With the rapidly evolving business landscape, worksite strategies, and changing consumer behavior, most organizations are compelled to modernize their infrastructure to better serve their customer needs. Migrating to Microsoft Dynamics 365 is one step towards this endeavor that allows businesses to enjoy multiple benefits.
However, making this transition is not always straightforward. Whether you’ve decided to adopt or go with a Dynamics 365 upgrade, a large part of the success of your project depends on choosing the right partner.
The importance of partnering with the right vendor is huge primarily because they help you seamlessly implement your solution, automate business processes, and support you in your day-to-day use of the solution by helping you solve various issues and answering any queries that may arise.
To make the process of choosing the Microsoft Dynamics 365 partner easier for you, here are the top 5 factors you need to consider before making the final decision.
- Consider Industry Experience
When choosing your Microsoft implementation partners, it is important to evaluate their expertise in your industry. Going with a partner with relevant experience in the particular industry makes the process much faster and facilitates effective and rapid implementation. Some other things to keep in mind:
- Find a partner that is willing to understand your specific requirements, pain points, and industry as a whole
- Check for their previous work associations and the quality of services offered
- Ask for client testimonials/references, especially from businesses that are similar to yours
- Product Knowledge
When picking your Microsoft Dynamics 365 partner, look for vendors with unique competencies that fit your organization’s specific requirements.
The partner you shortlist should have in-depth product knowledge and fully understand the applications’ capabilities, user interface, and customization options. It is always best to go with a partner that is knowledgeable on the various strengths and limitations of their ERP system.
Some of the questions you can consider here before making your choice:
- Can your Microsoft Dynamics ERP partner handle requests for Power BI report development as well? (Considering that Microsoft’s suite of business management tools is quite extensive)
- Do they provide PowerApps and Flow training?
- Does your shortlisted partner support Office 365 and email migrations?
- Communication and Transparency
Transparency and open communication is the key to success in any project partnership.
When it comes to implementing your ERP or CRM solution, the vendor needs to be clear, responsive, and transparent about all the project deadlines and expected outcomes.
Therefore, it is important to choose a partner that can support you in the way that best meets your unique business needs while maintaining complete transparency and robust communication.
- Support Structure
Most ERP and CRM solutions require robust support for aspects such as user training, enhancement, bug fixes, etc.
This makes it important to assess your specific requirements and evaluate if your shortlisted Microsoft Dynamics 365 partner is equipped to meet those requirements.
Also, take some time to learn more about the team, their experience, professionalism, and passion for their projects.
- Ability to Offer Personalized Solutions
When picking your Microsoft Dynamics 365 partner, you are not just choosing someone who helps you implement your software but also a vendor who can help you leverage your solution’s full capabilities.
Microsoft Dynamics 365, with its powerful out-of-the-box capabilities, becomes even more useful when it is personalized to meet unique business goals and long-term plans.
It’s thus essential to select the Dynamics 365 partner with the skills and expertise to tailor the solution to your unique/specific business needs and goals.
Technology partners are an important extension, offering both ease of implementation and industry expertise to every deployment. However, if not navigated well, choosing the right partner for your organization can be challenging.
Use the above tips to help you choose the right Microsoft implementation partners and leverage the benefits of smooth implementation, outstanding support, and consistent guidance throughout the process.
A professionally qualified partner also ensures that your digital transformation project stays on track, the budget remains in check, and you meet your specified business goals.