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Microsoft Dynamics 365 | Integration, Dataverse...
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D365 - What order to implement the modules?

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Posted on by 4

Hi all, I'm new and was hoping to ask the community for some guidance from your own experiences of implementing D365.

I am currently working on a D365 implementation of Sales, Customer Services and F&O.

Which one should come first? Can we safely implement Sales and Customer Service before F&O as there is an immediate business need. Or should we wait until after the F&O migration or just do it all together at the same time in one larger project?

I am sure there are pros and cons to all options. Any war stories/examples from your own experiences would be greatly appreciated.

Thanks

I have the same question (0)
  • Wahaj Rashid Profile Picture
    11,323 on at

    Hi,

    There is no straightforward answer to this. It all depends on the need and on your plan.

    Dynamics 365 Sales, Customer Services, and F&O are capable of running independently, however once integrate, you can best out of these.

    Again, I'm not aware of your project, however, as per my experience, in most of the implementations we started in parallel.

    So we plan out phases, In Phase 1, we implement Sales in parallel to F&O. This means anything, where you need integration with F&O will be done either in Sales or outside the system. For instance, normally, the sales process until the Sales Order stage is managed in D365 Sales, however, invoices and fulfillment happens through F&O. Since D365 Sales do have capabilities to prepare Invoices, so in Phase 1 your invoicing can be managed in D365 Sales or Legacy systems. In Phase 2, you can start integrating D365 Sales with F&O. For example, now once a Sales Order is created, it flows to F&O for fulfillment and billing purposes.

    One more example, there are processes where there is no direct integration with F&O. For instance, our Marketing Department mostly cares about Customer Segments, Campaigns, and Customer Insights. None of these are directly involved with F&O. So we can safely, start with Marketing Module Implementation.

    Similarly, you will find scenarios in your project.

    I hope, it gives you some perspective.

    Feel free to discuss this.

    Best,

    Wahaj

  • Suggested answer
    protc Profile Picture
    Microsoft Employee on at

    Hi,

    Thank you for your query,

    There is no such order to install the Dynamics 365 Modules as they all can be used independent of each other but you can integrate them later at any point in time.

  • The_CRM_Fairy Profile Picture
    4 on at

    Thanks for your quick reply Wahaj. That is really helpful. So I am 100% clear, is there any best practice guidance from Microsoft in relation to the "best" order to implement these modules in that I need to factor into our decision Vs the business needs?

  • The_CRM_Fairy Profile Picture
    4 on at

    Thanks for your reply Protim. Are you aware of any best practice guidance directly from Microsoft relating to this?

  • Suggested answer
    CU27011421-0 Profile Picture
    77 on at

    In most implementations, it’s better not to do everything at once.

    Typical approach that works well:

    1. Start with Finance (F&O core)


    • Chart of accounts, legal entities, basic processes
    • This becomes the foundation for everything else


    •  

    2. Then Sales (CRM)


    • Customer data, pipeline, integrations
    • Aligns with finance structure (customers, pricing, etc.)

    •  

    3. Then Customer Service


    • Cases, support workflows, SLAs
    • Builds on customer data already set up


    •  

    Why not start with Sales/CS first?

    You can, but it often leads to rework because:


    • Customer/account structures may change after F&O
    • Integrations (orders, invoicing) depend on finance setup

    •  

    Real-world approach:


    • If there’s urgent business need → start Sales/CS as a phase 1 (lightweight)
    • But parallelly design F&O properly before scaling

    •  

    Avoid:

    Big-bang implementation unless the team is very experienced and requirements are stable.

  • Suggested answer
    11manish Profile Picture
    337 on at
    Great question—this comes up a lot in real programs, and there isn’t a one-size-fits-all answer. But based on experience with implementations across Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Service, and Microsoft Dynamics 365 Finance and Operations, there is a practical approach that works well in most cases.
     
    Go with:
    • Sales + Customer Service first
    BUT
    • Plan F&O integration from Day 1

    In a typical implementation involving Microsoft Dynamics 365 Sales, Microsoft Dynamics 365 Customer Service, and Microsoft Dynamics 365 Finance and Operations, it is generally safe—and often recommended—to implement Sales and Customer Service first to address immediate business needs.
    A phased approach works best:
    • Start with Sales and Customer Service to deliver quick value
    • Then implement Finance & Operations and integrate it with CRM
    However, it’s very important to plan integration upfront, especially around:
    • Data ownership (customers, products, pricing)
    • System of record (typically F&O)
    • Future integration design (e.g., APIs, dual-write, Dataverse)
    Avoid treating CRM as a standalone long-term system without considering ERP, as this can lead to:
    • Data duplication
    • Rework during integration
    • Inconsistent business processes

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