During D365 ERP Implementation
Going Through A D365 F&O Implementation?
We make sure your D365 F&O implementation runs smoothly, with the right configurations, customizations, and data migration, so you get the results you need without costly delays or setbacks.
- Tailored system configuration
- Effective customizations and integrations
- Clean and accurate data migration
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Keep your ERP implementation on track
We guide your ERP implementation through every step, ensuring seamless configuration, reliable data migration, and smooth integrations.
System configuration
System configuration is setting up D365 to work for your business processes. It covers both standard and custom parameters, from financial dimensions to warehouse locations.
Poorly done
The system works against the users, who are quick to distrust it and develop creative workarounds. Lack of documentation makes it difficult to understand what’s been configured and why.
Properly done
The system feels tailored to your business processes because it is. Users complete their tasks efficiently, and data flows logically through your processes.
How we do it right
We explain clearly how the system works and why a certain setup is (not) suitable for you. Then we document the rationale and the configuration chosen for future reference.
Customisations & integrations
Customisations extend D365 beyond its standard capabilities. Integrations connect it to your other systems to create a cohesive technology landscape.
Poorly done
You pay for complex but weak customisations that break with every update and create a maintenance nightmare. Integrations leave out key use cases, causing time wasted in manual data entry.
Properly done
Your customisations and integrations are based on a well-defined business case and built from a robust design. They integrate seamlessly with the standard system and documentation is exhaustive.
How we do it right
We challenge customisation or integration requests to see if they’re truly necessary. Then, we design them to be robust, non-intrusive, scalable, extensible, and with future updates in mind.
Data migration
Data migration moves your business information from legacy systems to D365. It’s the foundation to ensure business continuity in the new ERP.
Poorly done
You go live with incomplete and inaccurate data. Fixes are expensive because dirty data multiplies once it’s transacted on. The effect is felt for months, halting batch jobs and disrupting critical business processes.
Properly done
Clean data means a clean go-live, with smooth operations and accurate reports from day one. Historical transactions are still accessible and and opening balances reconcile properly.
How we do it right
We treat setup, master, and transactional data differently. We recommend multiple migrations with iterative validations to clean data, and a repository to store the final configuration.
Security roles configuration
Security roles define who can do what in your D365 system. They balance access needs with proper controls, and have a direct impact on your licensing costs.
Poorly done
Users either can’t access what they need to do their jobs, or they have excessive access that creates security risks and compliance problems. Your Microsoft licensing bill is astronomical.
Properly done
Your security roles are tailored to your needs and compliant with segregation of duties. They’re optimised so you pay for the system features you use, not for all of them.
How we do it right
We design security roles based on your actual job responsibilities rather than starting from the out-of-the-box ones. System access changes with time, so we teach your team how to maintain the security configuration while keeping license usage in check.
Testing & UAT
Testing verifies that the system works as designed. User Acceptance Testing (UAT) allows key users to confirm that the proposed solution meets their business needs, before going live.
Poorly done
When tests are not skipped altogether, only the happy path is run, but with template data and admin access. Key users don’t know what they’re doing, they’re only following a script. Acceptance is granted for virtue of project inertia.
Properly done
Tests cases and outcomes are recorded as part of a comprehensive test plan. Key users are eager to verify each case, because it’s their processes. Time is allowed between UAT runs for bug fixes.
How we do it right
We assist you to create a comprehensive test plan while we make sure your key users are ready to lead the testing efforts. We support them when needed, rather than validating processes on their behalf.
What our clients say
Their words about our results say more than we ever could.
IT|Fandango brought excellent solution proposals and quality documentation for our complex industry requirements. Even when a legal change forced us to rework a custom feature two months before go-live, they dealt with it quickly and flawlessly. I highly recommend them.
Luke Bayston
IT Director UK and NI at Origin Enterprises
Ensure your ERP is set up right
Book a call with us to ensure your ERP is configured correctly, your data is set up accurately, and your integrations are seamless. We’re here to make sure everything runs smoothly.
FAQs
After 10+ years fixing and guiding Dynamics 365 projects, we know the real objections. Here’s what you’re probably asking — and how we answer.
Yes. Our model is designed to enhance your in-house Dynamics expertise, so we work alongside your system integrator to address any gaps. We make sure you realise the value of your D365 investment without expensive rework later.
If your customisations are complexity monsters, you’re not changing any of your processes, and are not relying much on standard system features — that’s usually a telling sign.
Yes, but you’re the only one who can tell if the data is complete and the configuration is suitable. And you need Dynamics expertise on your side to do so.
Because only one team knows if the system truly works for your business, and it’s not them. Your key users need to be trained and ready to lead the UAT phase, not relying on the SI for it.
You can do that — but prepare for way higher license costs and disruption to business operations while you configure and test them.
Got more questions? We’ve got answers
We know every business is different. We’re here to answer all your questions and help you make the right decisions for a successful ERP implementation.
