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.
“Salesforce vs Dynamics 365 – Which CRM is better?”
If you Google this question, you’ll find thousands of articles claiming to have the definitive answer. Spoiler alert: They don’t. Because the real answer isn’t about which platform has more features or better reviews—it’s about which platform serves your specific business needs better.