Microsoft Dynamics 365 Best Practices

Dynamics 365 Best Practices

One of the great features of Dynamics 365 is that you can easily configure the system to meet your needs. Creating new entities, fields, and views can be done through the current interface and without the need to have development knowledge and write code. Workflows can be created by users to help them perform some of their day-to-day job functions. Business Process flows can be modified to follow your companies’ process.

From CRM to Dynamics 365

The evolution of Microsoft Dynamics CRM to Dynamics 365 has been an awesome adventure to be part of. It has helped change the mindset from “change your business processes to meet the needs of the system” to “change the system to meet the needs of your business processes”.

Now you have this new robust system; your new toy that you get to play with by configuring it to meet the needs of your company. The more you dig in, the more fun things you find that you can do. But before you get started, make sure that you have a plan and be sure to follow some best practices.

What is it?

What IS a Best Practice when it comes to configuring Dynamics? There are varying opinions of how to configure different components for your company. You could come up with a solution to a problem yet someone else may have an entirely different solution. Which one is correct? Which one is better?

In my 12 part blog series about Best Practices, I’m going to talk about the different solution components and some of the best practices surrounding each of them. Not only am I going to offer best practices, I’m going to tell you why. From the how and why, you can see if and how the best practices can be incorporated into your D365 implementation. Not all best practices will fit into your puzzle, but if you understand the philosophy behind each of them, you can easily adapt them to fit your business model.

What does it mean?

I define best practices, in regards to D365, as the least effort of configuration resulting in the best end-user experience. It’s important to note that just as D365 has matured throughout the years, best practices will change as well. What was a best practice in MS CRM 2011 may not be so for D365 v9. If you’ve worked with the system from previous versions then you are aware that new functionality is always being introduced and improved upon. Business Process Flow and Business Rules are great examples.

Don’t let advancing technologies stop you from configuring your system. As long as you stick with supported configurations and customizations, upgrades and deploying new solutions to adapt your best practices to the technology changes, should be simple.

Stayed tuned for my first blog in the Best Practice series that will focus on Org and Solution management in D365. Learn how to name your organization’s URLs and how to use managed or unmanaged solutions to deploy configuration changes to production.

Contact Us!

Please contact us today if you have questions about Best Practices or if you have a topic or certain D365 component that you are particularly interested in hearing about in regards to its Best Practices.

Beringer Technology Group, a leading Microsoft Gold Certified Partner specializing in Microsoft Dynamics 365 and CRM for Distribution. We also provide expert Managed IT Services, Backup and Disaster Recovery, Cloud Based Computing and Unified Communication Solutions.