Are you ready to kick the tires on Dynamics 365?
When we are working on a Microsoft Dynamics 365 (formerly Dynamics CRM) development project we will release it, in intervals, to a staging environment. This allows you as the customer to “kick the tires” and validate that what we have delivered is what you expected.
This is called “user acceptance testing”. This phase is key to keeping your project on time and on budget.
1. Multiple Users
The reason that we solicit feedback in stages during the project is because it is much easier, and more cost effective, to make changes during the process rather than after the deployment.
At times, just one person will quickly test the system and tell us it looks fine, just to keep the project moving. This will usually backfire when other users see the end result and realize that the solution doesn’t work for their specific job requirements.
You need to task multiple people at your company, in various roles, to do extensive testing in different scenarios and provide specific feedback. This will dramatically cut down on the number of expensive change requests that are submitted later.
To avoid delays, this user acceptance testing can be built into the project timeline so you know in advance when specific people will need to be available for this phase.
2. Consolidated Feedback
When we receive multiple emails, and are included on email strings while everyone discusses their feedback, it takes extra time. And details are likely to be lost.
You will save money if you provide us with one master consolidated list of feedback and change requests. Be as detailed as you can, even providing screenshots or hand drawn pictures if that will help to clarify the change you are requesting.
Our goal is to deliver a Dynamics 365 system that exactly fits your needs. The less time we spend doing that, the lower your project costs will be.
By following these tips during the user acceptance testing phase, you will be more satisfied with your Microsoft Dynamics 365 system and you’ll save money too.
If you would like to discuss the steps to a successful Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM) project, contact us at 877-600-2253 or [email protected].
By Ryan Plourde, Crowe Horwath, a Microsoft Dynamics 365/CRM Gold Partner
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