Everything you need to know about changing your Microsoft Dynamics Partner

microsoft partner

Selecting the right Microsoft partner is not just about finding the right product; it’s about establishing a long-lasting and productive business relationship. Your Microsoft partner plays a vital role in understanding your unique business needs and helping you implement a system that maximizes productivity, ensuring a quick return on investment. In this blog, we’ll delve into the importance of having the right Microsoft Dynamics partner and why you should consider switching partners if your current one doesn’t meet your expectations. 

The Role of a Microsoft Dynamics Partner 

Whether you use Dynamics 365, Dynamics NAV, Dynamics AX, or Dynamics GP, partnering with an authorized Microsoft Dynamics partner, often referred to as a D365 partner, can significantly enhance your ERP experience. These partners offer essential support, training, and technical expertise to ensure you make the most out of your ERP solution. 

Why You Might Want to Change Your Microsoft Dynamics Partner or VAR

Sometimes it’s time to change your Microsoft Partner or VAR (Value Added Reseller). There can be a wide variety of reasons to change your partner, but the most typical reasons are:

  • Poor Support and Aftercare: If you’re not receiving the level of support and aftercare you expected after the initial implementation, it may be time to explore other options. 
  • Misunderstanding Your Needs: Your partner should understand your business requirements. If they fail to grasp your unique needs, it can hinder your ERP system’s effectiveness. 
  • Unmet Expectations or Project Failures: When your ERP implementation falls short of your expectations or outright fails, it’s a clear sign that your Microsoft Dynamics implementation partner might not be the right fit for your business. 
  • Underutilized Software: If your ERP software is not being optimized to its full capability, you’re missing out on potential benefits. A knowledgeable D365 partner can help you harness the system’s full potential. 
  • Inadequate Training and Account Management: Proper training and efficient account management are essential for a successful ERP experience. If these aspects are lacking, you may want to consider a new partner. 
  • Lack of Industry Experience: Industry-specific knowledge is crucial for tailoring your ERP system to your unique needs. If your partner lacks experience in your industry, it can be detrimental to your business. 

The Process of Changing Your Microsoft Dynamics Partner 

The process of switching Microsoft Partner of Record or VAR (Value Added Reseller) is simple and effortless.

It is best to reach out to the new Microsoft partner or VAR to gather information about what the company has to offer. It will be smoother for everyone if you are honest about what made you unhappy in the previous partnership and what you’re expecting in the new one. This will help them understand if they will be a better match for you or not.

Once you’ve chosen the Dynamics partner or VAR, it’s as simple as making the change online on your Microsoft account for your subscription or filling out a short form if you want to make a change of VAR.

Change the partner for a subscription

  1. In the admin center, go to the Billing > Your products page.
  2. On the subscription details page, under Partner information, select Remove.
  3. Type the Microsoft Partner Network ID for the new partner. You can get the partner’s Microsoft Partner ID by asking the partner for it.
  4. Select Add.

Change of VAR for on-premise solutions

Submitting a Change of VAR form does not cost anything and the form will be processed withing a day by Microsoft.

  1. Print and fill out this form.
  2. Send it back to your new partner. They will then submit it to Microsoft for processing.

Easiest way of VAR Change

Just email to info@calsoft.com with “VAR Change Request” in subject, or call at 1-888.838.8422

You can choose to let your exciting partner know about the change or not. Microsoft will inform them by email that the change has been made, but will not let them know any details of the new partner.

If you have an ERP system through Microsoft, weather it is Dynamics GP, Dynamics 365, Dynamics AX or Dynamics Nav, you must have an authorized partner to access the system.

Reasons to choose Calsoft as your Microsoft Dynamics Partner

If you are in need of a new Microsoft Dynamics partner, Calsoft is an excellent choice for several reasons: 

  • Personal approach, we like to get to know our customers
  • Fast resolution times
  • Full training, support and upgrades
  • Professional ERP consultants with industry experience
  • 100% rescue project achievement rate, meaning all projects we taking over from other partners has been successful

Calsoft believes in long term relationships. If you find that you need a new Microsoft Dynamics partner, we can help you determine if Calsoft is a good match for you and assist you with the process of switching partner. As a Microsoft Gold Partner and Microsoft US Partner of the Year award winner in 2020 and 2021, we are recognized for exceptional customer service, training and support for Microsoft Dynamics, Microsoft Cloud like Azure and Microsoft 365, any Microsoft subscription like Power Automate and license like Windows Server etc.

Dynamics 365 partner change made easy