dynamics 365 resolution new year

“May auld acquaintance be forgot, and never brought to mind…”

Whether you want to forget 2020 ever existed or you didn’t think it was too bad, if you’re reading this you made it to 2021! This year, maybe more than ever before, we’re all resolving to move forward with goals no matter what lies ahead. While you’re out there smashing your personal resolutions, we’re here to help your company do the same in Dynamics 365.

Here are some D365 resolutions to think about:

Get to Dynamics 365

If your organization is still on Dynamics AX and/or Dynamics CRM, this is your first resolution. It’s officially time to make the move if you haven’t already. Dynamics 365 “officially” turns 5 this year and by now has proven time and time again that it is worth the investment. If the potential positives aren’t enough to sway you, at least make sure you keep an eye on your support end dates.

As a Microsoft Dynamics Gold Partner, Ellipse Solutions has successfully secured funding on behalf of current Microsoft Dynamics customers who are ready to Upgrade to Dynamics 365. The deadline to apply for these funds is February 20th, 2021 – click here to find out how much your organization may be eligible to receive.

“Ok cool, I’m already on D365 (or will be soon)… What now?”

Make your life easier during Continuous Updates

Ideally, you’re already well on your way here as your Partner helped you prepare during and after your D365 implementation. Up to 8 updates per year means your business always has the latest and greatest cloud solution at your fingertips, but it can also be a bit overwhelming. So how can you be more prepared? Having a healthy library of BPMs and task recordings, properly setting up the regression testing suite, and staying in sync with Microsoft (and your Partner) will go a long way. We’ll shamelessly plug our Dynamics 365 Update Autopilot service here, because frankly it’s awesome and will have you updating like a pro in no time.

If you’d like to know more about how the automated testing works for continuous updates check out these blogs and a recording from our recent Dynamics Digital Academy:

Dynamics 365 for Finance and Operations – Regression Suite Automation

Acceptance Test Library for Dynamics 365 for Finance and Operations OR When RSAT Is Not Enough

Dynamics 365 – Acceptance Test Library (ATL) Code Generation Wizard

Dynamics Digital Academy RSAT Session: https://attendee.gotowebinar.com/recording/7911108618571245057

Do not ignore new functionality

To be clear, Dynamics 365 encompasses A LOT. When new features and functionality are introduced across the solution, your organization may not need them. In the “old days” it’s entirely possible you wouldn’t bother with them even if you DID need them, as it might just be one of those things you wait until the next big upgrade for.

Now though, we’re in the continuous update world. Staying in the know about the new stuff is worth your time because it’s within your reach. Keeping a close relationship with your Partner, user community, and of course Microsoft in general is a must. Some of you may salivate at things like Credit Management when they are added to the fold, while some of you may not care in the slightest, but it’s best to know!

Make Dynamics friends

As mentioned above, getting involved with the Dynamics community around you is a great resolution. While COVID-19 leaves a lot of live events in limbo, there are still tons of ways to connect:

Get closer with your Partner

The cool thing about this resolution is that you can take at as far as you want to. What are the wants/needs of your business? How can Dynamics 365 and related technologies help? Keeping a closer relationship with your Partner can get you the answers you need, even if you aren’t seeking active “support” at the time. Most of us don’t bite and we’re happy to talk you through your options even if you’re not ready to make any major commitments just yet.

Of course, if you do need Dynamics support, you should not hesitate to reach out to your Partner. If they can’t help you out, ask us about our Help Desk Support. 2021 is as good a year as any to be proactive when it comes to your Dynamics solution.

Stay sane out there

Alright this one is a professional AND personal resolution. COVID-19 is still very real and many of the adjustments the business world had to make in 2020 still apply in this new year. That said, vaccines are rolling out and we can begin looking forward to the light at the end of the tunnel. While it will take time, we have seen some extraordinary responses from businesses everywhere as everyone has adapted to the “new normal” over the past year. Stay safe and healthy, mentally and physically, and we hope to see you all at some live events soon!

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