5 Things to Look for in a Microsoft Dynamics Partner

Microsoft Dynamics has been an industry leader for ERP, CRM, sales functions and more for years. Membership Directors, IT Directors, and CFO’s responsible for choosing the system their organization will use can easily see the power of the new system. It almost sells itself.

The next step of their research process is choosing a trusted Microsoft Dynamics Partner that can help them implement the project successfully. But, selecting a partner tends to be more complicated than choosing the platform itself . . .

Choosing the Right Microsoft Dynamics 365 Parter is Critical to Project Success

The right partner can make sure your project stays on track, on budget, and includes the right parameters to help you meet your business goals. But sometimes, it’s hard to see the difference between different technology partners. When it comes down to it, hiring the right partner is partially based on who you like best…who gives you the best feeling. And this is important.

But there are some other, more objective criteria you should look for in a Microsoft Dynamics Partner:

1. Intimate Product Knowledge

Your Microsoft Partner should not only know the ins and outs of the current Microsoft products, but they should also know where it has been and where it is going. Microsoft Dynamics is an established product. Choose a partner that is familiar with the depths of its reporting capabilities, user interface, and customization options.

2. Experience in Your Industry

When your partner shares past case studies and project implementation stories, you should be able to see yourself in those stories. Hiring a Dynamics partner with experience in your industry means they are familiar with your challenges and they can anticipate your needs. And while every organization is different, specializing in an industry like associations and member-services means that the partner has built up a wealth of institutional knowledge they can pull from to create a solution that will work the best for your business.

3. Senior Staff Members & a Passionate Team

Project implementations always go smoother when 1) the implementation engineers are experienced, and 2) the team is passionate about the project.

Ask the partners that you interview what the average tenure of their systems engineers is. Ask not only how long they’ve been in the industry, but how long they’ve been with the company. Longer tenures signify more experience and that the team is passionate about what they do.

4. Track Record for Project Implementations

Ask the Dynamics partners you interview to provide you with some facts and figures that indicate their project success rates in terms that are meaningful to you. If you are concerned about budget, inquire to what percentage of their projects come in on budget. For projects that incurred additional fees, find out what the circumstances were behind the scope creep.

Identifying criteria that is important to you and identifying how the partner compares will help you pick a partner that is capable of delivering to your standards.

5. Responsive Support Plan

Microsoft Dynamics implementations are rarely something that you purchase and never need help with again. As your organization grows, so will your needs from the system. You might find you need a new report that you didn’t before. Or, you might need to add new users.

ERP, CRMLee Raesly