Have you ever wondered why some businesses thrive with their Dynamics 365 ERP/CRM systems like Dynamics 365 Business Central or Dynamics 365 CE (CRM) while others struggle to see the benefits? The answer often lies in the choice of the implementation partner.
This article will explore the critical role of Microsoft Partners in the success of your Dynamics 365 system and help you evaluate whether your partner is truly guiding and supporting you to leverage your system effectively.
The Importance of the Right Partner
Choosing the right Microsoft partner is crucial for the success of your Dynamics 365 project. A good partner brings not only technical expertise but also possess an extensive understanding of your industry and business needs. They should offer:
- Experience: Proven track record in implementing similar systems.
- Industry Knowledge: Understanding of specific challenges and requirements in your sector.
- Technical Skills: Ability to customize and integrate the system seamlessly.
- Customer Support: Continuous guidance and training to ensure your team’s complete mastery of the system
Comparing Microsoft Partners
When evaluating Microsoft Partners, ensure they have a team that meets these criteria:
Project Management
From the first conversation, your partner should demonstrate effective planning and execution of the implementation process. This includes an in-depth proposal, Statement of Work (SOW), and Business Process Review that clearly outlines your goals, requirements, and how they plan to execute the project with their solutions. This process should involve a detailed examination of your workflows, pain points, and specific needs.
Customization Options
If your business has specialized processes and requires custom functionalities to comply with industry standards, out-of-the-box features may not be sufficient. You’ll need a team that can tailor the system to your unique business needs. Your partner should have extensive experience and knowledge in developing these solutions.
Post-Implementation Support
The right partner will offer ongoing support and training to ensure your team is fully equipped to use the system. They should be available to assist until your team is comfortable and proficient with the new system.
Client Testimonials
Check for client testimonials and case studies from other businesses that have worked with the partner. Ask about the industries they’ve served to gauge their experience and knowledge in your field.
Signs Your Partner is Not The Right Fit
How do you know if your current partner is not meeting your needs? Look out for these red flags:
- Lack of Communication: Poor communication can lead to misunderstandings and project delays.
- Insufficient Training: Your team should feel confident using the new system. Inadequate training can hinder their ability to fully utilize the Dynamics 365 system.
- Failure to Meet Deadlines: Consistent delays can disrupt your business operations and indicate poor project management.
- Reactive Rather Than Proactive: A good partner anticipates issues and offers solutions before problems arise.
- Behind on Updates: The right partner will keep you updated with the latest system updates, helping you leverage and optimize your Dynamics 365 ERP/CRM system.
- Lack of Guidance: Your partner should guide you to evolve with the growing market, ensuring your business stays relevant.
Ask yourself: “Do they understand our business needs?” and “Are they proactive in offering solutions?”
Why We Have a 98% Client Retention
Our team brings unique skills and expertise that set us apart from other partners. Here are a few words from our happy clients:
“I’ve been doing this for 20+ years – I have done 3 new ERP implementations & migrations in my career, and hands down, TMC is the most interactive, the most responsive implementation team I have ever worked with.”
“TMC has revolutionized our sales process. The integration across Dynamics 365 & all our M365 apps is seamless and has significantly boosted our productivity”
“Working with the TMC team was an experience that I have rarely had with any other implementation partners in 20-odd years. Their team was smart, competent, consultative, and caring. It was a very smooth implementation.”
We’ve helped numerous businesses achieve outstanding results with their Dynamics 365 ERP/CRM implementations. For instance, one client saw an 80% increase in operational efficiency after we streamlined their processes and provided comprehensive training.
Having Doubts? It’s Time to Reevaluate
Is your current partner truly helping you leverage your Dynamics 365 ERP/CRM system to its full potential? If you have any doubts, it’s time to reevaluate. Contact TMC today to see how we can better support your needs and help you achieve your business goals.
