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To ensure a successful implementation of Dynamics 365 Business Central, it’s essential to understand your business processes, challenges, and goals. Please review some key Business Central discovery questions to guide our initial discussions:
General Business Information
- Company Overview
- Can you provide a brief overview of your company and its core business activities?
- What are your primary products or services?
- Business Goals
- What are your short-term and long-term business goals?
- How do you envision Dynamics 365 Business Central supporting these goals?
Current Systems and Processes
- Existing Systems
- What ERP or accounting systems are you currently using?
- Are there any other key software applications or tools integrated with your current system?
- Pain Points
- What are the main challenges or pain points with your current systems?
- Are there any specific processes that are particularly time-consuming or prone to errors?
Financial Management
- Accounting Processes
- How are your accounting processes currently managed?
- What are the key financial reports you rely on?
- Budgeting and Forecasting
- How do you handle budgeting and forecasting?
- Are there any specific features you need in this area?
Inventory and Supply Chain Management
- Inventory Management
- How do you currently manage inventory?
- What are the key challenges you face in inventory management?
- Supply Chain Processes
- Can you describe your supply chain processes?
- Are there any specific areas where you need better visibility or control?
Sales and Customer Relationship Management
- Sales Processes
- How do you manage your sales processes?
- What tools do you use for sales tracking and reporting?
- Customer Relationship Management
- How do you currently manage customer relationships?
- Are there any specific CRM features you need?
Project Management
- Project Tracking
- How do you track and manage projects?
- What are the key metrics you use to measure project success?
- Resource Management
- How do you manage resources for your projects?
- Are there any specific challenges you face in this area?
Reporting and Analytics
- Reporting Needs
- What types of reports do you need on a regular basis?
- Are there any specific analytics or KPIs you need to track?
- Data Sources
- What are the primary data sources you use for reporting and analytics?
- How do you currently consolidate data from different sources?
Implementation and Support
- Implementation Timeline
- What is your desired timeline for the implementation of Dynamics 365 Business Central?
- Are there any critical deadlines we need to be aware of?
- Support and Training
- What level of support and training do you expect during and after the implementation?
- Are there any specific training needs for your team?
By answering these Business Central discovery questions, we can better understand your needs and provide a tailored solution that meets your business objectives. If you have any further questions or need assistance, feel free to reach out!
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Dynamics 365 Business Central
Microsoft Dynamics 365 Business Central is an all-in-one business management solution… Read More