Full Cycle Dynamics 365 Implementation
Amplify your organisation’s mission with Dynamics 365 Sales/Marketing technology and the expertise of our team.
Design and build the system tailored to your business needs with us. Best practices with the lowest implementation, licensing, and maintenance costs. Use our expertise and experience for a higher impact.
In just one platform, get access to everything you need, now and for the future: CRM, Sales, Marketing – all your data in one place for ease and productivity.
Enable innovation with Microsoft leading the way in new-age technology and co-pilots, enhancing productivity, streamlining operations, and amplifying your impact.
Your business is rapidly growing, or you just started a new business.
You explore the benefits of consolidating sales and marketing at the parent organisation level.
You have recently moved to M365 and are new to the Microsoft ecosystem.
You are looking at resetting the legacy/inherited Dynamics implementation.
You already have Dynamics 365, but you're not getting enough value from it, and business system adoption is poor.
If it sounds like your organisation, let’s start the conversation with the 1-hour introductory session.
Have an open conversation with us to learn how we can help transform your business and reach your goals faster, with minimal learning curves.
We use a delivery methodology that works well for all our customers. Given the average Dynamics 365 implementation failure rate, our projects look “different good”. Drawing on our experience and expertise, we develop a framework that works.
During the project, we focus on the following milestones to ensure the full-cycle implementation:
Read more about the methodology in the article Making technology change a success.
The customer, a national not-for-profit organization in Australia, needed a centralized and well-managed sales process to support their self-funded operations. They faced issues such as reactive opportunity identification, lack of visibility, and difficulty in forecasting revenue. The Technomancy team conducted discovery sessions, proposed using Dynamics 365 Sales, and implemented multiple business process flows and workflows. They ensured the system met requirements at every stage of development. The project led to organizational transformation, increased sales, and business growth. The customer can now proactively identify opportunities, enhance transparency, and improve forecasting accuracy. Technomancy prioritized fairness, honesty, and integrity, ensuring transparency and addressing potential issues proactively. They aligned with customer values, motivating high-quality service delivery. The new system helps the customer sell products and services more effectively, creating jobs for people facing employment difficulties and contributing to environmental and community well-being.
The customer is a relatively new business that initially used shared tools and segmented data. As their business matured, they realised the benefits of data ownership and of utilising a customisable platform for data capture and process automation. Engaging the Technomancy team in the original Dynamics 365 implementation helped them achieve their goals of a rapid migration to a new system in a short period of time. Adding Customer Insights Journeys to the system was the next most logical part. Now, Customer Insights Journeys is at the core of the customer’s business, covering B2B communications and event management. Having a centralised data source helped the customer deliver government reporting on time, secure funding, and meet compliance requirements.
Not-for-profit organisations face challenges that Microsoft Dynamics 365 Sales can address with affordable pricing, customisation, integration with Microsoft 365, compliance features, enhanced engagement tools, data-driven insights, and scalability for growth.
Implementing Microsoft Dynamics 365 can completely change how organisations operate, but it can quickly become a costly failure without the right approach. To maximize the benefits and avoid common pitfalls, businesses must focus on critical success factors that address business, human, and technology challenges. Here are the top five reasons for failures and define measures to ensure successful Microsoft Dynamics
The content provides an overview of the importance of growing and expanding a Dynamics 365 system. It highlights the impact of neglecting system maintenance on cost, productivity, and user experience. The article also suggests actions to improve the system, such as minimizing unused elements, designing better-looking forms and views, using business rules, assigning dedicated staff for maintenance, and seeking professional
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