Directory / CRM

How to partner with Microsoft Dynamics 365

Put your product inside the CRM enterprise teams run on Dataverse. Official docs, partner program, who to find, and the integration PartnerMatch would ship first.

How to partner with Microsoft Dynamics 365

Microsoft Dynamics 365 is a CRM platform. Put your product inside the CRM enterprise teams run on Dataverse. A technology partnership here is not a logo on a partners page. It is a named owner, a commercial motion a seller can explain, and a plugin, API, or workflow a customer can run. CRM partnerships are won on objects, not slides. The seller needs your product in the account, the opportunity, or the timeline. If the pairing does not change a rep’s day, it will not get attached to deals.

PartnerMatch would open this the same way we open every book: named overlap, a one-pager, then a scope. Read the developer docs before the first call. Use the relationship method if you want the order on one page.

Commercial motion that actually runs

Marketplace listing plus a referral. Co-sell when a named AE will register deals. AppExchange and HubSpot tiers are programs, not a handshake. If Microsoft Dynamics 365 has a take rate on a store, model it before you price the listing. A referral is the right first move for most B2B SaaS teams. Co-sell waits for a seller on their side who will attach you to a live deal.

What to ship first

For many enterprises standardized on Microsoft, Dynamics 365 is the system of record for revenue. Accounts, contacts, opportunities, and activities live in Dataverse, and sales teams work out of Dynamics across web and Outlook. If your product cannot read from and write to Dynamics 365, it sits outside the workflow your customer actually runs, and adoption stalls.

Contacts, companies, and the one object your product actually owns. OAuth. A native-feeling surface if the platform has app cards. Put the listing, the help article, and the seller sentence on the same checklist as auth. A connector nobody can find is not a partnership.

How this usually fails

Starting with Salesforce because it is famous when HubSpot is where your customers live. Skipping security review. No seller sentence. On Microsoft Dynamics 365 specifically: arriving without a workflow, asking for co-sell before anything is installed, and treating Start from a shared customer workflow.

Aspiring partner managers: the Academy lessons platform programs, marketplace listings, and scoping for non-engineers are the class. Companies that want the channel built book a Partner Audit.

The relationship

We build custom Microsoft Dynamics 365 integrations AI-first, so your product reads and writes the accounts, opportunities, and activities your customers manage in Dynamics.

The integration

For many enterprises standardized on Microsoft, Dynamics 365 is the system of record for revenue. Accounts, contacts, opportunities, and activities live in Dataverse, and sales teams work out of Dynamics across web and Outlook. If your product cannot read from and write to Dynamics 365, it sits outside the workflow your customer actually runs, and adoption stalls.

What to connect first

  • Accounts and contacts
  • Opportunities and deals, kept in sync so pipeline stays accurate wherever the rep is worki
  • Activities and tasks
  • Custom tables and columns, mapped to how each customer has configured Dataverse.
  • Product and usage data written back to Dynamics

Who to find at Microsoft Dynamics 365

We do not invent names. Microsoft Dynamics 365 assigns a partner manager after you are in the program. The seats to look for:

  • Technology / integration partner manager

Start from a shared customer workflow. Named demand beats a cold logo request.

People move. Verify on the partner program page before you write to anyone.

FAQ

How do you become a Microsoft Dynamics 365 technology partner?

Start from the official program, not a cold note to a VP. Read Microsoft Dynamics 365’s partner page. Start from a shared customer workflow. Named demand beats a cold logo request. PartnerMatch opens with named shared customers and a scoped workflow, then the listing if there is a store.

What integration should you ship first with Microsoft Dynamics 365?

Ship one job, not a platform rewrite. On Microsoft Dynamics 365 that usually means: Accounts and contacts. Contacts, companies, and the one object your product actually owns. OAuth. A native-feeling surface if the platform has app cards.

Does Microsoft Dynamics 365 have a marketplace or app store?

Microsoft Dynamics 365 does not have a public app store we would treat as the main distribution. Distribution is the relationship, the field, or a listing on a connected platform.

Who should you contact at Microsoft Dynamics 365?

We do not invent names. Look for Technology / integration partner manager. Start from a shared customer workflow. Named demand beats a cold logo request.

Want us to open this relationship?

A Partner Audit maps the partners worth building, the commercial motion, and the integration that has to ship. Then we run it with you.

Book a Partner Audit