The Importance of continuity during the transition
When we join an already established Microsoft Dynamics 365 environment, we often suggest a transition period where we collaborate with the existing partner. This helps us retain valuable knowledge and maintain stability. At the same time, we know every customer’s situation is different. Sometimes a fast, pragmatic handover is the right choice; other times, a more extensive transition process is needed.
Business onboarding
When taking over as a new Microsoft Dynamics 365 partner, we often recommend a business onboarding. It helps us understand your processes, core workflows, data structures and ways of working. We prefer doing this together, identifying both challenges and opportunities. In some cases, a few meetings are enough; in others, a deeper review is the best way forward.
The goal isn’t just to understand your current setup but to act as a trusted advisor who understands your business and can support you long term.
Technical onboarding
We often complement this with a technical onboarding, where we review your solution in detail – code, integrations, customizations and system maps. For example, we can perform a system health check, establish version management and upgrade routines, or focus on specific critical areas.
The technical onboarding has two goals. We want to ensure that everything is working properly and identify opportunities for improvement. Most importantly, we want to gain enough insight to become a reliable advisor for your specific Microsoft Dynamics 365 environment.
Working methods and planning
A smooth transition to a new Microsoft Dynamics 365 partner also requires establishing effective ways of working – communication, documentation and DevOps practices. For some clients, a simple meeting routine and prioritized backlog are enough. Others prefer more formalized sprints and planning cycles. We adapt to your organization’s needs with the aim of creating clarity and confidence, not unnecessary administration.
Relationship and dialogue
For us, building relationships with your key users is just as important. We want to listen to their experiences and create an open dialogue that enables us to truly support your business. With the right approach, switching Microsoft Dynamics 365 partners isn’t a risk – it’s an opportunity to develop both your system and your way of working in the best possible way.
Checklist: How a partner transition might look
- Plan a transition period: retain knowledge together with your current partner.
- Conduct a business onboarding: review key processes, data and workflows; identify challenges and opportunities.
- Add a technical onboarding: code, integrations, system maps; ensure reliability and build advisory insight.
- Establish shared working methods: communication, documentation and DevOps; routines, backlog or sprints.
- Build relationship and dialogue: involve key users and the organization.
Do you have questions about technology, processes or working methods related to switching Microsoft Dynamics 365 partners? Don’t hesitate to contact us, we’ll help you find the answers you need.