Alletec
Your partner for Microsoft Dynamics 365 Solutions & Services


Microsoft Dynamics 365 and Power Platform implementations can be transformational for your organization – provided they are done right. Ironically – these projects are not cheap. Alletec brings to you the perfect blend of product competence, industry knowledge, process maturity, competitive pricing, and experience of over 700 projects in ~ 30 countries. Our mission is the enable organizations worldwide enhance predictability.

Microsoft Dynamics 365 Partners: Featured Videos


Microsoft Dynamics 365 Partners

Microsoft Dynamics 365 Overview

Microsoft Dynamics 365 Implementation

  1. Product Competency:

    Amongst the largest and the most experienced Microsoft Dynamics partners, Alletec team is experienced with the complete suite of Dynamics 365 and Power Platform applications. The Microsoft Dynamics 365 suite of applications has grown rapidly in the past few years. Here is a checklist of the Dynamics 365 and Power Platform applications. Your business would in all probability need to implement at least a couple of these in your digital transformation journey.

    Microsoft Dynamics 365 Finance

    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.

    Microsoft Dynamics 365 Supply Chain

    Microsoft Dynamics 365 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 Project Operations

    The Dynamics 365 Project Operations connects your project centric business in a single application. Replacing the erstwhile D365 PSA, the D365 Project Operations brings the needed visibility, collaboration and agility to help you succeed with your projects. D365 Project Operations integrates the functionality of Sales, Microsoft Project, PSA and Project Accounting in a single application to enable you manage your projects from prospecting, to payments to profits.

    • Exceptional Deal Management experience with better contract management, more accurate project quotes, forecasting, and estimation.
    • Embedded Microsoft Project capabilities, including Kanban boards and Gantt charts.
    • Optimized resource utilization with resourcing insights, scheduling, governance and skill matching.
    • Time tracking & expense management with functionality to submit, approve, process and reconcile timesheets and expenses on the go
    • Efficient and accurate Project Accounting management and revenue recognition compliant with IFRS.
    • Actionable insights from a consolidated view of project sales and financial data
    Microsoft Dynamics 365 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 Sales

    Microsoft Dynamics 365 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 Customer Service

    Microsoft Dynamics 365 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 knowledge base, and maintain Contracts.

    Microsoft Dynamics 365 Field Service

    Microsoft Dynamics 365 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 Marketing

    Microsoft Dynamics 365 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 Human Resources

    Dynamics 365 Human Resources helps streamline many routine Human Resource record keeping tasks and automate a number of processes. It helps simplify leave & absence reporting, create compensation programmes and benefits administration, perform functions to facilitate recruitment and help with payroll, budgets & tax filings.

    Microsoft Dynamics 365 Customer Insights

    Microsoft Dynamics 365 Customer Insights provides a 360 degree view of our customers, based on all the interactions the customer has had with your organization. Since the customer interaction data is usually scattered across systems, D365 Customer Insights allows organizations to map, match, merge, and enrich customer-based data – behavioral, transactional, observational – from different sources. AI and machine learning help segment the audience, build personae, and create a course of action for each persona.

    Microsoft Dynamics 365 Customer Service Insights

    Microsoft Dynamics 365 Service Insights provides an actionable view into critical performance metrics, operational data, and emerging trends using industry-leading artificial intelligence. This helps you make better decisions and proactively improve customer satisfaction with AI driven insights. Customer Service Insights dashboards may be accessed through either the standalone app or Dynamics 365 Customer Service Hub.

    Microsoft Dynamics 365 Sales Insights

    Dynamics 365 Sales Insights is a suite of features that use a combination of analytics and data science to continuously analyze the vast collection of customer-interaction data already stored in Microsoft Dynamics 365 Sales and Office 365 databases. It facilitates Predictive Lead Scoring, Quick Actions/ Notes Analysis, helps build Talking Points with a contact, Relationship Analytics, and a Who-knows-whom function. It’s available as an add-on for D365 Sales Enterprise.

    Microsoft Dynamics 365 Product Insights

    Dynamics 365 Product Insights enables organizations to have real-time insights into their customers’ usage and experience – thus helping you with product development, marketing, sales, and support functions.

    Microsoft Dynamics 365 Fraud Protection

    Dynamics 365 Fraud Protection enables retailers (and etailers) protect themselves from payment fraud, or other types of online fraud. Available only as a cloud based solution, it also helps boost revenue by improving acceptance of legitimate transactions, reducing friction in customer experience and integrating into order management and payment stacks.

    Microsoft Dynamics 365 Commerce

    Microsoft Dynamics 365 Commerce enables businesses to deliver personalized seamless shopping experiences across physical and digital channels. You get everything needed to build and run digital commerce. You can now engage with your customers across channels, streamline & optimize your retail operations, and build loyalty.

    Power BI

    Make informed, confident business decisions by putting data-driven insights into everyone’s hands. Power BI is a business analytics service. It provides interactive visualizations and business intelligence capabilities with a simple interface that enables end users create their own reports and dashboards. Power BI is a collection of software services, apps, and connectors that work together to turn your unrelated sources of data into coherent, visually immersive, and interactive insights.

    Power Apps

    Turn ideas into organizational solutions by enabling everyone to build custom apps that solve business challenges. Power Apps is a suite of apps, services, connectors and data platform that provides a rapid application development environment in the form of 'Platform as a Service'. You can build mobile apps having responsive design that run across Android, iOS, Windows (Modern Apps), and on most of the commonly used browsers. Power apps platform comes with Dataflex at no additional cost. You can hence build apps and store your data within a single integrated environment.

    Power Automate

    Boost business productivity to get more done by giving everyone the ability to automate organizational processes. Power Automate is a service that enables you create automated workflows between various systems, mobile apps and services. Power Automate enables you synchronize files, get notifications, approve requests, collect data and more. Known formerly as Flow, Power Automate now has included in it Robotic Process Automation (RPA) features that enables you automate repetitive tasks. Power Automate can be used to design logic for Power Apps, without having to write code.

    Power Virtual Agents

    Easily build chatbots to engage conversationally with your customers and employees with the Software-as-a-Service of Power Virtual Agents - no coding required. You can sign up easily, create the bot and embed it on your website. It doesn't require any additional infrastructure to maintain. With Power Virtual Agents you can create conversational experiences for your customers and website visitors, with a no-code graphical interface.


    The list covers 2 separate ERP product lines. While Dynamics 365 Business Central is suitable for mid-sized businesses, the D365 Finance and D365 SCM is usually needed by the larger organizations. Several members of the Alletec team are Microsoft certified for their respective product lines. Team member certifications, and customer references have consistently kept Alletec at the topmost partner level – Gold Partner – in the Microsoft partner eco-system.

  1. Industry Experience:

    While businesses in general are about Sales | Purchase | Financial Accounting | Manufacturing | Distribution – every industry segment has its own uniqueness, which becomes critical to address for a Business Application to succeed. Knowledge of these ‘domain’ specifics play a vital role in the success of a project. Alletec has industry solutions built on Microsoft Dynamics for – Travel, eCommerce, EPC (Engineering Procurement Construction), Process Manufacturing, Engineer-to-Order manufacturing, Channel Management, Projects Services, Banking & Non-Banking Financial Institutions. Our solutions significantly enhance the efficiency and predictability of an implementation project. Alletec has several customers using these solutions – across geographies.

  1. Project Implementation Experience:

    Just as the number of ‘flying hours logged’ is a vital measure of a pilot’s competence, the number of implementation projects executed is a measure of a partner organization’s competence. Every project brings a new experience. If your business is multi-country – the experience of building global templates, working with multi-country localizations, and doing multi-country rollouts is vital. Alletec brings to you this experience, and the learning from dozens of ‘similar’ projects.

    Not every Microsoft Dynamics project is about a new implementation. Solutions may require enhancements, upgrades, and ongoing support. Alletec has the needed experience, systems and processes for the type of engagement you need. As a quick checklist, here are some of the most common types of project engagements you are likely to need:

    • Dynamics 365 Cloud Implementation
      Dynamics 365 customers are now inclined towards on-cloud subscription model instead of investing in the on-premise infrastructure. Being Partners for both Dynamics and Azure, we bring experience and expertise to help you from inception to final testing and deployment. We offer Staff training and other allied services to help you make the most of your D365 implementation.

    • Dynamics 365 On-premise Implementation
      Partner with us for Dynamics 365, NAV, AX, or Business Central on-premise implementation. With implementations in more than 30 countries, we offer end to end customized D365 installation to our customers.

    • Dynamics 365 Migration
      Whether you are looking to migrate from an earlier version of Dynamics, NAV, AX, or are looking to move from a competitor like SAP or Oracle, we help you with end to end migration for an enhanced experience on the Dynamics platform.

    • Dynamics 365 Hybrid Migration
      Are you looking to gradually move from your current On-Premise infrastructure to Cloud? Is large size of data and applications hindering your migration to cloud? Our Hybrid migration consultants will help you find the best solution with a planned Hybrid migration.

    • Dynamics 365 Consultancy services
      Every step towards Dynamics 365 implementation, upgrade, or enhancement can bring in a substantial organizational change. Some solutions have the capability to transform the way your business functions. Alletec offers experienced consultants who bring in their experience to help you through the decision making process.

    • Dynamics 365 Module Implementation
      Looking to enhance the capabilities of your current Dynamics 365 implementation? Alletec can build customized solutions to help your business gain a competitive edge. To address every need of business, we design customized workflows, automation tools, etc. to help you make the most of your D365 implementation.

    • Dynamics 365 Licensing
      Alletec is an authorized licensing partner trusted by Dynamics partners, businesses, and other affiliates for all their licensing needs. Our licensing experts help you choose the right plan for your organizational needs.

    • Dynamics 365 Support
      Post-installation support is necessary for enhanced productivity and to achieve the organizational goals with efficiency. Alletec offers 24×7 assistance to its customers, ensuring a better ROI. Our support staff helps your teams achieve their goals.

    • Dynamics 365 Vertical solution & Functionality extension
      Alletec offers customization and development of vertical/horizontal solutions for partners. We offer Version upgrade services for vertical solution applications, enhancements of add-on applications, and localization applications of verticals for countries.

    • Dynamics 365 Training & Specialized services
      Alletec offers online and onsite customized training services. To further enhance performance and productivity of your D365 implementation, we offer integrations with external systems, international roll-outs, performance tuning, BI reporting, testing, and test automation services.

    • Dynamics 365 Integration Services
      Alletec offers end to end integration of D365 with your existing systems and solutions. We offer standard out of box connector implementations and web-services based integration with external systems, developing ‘CONNECT APPS’ using REST API to exchange data and .Net connectors for seamless integration.
  1. Project Methodology, DevOps, & Collaboration Tools

    Project methodology adopted for implementation plays an increasingly important role in ensuring success of the project and ensuring a healthy project RoI. Even though waterfall still continues to be the dominant methodology adopted for ERP/ CRM implementation projects world-wide, Alletec has developed a Hybrid-Agile methodology that significantly enhances project predictability. Active engagement of the customer side team throughout the project (as mandated by Agile), finalization, testing and release of a meaningful set of user stories with every sprint, help keeping projects on track, and minimize chances of surprise. A set of standard product user stories helps projects get off the ground quickly and enhance productivity.

    Alletec has attained significant maturity in implementing projects remotely. Right from the stage of conducting ‘Discovery’ sessions with the users, presenting the solution, conducting daily scrum, user training, solution testing and deployment – Alletec has the needed technology, tools and processes in place to bring success, and cost savings. Microsoft Teams and Azure DevOps are foundations for every project – for collaboration, and engineering efficiency.

  1. Support Structure:

    Post go-live support is vital for every enterprise application. Most ERP & CRM solutions require ongoing support for – enhancements, bug-fixing, user training, etc. Alletec has in place processes and tools needed for ongoing support. These include a ticketing tool. If your operations are multi-country, Alletec is equipped to provide you support across time zones.

  1. Onsite – Offshore – RightShore:

    Alletec brings to you the ability to leverage onsite & offshore – which can make a significant difference to your overall project success. This is not just from a cost view point. Having a geographically spread team gives you access to more talent and reduces lead time. Offshore delivery capabilities result in overall better project pricing, faster availability of resources, and sometimes even shorter delivery timelines. This model brings to you scalability, giving you more mileage from the dollars invested. With ‘onsite’ model having been significantly impacted by the COVID situation, most project work is anyway happening remotely.

  1. Competence on Microsoft Stack:

    The technology and product landscape have transformed dramatically in the last few years. Businesses need to go beyond the traditional borders of ERP & CRM, and use diverse technologies ranging from Analytics to AI. Products don’t work in isolation, or in a boxed on-prem environment. The most impactful Dynamics 365 implementations work together with Power BI, Power Apps, Automate, AI Builder, SharePoint and possibly a host of other point solutions to deliver business benefits to their customers, and help them through digital transformation. Alletec brings to you the competence and experience of working on the full Microsoft Dynamics and Power Platform stack, together with various Azure services.


Microsoft Dynamics 365 Partners FAQs


What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a suite of Business Applications from Microsoft that covers the traditional ERP and CRM functions. Key components of Dynamics 365 include – D365 Finance, Supply-Chain, Sales, Service, Field Service, PSA, Business Central, and some others.

How is Microsoft Dynamics 365 purchased/licensed?

Microsoft Dynamics 365 needs to be licensed through a Microsoft Partner. The partner must be a Cloud Solutions partner, or be able to enter into Enterprise Agreements.

How does Dynamics 365 benefit customers?

Microsoft Dynamics 365 enables a customer succeed with his digital transformation journey. It helps customer automate and transform processes related to internal operations and customer experience. It helps you securely access your enterprise systems from 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 will Dynamics 365 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.

Is Dynamics 365 just a rebranding?

No, not at all. Dynamics 365 are completely rebuilt products. These products are cloud native, and intelligence powered.

What are Microsoft’s future plans for developing Dynamics 365?

Microsoft follows the cadence of making 2 product releases per year. All products in the Dynamics 365 suite will continue to get these updates for foreseeable future.

How can I get a demo or trial of Microsoft Dynamics 365?

For a demo you would need to engage with a Microsoft Dynamics Partner like Alletec – www.alletec.com You can get trial versions from Microsoft – https://trials.dynamics.com/

Is it easy to switch to Dynamics 365?

Certainly. Engage with an experienced partner like Alletec who will guide you through the transition.

How can I integrate Dynamics 365 in my company?

Engage with an experienced partner like Alletec who will guide you through this.

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.

What is Dynamics 365 Product Visualize?

Dynamics 365 Product Visualize enables sellers to meet customer needs faster using mixed reality. Sellers can showcase and customize products in a real world environment, directly from within their Dynamics 365 Sales workflow. A 3D digital twin of the product can be placed in the customer’s environment, and make them visualize it as if it is physically there. Detailed customer feedback and requirements can then be gathered. This becomes particularly useful when dealing in heavy machines which need to be tailored to customer premises specifications.

Can I use Microsoft Dynamics 365 for sales on my MAC?

Yes. Dynamics 365 Sales will run over your browser on MAC.

Can I sync outlook with Dynamics 365 for sales?

Yes. Dynamics 365 Sales already has built-in integration with Outlook.

Does Microsoft Dynamics 365 for sales have the ability to send reminders?

Yes. Microsoft Dynamics 365 Sales users are helped to schedule activities and remind them.

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:

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.
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

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