How to Successfully Manage Your Dynamics 365 Implementation Project with a Partner?
Implementing Dynamics 365 across your organization is a major undertaking. With numerous moving parts and stakeholders to align, having an experienced implementation partner is critical. However, managing the partnership and project requires diligence and proactive planning from your internal team as well. Follow these steps to set your Dynamics 365 implementation partners up for success when working with a partner. Establish Clear Goals, Scope, and Timelines Upfront Defining the goals, scope, timeline, and success metrics for your Dynamics 365 implementation at the start is crucial. Be sure to: Document detailed requirements for the changes and capabilities you want Dynamics 365 to enable. Avoid vague descriptions that can be interpreted differently by your partner. Prioritize must-have features versus nice-to-haves. Focus first on the 20% of functions that will drive 80% of the value. Allow reasonable time frames for each phase, from design to testing to training. Transformatio...