7 essential steps to choosing the

right Dynamics 365 upgrade partner

Define your needs:

Set clear business objectives for the
upgrade. What do you want to achieve?

Assess partner expertise:

Assess competencies beyond titles
and to ensure alignment with your project
scope. Think value addition
Plan your project:
Discuss deployment strategy (cloud,
on-premises, hybrid) considering
cost, security, and scalability.
Ensure effective
communication:
Discuss project timelines and
milestones and prioritize partners
who value deadlines.
Examine partner capabilities :
Understand their customization
expertise. Can they tailor Dynamics
365 to fit your unique workflows?
Invest in training
and support :
See who offers comprehensive
training for user empowerment and
ongoing support for future challenges
and enhancements. Factor in long-term vision :
Think long-term. Choose a partner
invested in your long-term success
beyond the immediate upgrade.

Looking to elevate to the cloud?

Get in touch with us demanddynamics.com
Talk to our expert team for an assessment.
info@demanddynamics.com