Dynamics 365 and Sharepoint Implementation


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Dynamics 365

Introduction

Organizations are progressively implementing ERP (Enterprise Resource Planning) systems technologies to enhance operations and provide rapid client response. Selecting an ERP solution that is appropriate to meet particular business requirement will enhance an organization to have a smoother implementation. These steps will explore five Dynamics 365 ERP implementation steps used by MIR Services for a successful implementation.

Strategic Planning & Analysis

This stage comprises assigning the project team which include employees from all departments and senior management key task. The project team will perform an assessment on which business procedure will be enhanced. Also, the project team will conduct an analysis for invoices bill of lading and batch tickets. At this stage the objective of the ERP implementation will be clearly defined.

Procedure overview

Project team will dedicate 3-5 days for intensive software review. Team will evaluate which process that will be automated and that will be manual with ERP system. Lastly, develop standards operating procedures for each aspect of the business.

Collection and cleanup

This stage comprises defining data that need to be collected and conversion of data that may be outdated. Identification of the source document of information. Manually collected and converted data is entered into the ERP database, which is audited for completeness and accuracy. This auditing removes unrequired information.

Training and testing

In order to confirm that all the data is working correctly and is accurate, the project team will practice in the test database. The tests will reflect the standard operating procedures drawn in step 2 and decide whether there are modifications that need to be made. It is effective and less costly to train the trainer by assigning project team member to oversee in-house training.

Go live and Evaluation

Build a structure assessment plan that ties back to the objectives and goals that were set in the planning phase.

Sharepoint

Introduction

SharePoint is a platform to support collaboration and content management system. It is a central web-based portal. Using SharePoint, you can Confidential property of MIR Services Inc Page 6 manage your colleague's and your own documents, social activities, data, and information. It allows groups to set up a centralized, password-protected space for document sharing.

Implementation

MIR Services’ experts can help introduce, implement, migrate and train your employees on Sharepoint. Typically, any project implementation requires a robust strategy in line with a company’s business goals and operations, which will ensure solution’s acceptance and adoption by users. Our detailed implementation plan involves:

  • Strategic Planning
  • Procedure Overview
  • Collection and cleanup
  • Deployment
  • Training and testing
  • Go Live and Evaluation

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