Discovery Questions for Dynamics 365 Finances and Operations

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To ensure a successful implementation of Dynamics 365 Finances and Operations, it’s essential to understand your business processes, challenges, and goals. Please review some key discovery questions to guide our initial discussions:

Business Objectives and Challenges
  1. Firstly, what are your primary business objectives for implementing Dynamics 365 Finance and Operations?
  2. What specific challenges are you currently facing with your financial and operational processes?
  3. How do you measure success for your financial and operational initiatives?
Current Systems and Processes
  1. What systems are you currently using for finance and operations management?
  2. How do your current systems integrate with other business applications?
  3. Additionally, what are the limitations of your current systems?
Financial Management
  1. How do you currently manage your financial reporting and compliance?
  2. What are your key financial processes that need improvement?
  3. How do you handle budgeting and forecasting?
Operational Management
  1. How do you manage your supply chain and inventory?
  2. What are your key operational processes that need enhancement?
  3. How do you track and manage production schedules?
Data and Analytics
  1. How do you currently use data and analytics to make business decisions?
  2. What types of reports and insights are most valuable to your organization?
  3. How do you ensure data accuracy and integrity?
Scalability and Growth
  1. How do you plan to scale your operations in the next 3-5 years?
  2. What are your future plans for expanding your business processes or adding new users?
  3. How do you handle changes in business requirements and processes?
Customization and Integration
  1. What level of customization do you require for your ERP system?
  2. How important is it for your ERP system to integrate with other Microsoft products or third-party applications?
  3. What specific integrations are critical for your business operations?
Support and Training
  1. What type of support and training do you expect from your ERP service provider?
  2. How do you plan to manage the transition to Dynamics 365 Finance and Operations?
  3. Finally, what are your expectations for ongoing maintenance and updates?

By answering these Dynamics 365 Finances and Operations 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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