How to Choose the Right Microsoft Dynamics 365 Partner in Canada?

Hey everyone,
Our company is planning to implement Microsoft Dynamics 365 (primarily for Sales and Customer Service) in the coming months. We’re based in Canada and want to work with a reliable, experienced Dynamics 365 partner who understands both local compliance needs and global scalability.

I’ve done some research, but the choices are overwhelming — there are so many gold and silver Microsoft partners out there, and it’s hard to tell who’s the right fit for our business size (SME) and industry . Can anyone recommend what key factors I should consider when selecting a Dynamics 365 partner in Canada?

Also, if you’ve worked with a Canadian partner you’d highly recommend, I’d appreciate the referral! Thanks in advance for your advice and experiences!

Answers

  • maxkleinmaxklein Member Posts: 8
    When selecting a Dynamics 365 partner, ensure they have industry-specific experience to tailor the system to your needs, especially for Sales and Customer Service modules. Look for proven track records with similar-sized businesses or your industry, and ask for case studies or testimonials.

    The partner should also be well-versed in Canadian laws like PIPEDA and GST/HST compliance, ensuring proper handling of customer data and financial processes. Additionally, they should offer strong localization support, including knowledge of taxation, language, and currency handling in Canada.

    Finally, involve as many technicians as possible in the partner selection process. This will help assess whether the company is genuinely offering technical expertise or just trying to make a sale. The presence of technical specialists ensures that the solution is implemented correctly and meets your business requirements.
    Developer by passion
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