Microsoft
Dynamics 365 Business Central Implementation Process
When an ERP like Business Central is so critical to your business it is important how it is implemented to ensure continued smooth operation of your business.
How does this work?
When you decide to implement Microsoft Dynamics 365 Business Central, you will typically go through a structured process to ensure a successful deployment.
This process can be broken down into several key stages:
1. Initial Consultation and Assessment
Business Needs Analysis
The client meets with a Microsoft partner or consultant to discuss their business needs, challenges, and goals. This phase is critical to understand how Business Central can fit into their current workflows and business processes.
Requirement Gathering
A detailed requirement analysis is conducted to identify the specific functionalities the business needs from Business Central. This includes finance, sales, inventory, supply chain management, and other key areas.
Feasibility Study and ROI Analysis
The consultant may conduct a feasibility study and estimate the return on investment (ROI) to justify the implementation.
2. Solution Design
Customisation and Configuration Planning
Based on the client's requirements, the consultant or implementation team designs a tailored solution. This includes identifying which Business Central modules to implement, any necessary customisations, and how the system will integrate with other existing software.
System Architecture
The team plans the architecture, including whether the deployment will be on-premise or cloud-based, and the necessary infrastructure requirements.
Process Mapping
Mapping the client's current business processes to Business Central to identify areas of improvement and automation opportunities.
3. Implementation and Configuration
System Setup
The technical team installs and configures Business Central. If it is a cloud deployment, this will involve setting up the necessary cloud environments.
Data Migration
This involves extracting data from legacy systems, cleaning it, and importing it into Business Central. Data such as customer records, financials, inventory, and product catalogs are migrated.
Customisations and Integrations
Any custom features or integrations with third-party systems are developed and tested. This could include integrating Business Central with existing CRM systems, eCommerce platforms, or other specialised applications.
4. Training and Change Management
User Training
End users are trained on how to use Business Central. This training can be done in phases, starting with key users and extending to the broader team.
Change Management
Organisational changes are communicated to ensure employees are prepared for the transition. This includes support for adapting to new processes and workflows that come with the system.
Testing and Validation
Before the system goes live, extensive testing is done to ensure that all modules and functionalities work as expected, and any issues identified are addressed.
5. Go Live
Deployment
After successful testing and final approval, the system is deployed. This could be a phased or a full-scale deployment depending on the business’s strategy.
Support and Troubleshooting
During the initial stages post-deployment, ongoing support is provided to resolve any immediate issues and ensure that the system runs smoothly.
6. Post-Implementation Support
Continuous Monitoring
The implementation team monitors the system’s performance and usage to ensure that it is running efficiently.
System Optimisation
Based on user feedback and system performance, further optimisation and fine-tuning may be carried out to improve workflows and system response times.
Ongoing Support and Updates
The client typically enters into a support agreement for ongoing system maintenance, regular updates, and to take advantage of new features released by Microsoft.
7. Scalability and Future Enhancements
Future Growth
As the business grows, the client may add additional modules or extend functionalities to accommodate new business needs.
Customisation Updates
Any customisations or integrations will need to be maintained and updated to ensure compatibility with future versions of Business Central.
A Truly Integrated
Experience
Empower your team and
unify your business with
Dynamics 365 Business Central, Teams, Outlook and
Excel Integration
Business Central is embedded into the full Microsoft 365 office suite providing a unified platform for managing your business operations.
The familiar tools your people are using day in and day out can team up to help your team foster collaboration and be more efficient!
Generate documents from within Outlook, drill down into invoices without having to jump between systems, collaborate and share documents from Business Central on Teams, edit data within Excel and publish back to Business Central and create new easy to digest reports and dashboards with Power BI.
Looking for a Dynamics 365 Business Central demo?
Already have Dynamics NAV? What’s different about Business Central?
- Cloud-Based
- Leverages AI and Machine learning with Copilot
- In-built automation & advanced data management features
- Seamlessly integrates to Office 365 without complex coding
- Power BI integrates into Business Central for advanced reporting
- Upgrades happen automatically
- Customisations are easily managed when updates are made
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