How to lose the fear of Dynamics 365 - and see immediate business benefits
Investing in a new CRM system can be a daunting prospect for any company.
There is a natural fear about moving from the old tried and trusted methods of Excel spreadsheets and sales meetings, and manual processes
that take up a lot of time – but have always worked “just fine”.
Many organisations take a view that the time required to evaluate, onboard and train everyone is more than they can take on. After all, we
are all busy, right?
Well, I am here to tell you that it doesn’t need to be like that. And what’s more, the benefits to your company over the short, medium and,
undoubtedly successful long term, far outweigh those fears.
The key point to understand is that Microsoft Dynamics 365 CRM is built so that it can be tailored to meet your business processes.
Over many, many years, Microsoft’s engineers have built a platform that seamlessly works for large, medium or small companies and that
can scale as you grow (or downsize).
It enables you to build the right processes and flows, from sales to back office to logistics, with improved and deeper insights into
your customers all the way through their experience with you.
It is endlessly configurable to what you and your staff need, to do the best job for the business.
It means that the preparation and planning stage can be clearly structured and streamlined so that you can move rapidly into
execution and improving processes.
The thing is that you don’t need endless and exhaustive analysis and collection of business requirements and sign-off processes.
The way forward is to bring in the experts, get Dynamics 365 CRM installed and get on with putting in place what you need for your business.
The consultant you use will ensure that the right people are involved in defining processes, ensuring that workshops are punchy, efficient
and get the job done.
Dynamics 365 is a living, breathing platform that evolves with you over time, so nothing is ever set in stone anyway.
For more information on how to implement Dynamics 365 in the most efficient and effective way, contact Solutions Shared and let’s set up a call.
About the Author
Founder | Business Solution Consultant, Solutions Shared Ltd