7 Tips to Help You Choose the Right Dynamics 365 Implementation Partner

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Microsoft Dynamics 365 provides the foundation of your business operations for the future. A great partner will help you make the most of your investment, helping your organization thrive in the digital world. The partner you choose should help you take full advantage of technology to improve your business processes for a long-term return on investment.

  1. Pay attention to how they respond from the start. If you have trouble getting a quick response during the sales cycle, that’s a clear warning sign.
  2. Talk about your current processes honestly. They should be interested in how your business currently operates and be looking for opportunities to streamline processes.
  3. Ask them about their relationship with Microsoft. Your partner should be well connected with Microsoft experts. Ask them what kind of training their team receives to stay up to date.
  4. Get references from their previous clients. Don’t be afraid to ask for customers that are in the same industry as yours. Create a list of questions to ask during the call or visit, so you cover all the topics that are important to your decision.
  5. Understand their processes. They should be able to clearly define their implementation processes, backed up by project plans and time frame estimates.
  6. Discuss what the training program will look like. Find out exactly what kind of training they will provide to your team, how long it will take, and if there will be ongoing options.
  7. Ask them about support after the implementation is done. Many partners offer different levels of support to meet the unique requirements of clients. You might also want to ask them what percentage of their clients have worked with them for more than five years.

Above all, the partner you choose should be invested in your success. They should be eager to answer all your questions and demonstrate their expertise and professionalism. Ask the hard questions and demand straight answers.

Browse our directory of Microsoft Dynamics 365 CRM Partners – by location, by company name, and by industry focus.

To find out more download the full white paper:But Really…What is Microsoft Dynamics 365?The not-too-technical, not-too-salesy guide to Microsoft’s new cloud business management solution.

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By CRM Software Blog Writer, www.crmsoftwareblog.com

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