Questions that reveal where you stand in the Dynamics 365 buyer journey (ERP and CRM). We stand on the buyer's side when you choose a Microsoft Dynamics 365 partner.
Not sure which partner fits? Create your buyer brief and compare partners against your own needs.
Your position on five dimensions: needs, internal alignment, risk awareness, partner market, decision structure.
Comparison against other buyer groups that have completed the diagnostic.
Focused where the effect is greatest in your current stage, not on your weaknesses.
Click the stage you recognise yourselves in, details and next steps open up.
Click the stage that most resembles your situation right now.
The business is running. Operations are stable. Nothing forces an evaluation right now. But you want to understand how the market for business systems and customer-facing systems (ERP, Sales, Marketing/Customer Insights, Customer Service, Field Service, Contact Center) is moving, what other organisations see early on, and which signals usually precede an actual change.
Reporting takes too long. Manual work is growing. Sales reps work in Excel next to the CRM, marketing has no grip on leads, customer service loses cases between channels, or field technicians run their own lists. Something is slowing you down, the question is whether it is ERP, CRM, the customer service platform, the process, data quality, or a combination.
An acquisition, a new owner, a version going out of support, a regulatory requirement, a group consolidation, a new commercial strategy, or a stated goal of a better customer experience. It can concern ERP just as much as Sales, Marketing/Customer Insights, Customer Service, Field Service or Contact Center. The question is no longer if, but when and how. The time window is usually tighter than the decision group first realises.
The mandate exists. But the requirements are scattered. Finance sees one problem. IT sees another. Operations, sales, marketing, customer service and field service have their own priorities, and requirements on ERP, CRM and the customer service platforms are more connected than most assume. The risk is going to market with a requirement picture that does not represent the whole business.
Upgrade what you have? Replace the system? Consolidate several systems into one platform? Run ERP and CRM in the same programme or on separate tracks? Add Customer Insights, Field Service or Contact Center on top of what you already have? Every path has a different risk profile, different competence requirements on the partner, and different consequences for the business during implementation.
The partner dialogue has started. Or you are about to set a shortlist. The question is who actually fits your industry, your size, the area you prioritise (ERP, Sales, Marketing/Customer Insights, Customer Service, Field Service or Contact Center) and your methodology, and how you compare them on fair terms.
There is internal alignment. Budget and direction are set. One partner is in the lead. But the decision has to be defended both in the boardroom and over the next three to five years.
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Answer a few questions about your business, needs, and situation. In just a couple of minutes you get a buyer-side recommendation on which type of partner fits best.