Just like any software system, testing is crucial for a Microsoft Dynamics 365 implementation. A project’s success hinges on a system that users have tested and approved. One of the advantages of Dynamics 365 is that it is easy to make tweaks and changes and deploy those without much ado. In this blog, we review a few best practices that every successful implementation needs.

1. Don’t have to wait until the scheduled UAT to expose users to Dynamics 365. Include as many users as is efficiently possible in the design reviews during the development phase. Users who have gained some familiarity with the system will understand the nuances better and have a smoother adoption curve.

2. Setting expectations is crucial. Make sure your users are aware that there will be issues that will come up during testing – and although it may seem like a major roadblock, most of the times it is resolved by a simple fix. When the right expectation is set, user adoption is better. If you want to know more about user adoption, check out these blogs – User Adoption, You say tomato, I say tomato and Tracking CRM User Adoption, Made Easy.

3. If users are moving away from a legacy system, they need to understand that the new system is not going to be an exact replica of the old system. That would defeat the purpose of implementing a ‘new’ system. New might mean an improvement in the business process itself, new terminologies or different steps they need to take.

Remember, UAT and the following deployment does not have to be the ultimate step in your CRM journey. New features and functionalities can continue to be implemented post go-live. A system is never going to be ‘perfect.’ Delaying the launch to keep making changes to the system is not necessarily a wise move. Define your ideal system and realistic objectives and once you have reached them, begin testing.

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Happy Dynamics 365’ing!