Discovery Questions for Dynamics 365 Business Central

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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
  1. Company Overview
    • Can you provide a brief overview of your company and its core business activities?
    • What are your primary products or services?
  2. 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
  1. 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?
  2. 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
  1. Accounting Processes
    • How are your accounting processes currently managed?
    • What are the key financial reports you rely on?
  2. 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
  1. Inventory Management
    • How do you currently manage inventory?
    • What are the key challenges you face in inventory management?
  2. 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
  1. Sales Processes
    • How do you manage your sales processes?
    • What tools do you use for sales tracking and reporting?
  2. Customer Relationship Management
    • How do you currently manage customer relationships?
    • Are there any specific CRM features you need?
Project Management
  1. Project Tracking
    • How do you track and manage projects?
    • What are the key metrics you use to measure project success?
  2. Resource Management
    • How do you manage resources for your projects?
    • Are there any specific challenges you face in this area?
Reporting and Analytics
  1. Reporting Needs
    • What types of reports do you need on a regular basis?
    • Are there any specific analytics or KPIs you need to track?
  2. 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
  1. 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?
  2. 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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