5 Common Pitfalls in Microsoft Dynamics 365 F&O Implementation


When it comes to picking the right ERP system for your business, there are multiple reasons why Microsoft Dynamics 365 Finance and Operations is a winning choice. A powerful but flexible solution, Dynamics 365 is leveraged to provide scalable systems that grow with your business.

The effectiveness of any business solution can live and die by its implementation, so getting it right when it’s first kickstarted is necessary. To ensure you are getting maximum benefits and implementing the solution successfully, it is essential to choose the right partner.

This blog will discuss the top 5 pitfalls organizations fall into when implementing Microsoft Dynamics 365 F&O and how Confiz’s implementation approach can ensure you have a seamless implementation process.

  • Lack of Appropriate Skills

Difficulty finding the right skills needed to execute a seamless implementation is the biggest hurdle Dynamics users face. Microsoft Dynamics 365 is a complex application and requires continuous expert guidance throughout the process. Your in-house IT team may have some experience but they are not specialists, so expecting them to execute it without any errors is not realistic. 

A well-implemented business solution can provide a huge ROI, but if executed in the wrong manner can take months of fixes before you start seeing a return. Therefore, it is important to hire or consult a Microsoft Dynamics expert who has specialized in that required field. 

  • Data Migration

Having data to carry over to your new system without it falling through the cracks is another problem to address. You might want to consider doing housekeeping before the migration, which will help minimize future potential issues. Migration complexity depends on how much of the total project data will be carried forward from the old system to the new system. You will also have to look at how much legacy data you want to load into your new solution, and the method you’re planning to use.

However, it is better to start small, do not dive into the whole migration. Instead, check the data compatibility and usage within the new system with a small chunk of data. If successful, then you are good to go to scale up the migration.

  • Unnecessary Customization

Moving to the cost of Microsoft Dynamics implementation, it is not wrong to say you get what you have pay for. A well-planned implementation will save you time, money, and a lot of unnecessary hassle. Make sure you get rid of data you no longer need because rectifying duplicated or incorrect data will add to your costs.

A common pitfall is the flexibility and customization of the solution, which creates a lot of confusion. The multiple options make it hard for your team to decide what to pick and where to start. Resulting in resistance to change, not coming out of your comfort zone, and opting for processes similar to the currently practiced ones. Ultimately, this defeats the purpose of implementing Microsoft D365 as the base solution is the same, just implemented with a new bang.

Another point to understand is that flexibility and customization should not overshadow your existing change management challenges but rather address them. If the Microsoft Dynamics 365 implementation is just going to replicate the same process, then it is considered another application implementation and not a change initiative.  

  • User Adoption

The second difficult task in implementation is user adoption, highlighting how user resistance can be problematic when dealing with a new system. In an era where technology is moving super-fast, the introduction of any new platform can be hard to handle. Gone are the days when staff only needed hands-down experience with Microsoft Office. Today having a grasp of all technical solutions is required. You have to make sure your team members are trained and equipped. One of the advantages of Microsoft Dynamics is its resemblance to other familiar Microsoft products. This provides a learning curve for new users. With the help of robust role-tailored training, you can get your employees on board, using the platform effectively in no time.

  • System Integration

Microsoft Dynamics 365 works seamlessly with other products in the Microsoft family (like office and power BI), but getting it to work together with other platforms can be tricky. You can analyze customer data from social media platforms and gain valuable insights, but getting it to sync with other systems can be a bumpy road.

Undergoing a proper system integration will help drive user adoption. Your staff will show less reluctancy to a new system if it works well with everything they are used to going and carries on letting them access the data and processes they need.

Why Confiz?

We have a unique approach to Microsoft Dynamics 365 implementation, which ensures the common mistakes mentioned above do not happen. Following a holistic methodology, we focus on delivering value through implementation and continuous customer support. Having an outcome-based improved method in place ensures that the CRM implemented for you is adaptable to your individual business needs throughout the entire process.

So make sure you find a team of experts who are the perfect match and can ensure a solution to any problem you may have. Equipped with the appropriate knowledge and expertise to implement Dynamics 365, you will have the perfect tailored-made CRM in place in no time.