Dynamics 365 is a proven global platform, it’s secure, scalable, and built for organisations operating across multiple markets. But while the technology is strong, your success depends heavily on the partner you choose. The platform is strong, the risks often come from how it’s implemented.
The checklist below highlights the questions that matter most when selecting a Dynamics 365 partner in Singapore, especially for organisations replacing legacy ERP or CRM systems.
Dynamics 365 Partner Checklist
1. Does your Dynamics 365 Partner configure first, and customise only when necessary?
The fastest way an ERP or CRM project becomes expensive and hard to maintain is through unnecessary customisations.
A strong Dynamics 365 partner will:
- use Dynamics 365’s built in capabilities first
- avoid custom development unless it genuinely adds value
- explain why customisation is needed, not just what they’ll build
If many requirements result in custom code, that may be a warning sign.
2. How does your Dynamics 365 Partner manage Microsoft’s twice yearly release updates?
Dynamics 365 receives major updates twice a year. Any customisation must be tested against these updates to avoid breakages.
A mature Dynamics 365 partner will have:
- a structured update testing process
- clear communication before and after each release
- predictable governance, not reactive fixes
If they don’t have a defined approach to updates, you’ll feel the impact later.
3. What documentation will you receive at handover?
Documentation is what ensures your system can be supported, by either your internal team or any future partner.
Ask to see:
- real examples of their documentation
- how they record customisations
- how they document integrations and workflows
Poor documentation is one of the most common causes of long term support pain and dependency.
4. Who actually owns the customisations built for your organisation?
This is the question most organisations don’t think to ask, and the one that can cause the most long term issues.
Some Dynamics 365 partners in Singapore retain ownership of the custom code they build. You pay for it, but you don’t own it.
This becomes a problem when:
- you want to switch partners in future
- you want to extend the system
- the relationship deteriorates
Reverse engineering code you already paid for can be extremely costly.
5. What happens if you want to change partners in the future?
A confident Dynamics 365 Partner will describe:
- a clean, documented handover
- no IP restrictions
- no barriers to transition
If the answer feels vague or uncomfortable, take note.
6. Is the Dynamics 365 implementation cost pricing fixed or time-and-materials billed?
Time and materials engagements shift project risk onto you. A fixed price model – with defined scope, milestones, and total investment agreed upfront – gives you the cost certainty needed for enterprise planning.
Ask whether fixed pricing is their standard approach.
7. Do they have experience in your industry?
Industry experience matters more than you think.
A Microsoft Partner who has delivered Dynamics 365 for organisations with similar processes, regulatory requirements, or operational complexity will understand your challenges faster and design a solution that fits. A partner with a proven track record in environments like yours brings immediate value and reduces the learning curve on your project.
8. What is their ISO 27001 status?
For organisations handling sensitive financial, operational, or customer data, ISO 27001 certification is a baseline requirement.
It signals that:
- security governance is embedded
- processes are audited
- data handling is consistent and controlled
This is especially important for enterprise grade ERP and CRM deployments.
Choosing the right Microsoft Solutions Partner for your Dynamics 365 project comes down to discipline, transparency, and fit.
If a partner can answer the questions in this checklist clearly, and back those answers with evidence, you’re already in safer territory. The right Dynamics 365 partner should reduce complexity, not add to it. They should give you ownership, not dependency. And they should bring structure, clarity, and confidence to a transformation that touches every part of your organisation.
That’s the standard we hold ourselves to.
How Walkerscott works with organisations in Singapore
Our Singapore team is based within Microsoft’s regional headquarters at Frasers Tower, which gives us proximity to the people shaping Dynamics 365 across Asia. As a certified Microsoft Solutions Partner, we stay closely aligned with the product roadmap, have access to local expertise when needed, and can navigate escalation paths more efficiently.
More importantly, Walkerscott’s delivery approach is built around the principles in this checklist:
- configuration before customisation
- predictable governance around Microsoft updates
- clear documentation and full solution ownership
- fixed price delivery with transparent scope
- deep industry experience across ERP and CRM programs
These are the practices that keep organisations in control of their platform.
To support this, we also leverage proven premium Dynamics 365 extensions such as Klevr and other AppSource‑certified products. This means you’re not starting from scratch, reducing unnecessary customisation, accelerating delivery, and giving you a more maintainable, scalable foundation. It aligns with our structured approach to solution design:
- Can it be solved with Out-of-the-Box functionality?
- Can it be solved with a business process change?
- Can it be solved with an existing Microsoft or AppSource solution?
- Can it be solved with configuration only?
Only then, should customisation be introduced.
This philosophy consistently reduces long‑term management overhead, improves ROI, and forms the best possible foundation for future scale.
We also work with organisations who already have Dynamics 365 in place. Our Dynamics 365 ERP or CRM Health Check provides a clear, evidence‑based view of your current environment – what’s working, what isn’t, and where the opportunities are. You receive a personalised report covering configuration inefficiencies, user pain points, training needs, system deficiencies, feature utilisation gaps, and both quick wins and longer‑term improvements, along with a tailored roadmap.
For organisations wanting ongoing support, our specialist Dynamics 365 Managed Services provides continuous improvement across all Dynamics 365 workloads. This includes user support, proactive monitoring, update and upgrade management, performance optimisation, security and compliance oversight, enhancements and integrations, structured training, and strategic guidance to ensure your platform continues to evolve with your business.
What’s the right next step?
Don’t just start with a demo. Start with a conversation about your organisation’s current technology landscape, what’s working, what isn’t, and what you’re trying to achieve. A good partner will understand your business before they talk about the platform and will give you an honest view of whether Dynamics 365 is the right fit.
If that’s the conversation you want to have, contact us.
Walkerscott is a Microsoft Solutions Partner certified across Business Applications, Digital & App Innovation, and Data & AI, with offices in Singapore, Australia, and New Zealand. Established in 2011, we are ISO 27001 certified and operate on a fixed‑price delivery model. All customisations and configurations we build belong fully to you, no IP restrictions, no lock‑in.