Dynamics 365 Implementation

Nexer’s many years of experience and many ERP/CRM project implementations have taught us that we must answer a number of important questions before we can implement a new business system. These include for example, what the client’s goals and priorities are, what issues might require a new system, and how we want to utilise the Dynamics 365 platform’s strengths. With the Nexer “Solution First” methodology, we have a number of proven steps and activities delivered in five phases:

Initial – We help you determine your business goals, cultural alignment, desires and business/solution scope. From here, we work with you to plan for the implementation.

Template Review (Mallfas) – We test your business needs against the standard industry-templated solution offering and against similar customer best-practice process requirements. We then challenge any gaps that we’ve identified, removing as many as possible by recommending alternative best-practice processes or solution usage paths. The aim is to keep to standard as much as possible. We then work with you to agree what to implement in phase I or defer until a later phase.

Deployment – A continuation of configuration, in which we decide which customisations to include and then develop them. We perform a large amount of testing and end the phase with an acceptance test (function/processes and performance) where the solution is approved.

Delivery – We prepare your company for go-live, which ultimately means that we start Dynamics 365 after training and final data cut-over is completed.

Operations – Once the solution is live, we conclude with the closing steps, ensuring that any stabilisation tasks are completed, the final issues are resolved and the solution is handed over to management and the support teams. Together we and you agree whether any subsequent phases are required and, if so, what their timing will be.

In parallel with the above phases, the processes of change management, data migration, training, quality assurance and governance continue from the start until the end of the Operations phase.