Dynamics 365 Implementation
Customize the solution for the unique business needs
Our Services
Streamline Your Business with Microsoft Dynamics 365
AdyatanTech empowers businesses to unify operations across sales, marketing, service, finance, and more—using the power of Microsoft Dynamics 365. Our expert-led implementation helps you go live faster, smarter, and with less risk.
Business Process Unification
We implement Microsoft Dynamics 365 to seamlessly integrate all departments—CRM and ERP—in one intelligent platform tailored to your operations.
Proven Implementation Framework
Our methodology blends project management, field-tested tools, and best practices to ensure rapid deployment, migration, or upgrade with minimal disruption.
Expert-Led Delivery Team
Our dedicated team of Dynamics 365 consultants, developers, and support professionals ensures a smooth and strategic rollout that meets your business goals.
From Strategy to Execution — Your Dynamics 365 Partner
We help businesses transform how they operate by implementing Microsoft Dynamics 365 — a unified solution that connects sales, service, finance, and operations. Our tailored approach ensures every phase is delivered on time and aligned with your goals.
Drive Operational Excellence
Our proven implementation methods streamline core business processes and increase productivity across departments.
Ensure Scalable Growth
With expert planning and delivery, we enable scalable, future-ready Dynamics 365 solutions tailored to your unique business needs.
Why Our Implementation Methodology Works
Accelerated Time to Value
Our structured methodology minimizes delays and speeds up delivery helping you go live faster without compromising quality.
Repeatable, Scalable Success
Whether it’s a small rollout or enterprise-wide implementation, our model is adaptable, proven, and ensures every engagement follows a clear process.
Greater User Adoption & Satisfaction
Allows for a faster project completion with minimal risk and a lower total cost of ownership (TCO), which can all lead to increased customer satisfaction.
Our Proven Implementation Approach
We follow a structured, best-practice implementation methodology tailored for Microsoft Dynamics 365. From understanding your needs to going live, our approach ensures speed, accuracy, and long-term success.
Requirements Gathering and Analysis
This includes meeting all the stakeholders, help the customer find the right solution and obtain a key understanding of the solution requirements. The analysis activities identify actions to initiate and effectively plan the entire project.
Design
The design phase includes configuration of the overall Microsoft Dynamics solution and the design of specific customizations needed to satisfy business requirements identified during the Analysis phase.
Development
The goal of the development phase is to build and test the system components defined and approved in the design specifications, including developing the customizations, integrations and interfaces and data migration processes.
Testing
The testing phases comprises of the Partner as well as User Acceptance Testing. Key activities in this phase include creating Test Plan, Test Scripts and Test Cases, executing the same, fixing bugs, Training Users and conducting User Acceptance Testing.
Deployment
The deployment phase is where all the efforts of the project team come together for a successful transition to the new Microsoft Dynamics solution. Key activities in this phase include migrating solution/s to the Production environment, migrating final data and doing the cutover.
Operation
The Operation phase defines the activities required to close the project successfully. It also provides post-production support to the customers. This phase helps in transition of the solution and knowledge to the customer and the end of the process.
Best Practices for Microsoft Dynamics 365 Implementation
Determine the “System of Record”
During integration discussions, it is important to determine which system will be the “System of Record” or hold the “Master Data.” Dynamics ERP Application such as Finance and Operations could typically be chosen for this role, but Dynamics 365 for Sales can sometimes be chosen as the “System of Record,” as well depending on the data it will need to store. Some businesses may require that when these prospects are converted to “customers,” they are “sent” over to the ERP system, with their information now residing in the ERP system. Making these decisions around a “System of Record” during integration discussions can help with design options, as well as security requirements.
Encourage Cross-Practice Collaboration
Collaborative workshops need to be conducted for solutions that might cross one or more practices. (e.g. Finance and Operations, Sales, and Marketing). One has to be mindful and resourceful in planning ahead with workshops and eliminate duplicate meetings with different consultants by anticipating cross-functional needs. This helps with pre-design and solution plans that are expected to come up further along in the process, and it ensures that appropriate questions are discussed with the SMEs.
Involve Subject Matter Experts (SMEs)
It needs to be ensured that SMEs are able to allocate time towards both work streams. An SME’s expert knowledge is indispensable to a project as they can provide crucial feedback on the solutions, the implementation, and how the solutions will support the organization thus reducing the project risk and support user adoption post-implementations.
Make Sure the IT Team is Involved in Decisions
Since most complex integrations are done by partners and consultants, it is important that the IT department of the organization implementing the applications be included in the decision-making process. The reason for this is that the organization is enabled to support the integrated solution and make future updates and modifications. There are many different tools to accomplish integration needs, so it is extra important to make sure that the IT team determines which tools it will be using and that the team will be comfortable using them.
Align Important Implementations and Business Timelines
Another important factor to consider when planning and deciding on an implementation timeline will be the “year-end closing” month for the company. Use this time to back into an agreeable and attainable deployment plan. The year-end closing month is probably the single most important date that can be easily overlooked during initial planning and can cause delays in Dynamics 365 “go live” plans.
Keep Cross-Functional Teams on the Same Page
Dynamics 365 now brings together the two former product lines (CRM and AX); the same needs to be done with implementation teams. One important role that many software providers now use to ensure team alignment is the Enterprise Architect. The Enterprise Architect offers cross-functional team guidance to both the software provider’s team and your team, guiding all team members toward a common goal. Whether or not your organization uses an Enterprise Architect, keep in mind that the most successful implementations occur when cross-functional teams are on the same page at each step of the project.
Finish Customization Before Integration
Any integrations, such as data mapping or data script creation, between Dynamics 365 and other applications including other Dynamics 365 Applications, should wait until all customizations and migrations are complete, and the all systems are up and running. This helps lay the foundation for a smooth integration process. This is because some departments such as Sales typically does not take as much time to implement as others e.g. Finance and Operations, due to application complexities and requirements.