Customer and finance views diverge
Teams cannot follow an order or customer issue through to its operational outcome. Map where records begin, change and need to be shared.
Platform / Enterprise Business Platforms
Connect customer and operational work with Dynamics 365.
Start with the business process, then identify the Dynamics 365 applications and integration work that fit it.
Explore the fit
01
Customer processes
Consider sales and service journeys.
02
Business operations
Review finance and supply-chain needs.
03
Integration
Plan how data moves between existing systems.
Where to begin
A clear starting point for Microsoft Dynamics 365.
Define your requirements first, then evaluate the platform and implementation scope.
01
Choose the process to improve
02
Map current data and owners
03
Plan application fit and rollout
Connected work
The platform is part of a wider plan.
Microsoft Dynamics 365 should be considered alongside your existing systems, team workflows and the support needed after launch.
Explore Enterprise softwareQuestions worth answering
What should change for the people who use it?
Which data and systems must connect?
Who will own the platform day to day?
CRM and ERP planning
Start with the outcome.
Microsoft Dynamics 365 brings together business applications across customer engagement and operations. The useful question is which business process needs to improve first, because sales, service, finance and supply-chain requirements call for different application choices and data flows.
What a good plan produces
A Dynamics 365 roadmap connected to process ownership, data and adoption.
When it fits
Recognise the problem before choosing the platform.
These situations help identify where Microsoft Dynamics 365 may be useful and what needs a closer look.
Legacy systems hold the process together
People depend on exports and manual updates across departments. Identify integration boundaries before selecting applications.
A broad rollout feels risky
Multiple business units have different practices. Choose a first process with clear owners and measurable outcomes.
Focus areas
The work behind the technology.
A platform decision affects data, teams and everyday operations. These workstreams help define a useful scope.
Application fit
Compare the needs of sales, service, finance and operations with the relevant Dynamics 365 applications rather than treating the suite as one product.
Data model and migration
Review customers, products, transactions and historical records; decide what must move, be cleaned or remain accessible.
Integration design
Specify the systems that create or consume data and how failures, duplicates and ownership will be handled.
Adoption
Define roles, permissions, training and support around the daily work people will do in the new process.
Practical approach
From first question to a workable plan.
Select a business outcome
Choose the customer or operational result the first phase should improve.
Trace the process
Map steps, exceptions, data and teams involved in the current and desired flow.
Evaluate applications
Shortlist the Dynamics 365 applications and integrations that serve the process.
Plan phased delivery
Agree on migration, testing, training and support before extending the rollout.
Before you decide
Three questions that shape the scope.
Use the answers to assess fit and understand what needs to happen around the platform.
01
Which Dynamics 365 applications are actually required?
02
What data quality issues will affect migration?
03
How will teams work across application boundaries?
Common questions
About Microsoft Dynamics 365.
Is Dynamics 365 one application?
No. It is a family of CRM and ERP business applications. The right selection depends on the processes and teams in scope.
Can it connect with existing systems?
Integration is an important planning area. The approach depends on the systems, data ownership and update frequency involved.
Where should a rollout begin?
Begin with a well-defined business process, clear ownership and a realistic data and adoption plan.
In Enterprise Business Platforms
Explore related platforms.
Next step
Talk through the right fit.
Tell us what you need Microsoft Dynamics 365 to support.
