Red Flags or Green Lights? Questions to Ask When Evaluating Microsoft Dynamics Partners

This blog post delves into the crucial topic of evaluating Microsoft Dynamics partners. This discussion was part of our Dynamics Virtual Launchpad, a virtual conference held in November 2023. If you are a prospective Microsoft product user, navigating the partner landscape is essential, and this blog is tailored just for you.

Key Takeaways: What to Look For?

When evaluating Microsoft Dynamics partners, business owners should ask questions to ensure they choose a partner that aligns with their business goals and requirements. Here are some key questions to ask Microsoft Dynamics partners:

1. Experience and Expertise: Question: Can you provide examples of similar projects you have successfully completed in our industry?
2. Implementation Process: Question: What is your approach to implementing Microsoft Dynamics regarding timeline, milestones, and potential disruptions to our business operations?
3. Customization and Flexibility:Question: How flexible is the Dynamics solution for customization to meet our unique business needs?
4. Training and Support:Question: What training programs do you offer, and what kind of ongoing support can we expect post-implementation?
5. Integration Capabilities:Question: How will Microsoft Dynamics integrate with our existing systems and applications?
6. Scalability:Question: How scalable is the solution, and what provisions are in place for accommodating our future growth?
7. Data Security and Compliance:Question: How do you address data security and compliance issues, especially in industries with specific regulatory requirements?
8. References and Case Studies:Question: Can you provide references from clients who have implemented Microsoft Dynamics with your assistance? Additionally, do you have case studies showcasing successful implementations?
9. Upgrades and Maintenance:Question: How are system upgrades and maintenance handled, and what is the frequency of updates?
10. Communication and Reporting:Question: What is your communication strategy, and how often can we expect progress reports and updates on the status of our project?

Tips for Effective Preparation:

Here are some practical tips for business owners preparing for an ERP system implementation. These tips include:

  1. Define Your Objective: Clearly outline your business goals to guide communication and maintain a focused vision.
  2. Understand Your Business Processes: Document current processes, identifying pain points to enable tailored solutions.
  3. Identify Key Stakeholders: Determine key stakeholders early to align the solution with their needs.
  4. Budget and Timeline: Communicate budget constraints and timeline expectations clearly.
  5. Integration Requirements: Clearly communicate any integration requirements, especially if there are existing systems or third-party applications.

Watch the Mock Scenario in Action!

We invite you to delve deeper into the practical application of the discussed concepts. Watch our video, "Red Flags or Green Lights? Questions to Ask When Evaluating Microsoft Dynamics Partners," where we walk through a mock introduction call for a Dynamics 365 Business Central implementation.


Choosing the right Microsoft Dynamics partner is crucial for the success of your ERP or CRM system implementation. By carefully evaluating partners based on the outlined criteria and preparing effectively, business owners can ensure a seamless and successful transition to Dynamics solutions. If you have any further questions or need assistance, feel free to reach out to us at This email address is being protected from spambots. You need JavaScript enabled to view it.

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