Can We Make Changes to the CRM System After Going Live?

In short, yes. In fact, we actually encourage it.

Over time, your business will grow and change, and your needs will also shift; the beauty of a bespoke system is that it is tailored to suit your requirements. These changes should be reflected in your system so it can continue to support you in the best possible way. New customers, new industries, new products, team growth, market changes – all of these are examples of ways your business evolves and has an influence on the systems you use, processes in which you work, and the data that you store. Often, when businesses opt for an off-the-shelf solution, they find themselves outgrowing the system in the following years and as it is too rigid, it cannot be developed to suit the way the business has evolved.

Dynamics 365 allows you to customise the solution and make it work exactly how you need it to, so you continue to gain value from it. Your CRM partner should encourage you to make changes and think about how you can make the system work best for you, then support you to ensure the changes are rolled out effectively. On top of your own improvements to your system, Microsoft are constantly investing in developing their technology and are regularly rolling out new functionality to the platform. However, twice a year there are two major updates (known as ‘Waves’) which brings a whole cluster of new features and capabilities to the platform.