Integrate manual processes into Dynamics 365

The changeover of manual processes to efficient systems is not just a question of modernization, but a necessity for long -term success and competitiveness. Microsoft Dynamics 365 offers a flexible platform that supports companies to digitize their manual processes and meet the requirements of the modern business world. Approval can be obtained digitally in the form of business process flows that cover the entire process – from applying to the exam to approval. This facilitates tracking and saves time and resources.

Table of contents

In this article we would like to give an insight into how we have successfully optimized and digitized the manual processes of one of our customers with Microsoft Dynamics 365. Previously, our customer handled all processes in paper form – i.e. the procurement, further training and the separation. This procedure led to significant inefficiencies, since approvals were laboriously passed on from department to department. Thanks to the high adaptability of Microsoft Dynamics 365, we were able to work in close cooperation with our customer Design a tailor -made solution according to his needs.

Project goal

Our project goal was to improve the efficiency and transparency of our customer's business processes through tailor -made digitization. We placed particular emphasis on his individual needs and requirements that we were able to implement with Microsoft Dynamics 365. We adapted lengthy and elaborate processes exactly to the customer's wishes and thus developed tailor -made solutions.

From the first idea to the end, we accompanied the entire life cycle of the processes and ensured consistent documentation and control. We enabled increased visibility for everyone involved, so that every step was clearly understandable. By standardizing and standardizing the processes, we achieved Consistency and efficiency in the entire companywhile we simultaneously simplify complex processes and increased their usability.

Evaluation phase

In the evaluation phase, we initially spoke to the customer in detail about his current processes. He already had a certain idea of ​​how these processes could be digitized. In order to make these ideas tangible, we created diagrams in BPMN (Business Process Model and notation). This visual representation helped the customer to get a clear picture of how the processes would look digitized.

Together we refined these diagrams to ensure that All details and requirements take into account become. This was a crucial step so that the customer fully understands the planned digital processes and agrees to them.

Another important aspect of the evaluation phase was the creation of a documentary and process charts, which offered everyone involved a clear idea of ​​the duration of the implementation. These documents are essential to To monitor progress and schedule the project.

In addition, we developed a authorization concept that clearly defines the different roles such as applicants and the approval. We visually presented this concept to give the customer an insight into how the permissions within the digital system are distributed. So we made sure that everyone involved Understand the new structures and responsibilities.

Designphase

In the design phase, we thoroughly checked the design process and used forms, workflows, plug-ins and web resources with the available Microsoft-Bordmants. We took Individual adjustments with web resources and specially developed plug-ins before so that they meet the specific goals and requirements of the customer.

Another step was to design a mockup process. This served as a visual and functional model to give the customer a preview of the digital processes. We also checked the existing Microsoft plug-ins and tools to ensure that they meet our requirements. If certain functions were not available, we evaluated the effort for the in-house development of such tools and plug-ins to to create more adaptation options.

After these elements were designed and checked, we presented them to the customer. Together we optimized the designs until the final solution perfectly tailored to his needs was and fulfilled all expectations.

Development phase

In the development phase we started with the Detailed elaboration of the formsincluding the design of tables and option sets. We carefully planned the arrangement of the fields to ensure user -friendly and efficient data input.

An essential part of this phase was the creation of workflows and business process flows, which digitally map and automate the various process steps. At the same time, we developed tailor-made plug-ins and web resources that cover the specific functions and requirements of the customer. We also realized interfaces to third-party systems for the event-controlled exchange through plug-ins. Another important aspect was the implementation of the authorization concept, in which we Security Roles and Business Units definedto ensure that each user can only access the data and functions relevant to him. Regular communication and status check with the customer were of great importance here. In this way, we were able to ensure that all expectations are met and the development process remains transparent and understandable.

To ensure that all developments meet the requirements, we carried out regular tests together with the customer. These tests were crucial to get feedback early and necessary optimizations and additions in close consultation with the customer to take.

Test phase

In the test phase, we tried the system under real conditions to ensure the perfect functionality. This included checking the authorization concept, so that each user can only access the data relevant to him. The Business Process Flow was also tested to ensure that All process steps are mapped and executed correctly. The general functionality and implementation of all features were also thoroughly checked.

After a successful test, we unlocked the system at the customer so that he could work with the productive system. It was important to us to collect direct feedback from the users. We used this feedback to further optimize and adapt the system. If necessary, we carried out a new development and test phase to To fully integrate all adjustments and improvements and ensure functionality.

Advantages of Microsoft Dynamics 365

Microsoft Dynamics 365 offers A future -proof basis for the operation of processesthat are continuously developed and constantly offer new functions. In the future, the company of our customer can continue to benefit from the latest technological developments and further improve its competitiveness through new opportunities.

The following advantages can be summarized for the use of Microsoft Dynamics 365.

• Modern and more user -friendly platform: increases the acceptance of users and ensures the innovation potential
• Optimization and standardization: Faster and more efficient implementation of business processes
• Stability and reliability: optimizes the operation, reduces downtimes and improves business continuity
• Reduced maintenance costs: Regular updates and better support reduce operating costs in the long term
• Scalability and flexibility: faster adjustments and diverse expansion options
• Better data integration: improves data quality and facilitates data analysis and decision -making

Challenges in project management

Projects for the digitization of business processes have specific challenges that require careful planning and implementation:

• Detailed analysis of the individual processes: Each process must be analyzed carefully in order to be able to digitally map it.
• Careful planning and implementation: Thorough planning is crucial so that all requirements are met and the project runs smoothly.
• Seamless mapping of business processes and promoting user acceptance: It is important to design the digital solutions in such a way that they are seamlessly map the business processes and at the same time accepted by the users.
• Intensive cooperation and regular exchange: Close cooperation with the contact person for the project is essential to ensure that all requirements are met and any changes can be implemented quickly.
• Specific know-how and experience: Projects require specific specialist knowledge and experience in dealing with digital solutions. Training and continuous support are therefore essential to successfully implement the project and optimally support users.

Managing these challenges is crucial for the success of implementing digital solutions in companies. Through targeted approach and clear communication, project management can be effectively designed.

conclusion

Thanks to our tailor -made solutions in Microsoft Dynamics 365, we were able to achieve a high level of acceptance with the users of our customer and the company position optimally for future market conditions. Through careful planning and close cooperation, we have managed to successfully master complex processes.

Our project illustrates that a well -thought -out solution leads to a successful digital application and sets up the customer in the long term. As a user -friendly, stable and cost -efficient solution Improves Microsoft Dynamics 365 significant operational efficiency and flexibility And supports the company's competitiveness.

Was this article helpful for you? Or do you have any further questions about Dynamics 365? Write us a comment or please call us.