out by Microsoft.

2. Don’t be on a spree to automate every workflow or process

Automation has become a significant part of every business. Today, enterprises irrespective of their size or industry verticals are harnessing a host of benefits offered by automation. It is important to note that automating every workflow or business process won't lead to fruitful results. Ergo, it is recommended to leverage the potential of automation in processes only where it can deliver maximum benefits. Automating every workflow in your business will do more harm than good. The best way to implement automation in your CRM is to seek Microsoft Dynamics CRM services from an expert. When you partner with MS Dynamics 365 experts, they will offer continuous improvement based on their ongoing assessment even after the implementation of the CRM system.

3. Don't overlook the bigger picture

Another common Dynamics 365 implementation mistake committed by many businesses is that they quickly lose sight of the bigger picture since they direct all their attention on every individual step instead of the end goal. However, for a successful implementation of CRM, it needs to be done in a phased manner. When a company doesn't have a clear vision on how to plan CRM implementation and tread the same path without any road map, it soon reaches a dead end that requires backtracking and costly rework when the CRM system launches. Some businesses have a perception that once the CRM system goes live, the project is done, and they stop investing the required resources and time for post-development and training. This in turn leads to a moderate growth rate and the enterprise may not be above to leverage the CRM system to its full potential.

Final words

MS Dynamics 365 implementation is not child's play. For a successful implementation, it is strongly recommended to avoid the common faux pas discussed in this informative article.

Juliana Bryant is a professional writer, having a deep understanding of the latest technology. She has been writing insightful content for the last 5 years and contributed many articles to many websites.