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Why choose us: Dynamics 365 consultant work from the people who scope it.
Why choose us, or any Dynamics 365 consultant or partner, instead of configuring the software yourself? Because most ERP trouble comes from early design decisions. A partner who has made those decisions many times can spot the costly ones before they lock in. That only helps if the partner is the right one, so below is the checklist we would use in your seat, with our honest answer to each item.
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 Microsoft designation outside the three Solutions Partner areas we hold
- ✓Projects where the brief is to build a heavily custom system on top of the ERP
Questions to ask before you choose any Dynamics 365 consultant
- ✓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?
How to verify any partner in Microsoft's directory
- 1
Open Microsoft's partner finder
Go to Microsoft AppSource and choose the partners section, which lists firms registered in the program.
- 2
Search the firm's legal name
Search the company name, not a product name. Many firms trade under a brand that differs from their registered name, so try both.
- 3
Read the profile badges
The profile shows any Solutions Partner designations and specializations Microsoft has recorded for that firm. It also shows the products and industries the firm lists.
- 4
Compare with the sales pitch
If a proposal claims a designation the directory does not show, ask the firm to explain. Legitimate firms can point you to it.
- 5
Look beyond the badge
Use the directory as one input. References, a written scope and a conversation with the delivery team tell you more about fit.
How we work with add-on vendors and license resellers
- ✓We check first whether standard Business Central already covers the need before recommending any paid add-on
- ✓When an ISV app is the right answer, we compare a shortlist on fit, support model and update history
- ✓Your contract and license for an ISV app are with that vendor, so you keep the relationship if partners change
- ✓If you already buy Microsoft licenses through a Cloud Solution Provider reseller, we work alongside them
- ✓If you need a reseller, we explain how CSP licensing works so you can choose one on clear terms
- ✓We set up and configure add-ons inside the project scope and test them with your real data before go-live
What do buyers ask before they choose us as their Dynamics 365 consultant?
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.
Pricing, licensing and switching partners
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.
What is a CSP and do I need one?
A Cloud Solution Provider is a firm Microsoft authorizes to sell and bill its cloud licenses, including Business Central subscriptions. Most Business Central customers buy their licenses through a CSP, which handles billing and license changes. Your CSP and implementation consultant can be one firm or two. What matters is clear roles and support contacts.
Are AppSource apps safe to install?
Business Central apps must pass Microsoft's technical validation before listing, which lowers the risk of breakage. Validation does not endorse the vendor's support or pricing. Try new apps in a sandbox with your own data first, and read the vendor's update and support terms.
Can we switch implementation partners later?
Yes, your Business Central tenant, data and licenses belong to your company, not the firm that set them up. Changing partners means updating admin access and, if relevant, your partner of record in Microsoft's systems. Your own notes on setups and extensions make a handover much easier.
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.