Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics GP (Archived)

New Microsoft Partner

(0) ShareShare
ReportReport
Posted on by 1,290

Dear All,

I am in the process of selecting a new Microsoft partner, I screened the partners in my area and I did pick up a partner that is convenient who delivers a quality service.

Currently, the head office of our company and the new partner are located in a city which is different from where our servers are located, the new partner is ensuring that there will be no problem in delivering the service remotely and he says that he did it before with multinational companies (servers in the US and the partner in Dubai), anyway, the new partner also informed that he cooperates with another partner located in the city where our servers stay.

Do you think it is practical to engage with a partner accommodating in a different city from the location of our servers? What are the limitations?

Thank you

*This post is locked for comments

  • Suggested answer
    Re: New Microsoft Partner

    We used to use TeamViewer before, but after realizing the cost of the product that is around 800$ we have switched to www.AMMYY.com, it is a simple remote desktop sharing application that works perfectly without the need to perform any complicated installations and cost around 30$! 

    We do support our own accounting department who are in the same building but different floor remotely!

    For partner selection, I normally analyze all the aspects carefully before recommending any partners even if I worked with them closely, just to make sure that customers fully comfortable with the recommended partner before doing the selection, normally I recommend people I know abroad and looking for local partners to follow steps below before signing the agreement with the new partner:

    Major Selection Criteria: 

    1.      Ask for the complete list of customers, make sure to visit 3 as per your selection not the partner and randomly talk to at least 10 on phone, select users from the accounting department who works on the product and have no interest in recommending the partner, ask for partner performance in delivering support, knowledge in business and knowledge in Dynamics GP modules, plus what modules do they really implements for customers? Do they deliver the core application modules to close the project or they really providing thier customers with the max of Dynamics GP features.

    2.      Ask the partner to deliver a presentation on Microsoft Dynamics GP features for you, and make sure to ignore normal product modules and focus your questions on the modules that requires a real experts in the product like (Payment Document Management, Cashbook Management, Electronic Funds Transfer, Electronic Bank Reconciliation, KPIs Management, Requisitions Management, and Workflow) which will enhance the product usability in the future and will benefit your organization.

    3.      Ask to meet the resource who will be handling your support and make sure to include his name in the contract if you liked his experience.

    4.      Make sure that the partner you selects runs a helpdesk system with monitored response time KPI to make sure that any delays in your call be monitored and accountable.

    With the above points, all your partners will get low scores, but at least you will know who gets the highest!

    Other Points to Consider from the blogsphere:

    1. The partner you choose should be a "Managed Partner" for Dynamics GP by Microsoft. This assures access to local Microsoft resources and response to your needs by a team that is incented to work with you.
    2. Years in business and years of Microsoft Dynamics Experience - more is better. The average life of a Microsoft Dynamics GP partner is less than 4 years. Many partners have come and gone over the years. Many have closed their doors, sold, merged or have been acquired. Many of these players have resurfaced with new company names and new faces, leaving clients with broken partnerships and promises.
    3. Breadth of experience. Make sure partner has specialist and certified professionals for core competencies (Financial, Distribution/Manufacturing, Supply Chain, Payroll/Human Resources, CRM, etc.) around Dynamics.
    4. Partner Advantage Support. This is the highest level of support a partner can get from Microsoft for Dynamics. Your partner should have a contract with Microsoft for this level of Dynamics GP support. This provides the partner 24×7, level II one hour response times. Otherwise, 3 hour estimated response times is the norm, 8-5, level one support (less than the level of support a client can contract for).
    5. Microsoft Certified Sales Professionals. Partners with this position are allowed to provide clients with special offers on licenses and Microsoft services.
    6. Dedicated Client Account Manger (often referred to as a Customer Sales Manager, CSM, within the Microsoft Dynamics community). Partners that have CSMs value long-term relationships with customers and hold events to ensure your organization stays on top of the latest features and functionality long after go-live.
    7. Microsoft Sure Step Methodology for implementations. This methodology ensures confidence that implementations will go smoothly, be consistently replicated, and have predictable outcomes.
    8. Reasonable travel time and travel expense charges. These charges can add as much as a 50% to 100% surcharge to the effective hourly rate.
    9. Relationships with all of the Dynamics GP Independent Software Vendors (ISV) related to your implementation. Make sure your new partner has a positive previous working relationship with these vendors.
  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at
    Re: New Microsoft Partner

    Oops, after reading Victoria's response, I realized I misread your question Joe.  We also use GoToAssist and I love it.  Some clients have no issue with you logging directly in to their servers/workstations.  For those, we just RDP (Remote Desktop) in.

    Hope this helps,

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: New Microsoft Partner

    Joe,

    There is not just one answer to this, as a lot of it will depend on what the customer already has in place and what guidelines they have for remote access.  It also depends on what you need to do for the customer.  Some companies we work with always have us do a remote session with someone there.  For that we use Citrix GoToAssist.  Others like us to remote in ourselves.  In my experience many companies already have a Terminal Server set up for their users that we can remote into.  

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at
    Re: New Microsoft Partner

    Citrix XenApp is a good solution.  Have a client in Maryland with servers in Georgia and the performance is excellent.  

  • Re: New Microsoft Partner

    What do you recommend the client use for remote access from the partner’s site?  Is it best to have a workstation setup with the apps installed (GP, SQL Management Studio, FRx, etc.) then you just Remote Desktop into that workstation using just Windows or do you recommend other methods?  Recommendations appreciated. Thanks.

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,321 Super User 2025 Season 1 on at
    Re: New Microsoft Partner

    I agree with Mohammad and Victoria. No limitations at all in having servers that are remote from your and/or your partner.  Everything that needs to be done at the server can be done remotely.

  • Victoria Yudin Profile Picture
    Victoria Yudin 22,766 on at
    Re: New Microsoft Partner

    Waleed,

    I agree with Mohammad.  Over the last 10 years our company has gone from onsite visits for just about everything except simple support calls to working remotely almost exclusively.  While this might not work for every company out there, for the customers we work with I believe there are some major benefits including much more timely support and a lot more value for the money spent.  We have even performed implementations and major upgrades remotely, all with great results.  To me a bigger challenge is to find the right partner - one that has the skills that you require and that you are comfortable with.  Today, with the technology available, location should not be a limitation anymore.  

  • Suggested answer
    Re: New Microsoft Partner

    Hello Waleed,

    As you meantioned in your post, you been looking for partners in your area, that was for one reason to get onsite support from an expert when needed, the expert is normally needed on your site for doing discussions with end users and then modify the system to fulfill your needs, this part of the modifications could be done remotely without any limitations, we have customers in all middle east countries and we never enforced to visit the site for GP modifications.

    I do suggest that you go ahead with partner if you sure that they can satisfy your needs.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,430 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans