3 Critical Assessment Points for Your Microsoft Dynamics 365 Transition

Being excited about Microsoft Dynamics 365 is one thing. Transitioning your entire business over to the cloud-enabled software is entirely another.

While some companies need to start from scratch, many companies have been on the road to this transition for years. There are three areas to assess in order to make the transition complete and stable for the future of your business.

1. Environment

Most businesses are using cloud technology already but may not even know they are. If you think about your current line of business applications like Office 365, payroll applications, time and expense systems, banking applications, etc., the amount of business done in the cloud has exceedingly increased in recent years.

Assess that current environment and take note of what you already have in the cloud, what you would like moved over and, finally, what that will mean for your business. Creating test and development environments is a great way to test the cloud waters and see if it will work for your business. Sure, this takes more time and commitment, but if you ask any developer, it’s worth that and more. You don’t want to transition everything at one time only to find you need to backtrack and redo that difficult work in the end. Test, test, test, and then test again.

2. Cloud readiness

Do you have what it takes from a technology standpoint to make the transition to Dynamics 365? It’s an invaluable question and one that we answer for clients every day. The first area to evaluate is your current customizations and integrations to see how those may translate to a Dynamics 365 environment.

Your current business applications tell you one thing about cloud readiness, but it’s how those apps work together that really enable you to be successful. With Dynamics 365, you may not need as many integrations or customizations, but make sure you understand that before making the transition.

3. Adapting to an App World

Many business users are struggling to adapt because the "app world" means easy access for what is solving their complicated business issues. The functionality is there, readily available, but the user needs to be educated on what that functionality means for their business. Reviewing apps on AppSource may seem like a casual stroll on Amazon, but there is a lot more to consider. In addition to testing out apps, there are tricks to know on how to search the tool.

Cloud computing is nothing new, but the question of whether your technology landscape or environment is ready for it is a crucial assessment you’ll want to make.

Tribridge has been assisting businesses and users in migrating to a cloud environment for years and in a variety of ways, including:

  • Helping clients take an on-premise deployment of line of business application or workloads and migrating them to a cloud environment, whether they are on Microsoft Dynamics or not. We have several customers today that we have migrated legacy homegrown systems to the cloud while in the process of deploying Microsoft Dynamics.
  • Taking clients to the cloud at their own speed, sometimes starting with BI & Analytics in the cloud while their ERP/CRM systems stay on premise. Or, creating Test & Development environments in the cloud until they are comfortable and confident enough to make the move.
  • We also help “cloud enable” third-party software providers’ Microsoft Dynamics applications and prepare them for using Appsource.

We are here to help you every step of the way and invite you to get started by signing up for our Dynamics 365 Assessment. Please contact us if you have any questions.

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