Everything You Need to Know about Changing Your Microsoft Dynamics 365 Partner - PowerPoint PPT Presentation

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Everything You Need to Know about Changing Your Microsoft Dynamics 365 Partner

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Changing your Microsoft Dynamics 365 partner is a significant decision that can impact the efficiency and effectiveness of your business operations. Firstly, assess your reasons for wanting to switch partners and ensure alignment with your business goals. Research potential partners thoroughly, considering their expertise, track record, and compatibility with your organization's culture. Before making the switch, communicate openly with both your current and prospective partners to ensure a smooth transition process. Take time to review and negotiate the terms of the new partnership agreement, including service levels, pricing, and support. Lastly, prioritize ongoing communication and collaboration with your new partner to maximize the value of your Dynamics 365 investment and drive business success. – PowerPoint PPT presentation

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Date added: 15 March 2024
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Title: Everything You Need to Know about Changing Your Microsoft Dynamics 365 Partner


1
Everything You Need to Know about Changing Your
Microsoft Dynamics 365 Partner
2
  • Changing your Microsoft Dynamics 365 Partner is a
    significant decision that can have far-reaching
    implications for your business operations and
    long-term success. Whether you're dissatisfied
    with your current partner's performance, seeking
    specialized expertise, or looking to optimize
    costs, the process of transitioning to a new
    partner requires careful consideration and
    planning. This introduction will provide an
    overview of the key factors to evaluate, the
    steps involved, and the potential risks and
    benefits associated with changing your Microsoft
    Dynamics Partner. By understanding the nuances of
    this process, you can make an informed decision
    that aligns with your organization's strategic
    goals and ensures a seamless transition to a
    partner better suited to your needs.

3
The Role of a Microsoft Dynamics Partner
  • A certified Microsoft Dynamics partner, also
    known as a D365 partner, may greatly improve your
    ERP experience regardless of whether you utilize
    Dynamics 365, Dynamics NAV, Dynamics AX, or
    Dynamics GP. These partners provide the technical
    know-how, training, and support you need to get
    the most out of your ERP package.

4
Why You Might Want to Change Your Microsoft
Dynamics Partner or VAR (Value Added Reseller)
  • Here are some potential reasons why you might
    want to change your Microsoft Dynamics Partner or
    Value-Added Reseller (VAR)

5
  • Lack of expertise or specialization If your
    current partner lacks deep expertise in your
    specific industry or the Dynamics
    modules/functionality you require, it may be
    beneficial to find a partner with more
    specialized knowledge and experience.
  • Poor customer service or responsiveness
    Unresponsive support, long resolution times, or a
    general lack of attentiveness from your partner
    can hinder your operations and productivity. A
    new partner with a stronger customer service
    focus could be a better fit.
  • Limited resource availability As your business
    grows, you may outgrow your partner's resource
    capabilities. A larger partner with a deeper
    bench of consultants and developers could better
    accommodate your evolving needs.

6
  • 4. Geographical constraints If your business
    expands to new regions, a partner with a broader
    geographical presence could provide more
    localized support and implementation services.
  • 5. Cost optimization Periodic market evaluations
    may reveal more cost-effective options or pricing
    models better aligned with your budget.
  • Evaluating these factors can help you determine
    if a partner change is warranted to optimize your
    Microsoft Dynamics experience and drive greater
    value from your investment.

7
What is The Process of Changing Your Microsoft
Dynamics Partner?
  • The process of converting from Microsoft Partner
    of Record to VAR (Value Added Reseller) is easy
    and straightforward. The process of changing your
    Microsoft Dynamics Partner typically involves
    several key steps

8
Evaluation and planning
  • Assess your current partner relationship and
    identify pain points or areas for improvement.
  • Define your requirements and criteria for a new
    partner (expertise, industry focus, size,
    location, etc.).
  • Develop a transition plan and timeline,
    considering data migration, customizations, and
    user training needs.

Partner selection
  • Research and shortlist potential new partners
    that meet your criteria.

9
  • Evaluate their capabilities, experience,
    references, and industry reputation.
  • Request proposals and compare offerings, pricing,
    and contract terms.

Data and system preparation
  • Work with your current partner to extract and
    secure your data, customizations, and system
    configurations.
  • Ensure data integrity and completeness before
    migration.
  • Document any complex customizations or
    integrations for the new partner's reference.

10
Data migration and user training
  • Migrate your data, customizations, and
    configurations to the new partner's environment.
  • Conduct thorough testing and validation to ensure
    data integrity and system functionality.
  • Train end-users on any changes to processes,
    interfaces, or system updates introduced by the
    new partner.
  • Throughout the process, effective communication,
    project management, and change management
    practices are crucial to minimize disruptions and
    ensure a smooth transition to your new Microsoft
    Dynamics Partner.

11
Reasons to choose Alletec as your Microsoft
Dynamics Partner
  • If you want a new Microsoft Dynamics 365 Partner,
    Alletec is an excellent choice for numerous
    reasons
  • Personal approach we like to get to know
    customers.
  • quick resolution times
  • complete guidance, assistance, and updates
  • Professional ERP consultants with industrial
    expertise

12
  • Alletec believes in fostering long-term
    relationships with its clients. If you find
    yourself in need of a new Microsoft Dynamics
    Partner, we can help you assess if Alletec is a
    suitable match and guide you through the process
    of transitioning partners. As a Microsoft Gold
    Partner and the prestigious Microsoft US Partner
    of the Year award winner in 2020 and 2021, we are
    renowned for our exceptional customer service,
    comprehensive training, and unwavering support
    across the Microsoft ecosystem. Our expertise
    spans Microsoft Dynamics, Microsoft Cloud
    solutions like Azure, Microsoft 365, various
    Microsoft subscriptions such as Power Automate,
    and licensing for products like Windows Server,
    among others.
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