Dynamics 365 Implementation

A collaborative approach to get your technology functioning properly!

What is it?

Ever felt like your business tech could use a superhero upgrade? That's where our Dynamics 365 expertise kicks in. As your dedicated ERP Partner and Microsoft Certified Gold Partner, we bring the D365 magic to ensure your technology syncs seamlessly with your business goals. It's not just about ERP excellence or CRM precision; it's about transforming your operations with Dynamics 365 – the Microsoft Dynamics superhero.

How does it apply to me?

Now, let's talk specifics. Our Dynamics 365 implementation is no one-size-fits-all. It's a bespoke suit tailored specifically for your business. As your trusted Microsoft Partner, we skip the tech talk and speak your language in the world of D365. It's not about tech jargon; it's about collaboration to simplify your ERP processes and supercharge your CRM functionalities.

Picture this: Smooth ERP integration, CRM workflows finely tuned to your needs. Our Microsoft Gold Partner badge isn't just for show – it's a promise of excellence. Your business deserves more than just an upgrade; it deserves a tech makeover that amplifies efficiency and drives growth. With our collaborative approach, Dynamics 365 isn't just an ERP application; it's your digital superhero, navigating you through the Microsoft landscape effortlessly. Ready for a tech upgrade that speaks your language? Let's make it happen.

Working with DAX

Requirements and Planning

The Requirements and Planning phase is pivotal in Dynamics 365 implementation, setting the stage for success. Our experienced consultants evaluate your existing processes and infrastructure, guiding you through due diligence. We collaborate on project documentation, preparing a detailed plan, proposal, and Statement of Work (SOW) to ensure alignment. Simultaneously, we analyze your business model, finalize requirements in the Functional Requirements Document (FRD), and perform a fit-gap analysis to identify necessary customizations. Comprehensive Environment Specification documentation is crafted for a seamless deployment.

Configuration and Set-Up

The configuration and set-up phase in DAX SWS implementation is foundational. Activities range from designing technical architecture to testing. The process involves developing Functional Design, Technical Design, and Solution Design documents, finalizing data migration design, establishing test criteria, configuring standard modules, and developing custom code. Functional and feature testing follows, culminating in the creation of user training documentation. This phase ensures a tailored solution for a successful transition, empowering users to maximize DAX SWS potential.

Data Migration and Testing

In this critical phase, data migrates seamlessly to Dynamics 365, analyzed for a smooth transition. Rigorous testing, including unit, integration, and user acceptance testing, ensures functionality and reliability. Performance testing assesses system capabilities under various conditions, while security measures safeguard sensitive data. Training sessions equip teams with necessary skills, and detailed documentation supports the transition to Dynamics 365.

Training and Deployment

The final phase focuses on training and deployment. A robust production environment is set up, data is migrated accurately, and user acceptance tests are conducted. Comprehensive training empowers users, and clear documentation serves as a valuable reference. A meticulous go-live check precedes the system's promotion to production, marking the culmination of the implementation process.

Monitoring and Support

The last phase ensures ongoing success. Pending issues are resolved, comprehensive user documentation is finalized, and knowledge transfer sessions are conducted. A post-mortem of the project identifies lessons learned, contributing to future improvements. Ongoing support, technical assistance, and training are provided, leveraging Microsoft's Review Offerings to proactively assess system design and delivery. Performance analysis optimizes the system for the best possible results. The monitoring and support phase guarantees the system's success and customer satisfaction.

How can I get it?

Schedule a call

Which Dynamics 365 Solution Is Right for You?

Empathetic ERP Implementation

Empathetic ERP Implementation

Step into a new era of ERP implementations with DAX, where empathy is at the forefront. Our empathetic approach ensures that every implementation step is tailored to your success. From evaluating your system's health to achieving successful user adoption, DAX brings innovative solutions that drive optimization.

Greenfield Implementation

Greenfield Implementation

We have the ability to provide end to end solutions streamlining the business. DAX Software Solutions experts have experience in implementing greenfield projects. We are the right partners in your journey to upgrade from traditional recording systems to this dynamic world of ERPs. We provide well-documented processes and knowledge transfer sessions on our implementations to businesses.

Broken Implementation

Broken Implementation

Are you facing problems with your business application due to inefficient implementations? Well! then you are at the right platform. DAX Software Solutions is at your disposal. Dynamics Experts with sound knowledge on business processes from diverse backgrounds are ready to pull you out from the trap of application breakage. We believe in providing sustainable solutions that improve overall ERP application experience and high customer satisfaction with a reduction in daily incidents.

Rollouts

Rollouts

If you are looking to roll out your existing Dynamics 365 ERP solutions to different regions of the world then we are the right partners. With our team located globally, experts in Dynamics 365, coming from diverse backgrounds, working on global projects, you will be able to get your desired regions on Dynamics 365 within no time.

Upgrades and Enhancements

Upgrades and Enhancements

If you are unsure of why your business is not performing to its full potential with the current ERP Solution then the reason could delaying your Dynamics 365 upgrade and enhancements. The best strategy is to jump on the right enhancements before your competitor do.

Looking for support with ERP implementation?

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Dynamics 365 Implementation FAQs

For a medium-size company (300-500 Employees) and requirement includes finance, sales, supply chain, purchasing, and inventory management then it takes around 8-9 months for end-to-end implementation of Dynamics 365. This time varies based on the business’s customization requirements and deviations from standard Dynamics functionalities. Dax has generic ready to use Dynamics solutions like “Product Dimension Relabeler” that can help in saving huge amount of time during implementations. Connect us today if you want to assess implementation time based on your business requirements.

Some of the key benefits of using Dynamics 365 ERP are:

  • Integration with Microsoft Applications like SharePoint, MS Teams, Outlook, MS Office, Dynamics CRM and more.
  • Dynamics 365 can be easily customized as per business requirements so that AS-IS business process can be mapped better and made efficient.
  • It’s a scalable application. It is a cloud based application and can be scaled as per business use.
  • It is an open secret to business success as it helps in making informed decisions due to real-time data reports.
  • Multidimensional time-sensitive reports can be generated. Overall business reporting becomes robust and critical while making strategic decisions.
  • Automates mundane time-consuming tasks.
  • Reduces the chance of manual errors and improves delivery speed.

User-based licensing system is used in Dynamics 365 licensing. Number of users allocated with license are on the basis subscription you have with Microsoft. Dax Software Solutions is a Microsoft Gold Partner helping clients in obtaining licenses. You can contact us to understand your licensing requirements.

Microsoft Dynamics 365 is a must-have tool for any scalable business. There are several modules in Dynamics ERP that can be implemented as per priorities. Generally, businesses start with Finance module implementation and then extend this module to sales, inventory, SCM etc.

Microsoft Dynamics 365 is better for medium to large sized companies due to its flexibility, scalability, integration with Microsoft applications and ability to support remote working environment.

The cost of any project depends on the business size and the type of project. Implementation project costs have Licensing costs and implementation costs as per module to be implemented and the number of business requirements. AMS (Application Management and Support) services can be subscribed monthly, quarterly and yearly. For details click here.

Dynamics 365 Finance and Operations Implementation

FEATURED CASE STUDY

D365 F&O Implementation for the largest Cannabis Company in Medical Usage

The cannabis industry is subject to a complex and ever-evolving regulatory landscape. D365 F&O helps cannabis businesses to comply with these regulations by providing features for track-and-trace, labeling, and reporting.

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