Article

Johnny Morgan
Johnny Morgan 4 July 2017
Categories Research, Technology

Tips on Managing Microsoft Dynamics CRM and ERP Projects Risk

Like any software implementation, Microsoft Dynamics also sees its fair share of failures. Some never implement it properly, while some record errors while running certain projects. You may wonder if failures are inevitable. But given the strict testing and compliance checks it goes through, this is unlikely.

The more likely explanation lies in how we run these programs. Yes, some amount of errors are unavoidable, but with some careful implementations we can minimise risks.

 How-To-Managing-Microsoft-Dynamics-CRM-and-ERP-Projects-Risk.png

Define your project goals: Before you even start with the implementation, you should know what you are looking for. What are your organisational/project goals and how do you see the Dynamics CRM and ERP to fit into this? What will constitute success for you? A confused approach will lead to a muddled implementation. You will end up with over-committing or under-utilising your software.

Invest in training: Remember any project is as good as the people who run it. The same goes for running an organisational software like ERP. You need people who understand it and can run it competently. Even if it is not possible to see that your entire team gets training, select a few key individuals who can handle hitches when they crop up. Also, keep in mind that Microsoft keeps updating these softwares. So, your key team should stay updated.

Plan a realistic & detailed project plan: Your Dynamics ERP and CRM is not a fix-all. It is an integrated cloud mechanism, which promises to bring efficiency. But it obviously cannot do everything for you. So, keep a realistic project frame. Your project plan should include all essentials like data migration, processes, workflow and departmental roles. A detailed project plan also gives you an idea of what is required and where you need to invest. It can reduce risks that rise due to organisational inefficiency, duplication and lack of cooperation.

Open communication: Ultimately the success of ERP and CRM projects depends on how open the communication policy is within the organisation. The old system of compartmentalising all data is crumbling and cloud mechanisms like Microsoft Dynamics is opening up all project data. Make sure that your various departments understand this so that quick decisions can be taken with all data onboard.
 
Deciding on options: There are many ways you can go about implementing the Dynamics. Single fee or instalments, automatic or manual updates — there are many such parameters to be decided beforehand. The decision will depend on multiple factors like your budget, technical expertise and project requirement. But you need to decide on these factors before you take a decision.

Deciding on mobile compatibility: For many the litmus test for a software is its mobile compatibility. Can you take the ERP and CRM solutions to the mobile? Do you even need it? The answer depends on the way your team works. For instance, people working outside office will need mobile compatibility more than others.

Choose a partner: For most businesses the practical solution lies in hiring a competent consultancy. Microsoft dynamics CRM development consulting offer both expertise and economic value.

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