On the relentless road to becoming effective, businesses are relying on Microsoft Dynamics implementation to combine CRM (customer relationship management) and ERP (enterprise resource planning) functionalities into a powerful cloud-based solution that breaks down silos between departments including sales, marketing, finance, service, operations, and HR.
Worried About the Cost of Implementing Dynamics 365? Not Sure Where to Begin?
Benefits of a Dynamics 365 Business Central Implementation Plan
Let’s take a closer look at what Dynamics 365 implementation can do and how it helps businesses perform. The software is based on numerous modules, including:
This module automates marketing activities and makes it easier for businesses to understand and segment their leads—and saving time this way is just one reason to put together an Office 365 implementation project plan.
It also provides the ability to reinforce a distinctive brand with an email brand editor, personalized customer journeys, and other tools. Furthermore, the marketing module is a powerful way to collect and analyze data that uncovers insights about consumer behaviors and the performance of your campaigns.
- Marketing: This module automates marketing activities and makes it easier for businesses to understand and segment their leads—and saving time this way is just one reason to put together an Office 365 implementation project plan.
- It also provides the ability to reinforce a distinctive brand with an email brand editor, personalized customer journeys, and other tools. Furthermore, the marketing module is a powerful way to collect and analyze data that uncovers insights about consumer behaviors and the performance of your campaigns.
- Sales: The sales module automates sales processes—and yet another reason to account for Microsoft Dynamics 365 implementation cost as part of your overall spending to make them more efficient and scalable, meaning you can hit more targets.
- It comes with an intuitive and user-friendly interface that allows sales staff to be hyper-productive, and makes it easy to manage the entire customer life cycle and view all customer data within the same system.
- Business Central: This is the hub of Dynamic 365’s ERP offering, a flexible, comprehensive and highly secure platform that brings together finance, project management, supply chain and more so that companies can more effectively manage growth and control costs.
- Customer Service: This module gives organizations all the tools they need to provide first-class customer service. It comes with AI and automation capabilities that assist in preventing and solving problems and personalizing services while meeting growing demand.
- Field Service: This module is used for sharing data and data migration that is critical to running smooth business operations.
- It provides an easy way for field teams to communicate with each other, other teams and customers through a self-service portal, while boasting built-in smart analysis tools that proactively resolve issues and boost productivity.
- Project Automation: This is where projects can be easily managed, tracked, and resourced, helping companies to make sure they are keeping within timelines and budgets. Used well, this module can improve productivity and help to project profits more accurately.
- Finance and Operations: Another core module of the ERP stack, Finance and Operations provides businesses with the functionality needed to optimize and automate a wide range of business processes, plan and manage finances, make informed business decisions, and ensure delivery of excellent customer experiences.
- Commerce: By fusing in-store and back-office activities, this retail-focused module allows companies to create cutting-edge online and offline shopping experiences that boost customer loyalty, satisfaction and spend.
- With Dynamics CRM implementation, It can also be used to manage multiple stores in a single platform, provide deep customer insights, and integrate with other applications.
- Human Resources: Last but not least, the HR module integrates seamlessly with Office 365 and LinkedIn to help hiring managers recruit, train and retain top talent. It also automates mundane tasks such as attendance tracking, payroll and vacation tracking.
When planning the implementation process, businesses can expect:
- Improved integration of financial, operational, and customer data in an intelligent system.
- Familiar user interfaces that staff can quickly learn and use to become more productive.
- A highly scalable solution that can be customized with simple yet flexible low-code tools.
- Better communication across the business with work-anywhere, cloud-connected staff.
How To: Implementing Dynamics 365
Looking for a successful implementation of Dynamics 365 and digitally transforming the way you do business? Simplify follow the guide below.
- Determine the business case: It can be tempting to go full steam with such a highly rated solution, but be sure to figure out how it fits in your company’s broader mission. Whoever you are pitching the software to will need to clearly understand how it will directly benefit the business in language that they understand.
- Put together your team: You’ve got the green light on Dynamics 365 implementation, so it’s time to mobilize your dream team. You will need to enlist business-minded people with knowledge of each function that the software touches (finance, operations, field service, etc.), as well as a strong contingent of IT experts, highly organized project managers, and analysts.
- Document your objectives: Each business has particular ideas of what it can achieve with Dynamics 365. If you have a firm understanding of what you are using the solution for, it will be much easier to make a concrete plan to make it a reality.
- Done right, your project team will be able to accurately report back on whether the implementation has been a success.
- Consider an implementation partner: Partners like 1Rivet can take Dynamics 365 implementation from being a major upheaval to a smooth and painless experience for your business.
- If you’re lacking the skills or bandwidth needed in-house to roll out the software, think about taking advantage of the services of experts who have been there and done it when it comes to setting up Dynamics 365.
- Review your processes, systems and tools: Before truly understanding how Dynamics 365 will improve your business, you need to take full stock of what it will be replacing and working alongside. Take a comprehensive look at your existing processes and applications and consider how they will be replaced or enhanced by Dynamics 365
- Layout your implementation plan: It’s crucial to have a plan in place before rushing ahead with your Dynamics 365 implementation because major issues could cause interruptions to business operations.
- You should also consider the impact the implementation will have on the business, such as how roles will be affected, how users will be supported, and whether other big changes are happening around the same time.
- Implement and measure ROI: Onto the most eagerly awaited stage of the project: implementation. Be ready to deal with emergencies on go-live day, as well as answering questions from users adopting the software across the business.
- As the system matures, you can begin evaluating how operations are improving as a result of your efforts!
What Are CRM and ERP?
To those unfamiliar with the terms CRM and ERP, let’s cover some quick definitions.
ERP is software used by organizations to manage day-to-day back-office business processes, including finance, purchasing, project management, supply chain, compliance and more. The most advanced ERP solutions allow businesses to become exponentially more productive and efficient through the use of process automation, artificial intelligence, and more.
CRM is software that companies use to manage front-office activities, like dealing with customer service issues, managing sales and marketing initiatives, and operating field services.
That makes MS Dynamics 365 a one-stop-shop for both front- and back-office operations.
Make the Most of Your Dynamics 365 Project With 1Rivet
1Rivet has a team of subject matter experts in Dynamics 365 and we’ve helped many organizations take full advantage of this powerful software.
Whether you are looking to learn more about the solution and its module or find your implementation partner, contact us today
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