5 Questions to Ask Before Selecting a Dynamics 365 Partner

If you are following the market trends in the world of business, then you must know that Microsoft Dynamics 365 is becoming a great part of the organization, and those who are actively looking for ways to transform their businesses. From finance to the supply chain and sales, plus customer engagement, Microsoft Dynamics 365 is offering end-to-end solutions that will help businesses grow, scale, and innovate themselves completely to stay competitive in the digital world.

However, Microsoft Dynamics 365 comes with great features that everyone should know, like how it can be implemented smoothly and adapted to meet the unique business needs. There are certain reasons why Microsoft Dynamics 365 Partner is important, and indeed, a trusted partner doesn’t just set up the software but also helps the customers to optimize the business modules, integrate it with existing systems, and ensure that the teams are using the app effectively without any hassle.

If you search online with the keyword “Microsoft Dynamics Partner,” you will see a lot of profiles pop up on the screen, and it’s your choice to choose the one that actually fits perfectly with your business needs. The process might seem overwhelming and overconsuming, but you will have to look for the best profile that is cost-effective and doesn’t burdenize your revenue models. 

To make all the things easier and help you hire the one that is perfect for meeting all the business needs, we are going to discuss the five key questions you should ask before selecting a Dynamics 365 Partner.

Statistics Related To Microsoft Dynamics 

Microsoft Dynamics offers statistics in several forms, including market growth data like a market size projected to reach $11.37 billion by 2025, product-specific analytics such as Dynamics 365 Customer Insights data on campaign delivery and engagement, usage reports for partners showing seat availability and assignment trends, and ROI data, with one example showing a 324% ROI over three years. Microsoft also provides statistical data to demonstrate the effectiveness of their solutions, such as a 15% improvement in conversion rates per customer journey. 

Five Questions That You Should Know and Get The Answer Before Implementing

Let’s explore those five magical questions that are going to drive your business in the most amazing manner:

1. Do They Understand My Business Values?

The first question that we are going to talk about is, not all businesses are the same, and not all the industries, ranging from Ecommerce to Healthcare, Fashion to Real Estate, operate in the same manner. A Dynamics 365 partner will specialize in the industry, and indeed, you will have to understand the unique challenges, compliance requirements, and other workflow modules that matter the most for your business.

For instance, a manufacturing company might need complex supply chain integration plans, production planning, and IoT-enabled processes. Whereas a retail business might focus on the customer experiences, ecommerce integration, and inventory management. Perhaps, a financial service offering firm will focus on the regulatory compliance, reporting module, and secure client management. 

Ensure that you ask them about the industry expertise, which ensures that you are not wasting your time on the implementation of the business dynamics, and the partner you are choosing should know the working practices, and should have proven expertise on templates implementation, accelerators, and best practices from similar projects in the past.

2. What Is Their Track Record with Dynamics 365 Implementations?

The second question that we are going to ask is, experience matters the most, and indeed implementing the Microsoft Dynamics 365 isn’t just about installing the software but also involving the business processes, configuration of the systems, training the existing employees and ensuring that they are coming up with smooth adoption of the modules.

A professional Microsoft 365 partner would work with a solid track record that demonstrates the time at which the project should be delivered and how it can be managed by staying within the budget, and coming up with measurable results.

Here are a few things that actually matter:

• Has Microsoft Dynamics 365 been implemented before? 
• What sort of businesses have they typically worked with, like small-scale startups, mid-market expertise, or enterprise-level professionals?
• Can they offer references for the case studies?
• Do they have certifications like Microsoft Solutions Partnership for attracting new customers?

You definitely need to ask this question before finalising any D365 business central implementation partner for your business. 

3. How Do They Approach Customization and Seamless Integration?

The next and biggest advantage of the Microsoft Dynamics 365 is the flexibility factor, and indeed, it can be challenging for them to manage it all alone. The accurate and professional Dynamics 365 partner will be able to understand and strike the balance between the usage of functionalities and offering customization plus integration where it’s corely necessary to attract new customers.

Ask questions like:

• How do they approach the customization techniques, like do they customize or stick to the Microsoft best practices?
• How they handle the integration concerns with other tools like Power BI, Microsoft Teams, SharePoint, or third-party applications.
• Their experience in developing APIs, connectors, or middleware for smooth data flow between systems.

4. What Kind of Support and Training Do They Provide?

The need for seamless implantation of Microsoft Dynamics is not only about stuff but indeed your team members need to adopt the system effectively and get ongoing support for handling the upgrades, troubleshooting and evolving the business needs as per the market standards. 

Here are a few questions and important areas that need to be explored: 

• the training phase where you will have to offer user training, admin training and self service resources for better consideration. 
• The support levels like what their post implementation support looks like and the basic troubleshooting proactive monitoring and managing the services. 
• The response time like how quickly they are responding to the support tickets being generated by the customers? 
• And lastly, the updates like how they will keep up with Microsoft Dynamics continuous updates and the new added features for consideration? 

A professional Microsoft Dynamics Partner will not only deliver the best solution to you but also empower the teams for using all the features effectively. Moreover, without proper training and support, the best implementation results will come up and your approach will not fall flat. 

5. How Do They Measure Success?

The Dynamics 365 Business Central integration comes with essential needs to understand how Dynamics 365 partnership is defined and how you are measuring the success. 

If the idea of success is just about “going live” then indeed there is a red flag that needs to be determined. A true and professional partner will align the goals in the best way and your business outcomes will be eye-catching. 

You may ask them questions like: 

• How do they measure ROI and project based success ratio?
• Do they track the KPIs like user adoption rates, process efficiency improvements and cost savings?
• Do they offer regular progress reports and the post implementation reviews? 

By clarifying these questions and knowing the expectation earlier, you will ensure that the partner is focused on delivering tangible business values, not just working on the technical completion. 

Conclusion

And we are done for the day. Selecting a professional Microsoft Dynamics 365 partner can be challenging because you are investing a lot money and time into it. The professional partner will not only help you with implementation of the software modules but reimagine the future, empowering the businesses and driving success. If you think we have missed anything within the blog then, feel free to share it up with us. Happy Reading.

Author Bio

Ahsan Shahid is a content strategist and technology writer at Trango Tech Microsoft, a leading US-based digital solutions provider. Specializing in Microsoft Dynamics 365, including Business Central, ERP, and CRM. He creates insightful, results-driven content that simplifies complex business solutions for diverse audiences.