{"id":42770,"date":"2021-05-12T16:28:00","date_gmt":"2021-05-12T16:28:00","guid":{"rendered":"http:\/\/sticky-highjinx.flywheelsites.com\/?p=42770"},"modified":"2025-03-03T08:14:36","modified_gmt":"2025-03-03T13:14:36","slug":"five-key-actions-to-consider-before-starting-your-migration-to-dynamics-365","status":"publish","type":"post","link":"https:\/\/envistacorp.techyscouts.dev\/en-au\/2021\/05\/12\/five-key-actions-to-consider-before-starting-your-migration-to-dynamics-365\/","title":{"rendered":"Five Key Actions to Consider Before Starting Your Migration to Dynamics 365"},"content":{"rendered":"<span class=\"span-reading-time rt-reading-time\" style=\"display: block;\"><span class=\"rt-label rt-prefix\">Reading Time: <\/span> <span class=\"rt-time\"> 3<\/span> <span class=\"rt-label rt-postfix\">minutes<\/span><\/span>\n<p>For many companies, finally getting the final green to migrate to Microsoft Dynamics 365 feels like the starting gun at the Indy 500. By the time that green light is received, it often seems like the entire organisation had to weigh in, with the caveat that somehow the hard-won decision could just as quickly be rescinded due to internal factors (strategy changes, organisational changes, stakeholder attrition, etc.) or external factors (competitive threats, new technology announcements, economic factors, etc.).<\/p>\n\n\n\n<p>For all these reasons, by the time the migration decision is finalized, there can be a great deal of organisational urgency to do something, almost anything, at speed. The organisational inertia can take on a life on its own.<\/p>\n\n\n\n<p>If you find yourself in this situation, it\u2019s important to hit the pause button, as difficult as it might be. Moving forward prematurely can lead to organisational confusion, misapplied resources, frustrated stakeholders, rework and cost overruns \u2013 not to mention an implementation that doesn\u2019t fit the needs of the business. Instead, it\u2019s time to do one final check of the key actions that must be completed before starting your migration to <a href=\"https:\/\/envistacorp.techyscouts.dev\/technology\/microsoft\/dynamics-365\/\" target=\"_blank\" rel=\"noreferrer noopener\">Dynamics 365<\/a>.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-confirm-your-business-justification\">Confirm Your Business Justification<\/h2>\n\n\n\n<p>The final business justification of undergoing the transformation to D365 should be documented and confirmed among the major stakeholders. This is important for several reasons. First, if the migration to Dynamics 365 doesn\u2019t have the required return on investment, the budget should be allocated elsewhere to projects with a better return. Second, change can cause stress, and it\u2019s important to refer to the business justification to help keep everyone focused on the prize.<\/p>\n\n\n\n<p>In confirming your business justification, a good resource is a Forrester study commissioned by Microsoft. Forrester Consulting conducted a Total Economic Impact\u2122 (TEI) study to evaluate the potential financial impact of Microsoft Dynamics 365 Finance and Operations on typical user organisations. <a href=\"http:\/\/info.microsoft.com\/rs\/157-GQE-382\/images\/EN-CNTNT-eBook-Forrester-TEI-Microsoft-Dynamics-365-For-Finance-Operations.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">The Total Economic Impact\u2122 Of Microsoft Dynamics 365 For Finance And Operations<\/a> examines the benefits, costs and risks associated with this ERP investment by interviewing several customers using D365 F&amp;O.<\/p>\n\n\n\t\t<div data-elementor-type=\"page\" data-elementor-id=\"53361\" class=\"elementor elementor-53361\" data-elementor-post-type=\"elementor_library\">\n\t\t\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-top-section elementor-element elementor-element-b20eed2 elementor-section-stretched elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"98454\" data-id=\"b20eed2\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;stretch_section&quot;:&quot;section-stretched&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"aux-parallax-section has_eae_slider elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a4da46b\" data-eae-slider=\"69071\" data-id=\"a4da46b\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<section class=\"has_eae_slider elementor-section elementor-inner-section elementor-element elementor-element-af85717 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-eae-slider=\"64656\" data-id=\"af85717\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-no\">\n\t\t\t\t\t<div class=\"aux-parallax-section has_eae_slider elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-94591d3\" data-eae-slider=\"60986\" data-id=\"94591d3\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-b3da8d1 elementor-grid-1 elementor-posts--align-left elementor-grid-tablet-1 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-posts__hover-gradient elementor-widget elementor-widget-posts\" data-id=\"b3da8d1\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;cards_columns&quot;:&quot;1&quot;,&quot;cards_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;cards_columns_tablet&quot;:&quot;1&quot;,&quot;cards_columns_mobile&quot;:&quot;1&quot;,&quot;cards_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;cards_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"posts.cards\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-posts-container elementor-posts elementor-posts--skin-cards elementor-grid\" role=\"list\">\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-100095 post type-post status-publish format-standard has-post-thumbnail hentry category-white-paper tag-dynamics-365 tag-microsoft\" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" tabindex=\"-1\" ><div class=\"elementor-post__thumbnail\"><img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"582\" src=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-768x582.jpg\" class=\"attachment-medium_large size-medium_large wp-image-117516\" alt=\"A man in a white shirt stands in a warehouse, holding and reviewing a clipboard. Shelves filled with boxes line the space, and another person in a yellow vest is visible in the background.\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"aux-parallax-section has_eae_slider elementor-column elementor-col-50 elementor-inner-column elementor-element elementor-element-860af14\" data-eae-slider=\"2868\" data-id=\"860af14\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-32bfd00 elementor-grid-1 elementor-grid-tablet-1 elementor-grid-mobile-1 elementor-posts--thumbnail-top elementor-posts__hover-gradient elementor-widget elementor-widget-posts\" data-id=\"32bfd00\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;cards_columns&quot;:&quot;1&quot;,&quot;cards_row_gap&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:0,&quot;sizes&quot;:[]},&quot;cards_columns_tablet&quot;:&quot;1&quot;,&quot;cards_columns_mobile&quot;:&quot;1&quot;,&quot;cards_row_gap_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;cards_row_gap_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"posts.cards\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-posts-container elementor-posts elementor-posts--skin-cards elementor-grid\" role=\"list\">\n\t\t\t\t<article class=\"elementor-post elementor-grid-item post-100095 post type-post status-publish format-standard has-post-thumbnail hentry category-white-paper tag-dynamics-365 tag-microsoft\" role=\"listitem\">\n\t\t\t<div class=\"elementor-post__card\">\n\t\t\t\t<a class=\"elementor-post__thumbnail__link\" href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" tabindex=\"-1\" target=\"_blank\"><div class=\"elementor-post__thumbnail\"><img decoding=\"async\" width=\"300\" height=\"300\" src=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-300x300.jpg\" class=\"attachment-medium size-medium wp-image-117516\" alt=\"A man in a white shirt stands in a warehouse, holding and reviewing a clipboard. Shelves filled with boxes line the space, and another person in a yellow vest is visible in the background.\" srcset=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-300x300.jpg 300w, https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-150x150.jpg 150w, https:\/\/envistacorp.techyscouts.dev\/en-au\/wp-content\/uploads\/sites\/4\/2022\/10\/image-2025-04-09T153950.688-60x60.jpg 60w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/div><\/a>\n\t\t\t\t<div class=\"elementor-post__badge\">White Paper<\/div>\n\t\t\t\t<div class=\"elementor-post__text\">\n\t\t\t\t<h3 class=\"elementor-post__title\">\n\t\t\t<a href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" target=&quot;_blank&quot;>\n\t\t\t\tHidden Treasures of Advanced Warehousing\t\t\t<\/a>\n\t\t<\/h3>\n\t\t\t\t<div class=\"elementor-post__excerpt\">\n\t\t\t<p>Make the most of Microsoft Dynamics 365\u2019s Advanced Warehousing module and gain insight into the hidden treasures to unlock value.<\/p>\n\t\t<\/div>\n\t\t\n\t\t<a class=\"elementor-post__read-more\" href=\"https:\/\/web.envistacorp.techyscouts.dev\/hidden-treasures-advanced-warehousing\" aria-label=\"Read more about Hidden Treasures of Advanced Warehousing\" tabindex=\"-1\" target=\"_blank\">\n\t\t\tDownload\t\t<\/a>\n\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-set-your-go-live-strategy\">Set Your Go-Live Strategy<\/h2>\n\n\n\n<p>Before embarking on an ERP transformation, stakeholders must choose between two major approaches: 1) a tiered, more phased approach or 2) go live all at once through a \u201cbig bang\u201d approach.<\/p>\n\n\n\n<p>With a tiered ERP implementation, several smaller but significant go-live milestones are established for different phases of your ERP transformation. While the tiered approach can consume more time in aggregate, it can reduce risk and increase and employee adoption as employees have more time to become comfortable with new processes and new software incrementally, with less risk of becoming overwhelmed.<\/p>\n\n\n\n<p>In a \u201cbig bang\u201d ERP implementation, all the company\u2019s locations and ERP modules go live simultaneously. Companies using a big bang approach can often achieve a faster and therefore lower cost approach over companies using the tiered approach. However, as the scale of the big gang implementation increases, so does the risk. Testing, training and data validation become even more important in order to mitigate risk and avoid downtime during go-live.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-develop-your-risk-mitigation-plan\">Develop Your Risk Mitigation Plan<\/h2>\n\n\n\n<p>Even though the ROI of successful Dynamics 365 transitions is high, there are many risks that must be mitigated. These include managing stakeholder expectations, inadequate testing, training, user buy-in, turnover and more. How can complex risks like these be mitigated? There are many aspects to this subject, including having a strong executive sponsor, executing a change management programme to secure team commitment, regular milestones and readiness assessments, and thorough training to ensure user ownership.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-choose-the-right-implementation-partner\">Choose the Right Implementation Partner<\/h2>\n\n\n\n<p>In choosing the right implementation partner, several key criteria come to the forefront, including track record, industry experience, methodology and organisation fit.<\/p>\n\n\n\n<p>Choose an implementation partner that combines Microsoft Gold certifications with proven industry experience across manufacturing, retail, commerce and logistics. This will help ensure that your Dynamics 365 transformation takes full advantage of leading practices across your end-to-end supply chain and across digital and physical commerce.<\/p>\n\n\n\n<p>Ensure that your implementation vendor has a proven methodology to review your existing processes, find ways to optimise them and provide best practices moving forward.<\/p>\n\n\n\n<p>Organizational fit is also extremely important. Look for a partner with strong emphasis on client ownership and end-user testing before go-live to provide end users with the ability to use, troubleshoot and own the platform as desired.<\/p>\n\n\n\n<p><a href=\"https:\/\/web.envistacorp.techyscouts.dev\/5-key-actions-ax-d365-transformation\" rel=\"noreferrer noopener\" target=\"_blank\"><\/a>These are just a few key actions to consider. A deeper view can be found in the white paper, <a href=\"https:\/\/envistacorp.techyscouts.dev\/blog\/five-key-actions-to-consider-before-starting-your-migration-to-dynamics-365\/\" target=\"_blank\" rel=\"noreferrer noopener\">Five Key Actions to Take Before Starting a Microsoft AX to Dynamics 365 Transformation<\/a>. For more specific information on achieving Microsoft AX to Dynamics 365 transformation success, please contact 877-684-7700 or <a href=\"mailto:info@envistacorp.techyscouts.dev\">info@envistacorp.techyscouts.dev<\/a>.<\/p>\n\n\n\n<p><a href=\"https:\/\/envistacorp.techyscouts.dev\/contact\/\">Let\u2019s have a conversation.\u2122<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Tyler Kubsch of enVista offers insight into top actions to consider before businesses begin their migration to Microsoft Dynamics 365 to ensure success.<\/p>\n","protected":false},"author":22,"featured_media":42771,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","_searchwp_excluded":"","footnotes":"","_links_to":"","_links_to_target":""},"categories":[3475],"tags":[3595,3746,3561],"class_list":["post-42770","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog","tag-business-intelligence","tag-dynamics-365","tag-microsoft"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>5 Key Actions Before Migrating to Dynamics 365 | enVista<\/title>\n<meta name=\"description\" content=\"Tyler Kubsch of enVista offers insight into top actions to consider before businesses begin their migration to Microsoft Dynamics 365 to ensure success.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/2021\/05\/12\/five-key-actions-to-consider-before-starting-your-migration-to-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"5 Key Actions Before Migrating to Dynamics 365 | enVista\" \/>\n<meta property=\"og:description\" content=\"Tyler Kubsch of enVista offers insight into top actions to consider before businesses begin their migration to Microsoft Dynamics 365 to ensure success.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/envistacorp.techyscouts.dev\/en-au\/2021\/05\/12\/five-key-actions-to-consider-before-starting-your-migration-to-dynamics-365\/\" \/>\n<meta property=\"og:site_name\" content=\"enVista Australia\" \/>\n<meta property=\"article:published_time\" content=\"2021-05-12T16:28:00+00:00\" \/>\n<meta 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