Generally, when starting a conversation with a new customer about moving to Dynamics365, the first statement they always make is…
We don’t want to change anything and we want to use it as is.
Which runs completely counter to the inherent capabilities of this platform at large not too mention what their requirements are and what they want to achieve.
I get it – you bought a car – you love it, it does almost everything you want to do so you don’t want to change it, but guess what, if you want to keep using it for life and get the most out of it, you’re going to have to make some changes.
Same with Dynamics365, with this in mind, I put together the following diagram that I hope will help new customers