This blog post delves into the strategic role of Dynamics 365 project managers, highlighting their responsibilities and daily tasks, including project planning, team coordination, stakeholder management, progress monitoring, change management, and continuous improvement.
A Microsoft Dynamics 365 project manager is one of the professionals who play a critical role in working with clients and stakeholders during the implementation of a Dynamics 365 solution. They possess diverse skill sets and use their project management skills to oversee an implementation project from start to finish. They take the lead in identifying goals, needs, and scope; and ensuring that a project is executed and completed within the agreed timeline and budget. Dynamics 365 project managers can be employed at a Microsoft solution partner where they work with the client – such as C-level executives, internal project managers, and other stakeholders – as well as their own partner team members in carrying out solutions for the customer’s specific needs. They may also be employed as an internal project manager at a company where they utilize the same collaboration and project management skills to work with a Microsoft partner in implementing solutions for the organization.
Dynamics 365 project managers usually handle multiple projects. In a 2021 Project Management report, 59% of project managers surveyed stated that they are handling between 2 and 5 projects at once. They take on a big challenge as not one project is the same, and their tasks, priorities, and availability of resources may constantly change.
Microsoft Dynamics 365 project managers use their organizational skills to prioritize tasks at the start of every day. Their morning routine sets the stage for a productive day. These tasks could take in the form of sorting through emails from clients, team members, and stakeholders and checking on the status and progress of ongoing projects through project management tools to ensure that timelines and deliverables remain on track. This information at the start of every day helps them prepare for any team meetings or client engagements.
Having a thorough project plan is very important in Microsoft Dynamics project management. To do this, Dynamics 365 project managers attend regular meetings with stakeholders, including executives, department leads, technical and functional consultants, or other subject matter experts, to properly define project goals and objectives. It is important for Dynamics 365 project managers to understand the organization’s vision and requirements to develop a comprehensive project plan with their team that outlines the necessary steps, timelines, and resource allocation specific to each project’s success.
One of the first and fundamental activities to tackle when beginning a software implementation, is the task of identifying the stakeholders that will exist on
Dynamics 365 project managers may also collaborate with other Microsoft Solution Partners when working as an Independent Software Vendor (ISV) for Dynamics 365. When partners work with ISVs, they are able to offer greater end-to-end solutioning to align with the customer’s business and transformation goals, thus creating better customer success. By doing this, partners can expand their service offerings, deliver enhanced customer value, gain a competitive edge, unlock net new business opportunities, and benefit from comprehensive support. Dynamics 365 project managers generously share their skills and expertise in collaboration with consulting delivery and support teams to implement ISV solutions for partners and their customers.
Dynamics 365 project managers are always at the center of change. Therefore, they are characterized by a commitment to continuous improvement. When completing a project, they take the time to evaluate the outcomes and reflect on the process. In analyzing their insights and lessons learned throughout the process, they are able to analyze project success and identify areas for improvement to document. These are valuable resources for future projects that will allow them to refine project management processes and methodologies.
To be an effective Dynamics 365 project manager requires hard work and dedication as they play a strategic role in ERP implementations. To do their role in effectively driving projects forward, some of the daily responsibilities they work on are to provide effective team coordination and communication, regular alignment with stakeholders, monitor project progress, and mitigate risks. They also use their skills in change management to guide and educate individuals. At the end of a project, they reflect on procedures and processes they can use or refine for future projects. Combining their project management expertise with a strategic mindset, Dynamics 365 project managers help organizations throughout their digital transformation journey.
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