Dynamics Implementation

Expert Implementation Tailored to Your Business Needs

Implementing an effective ERP system requires a comprehensive setup tailored to your business’s unique needs. We ensure every essential component is aligned with your operational requirements to create a strong foundation for your system.

Beyond the basics, we specialise in configuring core modules and setting up workflows, approval processes, and automations designed to optimise your operations. We also focus on security, configuring user roles and access controls based on your organisational structure.

System Setup and Configuration
Implementation Services

Initial Configuration

Setting up the foundational components of systems, including company info, currency, regional settings, general ledger, chart of accounts, etc.

Module Configuration

Configuring core modules, and setting up specific workflows, approval processes, and automations within each module to streamline operations.

Security and User Roles

Configuring security and access controls based on user responsibilities and organisational structure, to ensure data is secure.

Integration Setup

Integrating with other systems such as Office 365, Power BI, third-party apps, etc. and configuring APIs and data sync settings to ensure seamless data flow between systems.

how we implement

Data Migration

Most implementations involve transferring data from legacy or other business systems. Our team will put together a detailed data migration strategy to ensure:

  • All relevant data sources are considered as part of a migration.
  • Map Data fields from legacy systems to corresponding fields, ensuring compatibility.
  • Existing data is cleansed to remove duplicates, outdated records, and errors to improve data quality.

Once data has been migrated our team will work closely with relevant stakeholders to:

  • Perform thorough testing of migrated data in a sandbox environment.
  • Validate migrated data to ensure accuracy and completeness, conducting data reconciliation to verify consistency.
  • Conduct user acceptance testing (UAT) to confirm data accuracy and usability in day-to-day operations.

Training

Our team can provide comprehensive training on how to use your new system via direct training sessions or through a train-the-trainer model. We will work with you to:

  • Identify training needs based on user roles and responsibilities.
  • Build out a training plan and user guides to cover the relevant training areas.
  • Conduct interactive training sessions, (either on-site or virtually) to delivery the training workshops and material.
  • Provide ongoing support through a managed service package and providing refresher training courses.

Reach out to us today for a consultation

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