Top 10 proven methods for Dynamics 365 Project Success
Successful Projects in Dynamics 365 depends on many things you should consider in start of the project. Some points are highlighted here.
1. Build an effective project team.
Before you implement a Microsoft Dynamics 365 project, you should gain buy-in from multiple teams across the organization, since these will not only serve as internal ambassadors for the project, but will also be responsible for making key choices about the project plan along the way. During the early stages of the project, we propose forming a dedicated project team that includes (at a minimum) an executive sponsor (Director level) and a dedicated project manager who will be the first point of contact for our Microsoft Dynamics 365 specialists. A CRM administrator will be needed to manage the technical needs and functionality, as well as multiple department champions from each team that will use the service.
2. Define a clear vision of your Dynamics 365 solution
Our Microsoft Dynamics 365 Consultants work with our clients to define the project outcome before we begin any Microsoft Dynamics 365 project to prevent wasting time and money. During our initial discovery sessions, we’ll learn about your company’s operations and processes. We’ll also talk about your present business pain points and recommend a Dynamics 365 solution that uses the best-suited applications from the product stack to boost productivity.
3. Priorities your CRM goals
When fully implemented, the ideal Microsoft Dynamics 365 solution will support hundreds of business goals; however, when planning a Dynamics 365 project of any size, it’s critical that the specialized project team within the company determines what these goals are and prioritizes them into ‘phases.’ All Microsoft Dynamics 365 projects at Infinity Group are managed utilizing the Agile project approach. Each phase is carefully developed and rolled out when it becomes available. This method of working is efficient because it allows our clients to modify their priorities as the project stages progress and assign internal resources to each phase.
Hope next time you think before start your project in Dynamics 365. We provide experts and implement Dynamics 365 CE, CRM, FO, BC and Power Apps integrations for your business.
