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.

Microsoft’s Success by Design (SBD) is a critical framework that complements whichever implementation methodology you choose.

Our Fintech client recently navigated a long merger process that was poised to help the company accelerate its growth and sell into new markets.

This is the third in our series exploring key insights on implementation methodologies for Microsoft and this one is focused on Dynamics 365 Project Types.

This is the second in our series of blog posts exploring key insights on implementation methodologies for Microsoft Dynamics 365.