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A business starting its digital transition must select its Microsoft Dynamics 365 partner as the most crucial decision in its entire digital journey. Your deployment success depends heavily on your selected partner because they guide core ERP implementations and specialized solution implementations such as Dynamics 365 Project Operations, customer insights and field services. With scores of Dynamics 365 partners to choose from, how do you select the partner most poised to meet your organization's special needs? Here, we break down the most essential characteristics of high-performing partners so you can make an intelligent, strategic decision.
Top partners of Dynamics 365 have accumulated extensive expertise in serving your particular business requirements. The business sector you represent determines requirements for your partner including professional services as well as manufacturing and retail and agricultural industries. Uniquely industry-relevant is Dynamics 365 Project Operations because it assists project-based businesses with resources planning and budget creation and time tracking needs and invoicing.
Why it matters: Industry-experienced partners can provide customized configurations, accelerators, and best practices that minimize implementation time and risk considerably. Look for pre-built templates and demo solutions designed for your industry. Ask if the partner has experience with regulatory requirements specific to your domain (e.
g., FDA, ISO, GAAP). Find partners with a solid history of successful implementations on varied Dynamics 365 modules, in this instance, the ones that are relevant to your business.
A good partner should be able to offer case studies, references, and Microsoft D365 Finance, Supply Chain, Sales, or Project Operations certifications. Tip: Request references from businesses or industries of comparable size, and ask them about their experience with end-to-end deployments of Dynamics 365 Project Operations if your company is project-based. Verify Microsoft Partner credentials and certifications via the Microsoft Partner Directory.
Request a walkthrough of a completed implementation relevant to your scope. After completion of the implementation phase suitable partners choose to remain with your organization. The ideal partners support organizations through additional service phases including user training together with system maintenance to keep operations running optimally throughout extended periods.
Since Dynamics 365 Project Operations demands high user acceptance because it functions across multiple teams the solution's success becomes vital. What to look for: Clearly defined SLAs, organized support packages, and a plan for periodic optimization and upgrades. Ensure support includes both technical troubleshooting and functional training.
Ask about their typical user adoption strategy and enablement timelines. Integrating with other software like Power BI, Teams, payroll systems, or legacy databases becomes inevitable too. Experts in Dynamics 365 are well-versed enough in integrating different systems and are capable of enabling real-time data transfer.
For project-focused businesses: Ensure your partner can integrate Dynamics 365 Project Operations with other project management or accounting systems, if required. iPaaS Platforms or Power Automate can help fill these gaps. Ask for examples of past integrations and what platforms were involved.
Evaluate their familiarity with REST APIs, middleware platforms, and Azure services. Trustworthy partners execute project delivery methods through systematic open approaches which include Agile and Waterfall along with their hybrids. They will maintain both defined expectations while effectively managing project timing and maintaining regular communication and effectively managing scope expansion.
Ask about: Their governance model, change request processes, and cross-functional coordination processes especially where Project Operations deployments are involved, such as where sales, delivery, and finance teams all intersect. Request a sample project plan or delivery roadmap. Confirm how they handle scope changes, risk tracking, and communication cadence.
Your Dynamics 365 deployment needs to scale up with your business expansion. If you're adding users, adding new modules, or growing into new geographies, your partner needs to be able to scale to accommodate that expansion. Look for: Dynamics 365 partners who use global delivery models, employ multilingual personnel, and have expertise in incremental deployment of modules such as D365 Project Operations or Business Central.
Evaluate their team structure: onsite vs offshore balance, support in multiple time zones. Ask about multi-entity, multi-country rollouts they've managed in the past. Your partner should be ahead of the game innovating your Dynamics 365 ecosystem.
Are they utilizing AI features such as Microsoft Copilot? Are they providing automation, analytics, or Microsoft Power Platform capabilities? For project-driven businesses: Partners with the expertise to apply automation for time optimization, invoicing, and resource scheduling in Dynamics 365 Project Operations can realize significant productivity gains. Explore their recent use cases with AI, Power BI, or Copilot integrations. Ask about R&D investment and participation in Microsoft’s early access programs.
Questions to Ask a Potential Dynamics 365 Partner What industries do you specialize in? How many end-to-end implementations have you completed? Do you have experience with Dynamics 365 Customer Insights? How do you approach user training and change management? What is your support model after go-live? Can you integrate D365 with our existing tools and platforms? What does your project delivery methodology look like? Conclusion Selecting an appropriate business partner requires substantial strategy rather than purely technological selection. The selection of a reliable Microsoft Dynamics 365 partner provides organizations with more than technical implementation skill yet delivers collaborative mentality alongside innovation as well as sustained value. Explore our services at https://dynamics.
folio3.com or through email at [email protected] to arrange free consultation or product demonstrations for finance and operations modules and specialized applications such as Microsoft Dynamics 365 Supply Chain Management and D365 for Sales and Marketing and other modules.
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