Top Tips for Managing your Microsoft Dynamics AX and CRM Environments

By introducing Microsoft ERP and CRM solutions, you can bring holistic benefits to your business including the ability to connect users with their supply-chain, sales channels and customers to improve operational efficiency and grow functionality.

By introducing Microsoft ERP and CRM solutions, you can bring holistic benefits to your business including the ability to connect users with their supply-chain, sales channels and customers to improve operational efficiency and grow functionality.

But to generate the full wealth of benefits Dynamics solutions have to offer, organisations must configure their ERP and CRM environments in a manageable and succinct way to ensure their users optimise value.

Here are some top tips to successfully manage your Microsoft Dynamics AX and CRM environment:

1.      A Solution for Tomorrow

A common downfall of many ERP and CRM deployments is when businesses consider the solution they need for today and not the additional functionality they will require as operations grow. Scalable solutions are necessary and by adopting a more strategic view to deployment, your organisation can see how ERP and CRM can help to achieve and retain growth.

2.      Share the Solution Experience

With the important role that Microsoft Dynamics AX and CRM can play in operations, it is crucial that your solution covers all user requirements. In the event of solution loopholes being found, keep a backlog of changes that are required. This way, infrastructure engineers can implement these recommendations as part of any future development of solutions, and integrate new functionality in a seamless manner. Prioritise this backlog to ensure that business critical elements are sound before release.

3.      Planning Your Roll-Out

When introducing AX and CRM solutions to a user base, let them know. Go beyond a simple email and hold more proactive introductory sessions such as workshops and training seminars. Get the workforce behind the solution from day one. This will facilitate rapid adoption and help make the most of your investment into Dynamics technology.

As part of all Microsoft Dynamics AX and ERP projects deployed by HSO, we work via our Accelerate Methodology, which includes comprehensive solution road mapping and user adoption processes to help users get the most from our solutions. To find out more about how HSO can manage your ERP and CRM environment, please get in touch and discuss your project requirements with one of our architectural experts. 


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