Dynamics 365 Partner Business Planner
What could your Microsoft Business Applications business look like in 3-5 years?
Create a simple business case for building or growing your Dynamics 365 practice - in a few minutes, with no sign-up.
Revenue potential
Project, recurring services and licensing revenue over five years.
Recurring revenue
How much of the business gradually becomes predictable and recurring.
Organisation
Consultants and sales capacity your growth ambition requires.
Profitability
A simplified P&L, operating margin and investment payback.
Quick recap
- 14 questions, about 5 minutes - no sign-up or email needed
- A five-year scenario for revenue, recurring revenue and licensing
- The consultants and sales capacity needed to deliver the plan
- Profitability and payback, estimated per year
- A ready starting point for the 16 Weeks of Help activation plan
Example scenario
A small Dynamics 365 Business Central partner with 2 consultants, 6 new mid-market customers a year, projects of €60k and a balanced growth pace:
- Revenue year 1
- €352.8k
- Revenue year 5
- €1.4m
- Recurring share year 5
- 57%
- Consultants year 5
- 7
- Payback
- Break-even in year 5, peak investment €333.8k
Illustrative figures from the planner's default assumptions - your own answers will differ.
How it works
01
Answer 14 questions
Five short steps about your business, ambition, revenue model, team and investment. Defaults are in place.
02
See your business potential
A dashboard with key figures, three charts and observations based on your numbers.
03
Turn it into a plan
Use the business case as the starting point for a 16-week action plan.
Built for Microsoft partners
Building a new ERP or CRM practice ties up consultants, sales time and cash long before the first customer pays back.
Dynamic Factory has helped more than 100 partners launch and grow Microsoft Business Applications practices - from the first Dynamics 365 deal to a team with predictable recurring revenue.
Run the planner to give your leadership team one shared picture of what growth requires.
New to the terms? What is ERP? · What is CRM? · Microsoft Partner resources
How we calculate this
What inputs do I need?
New customers per year, average project value, recurring services (support and managed services billed every year), licensing revenue and your consultant capacity.
What will I see?
A five-year scenario for revenue, operating margin (profit after delivery, sales and overhead costs), headcount and payback.
Is this a forecast?
No - it is a planning scenario. Every assumption is visible and adjustable, with no black box.
Your guide to Dynamics 365
Dynamic Factory
Dynamic Factory advises Microsoft partners considering an investment in Microsoft Business Applications. With more than 30 years of ERP and CRM experience, we help partners build a sustainable, profitable practice.
We have helped more than 100 partner companies on their journey to becoming successful Dynamics 365 partners. Our advisors bring experience from leadership roles at Microsoft, a strong partner network and close collaboration with Microsoft on partner activation programmes.
Meet Dynamic FactorySupport for your next stage of growth
Partner activation
Get an accelerated start for your new Dynamics 365 business through 16 Weeks of Help, with individual business and sales coaching.
Explore 16 Weeks of HelpPartner-to-Partner
Sell Dynamics 365 to your existing customers without building your own implementation team. Dynamic Factory helps with Partner-to-Partner setup and coordination.
Explore Partner-to-PartnerAdvisory & sales coaching
Build your Microsoft Business Applications practice with Presales as a Service, sales training and go-to-market coaching.
Explore partner servicesPartner activation programme
16 Weeks of Help
Take the next step from business potential to a new Dynamics 365 business. Dynamic Factory’s partner activation programme combines individual business and sales coaching to help you get started with Business Central or CRM.
Frequently asked questions
Who is the Partner Business Planner for?
Leaders of Microsoft partners and consulting firms - CEOs, sales directors, practice leads and alliance leads - who want a quick, structured view of what a Dynamics 365 practice could become.
Can I use it if we do not currently have a Dynamics 365 practice?
Yes. Choose “We do not currently have a Dynamics practice” in step one and the model starts from zero, with a slower first-year ramp.
Which Dynamics 365 applications does it support?
Business Central, Finance, Supply Chain Management, Sales / CRM, Customer Service, Power Platform, Power BI / Fabric and other Microsoft Business Applications. The model is driven by your project, recurring and licensing assumptions rather than product-specific prices.
Are the results financial forecasts?
No. The results are an illustrative scenario built from your assumptions and simple, transparent business logic. They are a starting point for discussion, not financial advice.
Can Dynamic Factory help us build the actual business plan?
Yes. Dynamic Factory advises Microsoft partners investing in Microsoft Business Applications, with Partner-to-Partner setup and coordination, Presales as a Service, sales training and go-to-market coaching.
What is the 16-week growth plan?
16 Weeks of Help is Dynamic Factory’s partner activation programme for a new Dynamics 365 business. It provides an accelerated start with individual business and sales coaching for Business Central and CRM.
Can we sell Dynamics 365 without our own implementation team?
Yes. The Partner-to-Partner model enables you to sell Dynamics 365 to existing customers without building your own implementation team. Dynamic Factory supports the Partner-to-Partner setup and coordination.
What experience does Dynamic Factory bring?
More than 30 years of ERP and CRM experience, including Navision, Axapta and Microsoft CRM, now part of Dynamics 365. Dynamic Factory has helped more than 100 partner companies and brings experience from leadership roles at Microsoft.
How we can help you
Boost your Microsoft business with Dynamics 365
We help you extend your business with Microsoft Business Applications. Build your own practice or work through Partner-to-Partner collaboration - we can help you get up and running.
We have coached 100+ Microsoft partners. Let’s discuss how we can help you grow.