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Effective Strategies for the Successful Dynamics 365 Adoption

by The Custom Boxes
dynamics 365

Let’s address the fact that the adoption of Microsoft Dynamics 365 is so far-reaching. The platform has impacted every part of the company from finance to HR to IT. By the end of 2018, more than 200 companies had purchased Microsoft Dynamics 365 licenses and transitioned their businesses to this new model. 

The following steps have been developed to help you towards successful dynamics 365 end user adoption. If you need additional advice or assistance with your rollout, reach out for assistance by visiting our online Community or finding us on social media:

Define your goals and objectives

You can’t expect to achieve the full adoption of Microsoft Dynamics 365 unless you clearly understand both your business goals and objectives. This will help you create a road map for achieving those goals and objectives. Your business objectives can be broad or specific. For example, your business might have set a goal of adding new customers by X number, and your specific business objective might be to add new customers by increasing X percent.

Define your desired outcomes

What outcomes will you be aiming for when you adopt Microsoft Dynamics 365? The answers to these questions will help you define your desired outcomes. The desired outcomes will help you better understand both your risks and rewards. And will help you prioritize your actions to get to those desired outcomes. 

For example, if your desired outcome is to reach 100% adoption, it might help to understand why that is such a challenging goal. If your target is to reach a certain monthly pass rate for all your users, it might help to understand why that is not a realistic goal.

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Determine how you’ll measure success

You’ll want to measure your success as an adopter of Microsoft Dynamics 365 by looking closely at the changes that have happened in your business. For example, have your customers experienced an increase in revenue or a decrease in their monthly bills? These are both good signs! While these might not seem like obvious ways to measure success, they are both ways that your company can measure success with this adoption.

Establish your company culture

Once you’ve defined your goals and objectives, identified your desired outcomes and defined your company culture, you’re well on your way to the successful adoption of Microsoft Dynamics 365. You’ll establish a culture of continuous improvement with this software, and you’ll celebrate frequent and meaningful “aha!” moments as your businesses grows.

Develop a core set of tools

Once your company is in full swing with the adoption of Microsoft Dynamics 365. You’ll want to invest in additional tools to strengthen your efforts. The following tools can help you scale your company and ensure that you’re making the most of this new model.

Business Intelligence tools

Start with the most basic tools and expand your tool stack as your business grows. Business Intelligence tools help you understand the big picture with data insights and provide actionable insights for your team. You’ll find many free and paid-for tools available, so research. And trial-and-error will help you determine which tools are right for your organization.

Payments processing tools

Payment processing tools help you track and manage your payments and manage risk in connection with fraud and/or unauthorized payments. You’ll find many free and paid-for tools available.

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Create a central repository to store your data

After you’ve invested in additional tools and technologies, you’ll want to collect data from your users. This is where a centralized repository comes into play. It’s in this repository that you’ll store your data and it’ll be accessible through your user management tools.

This is a great way to help your team members stay organized and reduce the risk of data deletion or theft. You’ll find many centralized repositories available. So research and trial-and-error will help you determine which centralized repository is right for your business.


The adoption of Microsoft Dynamics 365 has been nothing short of phenomenal. More than 200 companies have already deployed this software and more are exploring the benefits of this model each day. It’s truly been one of the most impactful things that can have happened to our company.

The good news is that those who are ready for the best adoption data are those teams that are at the vanguard of this transformation. They are the teams that have been working the hardest to ensure that this model is achieved.