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Intellitec Solutions

Customizing Dynamics GP? Make sure you pick the right partner


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While Microsoft Dynamics GP has many features and great functionality right out of the box, there are situations and business needs for which some customization will be required. The reasons could be as simple as the need for a field to be added to a particular screen, or a more complex reason, such as greater order entry capabilities or 3rd party integrations. It is important to remember, though, that whatever the reason, customization can also come with risk. A poorly documented customization can mean very expensive upgrades down the road – or in a worst case scenario, it can mean an upgrade is impossible. For this reason, make sure you do your homework and select the right implementation partner to customize Dynamics GP.

When evaluating a partner to do custom work for you, first make sure they are well-versed in the unique needs of your industry, and that they can demonstrate that they have handled implementations similar to yours.  Ask to see case studies of their engagements, and sample custom reports they have created. Make sure they are keeping clients happy by asking for reverences you can speak to. Make sure you have a good understanding of their methodology, especially given the fact that they will be customizing the solution. The best resellers have a proven, peer-reviewed process to handle tough business challenges. This should include:

 

  • Diagnostics & Analysis – Review and document processes, define scope
  • Design – Create a plan that integrates needs, process, people and product
  • Development – Adapt existing features, create new features, migrate and test data
  • Deployment – Set up operational environment on-site

 

It is also important you select a partner who will communicate clearly and effectively, and will provide you a full and detailed set of documents showing what was customized and how. By making sure you look for these traits upfront, you should wind up with an experienced solutions provider as your partner, which will make customization a success.

By Intellitec Solutions, Microsoft Dynamics GP Partner serving Pennsylvania and Delaware

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