Is Your Dynamics 365 Partner Helping You Succeed with Training?
For CEOs & IT Leaders: Assess if your partner is delivering the training needed for long-term CRM success.
Executive Summary: A Dynamics 365 partner should be more than an implementer — they should be an enabler. This article helps CEOs and IT leaders assess if their current partner is delivering the training needed for long-term CRM success.
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TL;DR – Key Takeaways
- A good Dynamics 365 partner embeds training into every stage of the project
- Generic, one-off training is a red flag
- Training success should be measurable and tied to business KPIs
- Partners should help you build internal ownership of training
Signs of a Good Training Partner
The best Dynamics 365 partners understand that technology is only as valuable as the people who use it. Look for these characteristics in your partner:
- Offers role-based, tailored learning plans
- Integrates live-data training sessions
- Provides continuous learning opportunities post-go-live
- Supports internal CRM champions
- Measures training effectiveness with adoption metrics
- Customizes training to your specific business processes
Training Red Flags
Be cautious if your partner exhibits these warning signs that suggest they're focused on implementation rather than long-term success:
- One-time training at go-live with no follow-up
- Over-reliance on generic Microsoft Learn materials
- No measurement of adoption or skill retention
- Inability to explain how training ties to business goals
- Training delivered by technical implementers rather than training specialists
- No support for building internal training capabilities
Evaluating Training Impact
Your partner should be able to demonstrate the effectiveness of their training approach with concrete metrics and evidence:
Ask your partner to provide measurable evidence of training success, such as improved login rates, task completion rates, and reduced support tickets. They should also share case studies and references from similar implementations.
Questions to Ask Your Partner
- How do you measure training success?
- Can you show examples of role-based training materials?
- What ongoing support do you provide post-implementation?
- How do you help build internal training capabilities?
- Can you share adoption metrics from similar projects?
Improving Partner Relationships
If your partner's training approach falls short, consider these steps:
- Request role-based training plans tailored to your team's needs
- Set adoption KPIs and track progress together
- Create joint accountability between your team and the partner
- Ask for training materials that reflect your actual business processes
- Establish regular check-ins to assess training effectiveness
Remember, a true partner wants your long-term success, not just a successful go-live. They should be invested in ensuring your team can fully leverage Dynamics 365 to drive business results.
"Switching to a partner who prioritized role-based training and adoption metrics increased our CRM engagement by 45%."
– VP of Sales Operations, Enterprise SaaS Company
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