How to select the right Microsoft Dynamics 365 Implementation Partner
Evaluating Microsoft Dynamics ERP solutions thoroughly is a crucial phase in the evaluation process that merits a great deal of attention. While you might be inclined to focus exclusively on the Microsoft Dynamics Partner selection criteria, you must also evaluate the Microsoft Dynamics ERP partner that will provide Microsoft Dynamics ERP Implementation and Microsoft Dynamics Support for your chosen solution.
In light of the fact that your Microsoft Dynamics partner will become an integral part of your organization, working with you not just during implementation but also for years afterward, selecting the right partner is a crucial aspect of your decision. The initial and long-term success of your ERP System Microsoft Dynamics is contingent upon establishing a solid working relationship.
When selecting a Microsoft Dynamics partner, it’s essential to look beyond expertise and seek compatibility. Find a partner whose business model aligns with your goals, values, and organizational culture. Prioritize a relationship that not only understands your system but also resonates with your company’s vision and approach.
Here are the tips to choose the right Microsoft Dynamics Implementation Partner for your business.
1. Look for Microsoft Dynamics ERP expertise and excellent business insight
The Microsoft Dynamics partner you select should have a holistic picture of your organization that extends beyond software functionality. For a successful ERP implementation, it is essential to comprehend the most important aspects of your organization. Inquire your Microsoft Dynamics Partner to exhibit their understanding of your business or industry and to illustrate how this understanding will translate into commercial results.
Look for a Microsoft Dynamics partner with extensive industry knowledge and a fantastic record for implementing solutions on time and within budget. Inquire about the results they have delivered for other clients, and be sure to speak with references. Beyond the first sale, a Microsoft Dynamics partner with solid customer references has proved an ongoing commitment to customer success.
2. Customize your Microsoft Dynamics ERP system only when required
Change is tough. Your team may resist adopting new processes. But during the demonstrations, try to be open to standard processes in the software, even if they differ from your current methods. You may be shocked to learn that there is a simpler, more efficient way to complete the same activity. Moreover, if it is already incorporated into the software, you will save money on customization, maintenance and support.
And what if customization is necessary? Many Dynamics partners can adapt minor adjustments to the system, frequently using Microsoft Dynamics Partner provided tools. If you require a more complicated customization, however, the strength of your partner will be the critical success factor. Not every Dynamics partner has the in-house expertise required to develop custom solutions. Consequently, if you believe customization is a vital path, do your homework on your Dynamics partner. Request examples of custom work they have completed for other clients. And don’t be afraid to inquire as to how the job is delivered – are customizations done in-house or are they outsource to other companies?
3. Know all of your ERP project’s expenses
You’ve likely heard tales of ERP implementation costs spiraling out of control, exceeding the original estimate by thousands more than the estimates. Unfortunately, this occurs, but it is unnecessary.
Inquire about a phased approach strategy if you’re certain you need an ERP system but lack the funds to implement it. You can break up the costs out over a longer time period, which may be less stressful on your employees. Alternatively, there may be options for financing, such as leasing, that allow you to spread out the project costs as you begin to see the benefits of the new ERP system.
4. Get familiar with the timeline to be up & running
Time is money. Your Microsoft Dynamics partner should have a sound implementation methodology to ensure that your project is carried out efficiently and without disruption. The quicker you are up and running, the higher your user adoption, and the sooner you will begin to see a return on your investment. Ask your Microsoft Dynamics partner about their implementation strategy (if they haven’t already) to determine the nature of the partnership and who is responsible for what. At the conclusion of the meeting, you should have a clear implementation roadmap and strategy – and beyond.
5. Inquire about customer support looks like after implementation
Your Microsoft Dynamics partner will be a key business partner by the time you go live with your new ERP system. Their mission is to guarantee that your system functions as intended to assist you reach your objectives.
Ensure that you are familiar with their support program. Is there a Help Desk you may contact for assistance? If necessary, can they give more training for your team? What kind of online self-help resources do they provide? And what about a regular assessment of your business needs? As your business evolves, your Microsoft Dynamics partner should be proactive in assisting you to discover and manage new challenges.
The point here is that your ERP system is the backbone of your organization, requiring care and maintenance to keep it running at optimal efficiency. And this is far easier to achieve when you have a Microsoft Dynamics Partner to rely on for assistance
As one of the leading Microsoft Dynamics 365 partners in North America, we’ve assisted numerous businesses across the United States and Canada in streamlining operations and fostering growth. We are here to support you through the entire process, beginning with evaluation and continuing through implementation and beyond.
Learn more about how we approach every Microsoft Dynamics Implementation. Contact us today to determine if we are the right Microsoft Dynamics partner for your business.
