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.

 

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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.