BENCHMARK COMMUNICATIONS STANDARDS WITH YOUR DYNAMICS 365 PARTNER

BENCHMARK COMMUNICATIONS STANDARDS WITH YOUR DYNAMICS 365 PARTNER

  • Before you choose a Dynamics 365 partner to help you upgrade from Dynamics AX, you need to take precautions to ensure that they deliver what they promise. Software upgrades are a huge undertaking and projects with this level of risk require a defined communications strategy and project methodology.Communication is simply the act of transferring information from one place to another, but surprisingly, it’s one of the biggest reasons behind failed upgrade implementations. Moving from Dynamics AX to Dynamics 365 for Operations can be complicated and requires people from all different backgrounds, from developers to business users, working together to achieve a common goal.In order to get everyone on the same page about deliverables and expectations, you need to benchmark communications and process standards with your Dynamics 365 partner. Here are some tips on how to get started:
    • Establish a primary or single point of contact
    • Dedicate resources to your project with confirmed availabilities and responsibilities
    • Set deliverables, including transition plans, technical scopes, customization reports, and other documentation
    • Agree on a preferred form of communication and meeting frequency
    • Create a formal process for managing scope changes
    Remember, the success of any upgrade project is dependent on project management and the communication process. If something comes up through the course of the project, you need to feel confident in your partner’s ability to communicate the challenge and the resolution to you. No question can go unanswered, no problem unaddressed, and no red flag ignored. Download this e-book for more tips on how to choose the right partner for the job.

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