How to choose the right Dynamics 365 CRM support partner for your business

For small and medium-sized businesses, having the right CRM system—like Microsoft Dynamics 365 CRM, otherwise known as Dynamics 365 Customer Engagement can be a game-changer, but just as important as the tech itself is the partner you choose to implement and support it. So, what should you look for in a CRM support partner? Here’s our top tips:

1. Real Expertise That Makes a Difference

You want a partner who knows Dynamics 365 CRM inside out and has the track record to prove it! Look for someone who’s worked with businesses like yours and understands your industry’s quirks. Experience matters, but so does the ability to tailor solutions to your specific goals.

2. Customisation That Fits You

No two businesses are the same, and your CRM shouldn’t be either. A good partner will take the time to understand your processes and configure Dynamics 365 CRM to fit, not force, you into a new way of working. Flexibility is key.

3. Integration Know-How

Dynamics 365 CRM plays nicely with Microsoft tools like Outlook, Teams and Excel but what about the other apps you rely on? Your partner should be able to connect the dots, integrating your CRM with the rest of your tech stack to keep everything running smoothly, including your ERP of choice – including Microsoft Dynamics 365 Business Central.

4. Support That Sticks Around

Getting your CRM up and running is just the start. You’ll need ongoing support and training to get the most out of it. Look for a partner who’s there when you need them, whether it’s answering questions, solving issues, or helping your team build confidence with the system.

5. Scalability That Grows with You

Your business won’t stand still, and your CRM shouldn’t either! Microsoft’s CRM is built to scale, but your partner needs to guide you through that growth. Whether it’s managing new sales channels, utilising more functionality, or enabling more integration to other business critical applications, they should help you evolve without disruption.

6. Clear, Honest Pricing

Budget matters. A trustworthy partner will be upfront about costs, from implementation and customisation to training and support. No hidden fees, no surprises. Just a clear picture of what you’re investing in and the value it brings.

7. A Proven Approach

A structured, well-tested implementation process makes all the difference. Look for a partner who follows best practices and has a clear roadmap for rolling out Dynamics 365 CRM. That way, you stay on track, on budget, and aligned with your business goals.

Want more tips? Download our ‘Perfect Partner’ eBook to help you find the right fit for your CRM journey.