Creating a customer portal that truly leverages D365 F&SCM capabilities requires an architecture that can deliver on three critical requirements: real-time data access, native Microsoft integration, and the flexibility to create genuinely user-friendly experiences.
Organizations running Dynamics 365 Finance and Supply Chain face a persistent challenge: their sophisticated ERP system implementation handles complex business processes beautifully internally but creating customer-facing experiences that leverage that same sophistication has traditionally required expensive custom development or clunky third-party solutions.
Most CRM implementation end with a celebration: “We’re live! Project complete!” But our client’s story really began after the go-live.
For FinTech companies, CRM migration isn’t just about moving data—it’s about maintaining regulatory compliance, preserving audit trails, and ensuring that new processes meet the strict requirements of financial services oversight.
Successful Dynamics 365 implementations don’t end at go-live—they transition smoothly into sustainable operations. “How do we transition this system to the client?
In an industry where 60-70% of CRM implementations fail due to user adoption issues, how did our client achieve 100% adoption with zero resistance?
While methodology provides the framework, it’s the people and their structured interactions that determine project success. For organizations implementing Dynamics 365, especially those scaling across regions or business units, a strong governance model isn’t optional—it’s essential.
If you’ve been through a CRM implementation, you’ve either said this yourself or heard about it from your project team. Data migration is where good projects go to die—and where the 70% failure rate for CRM implementations really comes from.
While choosing the right methodology is crucial, the execution discipline is what ultimately separates successful Dynamics 365 implementations from the 65-80% that fail.