A Beginner’s Guide to Implementing Microsoft Dynamics 365
Imogen Usherwood
Adopting new software can be a daunting process; while Microsoft Dynamics 365 can be installed with a few simple clicks as opposed to an elaborate coding process, it is easy to make mistakes, and there are several things that should be borne in mind.
As with any big project, it’s vital to start with the end; having a clear understanding of how Dynamics 365 will work for your business and what you expect from your finished product will make the installation process easier. It will also save time and effort, both in the stages of installation and afterwards, as you won’t find yourself storing the same data across multiple parts of the system.
In addition, you may wish to consider working with a partner; there is a temptation not to bother because of the seemingly straightforward process of installation, but it is worth thinking about. An experienced partner firm will be able to offer an understanding of what does and doesn’t work, as well as how to apply Dynamics 365 to suit different needs. It might be worth taking advantage of this expertise, especially if you are looking at customising the software to your purpose, not just configuring it. Customisation requires designing, building, testing and maintaining, as opposed to configuration, which uses the setup tools already available.
After the software has been implemented, it’s important not to stop paying attention to it. It’s like being shown how to drive a car for the first time and expecting to get out on the motorway at once – just by getting started, you don’t necessarily have the skills to deal with everything that comes your way. To take the analogy further, you also need to care for your car’s upkeep, refuel and so on, if you are to keep driving it. In the same way, you have to monitor the way any new software works, and be prepared to adjust parts as you go.
Installing Microsoft Dynamics 365 need not be overwhelming if it is done thoughtfully and deliberately, with a careful plan and an enthusiasm to make it work for your business.