D365 Partner-Reliancy Health Check Section 1: Knowledge & Control: Our internal team can modify D365 configurations without calling the partner Strongly Disagree Disagree Neutral Agree Strongly Agree None We have complete documentation and understand all customizations in our system Strongly Disagree Disagree Neutral Agree Strongly Agree None If our partner disappeared tomorrow, we could continue operations for more than 30 days Strongly Disagree Disagree Neutral Agree Strongly Agree None 1 out of 5 Section 2: Knowledge and Control We receive genuine knowledge transfer that reduces our need for partner support over time Strongly Disagree Disagree Neutral Agree Strongly Agree None We can use any qualified D365 resource for change requests, not just our partner's team Strongly Disagree Disagree Neutral Agree Strongly Agree None Our partner costs have stayed within 25% of the original budget estimates Strongly Disagree Disagree Neutral Agree Strongly Agree None 2 out of 5 Section 3: Resource Quality & Stability We've had consistent consultant resources on our account for 6+ months Strongly Disagree Disagree Neutral Agree Strongly Agree None Our partner provides genuinely senior resources, not juniors learning on our dime Strongly Disagree Disagree Neutral Agree Strongly Agree None We have full visibility when our partner subcontracts work and to whom Strongly Disagree Disagree Neutral Agree Strongly Agree None 3 out of 5 Section 4: Strategic Alignment Our partner understands our business operations, not just D365 features Strongly Disagree Disagree Neutral Agree Strongly Agree None Our partner simplifies our processes rather than creating complex billable solutions Strongly Disagree Disagree Neutral Agree Strongly Agree None We can pivot our D365 strategy without triggering massive change orders Strongly Disagree Disagree Neutral Agree Strongly Agree None 4 out of 5 Section 5: Exit Readiness We own all IP, code, and configurations created for our D365 environment Strongly Disagree Disagree Neutral Agree Strongly Agree None Another partner or contractor could take over our D365 support with minimal disruption Strongly Disagree Disagree Neutral Agree Strongly Agree None We can exit our partner contract without penalties if performance doesn't meet expectations Strongly Disagree Disagree Neutral Agree Strongly Agree None 5 out of 5 Full Name Email Time's up
