Time for a switch?

Every relationship starts out the same way, no end in sight and full of hope and promise. This is no less true of your relationship with your Dynamics GP partner. At some point, though, you might find that it’s time to change your Dynamics GP partner of record. There are lots of reasons why you might want to make the switch but in many cases there is one reason you just don’t do it – inertia. It just seems easier to keep doing what you’ve always done rather than making a switch. Microsoft has made it so much easier to switch now that inertia shouldn’t be a reason. You don’t even have to talk to the partner you are leaving any more!

Microsoft has an excellent PowerPoint that walks you through the process. You can download it from that handy box to the right of your screen. I’ve prepared the following simplified outline to give you a sense of just how easy it is:

  1. Get the account number and PIN from the soon to be partner of record (the new partner). You will need this in order to make the change.
  2. Visit your “My Account” page in CustomerSource. (You need to have an active enhancement plan in order to get access to customer source. There is a different process if you do not have an active plan in place.)
  3. Click the checkbox to “change partner” and follow the steps.
  4. The new partner has to accept the change.

The above is a summary but you can see it is not that hard to accomplish the change. You will also need to make sure that in the PartnerSource/CustomerSource Business Center, both Partner and Customer Professional have the “Administrator” for the Customer Care role set to “yes”. You should confirm this before initiating the change.

As part of the process a number of emails will be sent that act as confirmations. These must be acknowledged when received.

If all of that sounds like too much work you can even ask your prospective partner to make the change for you! The new partner will need your Customer ID and PIN in order to make the change, both of which are available under CustomerSource.

If it’s time for you to make a change in partner, don’t let inertia hold you back.