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Why You Should Become a Dynamics CRM Partner

Have your customers been asking you about Dynamics 365? If not, they should be. This Microsoft solution is designed to help small business owners simplify their financial, sales and marketing tasks. Gartner has predicted that the worldwide market for Customer Relationship Management (CRM) tools will increase to $36.5 billion in 2017, a significant jump from the $20.6 billion forecasted three years ago. This is a great time for resellers like you to tap into this booming market. Wondering where to start? We’ll show you.


Click here to sign up to our partner program and start reselling Dynamics 365 in less than 10 minutes

The best and most profitable way to sell Dynamics 365 is by becoming a partner with Microsoft’s Cloud Solution Provider (CSP) program. Microsoft introduced the CSP program two years ago to allow its partners to sell Microsoft cloud solutions with their own offerings and services. You have two options to sell Dynamics 365. You can either become a Direct CSP partner and work with Microsoft directly, or you can join a reseller program with an Indirect CSP Partner like SherWeb.

Want to Understand the CSP Program? Download the Dynamics 365 CSP Bible.

You’ve heard all about Microsoft’s Cloud Solution Provider (CSP) program and how it will make life easier for resellers like you. But when it comes right down to it, do you really understand how it works?

  • Exactly what the CSP is and how it works
  • How to get started as a CSP partner

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Put Your Money in the Right Place

You’ve heard us mention the terms Direct and Indirect CSP and you’re probably wondering what the difference is. Going solo as a Direct CSP Partner is a complicated process that could take about four months to complete. It also involves a significant upfront investment for 24/7 technical support and a solid customer billing structure. Are you prepared to spend that kind of money? You want to be sure that the commissions you earn as a Direct CSP Partner exceed your initial expenses. If you decide to work directly with Microsoft, you’ll have to start by getting a Microsoft Partner Network ID number. Once this is approved, you have to sing-in with your Microsoft Account. To qualify for the Direct CSP, you have to show that you can provide the customer billing and technical support we referred to earlier. Your next step is to apply for a Cloud Productivity Competency. Approval for this step takes about 12 months.

Microsoft Dynamics CRM Partner Comparaison

Become a Direct CSP Partner with Microsoft:

  1. Apply for the CSP program on the Microsoft website
  2. Once your account has been approved, create a trial account with a login link they send you
  3. Sign into the Microsoft Online Services Partner Agreement
  4. Log into a Microsoft reseller portal and sell to your first client

Get to Market in 10 Minutes with SherWeb

On the other hand, if you sell Dynamics 365 with an Indirect CSP Partner like SherWeb, the whole process is a lot easier. By joining SherWeb’s Partners First program, you can be ready to go to market in just 10 minutes.


Want to learn more about selling CRM through an Indirect CSP distributor? Download our Free eBook


You don’t have to be a migration or support expert. Just rely on our professional partner support or use our white-label end-customer services to grow your business. You can also package your offers any way you want and there’s no middleman like Microsoft to get in the way. You control the customer relationship through direct billing, provisioning, management and technical support.

Become an Indirect CSP Partner with SherWeb:

  1. Sign up for Partners First, our partner program
  2. Login to Cumulus, our customized partner portal
  3. Sign up your first customer

Want more information on what a partnership with SherWeb looks like? Check out our InfoKit.

SherWeb Partners Earn Higher Commissions

Microsoft has pulled the plug on its Advisor and Open programs, a move which left a lot of resellers in the lurch. As you’re probably aware, Microsoft ended the sell and accelerator incentives for the Advisor program on September 30, 2016. And, As of July 1, 2017, commissions paid out to Partners of Record (POR) to manage Microsoft subscriptions will be cut. SherWeb offers its Advisors a one-time 150 percent commission plus a 7 percent recurring monthly commission for the life of the client’s contract. If you have CRM Online customers, the offer gets even sweeter. You can transfer their licenses to SherWeb and earn higher commissions. SherWeb has a special promotion that will pay out a 15 percent commission in the first year plus a 5 percent recurring commission.

Dynamics 365 Partner Transfer

You Can Still Earn Your Dynamics Competencies

Earning Microsoft Competencies goes a long way in building your profile as a Dynamics 365 Partner. However, you don’t have to be working with Microsoft directly to earn them. You can still sell Dynamics 365 with SherWeb’s CSP and earn your competencies at the same time.

Here is the four-step process to complete the Silver and Gold competencies:

  1. Silver competency: each partner must have $100,000 of new revenue  of Microsoft Dynamics 365  or CRM Online within the last 12 months. Gold competency: $300,000.
  2. Silver competency: 2 people in your organization must pass the exam requirements which are updated regularly on Microsoft’s partner website. Gold competency: four people in your organization must pass the exam.
  3. Silver competency: your organization must provide 3 customer references who have done business with you within the last 12 months. Microsoft must approve the reference. Gold competency: your organization must provide 5 customer references. Once a reference is approved in either competency, it can be used toward earning or renewing the competency for up to two years.
  4. You must complete your organization’s profile in the Microsoft Partner Membership Center.
  5. Pay the competency fee. This fee is due once a year, no matter how many competencies your organization earns. The fee varies by location. It is estimated the fee would be about $1,600 USD plus taxes and administration fees.

There are additional exams for some specialties. For example, if you wanted to pursue marketing as your specialty, you would have to develop a thorough understanding of the functions and possibilities related to marketing a cloud solution. It is recommended you develop your experience managing campaigns and strategies before attempting this exam.

Which Partnership is Right for You?

As you’ve learned, becoming a Dynamics 365 partner takes significant time and resources. If you feel like the Direct partnership is the best option for your business, you want to make sure that you don’t miss out on important sales opportunities while you work your way through this. On the other hand, SherWeb lets you offer your clients Dynamics 365 a lot quicker through three distinct partner programs: White Label, Co-branded and Advisor. You work directly with SherWeb and get access to experts with extensive Microsoft Dynamics experience.

Microsoft established 80-90% of partners choose CSP through an Indirect Provider

80-90% of our partners choose CSP through an Indirect Provider -Microsoft

Want to sell Dynamics 365 directly from your organization? Go white label. You’ll have complete control over the branding, customer support and pricing. Like the idea of a partner program, but don’t want to get involved in technical support? Choose our co-branded program. With this model, you set your own prices and let SherWeb provide the technical support. As we explained earlier, our Advisor program lets you refer customers directly to SherWeb. You get paid for your referral and don’t have to do anything else.


Resell Dynamics 365

Written by Mathieu Leblanc Business Development and Partner Network Director @ Sherweb

Mathieu Leblanc is Sherweb's Partner Network Director. His extensive experience in the field helps him pinpoint upcoming trends that matter to MSPs and IT consultants.