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

Posted on by 48

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

  • The_CRM_Fairy Profile Picture
    The_CRM_Fairy 48 on at
    RE: D365 - What order to implement the modules?

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

  • The_CRM_Fairy Profile Picture
    The_CRM_Fairy 48 on at
    RE: D365 - What order to implement the modules?

    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?

  • Suggested answer
    protc Profile Picture
    protc on at
    RE: D365 - What order to implement the modules?

    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.

  • Wahaj Rashid Profile Picture
    Wahaj Rashid 11,319 on at
    RE: D365 - What order to implement the modules?

    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

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