Dynamics 365
Power Platform
Dynamics
Cloud & ProductivityMicrosoft evaluation & selection services
Selecting the right Microsoft solution is a decision that shapes your organization’s performance for years to come. With ERP and CRM options available across the Dynamics 365 suite, enhanced by AI and automation, the evaluation process requires careful consideration of functionality, cost, and alignment with strategy. Rand Group provides expert Microsoft evaluation and selection services to help you identify the solution that best fits your business needs and ensures lasting value.
Evaluate and select the right Microsoft solution that aligns with your business strategy
Choosing a Microsoft solution is a significant decision that influences how your organization operates and grows. Whether you are evaluating ERP, CRM, or AI-powered tools within the Dynamics 365 suite, success depends on more than comparing features. A proper Microsoft evaluation and selection process considers functionality, scalability, cost, and integration while ensuring alignment with long-term business strategy. Done right, this approach minimizes risk, accelerates adoption, and sets the foundation for measurable growth.
Rand Group has decades of experience guiding organizations through Microsoft evaluation and selection, helping clients cut through complexity with a structured, proven process. As a top North American Microsoft partner, we work closely with business and IT leaders to define requirements, evaluate solution options, and identify the right-fit Dynamics 365 applications. Our consultants bring both technical expertise and industry insight, ensuring your Microsoft investment is based on a well-informed decision that supports adoption, drives results, and positions your business for the future.
Identify the right requirements
A successful Microsoft evaluation starts with understanding your unique needs. Rand Group works with stakeholders across your organization to capture goals, challenges, and critical business processes. This ensures your Dynamics 365 ERP, CRM, or AI-powered solution is selected based on functionality that truly supports your operations.
Proven evaluation methodology
We follow a structured, step-by-step process to guide your Microsoft evaluation and selection. From requirements gathering and solution comparisons to hands-on testing and stakeholder alignment, our methodology reduces risk and creates clarity. The result is a confident, well-informed decision backed by proven best practices.
Business-driven technology decisions
Our consultants focus on how each Microsoft solution aligns with your strategy, scales with growth, and drives measurable value. By grounding every decision in your business goals, we ensure your investment delivers both immediate impact and long-term success.
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Explore the right Microsoft solutions for your business
Rand Group helps organizations evaluate the full spectrum of Microsoft technologies to find the best fit for both current operations and long-term strategy. Whether you are optimizing financial processes, improving customer engagement, or adopting AI-driven insights, our Microsoft evaluation and selection services guide you to the solution that delivers lasting value.
- ERP applications: We help evaluate Microsoft Dynamics 365 ERP options such as Business Central and D365 Finance & Operations to ensure your system supports scalability, compliance, and operational efficiency.
- CRM applications: Our consultants guide comparisons across Dynamics 365 CRM suite including D365 Sales, Customer Service, Customer Insights, Field Service, and Project Operations to strengthen relationships, streamline service, and improve sales performance.
- Reporting & analytics: We support assessments of tools like Microsoft Power BI, Jet Reports, and Jet Analytics to enhance reporting, forecasting, and business intelligence across your organization.
- AI tools: We help evaluate AI-enabled solutions such as Microsoft Copilot and intelligent automation features to increase productivity, reduce manual tasks, and drive smarter decision-making.
- Custom vs. out-of-the-box options: We work with you to determine the right balance between tailored functionality and standard features, ensuring your Microsoft solution aligns with business goals, budget, and timeline.
Critical factors in Microsoft evaluation & selection
Selecting the right Microsoft solution goes beyond checking feature lists, it’s about ensuring the system fits your people, processes, and long-term strategy. A thoughtful evaluation considers how Dynamics 365 ERP, CRM, and AI-powered applications will integrate into daily operations while supporting future growth.
- Define goals and requirements: Clearly outline your business priorities, whether financial management, customer engagement, or AI-driven automation. This focus narrows the Microsoft options and avoids costly mismatches.
- Integration and user adoption: The right Microsoft solution should connect seamlessly with your existing systems, including Outlook, Excel, and Teams. Just as important, it must be intuitive enough for your team to embrace.
- Value beyond cost: Price is only part of the equation. Subscription models, customization requirements, and scalability all affect the long-term return on your Microsoft solution investment.
Rand Group’s knowledge base is expansive. Whenever we come up with an idea to be explored, they always have someone on staff that has relevant experience. Anytime we have an issue pop up, Rand Group is always available, dependable, and helpful.
Work with Rand Group to discover the best software fit for your business
Rand Group offers a range of assessments, workshops, and pilots to help your organization evaluate and select the right Microsoft solution. Our experts guide you through defining priorities, exploring Dynamics 365 ERP and CRM options, and testing AI-powered capabilities to ensure the system you choose aligns with your business strategy and long-term goals.
Business Value Assessment
Our facilitators help decision makers define the core goals for the project beyond process efficiency. During this assessment, we identify improvement metrics and build a business case with costs and benefits tailored to your Microsoft solution options
Roadmap Workshop
In this three-day workshop, Rand Group works with your team to prioritize transformation scenarios and outline a practical path forward. The result is a roadmap and blueprint for successfully adopting the right Microsoft ERP, CRM, or AI solution.
In-a-day Workshop
Gain hands-on experience with Microsoft technologies in a focused, one-day workshop. Build dashboards in Power BI, create workflows with Power Automate, or design apps with Power Apps—all with expert guidance to maximize productivity and adoption.
Pilot
Test a Microsoft application in a controlled environment with data, processes, and transactions relevant to your business. This three-week engagement begins with discovery and concludes with a live pilot simulation, helping you validate fit and build stakeholder confidence.
Why partner with Rand Group?
Decades of experience
With over 20 years of experience, Rand Group has guided organizations across industries through Microsoft evaluation and selection. From early-stage assessments to final solution choice, our team applies proven methodologies and deep Dynamics 365 knowledge to ensure every decision delivers measurable results.
Long-term partnership and support
We go beyond evaluation to serve as a long-term ally in your Microsoft journey. With a 90% client retention rate, Rand Group provides ongoing support, system optimization, and strategic guidance so your Microsoft solutions continue to evolve with your business.
Top North American Microsoft partner
Rand Group is recognized as one of the top Microsoft partners in North America, holding advanced specializations and solution designations that validate our expertise. This recognition demonstrates our ability to consistently deliver excellence in Microsoft evaluation, selection, and implementation services.
Certified software experts
Our team includes Microsoft-certified architects, developers, financial analysts, and data experts who understand both technical execution and business strategy. By combining industry knowledge with Microsoft technology, we deliver evaluations that lead to practical, scalable, and results-driven solutions.
