Implementation
DemandDynamics’ Implementation Strategy
Dynamics implementations are complex projects. At DemandDynamics, we evaluate your current and future needs to strategically align the Dynamics 365 implementation with your specific business goals and objectives. We achieve this by dividing the implementation project into the following four key phases, and we employ our DemandDynamics team of technical experts at every step.
Assessment
Assessment
DemandDynamic’s Customer Success Managers and consultants work closely with your stakeholder team to discuss and understand current business processes and future states
Functionalities / Processes / Workflows
Existing processes, functionalities and workflows will be analyzed to strategize future roadmaps that will drive tangible results
User Persona
We develop a deep understanding of your users to build a system that provides selective access based on the varying levels of your company’s user personas
Data Volume and Format
We will carefully evaluate data quantity, quality and structure to identify if data needs to be imported from different sources
Coexisting Data or Apps
We prepare for strategic integration to ensure frictionless end-user experiences where multiple applications and data can be accessed using a single interface
Planning
Functionalities, Processes and Workflows
Based on our assessment of your business requirements we refine the functionalities, processes and workflows that need to be implemented in Dynamics
App Integration
All the applications and systems that need to be integrated with Microsoft Dynamics are reviewed and schemed out for Integration
Subscription Licenses
Each Dynamics license is an investment to the company, so we help clients choose the right applications and the number of licenses based on end-user adoption
Data Migration Plan
We carefully review, clean, and de-duplicate data before migrating them to the Dynamics cloud instance
PLANNING
From choosing the right Dynamics license to defining the key functionalities, processes and workflows, our strategic approach towards project planning ensures that your Microsoft Dynamics 365 implementation goals are met
Configration
Configuration
We configure Microsoft Dynamics to suit your unique needs based on detailed assessment and meticulous planning
User-based Data Access
Each user is assigned with a specific profile, providing selective access to specific features and functionalities.
Setup Processes and Workflows
Based on the business requirements, the DemandDynamics team will configure business processes such as forecasting, campaigns, leads, accounts, opportunities and case management.
Set up Automation, Reports & Dashboard
DemandDynamics team will set up automation wherever possible. Reports and Dashboards will be created to measure and monitor performance.
Adoption
Adoption
A great Dynamics 365 implementation does not matter if the end-users do not use it. The success of a Dynamics implementation primarily depends on user adoption. That is why our MS Dynamics implementation strategies are tailored to great end-user experiences. We carefully analyze the challenges involved in user adoption – one of the core challenges being lack of training and knowledge on the new platform. Our Dynamics 365 implementation strategy includes hands-on training for the internal stakeholders aimed at driving user adoption and value.
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