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How to Success in Your Microsoft Business Central Implementation

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Microsoft Business Central has established itself as the numero-uno business management solution for small and mid-segment businesses. It has helped companies experience unexpected results, has been easy to work on, has helped them with cross-team collaboration and what not among so many things. So, it is only obvious that companies want to schedule a Microsoft Business Central Demo to understand the solution fully before going in for the actual implementation.

Given below are certain pre-defined steps that anyone interested in getting a Microsoft Business Central Implementation must follow to make the process easy on themselves:

  • Determine the Scope of the Project: Microsoft Dynamics 365 Business Central is categorically meant for small and mid-segment businesses. It means, companies serious about the implementation must have a clear picture of the current infrastructure. The implementation being a long-term process means that both parties (the implementation partner and the client) must mutually agree on several factors such as timeframe, process, outcome, pricing etc.
  • Involve the IT Team: Each company will have its own way of using Dynamics 365 Business Central. Thus, at the client-side, it is of paramount importance that the IT Team get involved at every stage as they would have a better understanding of the company’s infrastructure. Managing business transition becomes easy as the IT Team gets to figure out whether they are comfortable working on those tools or not.
  • Monitor Success: It is very important that there be clarity and clear communication between all parties involved at every stage of the project. By setting Key Performance Indicators, it becomes easy to measure success and achieve tangible results for a clear picture as to how far has the journey been covered and what is left.
  • Train and Test Regularly: When the implementation is in its final stages, get your teams to train and test on the solution as much as you can. Creating example quotes, orders, invoices and other documentation would be part of testing and training to ensure users know role-based processes and get to work in the same manner when the solution is LIVE.
  • Go-Live: This is the stage where it becomes easy to figure out whether the implemented solution is ready to be used or not. The live-data gets imported onto the solution through on-site and remote support, and the end users working on the solution get to show everyone how prepared they are to process all scenarios for a single day. If all is well to proceed with, personal at the client-side can relax and let the good times roll.
  • Keep Doing Performance Audits: There are various tools and proven methodology that can be used to analyze how your system performs on Business Central, an analysis that helps fix performance bottlenecks and optimize productivity.

For a better understanding of these steps, scheduling a Microsoft Business Central Demo before the actual Microsoft Business Central Implementation will help.

Summary: These steps given above must be followed in order to be successful in implementing Microsoft Dynamics 365 Business Central.

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Sam William

Sam is a principal consultant within Dynamics Square, focusing on Microsoft Dynamics 365 Business Central. He has been working with ERP for almost 10 years, and NAV (Navision) for more than 5 years around the world. He is involved with all aspects of Business Central and NAV practice.