Microsoft Dynamics 365 CRM helps businesses with sales, marketing, and customer service. While implementing it takes time, expenses and efforts, it can be done easily if you avoid the few common mistakes mentioned in this blog by experts at Tripearltech.

Over Customization

Though Dynamics 365 is full of flexible options for customizing, one always needs to beware of the trap of falling into over-complication of the system. Too much system customization can increase the cost of implementation, take to much time to implement, and make maintenance difficult. Customize only features related directly to satisfying your unique business needs.

Not Paying Attention to User Adoption

A CRM system cannot be powerful or useful if the end user doesn’t adopt it. Engage the end-users right at the beginning to make things really smooth. Provide them with proper training and continuous support, and create an environment of sorts wherein the users are confident in using the system.

Too Much Implementation at a Time

Adopting all features in Dynamics 365 at once is often the biggest mistake most businesses make and you must avoid it at all costs. It is always beneficial to implement the core functionalities first and implement more functionalities later, as they are required. The system’s impact should be measured with user feedback and changes affected, and more implementation should be rolled out accordingly.

Ignoring quality data

Any successful CRM implementation has to be based on accurate data. As such, clean and standardize your data prior to migration into Dynamics 365. Low-quality data has impacts on non-accurate reporting, misses, and undermines effective decision-making.

Not Planning and Executing Proper Change Management

Implementation of a new CRM system means huge organizational change. Design a proper change management plan that respects employee concerns, provides training, and communicates the benefits of the new system to employees. This will help in an easier transition and better user adoption.