When Selecting a Microsoft Dynamics 365 Partner, Some Key Considerations to Keep in Mind

When selecting a Microsoft Dynamics 365 partner, some key considerations to keep in mind include:

1. Industry Expertise: A partner with specific industry experience and knowledge will be better equipped to understand your unique business challenges and tailor the Dynamics 365 solution to meet your specific needs. Let’s review few reasons why industry expertise is important: 

1. Industry-specific functionality: Different industries have different requirements and processes. For example, a partner with experience in the manufacturing industry will be familiar with the specific functionality required to manage production, inventory, and supply chain management.
2. Industry best practices: It has knowledge of best practices and industry standards that can be leveraged to improve your business processes.
3. Compliance: A partner with industry expertise will be aware of the specific regulatory requirements that need to be adhered to, such as HIPAA for healthcare, SOX for finance, etc.
4. Industry-specific integration: A partner with industry expertise will understand the specific systems and applications that are commonly used within your industry and will be able to integrate Dynamics 365 with those systems seamlessly.

2. Solution Expertise: The Dynamics 365 platform offers a wide range of solutions, from finance and operations to customer service and marketing, and it is important to choose a partner who has expertise in the specific solutions that align with your business needs. Here are a few reasons why solution expertise is important: 

1. Proper implementation: Solution experts will have the knowledge and experience to properly implement the specific Dynamics 365 solutions that your business requires. This will help to ensure that the implementation is successful and that you are able to achieve the desired outcomes.
2. Customization: It will also be able to customize the Dynamics 365 solutions to fit your unique business needs, making sure that the solution can handle your business process and workflows.
3. Optimization: A partner with solution experts will be able to optimize the Dynamics 365 solutions to improve performance, scalability and security.
4. Upgrade and migration: It will guide you through the process of upgrading or migrating to a new version of Dynamics 365, ensuring that the process is smooth and without any data loss.
5. Support and maintenance: Providing ongoing support and maintenance for the Dynamics 365 solutions, helping to ensure that the solution remains stable and continues to meet your business needs.
6. Training: It has the capability to provide training for your employees on how to use Dynamics 365 solutions effectively and efficiently.

3. Technical Proficiency: The Dynamics 365 platform is a complex and powerful system that requires a team of certified professionals with the necessary technical skills to implement and support the solution. Check out the reasons why technical proficiency is important:

1. Expertise in the platform: A partner with technical proficiency will have a team of certified professionals with expertise in the Dynamics 365 platform, who will be able to implement and support the solution effectively.
2. Integration: It will help to integrate Dynamics 365 with other systems and applications, ensuring that the solution works seamlessly with your existing IT infrastructure.
3. Customization: This includes creating custom workflows, forms, and reports, as well as customizing the user interface to make it more user-friendly.
4. Troubleshooting: A partner with technical proficiency will be able to troubleshoot and resolve any issues that arise with the Dynamics 365 solution quickly and effectively, minimizing any disruption to your business operations.
5. Security: It has the expertise to ensure that your Dynamics 365 solution is secure and that your data is protected.
6. Scalability: Technical proficiency will have the ability to scale the solution to accommodate your business growth and new requirements.

4. Implementation Methodology: The implementation methodology refers to the approach used by the partner to implement the Dynamics 365 solution and ensure that it meets the specific needs of your business. Here are a few reasons why implementation methodology is important:

1. Alignment with your goals: Proven implementation methodology will be able to align the Dynamics 365 solution with your specific business goals and objectives. This will help to ensure that the solution is tailored to your unique needs and that you are able to achieve the desired outcomes.
2. Minimizing risk: It will be able to minimize the risk of delays or issues arising during the implementation process. This will help to ensure that the implementation is completed on time and within budget.
3. Testing and validation: A partner with a proven implementation methodology will include testing and validation of the solution as a part of the implementation process, to ensure that the solution is working as expected before it is deployed.
4. Go-live support: Partnering with a proven implementation methodology will provide support during the go-live phase, to ensure that the solution is working as expected and any issues are resolved quickly.

5. Post-implementation Support: The Dynamics 365 platform is a complex and powerful system that requires ongoing support and maintenance to ensure that the solution remains stable and continues to meet your business needs. Let’s see why it is important:

1. Ongoing maintenance: It provides ongoing maintenance and support for the Dynamics 365 solution, helping to ensure that the solution remains stable and continues to meet your business needs.
2. Troubleshooting: Troubleshoot and resolve any issues that arise with the Dynamics 365 solution quickly and effectively, minimizing any disruption to your business operations.
3. Reporting and analytics: Providing ongoing support for the reporting and analytics features of Dynamics 365, to ensure that you are able to gain insights and make informed decisions based on your data.

6. Reference: Asking for references from other clients of the partner can provide valuable insights into the partner’s previous performance and customer satisfaction. Below are the reasons why reference is important:

1. Track record: Subject to the record of successfully implementing Dynamics 365 solutions for other clients. This can give you a sense of their experience and expertise in the platform.
2. Quality of work: References can provide insight into the quality of their work. You can ask for references about the partner’s attention to detail, ability to meet deadlines and overall level of service.
3. Customer satisfaction: Helping businesses with insight into their level of customer satisfaction. You can ask the references about their overall experience working with the partner, and whether they would recommend the partner to others.
4. Long-term relationship: Reference can also provide insight into the long-term relationship with the partner, which means how they handle the maintenance, upgrades and any issues after the implementation. 

7. Cost: The cost of the partner’s services can have a significant impact on your overall budget and ROI. Here are a few reasons why the cost is important:

1. Budget constraints: Cost will play a major role in determining whether a partner’s services are affordable and align with your budget constraints. It’s important to compare the cost of the partner with other partner’s costs and ensure that the cost is reasonable and affordable.
2. Return on Investment (ROI): The cost of the partner’s services will also impact the return on investment (ROI) of the Dynamics 365 solution. It’s important to consider the long-term cost of the solution, including the cost of ongoing support and maintenance, when evaluating the ROI.
3. Licensing cost: The cost of licensing is an important factor to consider. The cost of licensing will vary depending on the package and features you need. The partner can provide you with the cost of licensing and the best package for your business.
4. Customization cost: The cost of customization is also an important factor to consider. Dynamics 365 can be customized to fit your unique business needs, but it can also increase the cost.
5. Hidden cost: Make sure to ask the partner about any hidden cost or additional costs that may arise during the implementation or after the implementation.

Wrap Up:

Making the smart choice of Shreeji Softinfo Consultancy LLP for Microsoft Dynamics 365 partner. Send your inquiry to sales@shreejisoftinfo.com and call us at +91 97375 77709 for consultation to discuss your business needs. We have a group of knowledgeable consultants and developers who have been working in Microsoft Dynamics 365 for many years.