Reading time: 2 - 3 minutes
29 July 2022

Dropped in Dynamics 365 CRM

What to look for in a MSDyn365CRM / Power Platform Partner

In this episode of Tecman Talks Dynamics, Liam is joined by Jason and Jon to help you navigate choosing a Microsoft Dynamics 365 CRM or Microsoft Power Platform partner. Whether you’re looking to move Microsoft partners or you’re wanting to move to a Microsoft Dynamics 365 CRM or Power Platform solution, there are some important points to consider when making your decision.

What do you need to keep an eye out for when it comes to their experience and knowledge? What about their credibility? How exactly do you know that Microsoft partner is up to the job and what exactly do those partner certification badges mean? Jason, Head of CRM, explores what exactly you need to be looking for to not only make sure you find yourself a partner up for the job but one that will make it work for your business.

But choosing a Microsoft Dynamics 365 CRM or Microsoft Power Platform partner doesn’t stop there.

Should you be looking for a partner to look after all your Dynamics 365 products or is it better to look for separate partners for different products? Jon shares his experience as a Dynamics 365 integration consultant working with customers’ other business system partners (Microsoft or otherwise), so you can hear real-life examples of how communication is handled and where the benefits of having a single partner can come in.

Once you’ve got a clearer understanding of whether you’ll be using separate partners or a single partner that’s when the questions you need to ask those potential Microsoft partners will change slightly. Jason and Jon dive into the ins and outs of set up, migration, integration, customisation and Go Live approach. The path you decide to go down will mean what you’re looking for will differ. Thankfully, our experts have broken it down pretty well, so it doesn’t need to be complicated.

Tune in today and find out:

  • What to look at when selecting a partner.
  • What to consider when you start to work with your new partner.
  • Whether you should choose a single partner.
  • How to make sure the partner you choose will set up Dynamics 365 CRM or your Power Platform app to work for your industry and your business
  • How to approach customisation, especially with the ever-expanding capabilities of the Power Platform..