A custom Microsoft Dynamics 365 CRM or ERP can deliver a night-and-day change to the way your organisation works. delivering new efficiencies and supporting growth. We can deliver Dynamics 365 development solutions for new projects and existing instances.

Getting your organisation from where you are to where you want to be can seem challenging. But with our step-by-step approach to Microsoft Dynamics 365 development, we can ensure the result of your project will support the way you work.

Whether it's the development of a brand new instance, or the redevelopment or expansion of an existing instance, our professional process will ensure

Dynamics 365 Development Process

Akita follows Microsoft’s ‘Sure Step’ Dynamics project methodology to ensure the efficient delivery of your Dynamics 365 instance. This involves the following development stages:

From the outset of the project, we also aim to answer fundamental questions about the way you want your Dynamics 365 instance to work, ensuring this feeds through to the end result:

    • Functional areas
      What are the key business areas that need to be addressed by the project?
    • Existing Data
      What data are you looking to import into your Dynamics 365 system? Where is it currently stored within your organisation?
    • New Data
      What information do you need your Dynamics 365 instance to capture?
  • Entities
    How are you going to manage the way data is held, managed and reported upon? This could include details of companies, people, opportunities, leads and so on.
  • Documents
    Are there documents you’d like to include in your CRM?
  • Reports
    What reports will you require to be produced and how often? Are there variables within these reports?
  • Attachments
    Are there documents, emails or files you’d like to include in your Dynamics 365 records? If so, how would you like these to flow into Dynamics 365 and what permissions need to be associated with them?
  • New behaviours
    Will you introduce new policies or procedures off the back of your Dynamics 365 project? What training may be required? Do you require documentation?

Once these questions have been answered, our strategic project management takes the pain out of any project.

Our end-to-end approach encompasses all stages of development, allowing you to have as much or as little involvement in your project as you want. And once ready, we’ll even provide you a ‘sand box’ testing area so you can be sure that your project works exactly as you want it to.

Deployment & Support

When you’re ready, Akita will push your Dynamics 365 project live and ensure you’re comfortable using it. This can include engagement and training with senior management, either to teach them how to get the information they want or setup the automatic reports and data visualisations they require.

We can also run staff training sessions. Held either onsite or remotely (useful for regional offices), we can give employees the right level of knowledge and access required for their roles.

And with our ongoing support offering, you can be sure you’ll have someone on-hand for technical queries or further development requests.

To discuss your Microsoft Dynamics 365, Business Central or Navision project plans, please get in touch:

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Preparing for Dynamics 365
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