If you are implementing Microsoft Dynamics 365, then you should not go in blindly. This program can be difficult to get right the first time, without any help, so we are here to help guide you through the do’s of implementing this program, so you can get it right the first time without having to figure everything out on your own.

The D365 brings together a business’s CRM and ERP systems so that the frontend and backend of a business both run smoothly, together. It is in your best interest to make this implementation as quick and easy as possible. So, if you are looking to get D365 for your business, and set it up yourself, then here are the things you should know to make sure that you get D365 implemented right the first time.

SMEs Should Be Involved

If you are going to try to implement both the ERP and CRM systems at the same time, then you should involve the subject matter experts (SMEs) and make sure that they can give time towards both streams. An SMEs expert knowledge will help you implement the program, fix any issues as you go, and give feedback on the solutions.

This expertise can really make a difference when implementing these programs, and it can make things go a lot smoother. This can also help support user adoption after implementation. So, it is a good idea to involve SMEs in the process and make your life a whole lot easier.

Customize Before Integration

Any integrations should be done after all customizations are done, and the operations system is up. Although this can be tough to do with time constraints, and if you’re aren’t able to do that completely, then you will want to at least wait on the data mapping and data script until most of the Finance and Operations is up and running so that there will be a smooth integration process.

This is done because the sales system won’t take as long and because the Finance and Operations portion has more requirements and is more complex. Also, the Sales portion has the ability to be adjusted easily so it is better to implement it this way.

Have A Timeline

An important factor when implementing a new system is having a timeline to be done by. Have dates that you want certain things to be done by, and stick to that schedule. If you let things go by, then it will just end up taking much longer to implement that you wanted.

You will also want to decide on a year-end closing month for your company. You can use this time to develop a deployment plan that will work for your company. This might be the most important date, and yet it is easy to overlook. However, not having or sticking to this date will cause delays in your implementations plans, so pick a date and stick to it.


Implementing a new program can feel like a daunting task, but these ideas will help you to get it right the first time, so you don’t have to deal with it again. However, you may still have some questions about implementing D365 for your company. If so, then you can contact MCA Connect and they will help you with any D365 needs that arise during your implementation process and help you get your business back up and running smoother than ever.