If you are looking into Microsoft Dynamics 365™ software (formerly Microsoft Dynamics® CRM), you probably have questions about a number of things, not the least of which is the cost of implementation. You’ve shopped around and found an experienced company to help implement the software, but did you realize you can take steps to save money on the implementation?
You can save money and help the implementation go more smoothly and efficiently, and with less disruption to your daily business, by providing details. Lots of details.
When clients come to us for Dynamics 365 software implementation projects, we provide an estimate based on our understanding of how long the job will take and how challenging it will be. Our estimates are necessarily a range from lowest to highest to compensate for any unknowns.
You can help us to stay in that lower cost range by minimizing any unknowns.
You do that by providing lots of details. Here are a few examples.
1) You want to create custom reports using Dynamics 365 software.
The more detailed information we have, the more efficiently we can configure Dynamics 365 software to do exactly what you want it to do. It’s much easier to do this upfront rather than trying to reconfigure the software later on.
2) You want custom workflows in your Dynamics 365 system – perhaps a workflow that would periodically and automatically send messages to your customers. This automation can be set up easily.
We can provide a list of questions for your team to discuss and answer before the project begins, to minimize unknowns and last minute changes.
Some might be tempted to say, “You are the specialists; just figure out what we need and give us the finished product.”
It’s true, we’re implementation specialists, but no one knows your business processes like you do. A cookie-cutter implementation may leave you short on features you need. We’ll be able to figure that out, but only if we ask you a lot of detailed questions. By providing answers upfront, you streamline the process, which can save time and money.
So talk to us. Give us the details we need to make your Dynamics 365 software implementation a success.
More detail equals less consultation time, which helps lower costs.
Your team will thank you for that.
Microsoft Dynamics and Microsoft Dynamics 365 are trademarks or registered trademarks of Microsoft Corp. in the United States and/or other countries.
In accordance with applicable professional standards, some firm services may not be available to attest clients.
© 2018 Crowe Horwath LLP, an independent member of Crowe Horwath International.
As of June 1, 2016, the professionals of AbleBridge have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on Microsoft Dynamics® CRM (now Dynamics 365) sales and implementation as well as innovative add-on products.
The personnel of SDGblue have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm with a global risk consulting practice and offices around the world. This move provides SDGblue clients access to a broader range of products, services, and solutions, while expanding the Crowe cybersecurity risk management capabilities with a deeply specialized team.
Looking for the Client Login?
Access the SDGblue Client Portal
As of Oct. 30, 2017, the professionals of Rowbotham International have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm. We continue our focus on domestic and international tax and audit compliance services, as well as advisory services.
The personnel of Tru8 Solutions LLC have joined Crowe Horwath LLP, a public accounting, consulting, and technology firm with a global risk consulting practice and offices around the world. This move provides Tru8 clients access to a broad range of products, services, and solutions, while deepening the Crowe GRC technology expertise to manage risk by better leveraging data and gaining more predictive insight.