A Guide To Preparing For A Business Central Demo

To make the most out of your Business Central demo, preparation is key. In this guide, we’ll walk you through the essential steps to ensure your demonstration is productive and insightful.

Identify Key Stakeholders Ahead of Your Business Central Demo

Begin by assembling a team of key decision-makers and end-users who will be directly involved with the Dynamics 365 Business Central implementation. Having the right people in the room ensures that everyone’s concerns and perspectives are considered during the demo. By getting the right people together, you can ensure that the people who will be using the system will actually make the most of it after its implementation. Getting the right people together in the first instance ensure a much smoother and streamlined process from the start.

Understand Your Business Requirements Before you Book A Business Central Demo

Take the time to clearly define your business requirements and objectives. This includes understanding your current pain points, challenges and the specific functionalities you are looking for in a business management solution. A well-defined set of requirements will guide the demo and help you evaluate how Business Central addresses your unique needs. It also means you can address any concerns there and then and ensures you’re seeing the parts of the system that are really going to make a big difference to you way of working.

Prepare a List of Questions To Take To Your Business Central Demo

Craft a list of questions that delve into the ins-and-outs of Microsoft Dynamics 365 Business Central. These questions should cover functionality, customization options, integration capabilities, and any other aspects relevant to your business. Having a pre-prepared list ensures that you don’t miss any critical inquiries during the demo.

Share Your Data With Your Business Central Partner

If you’re having a longer demo, beyond an introductory taster Business Central demo, if possible, provide the Dynamics 365 Business Central partner with relevant data about your business processes. This can include sample transactions, customer information, or inventory details. Sharing real-world data allows the partner to tailor the demo to your specific industry or needs and showcase how the system would operate in your environment.

Define Success Criteria Before Your Business Central Demo

Clearly outline the criteria that will determine the success of the demo. This could include specific functionalities that must be demonstrated, the system’s ability to address key pain points, or its compatibility with your existing infrastructure. Establishing success criteria helps both you and the partner ensure that the demo meets your expectations and everyone gets value from it.

Allocate Adequate Time For Your Business Central Demo

Schedule the demo at a time when all key stakeholders can actively participate without interruptions. This ensures that everyone has the opportunity to ask questions, share insights and fully engage with the demonstration.

Take Notes During Your Business Central Demo

Encourage participants to take detailed notes throughout the demo. This helps in recalling specific features, functionalities and responses to your questions. These notes will be valuable when evaluating different solutions and making an informed decision. Better still, record the demo for internal use, so it can be shared with team members and looked back on.

Request a Customised Business Central Demo

There’s a time and a place for a taster demo. We offer our virtual 15-minute demos for people who new to Business Central, or still deciding between systems. It helps you rule it in or out and gives you that first look at some of the very best features which we know you’ll love. If you don’t fit that description, so you know you want Business Central, or you’re a bit further in your decision-making, then your Microsoft Dynamics 365 Business Central partner should be tailoring the demo to your industry and specific business needs. A customised demonstration provides a more accurate representation of how the solution will function within your organisation.

Choose The Right Business Central Partner

Make sure you find yourself a reliable and knowledgeable partner for your Microsoft Dynamics 365 Business Central demo.

At The HBP Group, we have over 30 years’ experience helping businesses move accounts software, so you’re in safe hands with our experts. We’ve also been a Microsoft partner for over a decade and our teams have a vast and deep understanding of the Microsoft suite.

Once you make an enquiry with us, we’ll match you up with a software consultant who will focus on understanding your business, the software you use currently and what you’d like to achieve in a Dynamics 365 Business Central Discovery Session. All of our software consultants have decades of experience in the industry, so they understand exactly what is needed to meet your needs. As an absolute minimum, every one of our support consultants is AAT accredited.

Conclusion

By following these comprehensive steps, you’ll be well-prepared to make the most of your Microsoft Dynamics 365 Business Central demo. Remember that the demo is not just about exploring features but also about assessing how well the solution aligns with your unique business requirements. Armed with thorough preparation, you can confidently navigate the demo process and make an informed decision.