Considering an upgrade to Microsoft Dynamics 365? Do these 6 things first.

Adopting a new enterprise technology can simplify and rejuvenate your business, but the physical act of implementing it can have negative consequences if not managed well.

If you’re already a user of Microsoft Dynamics AX 2009 or 2012, you’re not looking at such a major infrastructure shift to Dynamics 365. The key to success is in the initial planning and design phases, and in identifying potential risks before they can impact the project.

Best Practices

If you know the challenges to watch out for, implementing a move to Microsoft Dynamics 365 can be smooth sailing, whatever the size and scope of the project. Our latest whitepaper explores the following 6 best practices and discusses the most effective ways to upgrade from Dynamics AX to Dynamics 365.

  1. PRIORITIZE YOUR BUSINESS COMPONENTS
  2. STAY ON BUDGET
  3. MANAGE YOUR UPGRADE TO DYNAMICS 365
  4. GET EVERYONE ON BOARD
  5. AVOID USER ERRORS
  6. GET THE RIGHT ADVICE

Key Takeaways

With Dynamics 365, Microsoft has combined CRM and ERP platforms under one cloud service to provide built-in, actionable intelligence to enable greater productivity and profitability. Dynamics 365 can be integrated with most aspects of your business, and as it becomes intertwined with your processes, it becomes more effective.

Although you might be tempted to save on costs by avoiding the help of outside consultants, the truth is, attempting to go it alone or with the wrong partner could end up costing you more in the long run. Small delays quickly rack up additional costs, and without expertise and experience of delivering large-scale integrations, it can be difficult to get the project back on track.

Working closely with a technology partner who is well established in the industry is the best way to circumvent many integration challenges as they will provide you with in-depth consultancy and expert project management services. The expertise, experience and resources that Dynamics experts can bring will ensure the successful completion of the project’s goals and objectives.

Learn more

For nearly 30 years, HSO has been helping organizations realize their digital ambitions. Watch our on-demand webinar to learn how you can achieve yours.

See how HSO can help integrate your ideal, end-to-end technology solution. With the power of Microsoft Dynamics 365, we can help equip your team, delight your customers and drive ROI. Learn more about the possibilities offered by HSO and Microsoft today.