Skip to main content

Implementation tip #1: Spring cleaning your system during an implementation

Typically when you hear the words "Spring cleaning" you think of all the things around the house that need to be cleaned. Whether it's cleaning the garage, switching out winter clothes with summer clothes, deep cleaning, or in my case fire mitigation it's typically something we all dread. Look at the photo below, when we first moved into our mountain home we couldn't see through the first line of trees. There were hundreds of smaller trees and bushes that made it almost impossible to even walk through. Throughout the last three years we've been able to pull them all out and now this is the view I have.


By now you're asking yourself, why is she even telling us this? Here's why. Spring cleaning isn't fun and motivating yourself can be pretty hard, but once you finish a task you feel pretty good not only with the outcome but with yourself.

So what does this have to do with your system you may be wondering? I've lead many implementations throughout the years and one of the things I can't say enough is to take the time to clean up your data or master records before importing them into your new system. It really amazes me how many times I hear "lets just bring everything in and we can clean it up later" or "we can merge vendors and customers in the new system right?" My response is always the same, how about you take the time to scrub your data (Spring clean) prior to me importing it into your new ERP system. I know it's hard work and not enjoyable but trust me when I say the more you can clean up during an implementation the more you will love your new system when you go-live.

Comments

Popular posts from this blog

My DynamicsCon experience

DynamicsCon is a first-of-its-kind, free virtual learning experience for Microsoft Dynamics 365 (D365) and Power Platform users and professionals. Although it came out of the blue it was put together by a stellar team and it was highly successful in my opinion.  In my opinion this event was successful because there was a need in the Dynamics community for high quality, free learning. DynamicsCon required all sessions to be prerecorded, and on top of that there was a live chat during every session where the presenter could interact with the audience. This was very new and very exciting for the attendees, especially during this world where all conferences are being cancelled or switched to virtual.  Sessions I attended While there were several sessions within the Dynamics 365 Business Central track I only attended day 1 for the functional sessions. Below is a list of the sessions I attended. I've been consulting for D365BC for three years now and I was able to learn so much from each

How to use MICR fonts in Dynamics 365 Business Central AND modify the check layout

Being able to purchase completely blank check stock for Microsoft Dynamics 365 Business Central (BC) is a plus, however you'll have to know how to configure the system so the MICR line prints on the check stock. Microsoft added the MICR checks functionality in early 2020 and using it can be a challenge to use if you're not familiar with modifying layouts in BC. I'll walk you through the process of being able to use this functionality. I will be showing you how to do this within my Production environment test company. I will then show you how to update your production company once you've completed your configuration and modified the check layout.  You should also test within a test company and test with your bank prior to updating in production company. If you're only modifying check layout and not using MICR line then you should be ok not testing with your bank first.  Bank Account Card First step is adding the bank account and transit numbers to the bank account ca

Community Summit 2020 is next week

  Community Summit North America is set to kick off next week October 7-9, 2020.  Community Summit is one of my favorite conferences of the year. This year is sure going to be different since it's going to be held virtually. Not being able to hug my friends and meet many others in person is going to be the hardest part of attending virtually for me. Please give us speakers grace and know that we have all prepared for countless hours to present; however presenting virtually is going to be such a different experience since we won't get to see all your smiling faces in the crowd!  Community One of the biggest things about Community Summit is the "community." Each UG has their own community, but lately the lines are becoming more blurred. Since Microsoft has introduced the Power Platform and it's capabilities across all Dynamics products, I've been able to learn from many other community users, consultants, and MVPs. Bringing people together and being able to lear