Guide to Selecting a Dynamics AX/Dynamics 365 Partner

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After your software decision is made and you are still not comfortable with the Partner you are working with, or if you are not working with a Partner, here are a few tips that might be useful in the selection process.  Download our Free ERP Partner Selection Checklist and see how they measure up.

Researching which business solution software is the best fit for your organization is a hard enough task without factoring in which partner company should implement the software.  Making the decision to work with a software partner  isn’t an easy process. There are certain things company’s should look in a partner when considering them to implement new software. Some of these things are:

  • Does the website / blog site provide content about your industry? Clients First sites focus on Manufacturing, MRO (maintenance, repair and overhaul) and Projects for professional services because that is our industry expertise.
  • Ask for consultant’s biographies and customer references. These two items can help you in the decision making process by giving you a real look into their work ethic and past experience. If your industry is manufacturing, projects or MRO (maintenance, repair and overhaul,) then you can rest assured that Clients First consultants and customer references will give you piece of mind so you can buy with confidence.
  • Does the services quote look reasonable? If you work with our experienced sales team to discuss your business requirements we can provide a very accurate quote with a reasonable project budget. We do not quote in a vacuum; our team shares notes, observations and years of industry experience to create our estimates. Our sales team will even show you how we calculated your quote.
  • Your business should work with a Partner that is transparent. Clients First shares our knowledge and can train your team to fully support Dynamics AX. We are a firm believer in Technical Mentoring.
  • Finally, consider their willingness and flexibility in working with you. Clients First will do whatever we can to win your business. Contact us now to discuss business requirements and to learn about our team-approach to projects.

One Expert Vendor: Clients First Business Solutions

The Minneapolis team at Clients First understand that your investment in Dynamics AX is a business risk. Working with an experienced professional services team can help moderate that risk and save your company money in the long run.

Why work with Clients First?

  1. Gives your business our longevity and expertise;  Multiple Senior-level personnel that have 200+ years combined experience with Microsoft Dynamics AX
  2. Provides Multi-Site/Multi-Country Implementations, if needed
  3. Supplies strong references with long time customers from Manufacturing, MRO, Retail and Services industry
  4. Formulated Implementation Methodology to save your company money and time with employee and customer portals.  So you can properly track your budget, timeline and task tracking
  5. Equips your implementation with an Assigned Project Manager and a Senior Consultant Assignment
  6. Transfers expertise in your industry with our team approach for: Finance, Supply Chain, Manufacturing and Projects
  7. Produce faster implementations, thus less technical interruptions, as we do not learn the software on our clients time
  8. Delivers your company a clear Infrastructure Assessment
  9. Flexible Application Deployment & On-going Maintenance
  10. Administers Technical Mentoring for your team if desired through training & support

As a competitive player in your industry, you understand that there’s little margin for error – and you need a consulting firm with STRONG INDUSTRY and DYNAMICS AX PRODUCT KNOWLEDGE that operates just as ambitiously.

Technical Expertise

Whether or not you are running Axapta version 3 or 4, Dynamics AX 2009, 2012 or the New Dynamics AX, Dynamics 365 Enterprise, our team can support your installation.  Our team boasts about our experienced consultants that have been working with the software since its U.S. release in 1998.

Clients First’s also has its own developers to support and train our customers.  We do not outsource development and have our own written intellectual property; this includes ProMRO, mobile applications for customers and other enhancements. That being said, we always try to use native AX processes prior to recommending development project. Clients First will be happy to discuss your technological requirements and to make sure those needs are met.

Contact our sales team for further evaluation of Dynamics. Use the form or call us at 877-428-7205 or email

Customer Reviews: Dynamics AX &
Clients First Business Solutions

“Clients First did a great job of setting our expectations of things we could or couldn’t expect and things that would have to be worked out in the implementation process.  I found Clients First to be very honorable, they did what they said they would do and when they would do it.”
Brian Adamik, CEO
Ram Aircraft


Sulzer Testimonial

“After our successful Houston implementation of Dynamics AX in 2006, Sulzer has since utilized Clients First for our other service facilities in the United Kingdom, Argentina, Australia, Indonesia and The Netherlands.” (Note:  Clients First is still implementing Sulzer locations across the world)
Glenn Doerksen, VP of Operations