Microsoft Dynamics Key Implementation Challenges

Implementing a Customer Relationship Management software is no piece of cake. Several customization must be considered and several integration should be taken care of when implementing a CRM solution. It is so much easier to accept the inefficiencies in your business processes rather than attempting to dissolve them with another bulkier task, you might think.

Organizations are adopting Microsoft Dynamics CRM for its scalability and flexibility. Though most companies prefer to seek help from professionals when implementing their CRM or ERP solutions, some organizations plan on saving the bucks and adopt a DIY strategy.


Today, we address some of the key challenges that companies face while embracing Microsoft Dynamics as their CRM solution, whether these challenges are in the selection process for a CRM, in the transition process, or in the post-implementation phase.

• The learning curve is steep – While this is said for Microsoft Dynamics AX, it is true for all CRM and ERP systems. The learning curve for self-implementing a whole CRM or ERP solution is steep, meaning you would need resources who have an in-depth working knowledge of the subtleties of the system and the functional area.

• Customizations galore – There are numerous customizations and tweaks to get the right system for your organization. A minor tweak means a lot down the line. So, even a small mistake can result in challenges in operations in the future. There are several ways of doing the same thing in implementing a CRM system, and you need to figure out the right path.

• ROI calculation – Implementing a CRM system like Microsoft Dynamics has to pay you back and start working as an asset somewhere down the line. Can you see that happening? Probably not. The lack of calculation and prediction of the ROI and tracking the returns is a significant implementation challenge for this CRM system. Objectives and metrics set in the initial period of the adoption can help measure the returns on the investment made on a CRM system.

• User adoption – There is a major challenge of actually making your employees use the system to its fullest potential. Most organizations face this issue of resistance from their sales reps who are adamant about using the traditional processes. Without the proper training and support, user adoption could take a hit in implementing Microsoft Dynamics CRM system. With day-to-day training on maximizing the functionality of a CRM system, the usability of the system and the ROI can be increased substantially.

• Business Insights – Deriving meaningful insights from the collected data is essential for effective use of a CRM system. Data-driven business decisions are the best, but only if your employees know how to make them. PowerBI, Microsoft's integrated analytics solution is a powerful tool for deriving analytics, but the organizations that implement CRM systems are generally in a dilemma on its use and implementation. PowerBI has a proven capability to transform data into business decisions, but organizations often fail to make the transition.

Challenges with Microsoft Dynamics Implementation Company are quite a few, but with the right strategies and planning, they can be overcome. Organizations need to minimize the resistance they face from within when it comes to digitally transforming processes through CRM adoption and make sure that enough training and support are provided to the workforce to make the transformation seamless.