Choosing the right Microsoft Dynamics 365 partner is critical for successfully implementing and getting ongoing value from your Dynamics 365 investment. With so many options to evaluate, knowing what capabilities and traits to look for can streamline the partner selection process. In this post, we’ll explore the key factors to keep in mind when vetting and selecting a Dynamics 365 partner for your business.
- Experience and expertise - One of the most important factors is choosing a partner with extensive experience deploying Dynamics 365, especially in your industry and for organizations like yours. Look for how long they’ve worked with Dynamics, the number of implementations completed, case studies for your vertical, and client retention rates. Deep platform expertise will translate to greater efficiency during rollout and fewer hiccups.
- Services provided - Evaluate what’s included in the partner’s service offerings, like solution design, customizations, data migration, integrations, change management, training, testing, go-live support, and post-implementation optimization. A partner that provides end-to-end guidance and services will set your Dynamics 365 deployment up for long-term success.
- Cost structure - Partners take different approaches to pricing and billing for their services, whether fixed fee, time and materials, milestone-based, or a combination. Understand the partner’s pricing model and get an estimate upfront so there are no surprise costs later in the process.
- Company stability - Be sure to assess the partner’s company health, leadership team, staff retention, and growth rates. You want confidence they’ll be around to support you long after implementation is complete. Ask about their financials, number of clients, churn rates, and future expansion plans.
- Focus areas - Most partners specialize in certain industries, solution areas, or capabilities. Choose one whose wheelhouse aligns with your most important requirements, be it manufacturing expertise, CRM customization skills, or change management breadth.
- Cultural fit - Since you’ll be collaborating closely, the partner should share your work styles, values, and vision. Look for strong communication practices, responsive account managers, and the ability to work as an extension of your team.
- Client references - Speaking to current and past clients gives invaluable insight into what it’s like to work with a partner. Ask for multiple client references and be sure to inquire about overall satisfaction, project outcomes, day-to-day interactions, and ongoing support.
- Reviews and awards - Finally, research third-party reviews on sites like Gartner and Capterra and take note of any industry awards or recognitions. This validates the partner’s standing in the Dynamics ecosystem.
Conclusion:
Choosing the perfect Dynamics 365 partner is pivotal for a successful and enduring implementation. As you navigate this crucial decision, consider Schwettmann Technologies as a benchmark for excellence in the Dynamics ecosystem. With a commitment to experience, comprehensive services, and a focus on client satisfaction, Schwettmann Technologies stands out as a reliable partner for your business needs. Our proven track record, stable company structure, and industry recognition contribute to the confidence that we will not only meet but exceed your expectations. When you choose Schwettmann Technologies, you are opting for a partner dedicated to your long-term success. Make an informed decision, prioritize your requirements, and let Schwettmann Technologies be your trusted guide on your Dynamics 365 journey.
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