Research
October 18, 2024

Selecting the Ideal Dynamics 365 Implementation Provider: 5 Key Tips

Choosing the right Dynamics 365 implementation partner is crucial for the success of your business transformation. A skilled and experienced partner can help you maximize the benefits of this powerful solution, ensuring a smooth implementation process and a successful outcome. In this article, we’ll explore 5 key factors to consider when selecting your Dynamics 365 outsourcing partner. From industry expertise and technical knowledge to customer references and pricing, we’ll provide valuable insights to help you make an informed decision.

Daria Stashenko

Before exploring and understanding which implementation partner you need, let’s dig into why deploying Microsoft Dynamics 365 infrastructure is a dilemma you can’t solve without some help.

The Sophistication of Dynamics 365 Implementation

Despite its numerous advantages, implementing Dynamics 365 is a challenging task. Several aspects contribute to its complexity:

Database Migration

Data migration from legacy systems to Dynamics 365 is a pivotal aspect of implementation. This process often involves data cleansing, mapping, and transformation, which can be challenging without the necessary expertise. Only the help of a Microsoft Dynamics 365 expert partner ensures that data integrity, accuracy, and completeness throughout this process will be correctly configured. 

Integration into Legacy System

Many businesses utilize various systems for different operational functions. Correctly performed integration of Dynamics 365 with existing applications, including accounting software, e-commerce platforms, or HR systems, is crucial for streamlined operations and complete utilization of Microsoft capabilities. This integration requires thoughtful planning and execution to prevent disruptions.

Tailoring and Adjustment

Each business possesses different needs and processes, demanding customized Dynamics 365 solutions. Customization and configuration are essential to aligning the system with your specific business processes and objectives. This involves modifying workflows, creating custom entities, and configuring various modules to meet your exact requirements. The right implementation partner plays a pivotal role in this process, as only a team that understands the intricacies of Dynamics 365 and the needs of your enterprise can effectively deploy customization.

Ongoing Maintenance and Support

Another important part of Dynamics 365 acquisition is post-implementation support. Continuous support and maintenance are essential for addressing any challenges that may arise, performing system updates, and leveraging new features and enhancements. Ongoing assistance ensures that the system remains efficient and aligned with evolving business needs. 

Now that we know the cruciality of an outsourcing partner for Dynamics implementation, it is time to uncover 5 important factors to evaluate before starting a partnership.

Top 5 Factors to Consider When Choosing a Dynamics Partner

Industry Expertise

If your business operates in a specific industry, look for a partner with experience in that vertical. Industry-specific knowledge can help them understand your unique needs and challenges. Your partner should align with your goals and have a solid understanding of your business requirements. They must be able to identify challenges, even those you may have overlooked, to avoid industry-specific problems.

Technical Knowledge

A seasoned Microsoft Dynamics 365 partner should understand the platform in-depth, encompassing its functionalities, user interface, and customization potential. Careful evaluation is essential given the huge landscape of thousands of implementation partners. Prioritize partners with a solid customer portfolio and Microsoft Certifications, including prestigious recognitions from the tech giant. Moreover, the Microsoft ecosystem has witnessed significant improvements, including Power BI, PowerApps, Flow training, Office 365 and email migration support, and Microsoft Azure integration. Leading partners will showcase a comprehensive grasp of these technologies, complemented by extensive hands-on experience.

Service Portfolio

The potential outsourcing partner’s success rate and project volume can offer valuable insights into their expertise, experience, and competence. If your partner has a global client base and a track record of successful projects across various industries, it’s a positive sign. Additionally, ask about a specific project, including the number of engagements and the scope of previous implementations. Such information will help you understand their capabilities and suitability for your project.

Pricing

Pricing breakdown requires additional consideration while choosing an implementation partner. Dynamics 365 deployment consists of several cost factors depending on pricing models, number of engineers, and complexity of acquisition. Understand the licensing costs associated with Dynamics 365 and any additional modules or features you require. Your partner should be able to provide a detailed breakdown of these expenses. Implementation costs typically include project management fees, consulting services, customization, and training. Besides, be aware of any potential hidden costs, such as additional fees for customizations, training, or data migration. Be sure to get a clear estimate of these costs upfront. 

Implementation Team

A successful implementation process requires collaborative partnership. Your chosen partner must commit to meeting project timelines and budgets, providing regular updates, maintaining open communication, proactively addressing potential issues, and taking ownership of the project’s outcome. Before establishing a partnership, make sure that the values and goals of the implementation partner align with yours. Additionally, evaluate their range of services to understand if they meet your specific needs.

Ready to unlock the full potential of Dynamics 365 for your business? As a certified Microsoft partner, HYS Enterprise offers expert guidance for acquisition, implementation, customization, and ongoing support. Take the first step to start your Dynamics 365 journey – Contact us now!

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