What level of Dynamics 365 expertise do I need for basic sales pipeline management versus complex multi-department workflows?
Basic pipeline management needs an intermediate user who can set up opportunity stages and basic automation. Complex multi-department workflows require an advanced consultant who understands business process flows, security models, and cross-module integration. The difference is significant - one takes weeks to learn, the other requires years of experience.
How can I tell if a candidate actually knows Dynamics 365 well versus just having it on their resume?
Ask them to walk through a specific business scenario and explain how they'd configure the system to handle it. Real experts will ask clarifying questions about your processes, mention specific configuration steps, and discuss potential challenges. They should also be able to explain the trade-offs between different approaches and why they'd choose one over another.
Can Dynamics 365 replace all our existing business software, and what are its limitations?
Dynamics 365 can handle most core business functions like CRM, ERP, and basic project management, but it's not a replacement for specialized tools like advanced manufacturing execution systems or highly specific industry software. It excels at integrating business processes but may require complementary tools for niche requirements. The key is understanding where it fits versus trying to force it into every use case.
How well does Dynamics 365 integrate with our existing tools like our accounting software and marketing platforms?
Dynamics 365 integrates exceptionally well with other Microsoft tools and has strong APIs for third-party connections. Popular integrations include QuickBooks, Mailchimp, DocuSign, and most major e-commerce platforms. However, complex integrations require expertise in middleware tools and may need ongoing maintenance. The integration quality depends heavily on the skill level of who sets it up.
What are realistic timelines for Dynamics 365 projects like initial setup or migrating from our current system?
Basic single-module implementations typically take 3-6 months, while complex multi-module projects can take 9-18 months. Data migration adds significant time - expect 2-4 months just for cleaning and transferring data from legacy systems. Rushed implementations often fail, so plan for proper testing, training, and gradual rollouts rather than trying to go live too quickly.
What ongoing support will we need after our Dynamics 365 implementation is complete?
Expect to need ongoing administrative support for user management, basic configuration changes, and troubleshooting. Most companies need 10-20 hours per month of admin work, plus periodic project work for new features or process improvements. You'll also need someone to manage updates and ensure customizations remain compatible. Many businesses keep a part-time expert on retainer rather than hiring full-time.
