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