Financial and Business Verification
➙ Microsoft Gold/Solution Partner status verification
➙ At least 3 years of D365 implementation experience
➙ Financial stability (check D&B rating if they're smaller)
➙ Professional liability insurance adequate for your project size
Technical Capability Assessment
➙ Team lead has minimum 5 D365 implementations in similar industry
➙ At least 2 certified D365 functional consultants assigned
➙ Demonstrated expertise in your specific modules (Finance, SCM, etc.)
➙ Clear methodology for data migration and system integration
Project Approach Evaluation
➙ Detailed discovery process (minimum 40 hours for enterprise implementations)
➙ Phased approach with clear go/no-go decision points
➙ Change management and training plan included
➙ Post-go-live support structure defined
Commercial Terms
➙ Detailed statement of work with specific deliverables
➙ Clear resource allocation with named individuals
➙ Billing rates by role, not just blended rates
➙ Change order process defined upfront
➙ Success criteria and acceptance criteria documented