How Dynamics 365 ERP is Implemented?

Posted on 20-Oct-2021 by Rohit Dubey Digital Marketing Specialist

Leaping Frog Solutions understand the selection process for ERP system software is an important decision that requires time and research. Once finalize, implementing that software can be intimidating, only when done without professional consultant. 

We are Microsoft Dynamics Gold Partner in Mumbai, India. We are Global experts in ERP and CRM implementation.  

Our Mission: 

  • Innovation 
  • Cost Effective Solution 
  • Customer Satisfaction 
  • Quality Assurance 

What is ERP?  

Enterprise resource planning (ERP) implementation is a complicated process that requires careful planning and strategy.  

Integrating front and back-end systems and processes into a shared platform can take anywhere from six months to two years to complete. Multiple factors—such as the size of your organization, how complicated your current setup is, the number of users, and the transfer of data from legacy systems—contribute to the duration and expense of the process. 

Although changes and adaptations will be required along the way, putting together an ERP project plan prior to your deployment is an important part of preparing for a successful implementation. In this guide, you will learn how to understand the process in steps and get tips to make the process smoother and more successful. 

Step one: Preparation and planning 

The first step is to evaluate current business practices to identify which processes can be improved or automated by the new ERP system. Triage these processes in order of priority and use this evaluation to help you strategize and determine the goals and scope of the implementation. 

Step two: Procedure review 

  • Have the project team conduct an extensive review of the features and capabilities of your new ERP software.  
  • For the project team to familiarize themselves with every aspect of the new ERP solution and identify proficiencies and skill gaps before the wider rollout. This experience will guide training 
  • To verify which manual processes will be automated by the new system and ensure that necessary modifications are made prior to rollout so that automation proceeds smoothly. 

Step three: Data preparation 


  • Define which of your existing data will need to be converted to the new system, and then analyze it to remove out unwanted and useless or outdated information. If possible, locate source documents to verify data accuracy and completeness.  
  • A little housekeeping at this stage goes a long way because an ERP system is only as useful as its data. If your data is clogged with inaccurate information, the value provided by your new ERP will be negatively impacted.) 
  • Once data has been checked and cleaned, create spreadsheets to collect and segment useful data into logical tables to streamline conversion to the new system. 


Step four: Testing and training 

Have the project team practice with a test database populated with a full week of real transaction data to validate system output, test accuracy, and ensure that integrations and interfaces work properly. In addition to testing the new system, this hands-on experience with the new software can be used to help the project team create cheat sheets and process documentation for company-wide training. 

The ideal training methodology varies by workforce. Factors such as how much time your employees can devote to training and where they’re located will guide you as to whether in-person training, e-learning, or a combination of both will work best. 

Regardless of which training method you choose, use these suggestions to make the process more effective for everyone involved: 

  • Train tech-savvy staff members as ERP software superusers so that they can help with low-level user issues and free your IT department to address larger issues. 
  • Gamify parts of the training process to boost engagement and encourage friendly competition amongst colleagues. 
  • Offer incentives to complete training on time. A combination of small perks, such as free food or an extra hour for lunch, and large perks, such as cash bonuses or extra days off, can be an effective way to motivate employees and make the process fun. 


Step five: Rollout and evaluation 

Put together a go-live checklist for the days and weeks following implementation to make sure the following necessities are ready to go: 

  • System testing post-go-live. 

  • Schedule and budget for staff overtime or temporary staff. 
  • Communication protocols for system downtime. 
  • Network speed and reliability checks. 
  • Data backup processes. 

The day of rollout, plan on a lot of questions and be prepared for some hiccups. Make sure your project team is prepared to lead their departments through the process, and that your IT team is ready to make changes and adjustments as needed. ERP implementation is a lot of work, but the benefits to productivity and profitability are well worth it. 


Save time, money, and frustration by hiring an ERP solution provider – Leaping Frog Solutions (Gold Partner of Microsoft Dynamics 365) 


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