Anytime companies implement new software programs, there is always a chance that problems will occur. Microsoft Dynamics is no exception. In some cases, companies fail to implement the program correctly. In other cases, they may run into errors as they work through their projects. Although it is easy to blame the software for these types of problems, they are usually caused by user error. The software itself undergoes intense testing and is thoroughly checked to make sure it is compliant. Because of that, the odds of the program being the cause of the problem are relatively slim.

Instead, any errors most likely stem from improper use of the program. The likelihood of running into these types of errors can be reduced by implementing the program as carefully as possible.

Identify the objectives of your project. Prior to implementing the software, you should already understand what your objectives are. What do you hope to accomplish for your organization as a whole? What are your goals for this specific project? How can the Dynamics ERP and CRM help you achieve these objectives? How will you know if you succeed? If you fail to answer these questions before you begin, your chances of successfully implementing the program significantly decrease.

Train your employees. In order to get the most out of the program, you need to have people on hand who know how to run it. You don’t necessarily need to train every person in your organization. However, there should be at least a few people on your team who know the program inside and out so that they can deal with problems whenever they arise. Like other software programs, Dynamics is often updated by Microsoft. The people at your organization who work directly with the program should keep up with any changes – Usedynamics has some great, in depth information on the matter.

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Create a plan for your project. Even though the Dynamics program is a cloud-based service that can help your company be more efficient, there are limitations to what it can accomplish. When planning your project, set realistic goals. In your plan, discuss vital details such as your projected workflow, any data migration that needs to take place, team members who will be involved in the project, and a basic sense of the overall workflow. Coming up with a detailed outline of your project also will help guide you when deciding what investments you need to make. As an added bonus, it can improve efficiency by preventing problems like duplication or poor coordination between different members of the team.

Prioritize good communication. Like other projects, a successful CRM or ERP project relies on good communication between departments at your organization. Thanks to the cloud-based nature of Microsoft Dynamics, project data is more accessible than ever. This is in contrast to past programs where all of the data was compartmentalized.

Planning your implementation. When you begin implementing MS Dynamics, there are a number of decisions that you need to make. For instance, do you want to update the program manually or automatically? Do you want to pay for it upfront or do you want to pay over time with installments? The answers to these questions usually will depend on how much money you have to spend, the requirements of your project, and the knowledge and technical skill level of your employees.

Evaluating your mobile needs. In today’s world, most software programs are judged on whether or not they are compatible with mobile devices. Evaluate the needs of your business to decide whether or not mobile compatibility is a priority. This will largely depend on how your employees work. For instance, if they work remotely, they are probably more likely to use mobile technology than if they work in the office.

Posted by Wendy Dessler

Wendy is a super connector who helps businesses find their audience online through outreach, partnerships and networking. She frequently writes about the latest advancements in digital marketing and focuses her efforts on developing customized marketing plans depending on the industry and competition.

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