Tread Water or Go All In

The Traditional Approach

Traditionally, businesses are used to buying software with functionality to meet their current and future requirements, but with upwards of 60% of features left undiscovered, you may be left to wonder whether starting small is a better option. Who knows how your business will look tomorrow (and the day after that, and the day after that, etc., etc.) …?

The Dynamics 365 Difference

Having recognised the failings of traditional software, Microsoft has designed Dynamics 365 to allow for a modular adoption that is fully adaptable to your organisation. Encompassing everything from sales and marketing to customer service, and finance, you can mix and match the elements you need. Couple this with their subscription model and—voila—pay only for what you use, when you use it, saving precious money (and plenty of time) when it comes to training, questions, and overheads of managing a system that is far too complex for the business requirements. Why Less is More? By combining CRM, projects, sales, support, and billing in one business management software, Microsoft Dynamics 365 enables you to start simply, for instance with email and finance, and add functionality and users as you grow. But the benefits don’t stop there…

Increased User Adoption

Dynamics 365 favours the softly-softly approach and your business can choose the tools that specifically match your employees’ roles, rather than drowning the team in a deluge of new processes. This will greatly increase the chance that your team does the basics well first before the functionality is expanded when you need change. And they no longer go home with a headache after a hard training day…


The beauty of Dynamics 365 is a seamless integration of CRM and ERP services that sit within the cloud and remain at your fingertips at the click of a mouse. It gets even better than that. You can extend functionality when your business grows. For example, start with just accounting, and build the solution over time by adding various other modules to the system, such as Sales or Field Service.


It happens all the time. Many small and/or new businesses believe they’re too small for an ERP or a CRM solution. In reality, though, a small business must be faster and sharper than the competition Dynamics 365 can become part of your agility strategy allowing you to break away from the stagnant ERP or CRM solutions and establish a toolset that suits your specific needs and stay ahead of the game. Productivity Task-switching is considered one of the biggest brain-drains of the modern working world as we lose momentum when we move from application ‘A’ to software ‘B’. In fact, David Strayer, a professor of psychology at the University of Utah, conducted a study that saw task-switching results in the following:

• A 40% drop in productivity.
• An average loss of 25 minutes each time an employee switch.
• An estimated billion due to lost productivity.
• Temporary lower IQ by up to 15 points. That’s right, it’s literally making us dumber

Dynamics 365 creates this seamless experience of all tools you need in one place. The same system, the same user experience, less of a labyrinth of tabs, and a single view of your sales, to financials to service to projects…

So, What Exactly Do You Need to Take into Consideration Before Embarking on A New Project?

Before you implement a new solution or begin any systems change project, get your homework done first:

  • Evaluate processes within each department
  • Put together a team to work on your project
  • Appoint a project leader
  • Form a list of key functions you need

What works for one business may not for another. Therefore, it’s important to look for a solution that meets your requirements.

Organic Rollout

The Big Bang theory says, “Let’s do it all!” However, there are some minuses to using this theory. First of all, you don’t receive any return on investment until the project is 100% complete – there may be weeks or months until you can finally enjoy your brand new shiny system. But wait! There is also user adoption and training – more weeks and months can go by.

Also, CHANGE is the only constant. Any team change, management change, change in corporate mission or strategy, change in fundamental technology architecture, change in corporate ownership can result in the project being restructured or cancelled. Most businesses can’t afford to start all over again.

Breaking down an implementation into smaller chunks and taking one part of the business at a time is the most successful method – and Dynamics 365 allows you do just that.
First. Once accounting has fallen in love with their new application, it is only a matter of time before the rest of your company wants a piece of the action. This is the perfect strategy: organic, seamless, and stress-free.

Second. You start to receive a Return on Investment early in the process which validates the decision to do a new system deployment in the first place.
Third. The deployment tackles technical challenges in waves rather than all at once. No customers are hurt in the process.

Key takeaways

When looking for a business management solution, it is important to think about your future needs as well as your current objectives:

  • Can I easily add/remove users if my business grows?
  •  Can I easily add more functionality?
  • Is the upgrade path straightforward?
  • Luckily Dynamics 365 ticks all the boxes…