{"id":13916,"date":"2018-02-05T18:20:50","date_gmt":"2018-02-05T23:20:50","guid":{"rendered":"https:\/\/www.sherweb.com\/blog\/?p=13916"},"modified":"2019-08-14T16:23:52","modified_gmt":"2019-08-14T20:23:52","slug":"5-tips-succesful-microsoft-dynamics-implementation","status":"publish","type":"post","link":"https:\/\/www.sherweb.com\/blog\/microsoft-ecosystem\/dynamics-365\/5-tips-succesful-microsoft-dynamics-implementation\/","title":{"rendered":"5 Tips for a Successful Microsoft Dynamics Implementation"},"content":{"rendered":"<p><span lang=\"EN-GB\">Being succesful in a Microsoft Dynamics implementation is challenging. In fact, it\u2019s so well-known in our industry that some think it\u2019s impossible to implement successfully.<\/span><\/p>\n<p><span lang=\"EN-GB\">While it\u2019s difficult, complicated, and some can fail, it\u2019s 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.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><a href=\"https:\/\/info.sherweb.com\/How-to-Run-a-Successful-Business-with-Dynamics-365.html\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to download our free ebook on Dynamics 365 and get answers to your questions!<\/a><\/h3>\n<p>&nbsp;<\/p>\n<p><span lang=\"EN-GB\">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\u2019t make the same mistakes we did.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span lang=\"EN-GB\">Tip #1: Gather the best team possible<\/span><\/h2>\n<p><span lang=\"EN-GB\">When implementing a Microsoft Dynamics solution in a client\u2019s 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. <\/span><\/p>\n<p><span lang=\"EN-GB\">\u00a0<\/span><\/p>\n<h3><span lang=\"EN-GB\">Surround yourselves with the best<\/span><\/h3>\n<p><span lang=\"EN-GB\">To make sure you are doing the best you can, you need a terrific team on both sides: on your company and your client\u2019s 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\u2019s team.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span lang=\"EN-GB\">Ask to meet the right people<\/span><\/h3>\n<p><span lang=\"EN-GB\">On their side, it\u2019s 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.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><span lang=\"EN-GB\">Partner with the perfect <a href=\"https:\/\/www.sherweb.com\/partners\/\" target=\"_blank\" rel=\"noopener noreferrer\">Microsoft reseller<\/a> for you<\/span><\/h3>\n<p><span lang=\"EN-GB\">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\u2019s 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.<\/span><\/p>\n<h3><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-reseller\/\" target=\"_blank\" rel=\"noopener noreferrer\">Click here to sign up to our partner program and start reselling Dynamics 365 in less than 10 minutes<\/a><\/h3>\n<p><span lang=\"EN-GB\">\u00a0<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span lang=\"EN-GB\">Tip #2: Find the needs<\/span><\/h2>\n<p><span lang=\"EN-GB\">Making a successful Microsoft Dynamics implementation happen is no small task, but it\u2019s an essential one for your clients. The first step is to understand why is it important, and what they need from it. <\/span><\/p>\n<p><span lang=\"EN-GB\">\u00a0<\/span><span lang=\"EN-GB\">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.<\/span><\/p>\n<p><span lang=\"EN-GB\">\u00a0<\/span><span lang=\"EN-GB\">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.<\/span><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-13924\" src=\"https:\/\/www.sherweb.com\/blog\/wp-content\/uploads\/microsoft-dynamics-convergence-social-engagement-100592859-primary.idge_.jpg\" alt=\"5 tips for a succesful Dynamics implementation\" width=\"620\" height=\"413\" srcset=\"\/blog\/wp-content\/uploads\/microsoft-dynamics-convergence-social-engagement-100592859-primary.idge_.jpg 620w, \/blog\/wp-content\/uploads\/microsoft-dynamics-convergence-social-engagement-100592859-primary.idge_-300x200.jpg 300w, \/blog\/wp-content\/uploads\/microsoft-dynamics-convergence-social-engagement-100592859-primary.idge_-600x400.jpg 600w\" sizes=\"auto, (max-width: 620px) 100vw, 620px\" \/><\/p>\n<p>&nbsp;<\/p>\n<h2><span lang=\"EN-GB\">Tip #3: Make a plan<\/span><\/h2>\n<p><span lang=\"EN-GB\">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\u2019s team, but you will be able to organize the implementation efficiently. If you want a successful Microsoft Dynamics implementation, don\u2019t forget to establish processes and make a plan.<\/span><\/p>\n<p><span lang=\"EN-GB\">Now that you have the best team possible and you know what you need, it\u2019s 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. <\/span><\/p>\n<p><span lang=\"EN-GB\">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.<\/span><\/p>\n<p><span lang=\"EN-GB\">\u00a0<\/span><\/p>\n<h2><span lang=\"EN-GB\">Tip #4: Never stop communicating<\/span><\/h2>\n<p><span lang=\"EN-GB\">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.<\/span><\/p>\n<p><span lang=\"EN-GB\">\u00a0<\/span><span lang=\"EN-GB\">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.<\/span><\/p>\n<p><span lang=\"EN-GB\">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.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h2><span lang=\"EN-GB\">Tip #5: Stay close to the implementation<\/span><\/h2>\n<p><span lang=\"EN-GB\">Finally, from experience, I will say that most successful Microsoft Dynamics implementations happen because the clients received outstanding training. It\u2019s no secret that your success rate will directly correlate to your user\u2019s understanding of the solutions.<\/span><\/p>\n<p><span lang=\"EN-GB\">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.).<\/span><\/p>\n<p><span lang=\"EN-GB\">Many ERP or CRM system implementations fail over time because the team doesn\u2019t understand it or doesn\u2019t use it to its full potential. So don\u2019t hesitate to offer a compelling customer service plan, and discuss training needs with your clients and their teams. It\u2019s one of the most important parts of a successful Microsoft Dynamics implementation because it will directly affect productivity, efficiency, and long-term success. <\/span><\/p>\n<p><span lang=\"EN-GB\">\u00a0<\/span><span lang=\"EN-GB\">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\u2019t overlook them.<\/span><\/p>\n<p>&nbsp;<\/p>\n<h3><a href=\"https:\/\/www.sherweb.com\/microsoft-dynamics-365\/\" target=\"_blank\" rel=\"noopener noreferrer\">Learn more on how to manage your business with Dynamics 365<\/a><\/h3>\n<p>&nbsp;<\/p>\n<h2>Conclusion<\/h2>\n<p><span lang=\"EN-GB\">A<\/span><span lang=\"EN-GB\">nd that is how you can put your team and your clients on the road to a successful Microsoft Dynamics implementation. It\u2019s a complex process that requires all your attention, your planning skills, and your best team. It\u2019s 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\u2019s goals with a win-win. <\/span><\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Successfully implementing a CRM or an ERP is challenging. Microsoft Dynamics solutions are not sp","protected":false},"author":177,"featured_media":13917,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[652],"tags":[598],"class_list":["post-13916","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","tag-dynamics-365"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>5 Tips for a Successful Microsoft Dynamics Implementation<\/title>\n<meta name=\"description\" content=\"There are a couple of things you can do to make sure you have a succesful Microsoft Dynamics implementation. 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