Microsoft Dynamics 365 Implementation


Business benefits from Microsoft Dynamics 365 solutions are squarely dependent on the quality of the solution implementation. The underlying cutting edge technology, with depth and breadth of functionality and feature set, requires experience and competence from the implementation partner to bring value to the customer.
The key factors that determine the success of a project include:

  • Product knowledge
  • Domain knowledge
  • Availability of pre-built components with the partner
  • Implementation methodology, DevOps tools and their skilful application
  • Focus and prioritization

Whether your chosen solution is Dynamics 365 Finance, SCM, Business Central, or components of Dynamics 365 Customer Engagement, the above factors uniformly impact the implementation project.

Yet another factor impacting the success of a Dynamics 365 implementation project is - technical ability in the partner team to integrate the Dynamics solution with other external systems. These external systems could be the client's own systems for specific operational purpose, 3rd party systems (e,g. banks), systems of partners, vendors and customers. For example, a travel company would need integration with GDS systems, and an eCommerce company might want to integrate with the systems of their Logistics services provider. Implementation partner's ability to integrate with other Microsoft solutions like Power Platform, and building mobile applications are now fundamental needs for most projects.

With the experience of over 700 projects in industries spanning Manufacturing (Discrete, Process, Engineer to Order), EPC (Engineering Procurement Construction), Projects, Travel, eCommerce, Retail, Services, BFSI, Real Estate and Healthcare, for customers from over 30 countries, Alletec has remained amongst the most prominent and successful implementation partners for Dynamics 365.

Alletec adopts Hybrid-Agile methodology to enhance project outcome predictability, and the contemporary collaboration & DevOps tools, including Microsoft Teams, and Azure DevOps to execute projects with success.

The Dynamics 365 Implementation projects could be fresh implementations, solution upgrades, or migration from a previous version, or a different product. A number of productivity and assessment tools have been built to optimize time, and enhance project success.

Microsoft Dynamics 365 Implementation: Solutions


Microsoft Dynamics 365 Implementation for Business Central

Microsoft Dynamics 365 Business Central is a complete ERP from Microsoft for the SMB segment. The product is part of the Microsoft Dynamics family, and is the successor product to Microsoft Dynamics NAV. The ERP is available in a SAS and On-Premises model.

Microsoft Dynamics 365 Implementation for Finance

If you are a mid to large sized organization, Microsoft Dynamics Implementation for 365 Finance is for you. Decrease your global financial complexity and risk by unifying and automating your financial processes with Dynamics 365 Finance. It helps you reduce operational expenses, and enables you to drive strategic financial decisions with AI. You can monitor performance in real time, predict future outcomes, and make data-driven decisions to drive business growth.

Microsoft Dynamics 365 Implementation for Supply Chain Management

Microsoft Dynamics 365 Implementation for Supply Chain Management enables you streamline planning, production, stock, warehouse, and transportation operations for your enterprise. This maximizes operational efficiency, ensuring product quality – helping you move from reactive to proactive operations. Predictive insights using AI and Internet of Things (IoT) capabilities make this the most power solution you can have to build an agile, connected and resilient supply chain.

Microsoft Dynamics 365 Implementation for Sales

Microsoft Dynamics 365 Implementation for Sales brings to you all the functionality needed to support a sales process from lead acquisition to closure. You store your contacts, track communications, qualify leads to create Accounts and Opportunities. Dynamics 365 Sales is a model-driven app that is built on the Common Data Service platform.

Microsoft Dynamics 365 Implementation for Customer Service

Microsoft Dynamics 365 Implementation for Customer Service enables you to manage incident based customer support incidences for management of cases and scheduling of service. Besides management of cases and providing service, you can also build a knowledge base, and maintain Contracts.

Microsoft Dynamics 365 Implementation for Field Service

Microsoft Dynamics 365 Implementation for Field Service enables you to deliver onsite services to customer locations. This includes workflow automation, scheduling and powerful functions to help mobile workforce. You can connect with the customer across diverse channels and maintain a 360 degree customer view. Work order management, scheduling & optimization, asset & equipment management, inventory, parts & logistics are all parts of the powerful functionality provided by D365 Field Service.

Microsoft Dynamics 365 Implementation for Project Service Automation

Microsoft Dynamics 365 Implementation for Project Service Automation delivers end-to-end solutions for Sales, Planning, Resourcing, Delivery and Billing to project based organizations. It helps organizations efficiently estimate and track project costs & revenue, track project progress and cost consumption, manage quoting, pricing & billing and plan projects and assign resources.

Microsoft Dynamics 365 Implementation for Marketing

Microsoft Dynamics 365 Implementation for Marketing is a marketing automation application. You can create and distribute marketing communications to customers and prospects. Results of the marketing activities can be analyzed and used for refining marketing messages. We can create marketing lists, run campaigns and perform all the other related marketing functions.

Microsoft Dynamics 365 Implementation: Pricing and Licensing Guide


If you are considering implementing Dynamics 365 it can be a tough task to get your head around Dynamics Licensing type, options and structure.

Whether you’re licensing a Dynamics 365 environment for the first time, renewing an existing licensing subscription or managing the migration of a legacy on premise environment into the cloud – Alletec can help you figure it out.

We need to carefully choose the licenses depending on the scale and size of your organization as it impacts license types and app selection.

Microsoft Dynamics 365 Implementation Partners


How to select the best Microsoft Dynamics 365 Partner?

Selection of the ‘right’ Microsoft Dynamics 365 Implementation Partner is both an art & science. While Microsoft segments partners in 3 categories – Gold competency, Silver competency, and Member, this segmentation is influenced by the number and size of deals annually these partners have successfully clinched. If you have already decided on Microsoft Dynamics 365, and are looking for a partner who gives you the best chances to succeed with the project, here are the factors you should evaluate:

        1. Product Competency
        2. Industry Experience
        3. Projects Implementation Experience
        4. Project Methodology
        5. Support Structure
        6. Onsite-Offshore-Rightshore
        7. Competence on Microsoft Stack

How can Microsoft Dynamics 365 Implementation Benefit your Business


Microsoft Dynamics 365 adoption can be your most firm step yet in the journey of Digital Transformation. Dynamics 365 has components that provide you coverage for all aspects of your business operations. These components work individually, as well as with seamless integration. Some of the most powerful advantages Dynamics 365 brings to you:

Microsoft Dynamics 365 Implementation Features


  • End to End integration with all Microsoft ERP, CRM & BI App suites
  • Reliable Microsoft Dynamics business platform
  • Integration with Power Platform
  • A huge bouquet of applications with seamless Office 365 integration
  • Secure Microsoft Cloud technology
  • The unified model brings data from all applications at one place
  • Software and services are always up to date
  • Device Independent: Use on Mac/PC/smartphone/tablet
  • Great expansion opportunities with Microsoft business suites
  • End of worries of on-premise infrastructure maintenance
  • Pay as you go licensing and deployment options
  • Fast and cost-effective implementation

Why Alletec For Microsoft Dynamics 365 Implementation?


With the experience of having helped over 700 customers, from 30+ countries, succeed with their business applications over the past 2 decades, Alletec is amongst the largest and the most prominent Microsoft Dynamics partners from India. Alletec has built industry solutions for Travel, eCommerce, EPC, Engineer-to-order, Specialty Chemicals, Channel Management, banking & non-banking financial institutions. We have built a Hybrid-Agile methodology for our implementation projects, and provide 24×7 helpdesk support to some customers having multi-country operations.

Alletec brings competence across the Dynamics product line – D365 Finance, D365 SCM, D365 Business Central, D365 Customer Engagement, D365 PSA, D365 Field Service, and other components of the D365 suite. The strong competence on the Power Platform, Azure Cognitive Services, and Data & AI solutions is enabling us to modernize the business applications for our customers.

Alletec has proven success with offshore project executions. More than 150 customers from US, Canada, Europe, Africa, APAC, and the Middle East have leveraged Alletec’s offshore model for their project success.



What sort of industries would benefit the most from Microsoft Dynamics 365 implementation?

The Microsoft Dynamics 365 suite of solutions – Finance, Supply Chain, Business Central, and the various components of Customer Experience are used by all types of industries. Alletec has scores of customers from Discrete Manufacturing, Process Manufacturing, Retail, eCommerce, Engineering Procurement Construction (EPC), Real Estate, Travel, Professional Services, Banking & non-Banking Financial Institutions, Not-for-profit, and Healthcare industry customers using Dynamics 365 solutions.

What should I plan for before implementing Dynamics 365 in my organization?

Achieving success with Dynamics 365 projects does require some preparation:

  • Make sure that you and the organization have clarity on the objectives of the project. It always helps to identify success criteria.
  • Management commitment and buy-in from the team are necessary. Dynamics 365 implementations are a co-creation executed by the customer and the consulting company.
  • Identify your Project Manager/ Product Owner, along with other key users. Make sure time is planned for them. It’s not possible to take on the additional workload of an ERP project, together with other full times engagements. The Project Manager/ Product Owner from your side will have to be dedicated to the project and must have the needed authority to make decisions.
  • Get your team acquainted with the project methodology, and the product. If you are going to use Agile Methodology, your team must understand the process of creation of User Stories and Verification criteria.
  • Plan for Change Management with the organization.
  • Do the needed due diligence in selecting your implementation partner. The least-cost or the most expensive are not going to be necessarily the best for you. The overall cost of Dynamics 365 implementation for your organization is going to be significantly higher than the consulting fee you pay to the consulting company. The time of your people and the cost of change management is non-trivial. Hence make sure to do the needed reference checks with several customers, before you finalize your partner.
Is it mandatory to hire an implementation partner to implement D365?

Absolutely yes. Don’t even try doing an internal implementation. Make sure that the implementation partner organization you select has the needed experience of working with customers from your industry. The partner should be able to exhibit domain knowledge, product understanding and technical acumen. Have a discussion on the implementation methodology, and make sure you understand the detailed project plan. The cost of a failed, or even non-optimum, implementation is usually prohibitively high.

How to plan for a successful Microsoft Dynamics 365 Implementation?
  • Do the needed due diligence in your partner selection. Ensure that the partner has experience in your industry domain. Do make customer reference checks.
  • Insist on adopting a Hybrid-Agile methodology for project implementation. Discuss in detail the methodology and project plan with the partner.
  • Identify a ‘Product Owner’ (PM) from your side. Make sure that he is freed up (preferably completely) to put the needed attention on the project. Empower the Product Owner to select a team of key users who will work with him and the selected consultant on the project.
  • Do the needed level of messaging within the organization to bring the Dynamics 365 implementation project as a Top Priority initiative.
  • Do the needed level of training on methodology and product for your team. Take the needed steps to ensure that they have a harmonious working relationship with the consultant team. If your project is fixed cost, it’s important that your team understands that Project Success does not come by constantly scaling up the project scope. Making sure that parts of the working application keep getting delivered as Agile Sprints brings project success.
  • Follow the decided rhythm of Scrum calls, Weekly reviews etc. to ensure everyone stays on the same page.
  • Start the process of Data Cleansing (if needed) early. Your team will need to spend time in the identification of Test Cases (verification criteria), testing the system, data cleansing and working closely with the consulting partner at all stages of the project. Let everyone from your side remember – it’s your project.
Reasons why one may need Microsoft Dynamics 365 Implementation services?

Doing successful Microsoft Dynamics 365 Implementations requires experience and acumen. The impact, and thus the cost, of a Dynamics 365 implementation to your organization is very high. This does require specialized skill. If you are not in the business of Implementing Dynamics 365, get an experienced partner for implementation and support services.

What are some tips to ensure successful Microsoft Dynamics 365 Implementation?
  • Do the needed due diligence in your partner selection. Ensure that the partner has experience in your industry domain. Do make customer reference checks.
  • Insist on adopting a Hybrid-Agile methodology for project implementation. Discuss in detail the methodology and project plan with the partner.
  • Identify a ‘Product Owner’ (PM) from your side. Make sure that he is freed up (preferably completely) to put the needed attention on the project. Empower the Product Owner to select a team of key users who will work with him and the selected consultant on the project.
  • Do the needed level of messaging within the organization to bring the Dynamics 365 implementation project as a Top Priority initiative.
  • Do the needed level of training on methodology and product for your team. Take the needed steps to ensure that they have a harmonious working relationship with the consultant team. If your project is fixed cost, it’s important that your team understands that Project Success does not come by constantly scaling up the project scope. Making sure that parts of the working application keep getting delivered as Agile Sprints brings project success.
  • Follow the decided rhythm of Scrum calls, Weekly reviews etc. to ensure everyone stays on the same page.
  • Start the process of Data Cleansing (if needed) early. Your team will need to spend time in the identification of Test Cases (verification criteria), testing the system, data cleansing and working closely with the consulting partner at all stages of the project. Let everyone from your side remember – it’s your project.
How Microsoft Dynamics 365 Implementation can assist your business?

Microsoft Dynamics 365 helps your business enhance operational efficiencies and customer engagement. The data you produce can be analyzed to bring learnings for the future. Dynamics 365 helps make your business more agile, enhance customer delight and loyalty, and bring to you business ‘Insights’ covering various dimensions.

What are some common mistakes that one should avoid before going for Microsoft Dynamics 365 Implementation?
  • Don’t undertake a DIY (do it yourself) approach
  • Don’t try to create very large-sized projects. Making constant progress with manageable project sizes is important.
  • If you are getting the project done as a fixed cost project, don’t try stuffing the project scope.
  • Don’t think that your identified Product Owner (PM) can take on the responsibility of this project on top of everything else he has been doing.
  • Historical data from an older system is best avoided to be transferred. Take your master data, opening balances and only the bare minimum other data. Attempts to move the unhygienic and incomplete historical data can often bring down the project.
  • Make sure your key users, and other users, get the needed time to participate in the project and to get trained. Try sustaining the same team through the life of the project.
  • Make sure to engage your implementation partner for active support, at least for the initial few months after implementation.
How does Microsoft Dynamics 365 Implementation benefit businesses and customers?

Microsoft Dynamics 365 Implementation enables a customer to succeed with his digital transformation journey. It helps customers automate and transform processes related to internal operations and customer experience. It helps you securely access your enterprise systems from the cloud and provide anytime – anywhere access. Dynamics 365 gives you the power to build ‘insights’ to various dimensions of your business, and take timely actions.

How much does Microsoft Dynamics 365 Implementation cost?

The two primary cost components involved in deploying Dynamics 365 for your business are – licenses + services. The services will initially be for Consulting and Implementation. After the initial implementation customers would need support and maintenance services. Licenses cost is based on the products you need, and the number of users. You don’t have to make upfront capital investment. You can scale up or down based on your needs. License costs typically are per user per month, and each product has different types of licenses. One needs to know your specific details to make an assessment of what the cost of the solution will be. It can be from as low as a few thousand dollars to hundreds of thousand dollars.

Why should I choose Microsoft Dynamics 365 over other business management platforms?

There are several reasons that will influence your decision in favor of Dynamics 365. The Microsoft Business Applications suite, which includes Dynamics 365 and Power Platform, together with Azure and Office 365 | Microsoft 365 – provide unparalleled power and experience to customers. The ease of integration with Office365 | Microsoft 365, the seamless hybrid cloud options, and the Power Platform brings are absolutely stunning. Microsoft keeps bringing technical innovation to it’s products, and the vast network of partners is unparalleled.

What intelligence tools are available with Dynamics 365?

Microsoft is increasingly embedding significant AI capability into it’s products. Various features of these products are drawing upon the power of AI – sometimes even without the user realizing so. Features like Customer Insights, Sales Insights etc. are AI leveraged analytics and predictions. The Power Platform has several components that use Azure Cognitive Services. Microsoft has largely succeeded in democratizing AI.

Is it easy to make Microsoft Dynamics 365 suit our business processes?

Yes, Microsoft Dynamics 365 solutions can be customized to suit the business process needs of any customer. While the solutions by themselves are very rich and powerful, there are tools and development platform available to make changes needed to custom fit them to suit your business needs.

Is Office 365, Power BI, Microsoft Dynamics Marketing, or Adobe Marketing Cloud included with Dynamics 365?

Office 365, now called Microsoft 365 is a completely different suite of products. Microsoft Word, Excel, PowerPoint, Exchange, Teams, Kaizala etc. are a part of this. This suite of products comes under Microsoft’s ‘Modern Work Place’ line of business. Power BI, along with Power Apps, Power Automate, UI Flow and AI Builder are part of the Power Platform. Dynamics 365 comprises of – Finance, Supply Chain, Business Central, Sales, Service, Field Service, PSA etc. Both Dynamics 365 and Power Platform come under the broad category of Microsoft Business Applications.

Will Dynamics 365 grow along with my organization?

Absolutely. Dynamics 365 is currently being used by organizations from just a few to several thousand people.

Will Microsoft Dynamics 365 for sales work on my mobile device?

Yes. Microsoft Dynamics 365 is designed to work across devices. The Dynamics 365 Sales, in particular, is used by the workforce on the field. The application is available on mobile devices.

I want a custom solution. Will the software remain supported in the future?

The architecture of Dynamics 365 ensures that organization level customizations remain outside the core system code. This enables your organization to keep getting system upgrades as Microsoft releases them. The Dynamics 365 line of products are market leaders, and here to stay.

Can I adjust the platform to meet my company’s requirements?

Yes, all Dynamics 365 products can be customized to incorporate your specific business needs.

I already use a Microsoft Dynamics ERP or CRM product. Can I move to Dynamics 365?

Yes, absolutely. And you must do so.

How many users can Dynamics 365 support?

There isn’t any such limit. However in comparison to D365 Finance and Supply-Chain, Business Central is a less complex and smaller product. If your number of users for ERP are going to be several hundred, go for D365 Finance.

What does it mean to have intelligence built-in?

Microsoft has provided several pre-trained AI models and bundled them as part of it’s various Cognitive Services. Some of these pre-trained models are also available from within the Dynamics 365 and Power Platforms. Developers (and users) and therefore apply AI to their needs, without having to know Machine Learning and AI programming in general. They can simply use them.

Which browsers can I use to access Dynamics 365?

All the commonly known browsers can be used to access Dynamics 365. You can use a browser of your choice.

Does Microsoft Dynamics CRM work on Chrome, Safari & Firefox?

Yes, it does.

Where can I find apps for Microsoft Dynamics 365 that are specific to my industry?

You can check on Microsoft AppSource or Azure Market Place

What is the common data model that’s frequently mentioned with Dynamics 365 and how does it work?

Common Data Model (CDM) is Microsoft’s endeavour to build a uniform language for various business and analytical applications to have a common meaning to various data items across applications. In the words of Microsoft – “The Common Data Model (CDM) is the shared data language used by business and analytical applications. It consists of a set of a standardised, extensible data schemas published by Microsoft and our partners that enables consistency of data and its meaning across applications and business processes.

Do Dynamics 365 apps really work together seamlessly ?

Yes, absolutely. All products in the family of Dynamics 365, Power Platform and Microsoft 365 work together seamlessly.

Which is a better choice for customers in today's date, Dynamics AX or Dynamics 365?

Very clearly Dynamics 365 Finance & Operations (or Finance and Supply-Chain)

What is the difference between Dynamics AX and 365?

Dynamics 365 is a suite of products that cover ERP and CRM functionality. Dynamics 365 Finance, and Dynamics 365 Supply Chain Management applications may be considered as successors products to Dynamics AX. Dynamics AX was an on-prem application. Dynamics 365 is a suite of cloud applications.

What is the difference between Dynamics CRM and 365?

Dynamics 365 is a suite of products that cover ERP and CRM functionality. Dynamics 365 Sales, Marketing, Customer Service, Field Service, and PSA are applications that may all be considered as the successor products to what used to be earlier bracketed under Dynamics CRM. The Dynamics 365 suite of applications are of course a generation ahead of what the old on-prem solutions used to – in terms of functionality, technology, being cloud native, and in the use of AI.

How do I get my users, especially my sales people, to use Microsoft Dynamics 365?

You can contact a Microsoft Dynamics partner like Alletec to help you provision and implement the solution for your organization, and train your team.

How does Dynamics 365 differ from the traditional Dynamics line of ERP solutions?

Dynamics 365 are cloud native products. The earlier Dynamics products were on-premises.

Does Dynamics 365 work for apparel, footwear, consumer goods, manufacturing, and retail companies?

Dynamics 365 has a special product for Retail. This caters to the needs of all types of retail operations. The manufacturing for apparel and footwear requires some special/ unique functionality, which your partner will have to build for you, or buy from another partner. D365 caters to manufacturing very well.

How do we upgrade from an old version of Dynamics CRM on-Premise to Dynamics 365 online?

If you are still running an old version of Dynamics CRM and want to move to the Dynamics 365 solutions, connect with a Dynamics partner like Alletec to steer the process. Upgrading from an old on-prem version to the latest D365 versions requires several things. The old system will have to be assessed for the customizations done. These customizations may, or may not be needed in the latest versions. The needed customizations might have to be rebuilt in Dynamics 365. The other important thing is – moving your data. Besides moving the master data, some data cleansing exercise might have to be undertaken. All these decisions are taken on case by case basis.

Can I integrate Microsoft Dynamics with marketing automation solutions?

Microsoft Dynamics 365 Marketing has several marketing automation functions in-built. Should you, however, want to use any other tools for specific functions, it should be possible to integrate it with Dynamics 365 Marketing. Details are however dependent on the specific products, and depth of integration desired.

What is the difference between Dynamics NAV and 365?

Dynamics 365 is a suite of products that cover ERP and CRM functionality. Dynamics 365 Business Central may be considered as successor product to Dynamics NAV. Dynamics NAV was an on-prem application. Dynamics 365 is a suite of cloud applications.

What are the differences between the business and enterprise editions of Dynamics 365?

These are references to two different products – Dynamics 365 Business Central, and Dynamics 365 Finance, together with Dynamics 365 Supply Chain Management.

I’ve heard references to Dynamics 365 for Operations and Dynamics 365 for Financials — what’s the difference?

The product was initially called Dynamics 365 Finance & Operations. It was later split in to separate components of Dynamics 365 Finance, and Dynamics 365 Supply Chain Management.

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