With the more companies and industries transitioning to handling business online, Microsoft Dynamics 365 is a valuable tool in helping your business stay competitive and efficient.
But when it comes time to make the switch, having the right partner to handle the transition is crucial to your overall success with the new environment.
Hiring a team to handle your Microsoft Dynamics 365 services in the USA will give you peace of mind that you are getting a customized, scalable tool built with your specific business needs in mind. But finding the right team to work with can be a struggle.
Here are our top eight factors to consider when choosing a Dynamics 365 partner:
Understanding Your Needs
Every industry and company has different needs when it comes to their software and programs. To get the most out of Microsoft Dynamics 365, and to make sure you’re hiring the right partner, a good starting place is to figure out your goals. Whether it’s enterprise resource planning (ERP), customer relationship management (CRM), data reporting, system automation, integrating third-party apps, or a combination of it all, knowing what you’re hoping to get out of your Dynamics systems will ensure you find a partner that can accomplish that for you.
Industry Experience
When you hire a Microsoft Dynamics 365 partner in the USA, working with a team that is already familiar with your industry will make it easier to get them up to speed on your company and get right to work. Review their previous work and case studies to see what work they have done for other companies in your industry, as well as to see if they have the skillset to accomplish what you’re looking for.
Services Offered
There are a variety of Dynamics 365 services that can boost your business. From implementation and customization, to migration, integration, training and support, you want to work with a team that can either offer it all or at least do the specific work you’re looking for. As part of that, you also want to make sure they are knowledgeable in the different Dynamics 365 apps you plan to use – such as Finance, Supply Chain, Sales, Business Central, or any of the others.
U.S.-Based Support
Working with a Microsoft Dynamics services partner in the USA provides several advantages to your business, including being in the same (or similar) time zone, meaning faster responses, potential for on-site support, and a deeper knowledge of your industry and market. By having a dedicated support team or expert, you can receive more direct support that works on your time.
Their Approach
There are a variety of ways experts can approach implementing Dynamics 365 into a company’s system. Taking the time to figure out how different partners handle implementation can tell you how the process might go ahead of time. You also want to know their approach to communication, training, and overall project management before the partnership starts to make sure they are aligned with your company and will work for your team. You’d rather know the answers to those questions ahead of time than get into the project and decide you don’t like how they handle business.
Pricing and Flexibility
At the end of the day, money is a key factor when it comes to conducting business. Make sure you ask about their prices – and pricing models – ahead of time to ensure it will work for your business. Whether it’s a fixed rate, hourly, monthly, or something in between, knowing how they expect to get paid is crucial. Also ask about how they handle costs past the initial retainer and payment – think unexpected costs, recurring charges, and extra hours if the project scope changes.
References
A good way to know how good of a Microsoft Dynamics 365 partner a company is would be to check their references. Ask them for client success stories and their retention rates, read online reviews, and search their company name to see what comes up. Hearing from real people and companies, especially those in the same industry as you, can give you an idea of how they conduct business and what it’s like working with them for your Dynamics system.
Microsoft Partnership Status
Because there are numerous apps and integrations involved with Dynamics 365, you want to know you’re working with a team that is truly an expert in the Microsoft Dynamics environment. You can learn more about this by looking what level of Microsoft partner they are, their relevant certifications and specializations, and how comfortable they are with Microsoft’s products in general.
Choosing the right Microsoft Dynamics 365 partner isn’t just about finding a service provider. It’s about finding a long-term teammate who understands your goals, industry, and vision for growth.
By keeping these eight factors in mind, you can confidently select a U.S.-based partner who will not only implement your system but also help you maximize its value for years to come. With the right team by your side, your transition to Dynamics 365 can be smooth, strategic, and transformative.
