An Overview of Dynamics 365 and Why your Business Needs It

Cloud technology has changed the way business is done. It has brought digitization, which has helped businesses connect to their audience better, especially after the covid 19 pandemic. Initially, not many businesses were ready to accept the change, but the fast pace of the world and connection to the youth has made them.

What is Dynamics 365?

Due to the transitional nature of the business, it is important for software providers to come up with applications catering to the changing trends. Dynamics 365, launched by Microsoft in 2016, is an ERP and CRM application. D365 is a comprehensive suite of services all enabled in one solution helping you achieve your goals at best.

Reasons why you need to be on board with cloud technology:

You can be Azured: Well, yes, that's a pun, but the cloud is not. With a 99.9% uptime service-level agreement, Azure assures the safety of your data on the cloud. Also, not forgetting to mention that the capability of cloud-based business to adjust with the covid 19 pandemic and its after-effects as work from home is still valid and seems to continue. Hoping that everything returns to what it was pre covid, flexibility and sudden adjustments are sorts of the part of business for a while now. It's a good thing that Dynamics 365 is accessible wherever and by whoever needs it.

1. Evergreen:

Dynamics 365 has a continuous loop of updates in and out, and it's helping a lot. Dynamics 365 is evergreen. It has at least 8 updates a year (2 required), which helps you be on the latest version.

2. Small things:

Dynamics 365 has significant capabilities and accessibility and along with that are also some smaller cloud-based components that enhance your ERP experience. Everything right from Office 365 to Power Platform in the Microsoft ecosystem is in a balanced harmony on Azure.

3. Scalability:

Cloud-based Dynamics 365 really has the ability to scale up and down the business so it can adapt to the industry how it fits even in volatility as it takes full advantage of Enterprise Agreement (EA) and Cloud Solution Provider (CSP), and each have benefits for short- and long-term projects and pricing.

4. ROI (Return of Investment):

As discussed earlier, the good news here is that changing to Dynamics 365 will be the only ERP solution change you will have to go through for a great ROI. D365 updates itself every time there's an update launched. Dynamics 365 offers great ROI. According to the research, for every dollar, D365 delivers an average of $16.97. It might look easy, but it is not easy to maintain extensive hardware components that help run D365 in-house.

Now the main step comes in: Migration to Dynamics 365

We saw why migrating to or adopting D365 is an excellent choice now; let's see how to do it.

1. Preparing the team for migration:

It is critical to have a stakeholder buy-in, especially for the CRM platform. Because without the right data, this can singlehandedly be a major reason for project failure. While the data mapping process is the first step, establishing contact between the techs and users is also important. During this process, you also need to assess the end-user preparedness for Dynamics 365 migration and platform.

2. Selecting features:

You need to select features you need to use in the new platform. There will be a lot to consider if the migration is from an old CRM to a new one. Also, something to consider is interdepartmental workflows. The sales, marketing, customer service should be able to understand and adopt the new workflow.

3. Select migration tool:

It is not advisable to directly migrate D365 CRM and ERP solutions. The easiest way would be to use Microsoft's Import Wizard to migrate. Other tools like Dynamics to CRM Adapter, Scribe, SSIS, etc., are also available.

4. Test the data transfer:

Testing data transfer will help you know what will happen in the real migration and whether or not all the data is being fruitfully transferred or not. It will help filter any data quality issues and help solve them beforehand.

5. Finalize and deploy:

After the test runs and apparent modifications, your platform is finally ready to go live.

All of this is such arduous work. No in-house IT team can single-handedly handle this. You need migration service providers to help you pan out the entire process.

Bitscape is one such service provider. We have been Microsoft Gold Partners for a decade and thus have gained expertise in Dynamics 365 development services and data migration services. We have been doing this for a long time and have gained experienhttps://www.bitscape.com/technologies/microsoft-dynamics-365/ce that helps us do our work better. We not only assist you during migration but also help you with issues that occur after migration. We pan our best data migration strategies according to the business and their needs. This helps the migration process go smoothly, and the organization can start working right away.