The How-To Guide for Choosing Your Microsoft Dynamics Partner
Choosing the right Microsoft Dynamics Partner is a major decision, one that can significantly impact your business operations. This is the team you’ll be working closely with for implementations, upgrades, and ongoing support. You want a partner who checks all your boxes: industry expertise, experience, reliability, and a deep understanding of your business needs. But how do you tackle such a crucial decision and find the perfect match?
That’s where The Dynamic Podcast Buddies comes in! We just wrapped up our first season, where we explored the ins and outs of choosing the best Dynamics partner. From must-have qualities to red flags to avoid, we covered it all. While we highly recommend watching the full episodes for all the details, we’ve compiled a quick breakdown of the highlights for you to check out right here!
Aligning Business Goals with Your Dynamics Partner
In our first episode, we welcomed Beau Schwieso to discuss what sets a great Dynamics partner apart from a good one. He shared key advice on evaluating potential partners, maintaining strong relationships, and ensuring your partner aligns with your long-term business goals.
One of the best analogies he shared? Building a house with your partner. Just like a well-built home, your Dynamics partner should lay a strong foundation that ensures long-term stability and growth. It’s not just about assembling something that looks good on the surface—it’s about structural integrity, adaptability, and meeting your unique business needs. The right partner will help you design a solution that stands the test of time, rather than one that crumbles under pressure.
Watch the full episode here: https://www.youtube.com/watch?v=SnFPTv19Lrk
Key Criteria for Success in a Dynamics Partner
In our second episode, Reed Houston of TrueCommerce spilled the tea on what truly matters when choosing and working with a Dynamics partner. He didn’t just scratch the surface, he broke down the key factors that separate an average partner from an exceptional one. He shared expert insights on how to identify the perfect partner, looking beyond just experience and certifications to find a team that truly aligns with your business needs.
Reed also discussed the do’s and don’ts of ISV-partner relationships, offering advice on fostering collaboration and avoiding common pitfalls that can hinder success. Additionally, he highlighted the defining traits of top-tier partners and what gives them a competitive edge over the rest. If you’re in the process of evaluating partners, this episode is an absolute must-watch to ensure you make the right choice!
Watch the full episode here: https://www.youtube.com/watch?v=N2Ls_5-UUzo
Avoiding Common Pitfalls in Partner Selection
For the final episode of the season, we brought in our very own Rick Wood to uncover the biggest red flags to watch for when selecting a Dynamics partner. One of the major warning signs is unclear or overly cheap pricing models—if it sounds too good to be true, it probably is. A reliable partner should provide transparent pricing that reflects the true value of their services, rather than surprising you with hidden costs down the road.
Another critical red flag is a lack of transparency. A partner who doesn’t communicate openly or struggles to provide clear timelines and expectations can create unnecessary frustration and risk for your business. Additionally, we discussed the importance of adaptability and openness to feedback. A great partner should be willing to listen, collaborate, and adjust their approach based on your needs.
Beyond identifying potential red flags, we also explored the cost of choosing the wrong partner and how to recognize green and yellow flags that signal a strong (or questionable) partnership. If you’re currently evaluating Dynamics partners, this episode is packed with insights to help you make the best decision for your business!
Watch the full episode here: https://www.youtube.com/watch?v=WHF9NCJX1LY
Going Forward and Season 2!
Choosing the right Microsoft Dynamics Partner is crucial for a successful implementation. The right partner enhances efficiency and growth, while the wrong one can lead to project failures and budget overruns. Businesses should evaluate expertise, industry experience, and support capabilities to avoid common pitfalls like poor project management or misalignment with business needs. Navigating the Microsoft Partner Ecosystem ensures a strategic selection, setting the stage for long-term success and maximizing the value of a Dynamics 365 investment.
To help you on your journey and digest everything you’ve read and watched here, we’ve included a few more resources, including:
- The Ultimate Partner Guide, which covers many of the topics we discussed this season.
- How to Select a New Microsoft Dynamics Partner, a recent webinar we hosted that uncovers proven strategies to discover the right partner for your business. If you’re in the process of choosing a Dynamics partner, this resource is a must-watch!
We hope you learned a lot from our first season of The Dynamic Podcast Buddies! But don’t worry, we’re just getting started. Season 2 is coming soon, and this time, we’re diving deep into all things Dynamics licensing. Stay tuned for more episodes, expert insights, and everything you need to master your Microsoft Dynamics experience!