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Microsoft Dynamics 365 Readiness: Get Set for Success

Published: March 09, 2017
Brent Fisher is the Director of Velocity Solutions at Tribridge. Read More

Microsoft Dynamics 365 is the latest advancement from Microsoft, offering businesses all they need in one software application. Being able to tie operations and financials to marketing, lead generation and field services is truly a game-changer.

Because this concept has been long-awaited, many are excited and want to jump right into using the software. However, the excitement is also met with confusion and it can be hard to decipher what these new capabilities really mean for your business.

We want to clear things up and help you get started. Before you begin implementation, it is vital to first assess your current situation.

For Existing Dynamics Customers

Ask yourself these questions…

Where are you today?

In addition to evaluating your current technology, you need to look at taking steps towards being ready for a cloud-enabled environment. Could your salesforce and remote employees use more mobility and productivity tools? Are you ready to completely transition from on-premise? What applications are you already using that are in the cloud?

Where will you be tomorrow?

Maybe you're long overdue for an upgrade or growing quickly out of your current system. There are a lot of options out there for Enterprise Resource Planning (ERP) and if you don't know where you hope to be in 3, 5, or 10 years, then the decision is going to be that much harder.

Where do third-party apps fit in?

Dynamics 365 and the introduction of AppSource makes setting up your business application as easy as 1, 2, 3. But this is still your business we're talking about, not apps you use to order pizza on your phone. The risks are bigger than you may realize. You need to understand how third-party apps work with Dynamics 365 in order to set your business up for a successful implementation from the start.

For new Dynamics customers

There are a couple of important things to consider…

Dynamics 365 lets you start small and grow at the right pace. You can start with the sales application or financials and grow into more of the operations side to include inventory management, manufacturing and distribution. Once you see little wins, you can grow from there.

There are also two versions of Dynamics 365: Dynamics 365 Enterprise Edition and Dynamics 365 Business Edition for small to mid-size businesses or SMBs. The main differentiator is that Enterprise is more scalable for larger environments with additional complexities. Our recent blog, Understanding Microsoft Dynamics 365 Options: Licensing, Editions, Pricing and User Types, does a good job of explaining the available choices.

If you need help determining if Dynamics 365 is the right choice for your organization, ask us for a free roadmap assessment, where we will review your business structure and goals with you.

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