Tips for a Successful Microsoft Dynamics 365 Business Central Implementation

Microsoft Business Central has been in the news for all the right reasons. All those who happen to be heading a small business or a million-dollar company. If you have a multi-dimensional company with several interlinked departments at your disposal, then you need to have Microsoft Dynamics 365 Business Central and understand the importance of a successful Microsoft Business Central implementation.

It is interesting to note that Microsoft Dynamics 365 Business Central Solution Package is inclusive of all the quintessential configurations that are needed by most businesses and corporate houses. However, you get an opportunity to change the configuration if you want it to work in tandem with the requirements of your business.

Dynamics 365 Business Central happens to be a tried and tested solution for managing businesses of all sizes, be it small and medium-scale companies or top corporates. The idea behind using Microsoft Business Central is simple and straightforward, i.e. to streamline and automate some of the most complex and essential processes in an organisation.

Why is Microsoft Business Central Preferred?

There are several reasons for all businesses, to go for Microsoft Dynamics Business Central implementation. Let us explore

Role Clarity With Role Centres

• The Role Centers have been designed and developed to offer the users valuable pieces of information that happen to be relevant to the role they are serving. These can pertain to sales, service, finance, and a whole lot more.
• All the KPIs are readily available for your reference. Your workload and priorities are clearly mentioned as well. In this way, you can initiate actions to leverage corrective measures (if any).
• The Role Centre can be customised as per your needs Just go to ‘settings’ and ‘personalise’ it in accordance with your requirements and needs.

It Tells you What to Do

Here’s a good example

• If you are planning to streamline all your payment sources, this software solution will help you accomplish that like never before. Here is what it will help you with
• Everything pertaining to payments, such as ‘outstanding customer payments’ or ‘advance customer payments’, is readily available for your reference
• You will have access to several sets of streamlined data and analysis about all the payments made and received
• All the documentation pertaining to payments, such as invoices, is available as well
• It is also possible to keep track of the payments made using each medium, such as cash, online wallets, credit/debit cards, etc.

There’s a Vast Community at Your Disposal

This happens to be the best part of using Microsoft Dynamics Business Central. It is used by a large section of the population. Also, there are several tutorials and videos available online that will help you enhance your knowledge. Overall, there is a great deal of help available if you wish to know more about Microsoft Dynamics 365 Business Central.

As per a recent survey, more than 70% of implementations are not successful. Let us help you with some useful tips to follow and keep in mind so that you can make the most of the enterprise solution.

Here are Some Tips for a Successful Business Central Implementation

Conducting Gap Analysis is Essential

Here’s the heart of the matter To fix a gap, you must first understand where it lies. Conduct a comprehensive gap analysis to ascertain gaps. Once you have understood the problem, you can start formulating a solution to put it to rest. A key step in figuring out what needs to be done for you to transition into the future is reviewing your existing set of problems. Check existing routines, set clear goals, and plan your future with information about the necessary modifications.

Formulate and Develop a Thorough Functional Requirements Document

One of the major things to formulate before you go ahead with the implementation process is a Functional Requirement Document (FRD). All business requirements will be contained in a document i.e. FRD. This document will serve as a blueprint for the implementation project. Moreover, it will aid in utilising the default functionality, along with designing and formulating customised capabilities for various modules.

The Environment and Setup are Important as Well

The data you supply will be used to set up the default Business Central Server instances during Business Central Setup (plus server installation). Now, you have the liberty to choose one of the demo, server, developer, or service options to get the default instance installed or enter parameters to personalise data, clients, suppliers, products, transactions, and more to be exclusive to your company.

To Conduct Accurate Migration of Data

Migration of data configuration packages is required when the environment has been successfully established. Know exactly which data sets you must migrate - items, clients, vendors, or general ledger accounts. Utilise pre-built data templates to organise your data and use the data migration setup instructions to move company data from various formats and extensions. To guarantee that the data is added to the ledger entries consistently and reliably after the data migration, be sure to transfer opening balances using journals.

Conduct Thorough User Acceptance Testing (UAT)

Implementation of Dynamics Business Central is not complete without thorough UAT. You may design user acceptance test libraries using the Task Recorder and Business process modeller (BPM) to make sure the system has been created and operates as expected. BPM enables you to automatically construct test cases (along with test steps) and use it as your test configuration and management tool to develop focused test plans and suites, manage the execution of tests, and analyse outcomes.

Choosing the Right Implementation Partner is Significant

Microsoft Dynamics Business Central Can Be Implemented right away by contacting the right partner. Dynamics Square is the leading Microsoft Certified Partner that you can pin your faith on. It is important for you to choose a partner that knows the product inside-out. Fortunately, Dynamics Square is here to help you with anything and everything pertaining to Microsoft Dynamics Business Central.

Transform Your Business the Dynamics Square Way.