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Guide to Implement Dynamics 365 Business Central Successfully

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Congratulations on your decision of a Microsoft Dynamics 365 Business Central (BC) implementation to enhance productivity and streamline operations in your company. This is a huge step into jumpstarting digital transformation! Now that this critical decision is behind you, it's time to plan and implement this powerful system to realize its greatest potential. Let's take a look at some critical steps in this process. 

Evaluate Your Current Systems

A Dynamics 365 BC implementation simply can't be executed on outdated systems and databases. Before diving into this endeavor headfirst, be sure that your company's infrastructure is up-to-date and can handle the migration. Many implementations are needlessly delayed and surpass budget constraints if they are rushed onto dated platforms.

Gather the Team

No project can get off the ground without the foundation of an expert project team. These members ideally should have excellent communication skills and the technical background to assist in the Dynamics 365 Business Central implementation. Additionally, appointing a project manager to spearhead the team will assist in communications throughout the affected departments during the planning process. 

Review Processes and Procedures

A review of any current manually operated processes that will be automated with the new ERP is necessary to ensure a successful rollout. Identification of areas for staff training on the new system will also be necessary. 

Preparing and Migrating Data

During the process, you may find that some existing data may be too outdated to migrate over to the new system. Weeding out any obsolete data ahead of the conversion can avoid future problems down the road. 

Testing and Validation

Before deploying the system across the entire company, it's crucial to have an isolated test database to ensure the validity and accessibility of the data as well as how effectively the system interfaces function.

Dynamics 365 BC Training with Employees/Staff

Hands-on staff training is important to the success of the execution of the platform. The degree of Dynamics 365 BC training will be dependent on the technical experience of your staff and any time constraints. This process can be simplified by first training your more tech-savvy employees who, in turn, can assist others in their respective departments.  Ensure that relevant documentation is published and distributed to the staff in a timely manner during this phase. 

At TMC, we have simplified the process of training with many years of experience. Our approach is to educate at the highest quality maintaining a low risk implementation of Dynamics 365 BC.  We provide three training options:

  • Customized Onsite Training
    • Our training integrates your specific work environment and can be conducted either at your facilities using a traditional, structured classroom approach or via the web, through our web based instruction system.
  • Group Classroom Training Offsite 
    • Our classroom training offers hands on product exercises and demonstrations on CPE accredited courses ranging from beginner to advanced topics.
  • Private Classroom Training (On-site, Off-site, or virtual)
    • This training combines the individual company needs with a structured classroom approach.

Going Live with Dynamics 365 Business Central!

The big day has finally arrived to go live across the company. Be flexible and expect some hiccups as staff acclimate to using the system. It's a good idea to have the project team at the ready to lead departments in this process. Communication is key here to ensure a successful rollout and make any changes as the need arises. 

When executed in a carefully planned and managed method, a Microsoft Dynamics 365 BC implementation can be successfully achieved across the company's infrastructure. If you are hesitant to go it alone on this venture, a Microsoft Dynamics partner can be brought aboard to assist in the planning and deployment of this system. 

Visit our website's solutions to learn more about our solutions in order to further your understanding of financial and business management systems. Team up with a certified Microsoft Gold Partner to make your migration to the cloud seamless. If you have any questions regarding Dynamics 365 or other ERP/CRM systems, contact us.

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