Dynamics 365 buyer's guide
The partner you choose decides whether Dynamics 365 lands or stalls. This guide sets out the designations to verify, the delivery questions to ask, and how to judge sector experience before you sign.
Why it matters
Dynamics 365 is capable software. When an implementation disappoints, the cause is rarely the platform. It is scope that was never baselined, data migration left to go-live week, customisation that drifted from the requirement, and adoption that nobody planned. Every one of those is a partner decision, made before the first licence is activated. Choosing the right partner is the single highest-leverage decision in the whole programme, and it is made on evidence you can ask for up front.
A logo on a slide is not a designation, a sales engineer is not the delivery team, and a fixed price quoted before discovery is a guess. Ask for the evidence behind each of those and the field narrows quickly.
What to evaluate
Each criterion is something you can verify before you sign. Treat them as a checklist for any shortlist, including ours.
Confirm the partner holds the Business Applications designation, not a lapsed or unrelated badge.
A repeatable implementation method with governance and exit criteria at each phase, not improvisation.
Evidence the partner has delivered in your sector and understands its compliance posture.
Know who will actually deliver the work and what certifications they hold.
A partner who plans for adoption and ongoing support, not one who disappears at sign-off.
Before you sign
The answers to these tell you more than any capability deck. Strong partners answer them in specifics; weak ones answer in adjectives.
Ask specifically for the Microsoft Solutions Partner designation covering Business Applications, and confirm it is current. A designation is earned against capability and customer-success measures and is verifiable on the Microsoft partner directory.
Ask for the named consultants on your engagement and their certifications. The people who scope the work in the sales conversation should be the people who deliver it, with functional and technical roles clearly separated.
Migration is where Dynamics 365 implementations most often slip. Ask how source data is profiled, how migration is tested before go-live, and who signs off the result. Vague answers here are the clearest early warning sign.
Ask for the hypercare period, the support plan, and the response expectations in writing. A partner who treats support and adoption as scoped deliverables, not goodwill, is the partner who plans to be there after sign-off.
Why UHS Logic
The five criteria above are the ones we expect you to hold us to. Here is how we answer them.
UHS Logic holds Microsoft Solutions Partner designations. Designations carry through procurement and audit review because they are earned against capability and customer-success measures, not bought as a marketing line.
Dynamics 365 is a core competency, delivered alongside Microsoft 365, Power Platform and Azure by one team. The platform is implemented in context, not bolted on from a generalist consulting motion.
RapidLogic™ sequences discovery, build, migration and adoption with governance and exit criteria at each phase. Documentation is structured for procurement and audit review, not just internal delivery.
Role-based training and a scoped support plan are part of delivery. The people who scope your engagement deliver it, and stay engaged through go-live and into adoption.
Selected engagements
Anonymised examples of typical Microsoft engagements. Named case studies are available under NDA on request.
Whole-of-agency Microsoft 365 tenant uplift with Copilot for Microsoft 365 readiness assessment. Includes data boundary configuration, Purview information protection alignment and Essential Eight Maturity Level uplift.
Dynamics 365 Customer Service implementation for a state department case management workflow. Delivered against RapidLogic™ with structured Discover, Configure and Deploy phases and a defined hypercare period.
Greenfield Azure landing zone build with hub-and-spoke topology, Microsoft Sentinel SIEM deployment, Defender for Cloud activation and Entra ID conditional access alignment to APRA CPS 234 expectations.
FAQs
Verify the partner holds a current Microsoft Solutions Partner designation covering Business Applications, ask for a documented delivery methodology with governance at each phase, confirm relevant sector experience with named outcomes, identify the certified practitioners who will actually deliver, and confirm support and adoption are scoped before go-live. The five criteria on this page expand each of these into the specific evidence to ask for.
It is the current Microsoft partner status that replaced the older Gold and Silver tiers. A partner earns a designation in a specific solution area, such as Business Applications for Dynamics 365, against measures of capability, skilling and customer success. Designations are renewed rather than held permanently, so a current designation signals active capability. They are verifiable on the Microsoft partner directory.
A reseller sells licences. An implementation partner scopes, configures, migrates, deploys and supports the platform against your requirements. Many organisations need both, and one partner can do both, but the capability that determines whether your implementation succeeds is delivery, not licensing. Judge a partner on its delivery methodology and the practitioners who will do the work.
Cost is driven by the applications in scope, the degree of customisation, data migration complexity, integration with existing systems, and the training and change effort. A credible partner models licensing and delivery cost against your scoped requirements during discovery, so cost is part of the design rather than a surprise after sign-off. Treat a fixed number quoted before discovery with caution.
The Dynamics 365 family spans customer engagement applications such as Sales, Customer Service and Field Service, and the Business Central application for finance and operations. A partner should be explicit about which applications it delivers in practice and which consultants hold the relevant certifications, rather than claiming the whole suite uniformly.
It depends on the applications in scope and the complexity of data and integration. A focused single-application rollout can complete in a matter of weeks once discovery is done, while a multi-application programme with significant migration runs across months. A documented methodology with phase gates gives you a realistic timeline tied to your scope rather than a generic estimate.
Ask which Solutions Partner designation they hold and whether it is current, who will deliver the work and what they are certified in, how they handle data migration and testing, and what support and adoption look like after go-live. The questions section on this page sets out why each one matters and what a strong answer sounds like.
Yes, and continuity is an advantage. A partner who scopes role-based training and a support plan alongside the implementation understands the system your people will use day to day. UHS Logic delivers Dynamics 365 training and support as part of the same engagement, so adoption is planned from the start rather than retrofitted.
Tell us what you want Dynamics 365 to do and we will come back with a recommended discovery scope, the applications that fit, a realistic delivery shape, and how training and support sit alongside it. One business day.
UHS Logic · Microsoft Solutions Partner