Success by Design – Dynamics 365

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Success by Design - Dynamics 365

Microsoft Dynamics 365 is an incredibly powerful business tool. In the right hands, it can transform your company, fostering effective business practices and intelligent integration.

Today, we will look at Microsoft Dynamics 365: what it is and the best framework you can employ for successful implementation.

What is Microsoft Dynamics 365?

Dynamics 365 is a collection of modular, interconnected SaaS services and applications designed to facilitate your core employee, customer, and business activities. Combining ERP and CRM capabilities, it integrates your processes, data, and business logic.

A far cry from the old days of siloed marketing and sales functions, Dynamics 365 offers integrated, intelligent sales and marketing capabilities that effectively prioritize, connect and convert leads.

Dynamics 365 is built on Microsoft Azure, offering a broad ecosystem of services and a trusted platform. It's also easily integrated with Microsoft 365's productivity applications, ensuring your user and service management is properly unified.

What is the Success by Design framework?

The Success by Design framework for Dynamics 365 is a methodology that guides users through the successful implementation of the Dynamics 365 solution. A series of critical stage assessments ensure optimal security, performance, architecture, and user experience.

The framework is developed around three main principles:

  • Early discovery
  • Proactive guidance
  • Predictable success

Together, these principles ensure the right approach is taken when implementing Dynamics 365.

The Success by Design framework is made up of four critical stages of the implementation undertaking:


The initiating stage asks you to understand the breadth of the Dynamics 365 solution. What are your goals for using it? How do you intend to begin the implementation process?

You should assess implementation partner preparedness. Is your team trained up enough to run through a successful implementation? Who are your stakeholders? What are your potential roadblocks?

The initiating stage is also about determining the outputs and inputs expected of Microsoft. You should have a clear directional guide and know where each stakeholder's focus should be.


The implementation stage is a deep dive into the design of the Dynamics 365 solution. It's ensuring your business needs and requirements are met with each step and providing specific guidance to stakeholders as you go.

This is also the stage to extract and apply practices and patterns.


The prepare stage is the stage at which you assess operational and system readiness for go-live. Have all your business needs been met? Has the system been appropriately tested in real-world situations?

Your management team should make sure to monitor and guide to ensure success.


The operating stage is also the review stage. You're reviewing the customer outcome and the lessons learned throughout implementation. You should also compile customer evidence to support your findings.

Implement Microsoft Dynamics 365 today

Dynamics 365 is a masterclass in business operations. With it, you'll be able to run your company better, ensuring smooth collaboration between teams and better implementation of business strategies.

We at DNA digital swear by the Success by Design methodology. Get in touch today to see how we can help you get the most out of Microsoft Dynamics 365.