ERP evaluation: What new Microsoft Dynamics 365 Finance & Operations customers are doing right

In conversations with organizations from various industries, we have noticed an increasing awareness over the last twelve to eighteen months of the limits of legacy ERP and CRM solutions. Even for companies that had invested in Dynamics ERP solutions several years ago, the advances in SaaS and hybrid solutions from Microsoft seem to be sparking new interest.

But evaluating new ERP or CRM investments is as important and demanding as ever. We have been refining the ways we help our clients do their homework on Dynamics 365, and have identified the most important areas that any executive or line of business manager needs to account for. What follows is a list of the details that any systems integrator should be able to help you understand. We will be diving into these themes in more detail, both from a customer and service provider perspective, at our December 1^st Dynamics 365 evaluation event, hosted by Avantiico and Microsoft at the Microsoft Training Center in Irvine, CA.

Maximize your knowledge of the latest solutions

Our most successful Dynamics 365 clients did not make the mistake of underestimating the importance of setting the right evaluation criteria and then diving deep to really understand out of the box options in combination with trusted third-party solutions. Some of the most common evaluation points where a deep dive is critical include:

• Personas that will benefit from the new solution (exec, mid-manager, power user)
• Module breakdown
• Reporting tools - OOTB Power BI content packs, integration to third party reporting systems, Excel integration, etc.

Know your infrastructure options

Microsoft has done a huge amount of work to make the Azure cloud an ...