Finding the Right Dynamics 365 Partner

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Companies looking to replace their Enterprise Resource Planning (ERP) software need to pay more attention to the partner selection process. Your ERP partner determines whether or not your enterprise application will yield results. Are you looking for a dynamics 365 partner who will steer your project towards success? Here are the factors you should consider.

Product Competency

Microsoft Dynamics partners often specialize in specific products. While some partners focus solely on ERP, others specialize in CRM. Partners may also subspecialize in specific components for:

  • Sales and Marketing
  • Customer Service
  • Field Service
  • Professional Service Automation

Ensure that your partner is competent in the specific products you hope to implement. You can also find out if they specialize in SMBs or well-established companies. You also need a dynamics CRM partner who can help you leverage diverse technologies, including AI and Analytics.

Support Structure

Your business needs consistent dynamics 365 support once the enterprise application goes live. From bug-fixing to user training and patch management, ERP and CRM solutions call for regular dynamics 365 consulting. Find out if your dynamics CRM partner uses a ticketing system to meet your needs. Ensure that you also ask about their support hours.

Industry Experience

For a business application to succeed, it needs to address the unique industry requirements of your business. Find a dynamics partner who specializes in your domain and preferably offers specific add-on solutions. Assess a partner's competence and experience in your industry before making up your mind.

Project Implementation

Ask your dynamics ERP partner about the projects they have previously undertaken. Take time to do some reference checks to learn about their efficiency and project methodology. Let your partner walk you through the tiny details of their CRM deployment strategy. With this information, you'll understand in detail the roles of your business users at each stage. A dynamics 365 partner who has offshore delivery capabilities can also provide better scalability and shorter delivery times.

Visit our Microsoft Cloud Business Solutions to learn more about our solutions in order to further your understanding of financial and business management systems. Team up with a certified Microsoft Gold Partner to make your migration to the cloud seamless. If you have any questions regarding Dynamics 365 or other ERP/CRM systems, contact us.

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