Being succesful in a Microsoft Dynamics implementation is challenging. In fact, it’s so well-known in our industry that some think it’s impossible to implement successfully.
While it’s difficult, complicated, and some can fail, it’s not impossible. But there is no magic, no quick fix, and no recipe for a successful Microsoft Dynamics implementation. Only hard work, communication, and dedication will win the day in the CRM and ERP world.
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There are a couple of things you can do that will help successfully implement any Microsoft Dynamics products. There are some actions you can take that can make all the difference in your implementation, and put you on the road to success. We have learned them the hard way. Here they are, so you don’t make the same mistakes we did.
Tip #1: Gather the best team possible
When implementing a Microsoft Dynamics solution in a client’s enterprise, you will be in charge. As the reseller, you will have to provide a support system. Keep in mind that you are there to guide, inform, and ensure them that the Microsoft Dynamics implementation will be successful.
Surround yourselves with the best
To make sure you are doing the best you can, you need a terrific team on both sides: on your company and your client’s side. First, you need a well-trained, excellent communicator, and knowledgeable technical people that will handle the implementation. And most importantly, you should always appoint a project manager for any implementation to ease the communication between your team and the client’s team.
Ask to meet the right people
On their side, it’s important to meet people that can recognize bottlenecks, needs, and problems in their processes. They will be your signallers to point out red flags to fix within your Microsoft Dynamics solution.
Partner with the perfect Microsoft reseller for you
Finally, your own partner can be a strong influence for a successful implementation of Microsoft Dynamics. Choose a partner that you can truly rely on. A Microsoft partner is not your typical kind of business. It’s a relationship that can level up your business with 24/7 support, easy onboarding, and a white label partnership. Find the best suitable Microsoft Partner, so you can provide the very best to your clients without worrying about everything.
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Tip #2: Find the needs
Making a successful Microsoft Dynamics implementation happen is no small task, but it’s an essential one for your clients. The first step is to understand why is it important, and what they need from it.
After assembling your five-star team, sit down with your clients and carefully listen to what they say about their enterprise, their processes, their problems, and their requirements. These are the keys to a well-crafted and easy-to-implement Microsoft Dynamics solution.
By understanding where your clients come from and where they want to go, you will be able to find not only the most suitable solutions in the broad Microsoft Dynamics range of programs but also the kind of customization in the ERP or CRM systems that could change the life of your clients. A successful Microsoft Dynamics implementation is all about clear communication.
Tip #3: Make a plan
It might sound obvious, but by making a detailed plan for your implementation process and sticking to it, you will not only reassure your client’s team, but you will be able to organize the implementation efficiently. If you want a successful Microsoft Dynamics implementation, don’t forget to establish processes and make a plan.
Now that you have the best team possible and you know what you need, it’s easy to see what the next steps are, the chosen solutions and its customizations. A good plan will help you have better control over the schedule, the resources, the process, and the budget.
While some steps might take more time, or some problems can emerge on the road, your planning will always be there to give you an overall look at the situation, and adjust accordingly without losing money or valuable time.
Tip #4: Never stop communicating
This might be the most precious piece of wisdom you can get from this blog post. Communication can and will save you from many mishaps and failures during the implementation.
If you ask the right questions, get the relevant information, follow up regularly with your clients to hear their concerns, and if you listen carefully to their team, you should be on the road to a successful Microsoft Dynamics implementation.
Many of our partners avoided catastrophe simply by communicating with their clients. And in times of crisis, if it happens, it can really improve your relationship with your client when they hear about your plan and your progress.
Tip #5: Stay close to the implementation
Finally, from experience, I will say that most successful Microsoft Dynamics implementations happen because the clients received outstanding training. It’s no secret that your success rate will directly correlate to your user’s understanding of the solutions.
I strongly recommend that you stay close to the implementation to answer questions, make adjustments, and provide all kinds of training (guides, personalized sessions, videos on specific applications, etc.).
Many ERP or CRM system implementations fail over time because the team doesn’t understand it or doesn’t use it to its full potential. So don’t hesitate to offer a compelling customer service plan, and discuss training needs with your clients and their teams. It’s one of the most important parts of a successful Microsoft Dynamics implementation because it will directly affect productivity, efficiency, and long-term success.
As a Microsoft Dynamics reseller, you are the point of contact for your clients if they have problems, questions or needs. This privileged position can become very valuable for your company as you can offer a wide range of services from customer service to training and updates. Don’t overlook them.
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Conclusion
And that is how you can put your team and your clients on the road to a successful Microsoft Dynamics implementation. It’s a complex process that requires all your attention, your planning skills, and your best team. It’s all about dedication, work, and open communication. From listening to your clients carefully to crafting a customized solution that they understand and like, you will achieve both team’s goals with a win-win.
