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The Dynamics 365 partner checklist, with our answers
What a small senior practice does well
We are a focused practice, a division of Sataware Technologies, working from one office in Phoenix. That size shapes how we operate. You get direct access to the people making design decisions. Someone who already knows your setup answers your questions, instead of a ticket queue that starts from zero.
Most work runs remotely through video workshops and screen sharing, scheduled to your time zone. We travel when it genuinely changes the outcome, such as walking a warehouse floor before designing bin locations or training a room of users together.
We are careful about what we claim. You will not find invented client logos or statistics on this site. When you are seriously evaluating us, we share references during the sales conversation so you can speak to them directly.
Where we fit best as your Dynamics 365 partner
Small and mid-sized US companies
Businesses moving to Business Central, or extending a Dynamics 365 setup, that choose a partner for senior attention throughout.
- ✓Outgrowing QuickBooks, Sage or an older Dynamics product
- ✓Finance-led projects with a controller or CFO as sponsor
- ✓Teams that want to understand their system, not just receive it
When another firm suits you better
We would rather say so early than take on work we are not the best choice for.
- ✓Global rollouts needing large teams on site in many countries at once
- ✓Buyers who require a specific Microsoft partner designation we have not stated
- ✓Projects where the brief is to build a heavily custom system on top of the ERP
Questions to ask every Dynamics 365 partner you shortlist
- ✓Will the people in the sales meetings be the ones configuring our system?
- ✓Can we see a sample written scope and change request before signing?
- ✓How do you run trial data loads, and who signs off the reconciliation?
- ✓Which of our requirements would you solve with standard features, and which need custom code?
- ✓What exactly happens during our first month end on the new system?
- ✓Can we speak to a client whose project is similar in size to ours?
What do buyers ask before choosing us?
How do we verify a Microsoft partner's credentials?
Before you choose a Dynamics 365 partner, check Microsoft's own partner directory rather than a logo on a website. The directory shows which firms Microsoft lists and the solution areas it recognizes them for. Pair that with reference calls, since a listing says nothing about how a firm treats clients after signing. Our guide to choosing a Business Central partner goes deeper.
Is a smaller partner a risk?
It can be, so ask about it directly. Who covers if a consultant is away? How do they document your setup? Could you hand the system to someone else if needed? We document design and configuration so your system never lives in one person's head. A larger firm has more bench, but you may see less of its seniors.
Do you only work with Business Central?
Business Central is our core, and we also cover Dynamics 365 Sales, Customer Service, Power Platform and Power BI. For large enterprise finance and supply chain projects, we will tell you honestly whether we fit or whether you need a bigger team.
What if we already have a partner and are unhappy?
We can give a second opinion or take over. The first step is a candid look at where your project stands, what works and what does not. Sometimes the better fix is a scope reset with your current partner, and we will say so.
Can you give us a price to compare against other bids?
Yes, once we understand the work. We quote against a written scope after discovery. That makes comparison fairer, because you can see what each price includes. Be wary of any much lower bid that lacks matching detail on what is in and out.
Talk to us about your project.
Tell us what you run today and what has to change. A senior consultant replies with a written next step.