Find the clients in your book ready for a Dynamics conversation. In 15 minutes.
Run the scorecard against your client list and get a ranked short-list of who is ready, sorted by business application risk and opportunity.
Who this is for
MSP owners, vCIOs, service leaders, and sales leaders who want a tactical way to identify opportunities quickly.
MSP Owners
Find referral opportunities already hiding inside your client base.
vCIOs
Turn scattered client comments into a structured business application conversation.
Service Leaders
Give your team a simple way to recognize application risk before it escalates.
Sales Leaders
Prioritize the accounts most likely to need a Dynamics or Power Platform discussion.
Why a scorecard, not an audit
Most MSPs have at least three clients sitting on a business application landmine. Old ERP. An accounting system the controller is quietly Googling replacements for. A Dynamics partner the client has been complaining about for six months.
You just have not had a structured way to find them.
This scorecard is not a technical audit. It is a conversation tool. 10 signals pulled from real audit and vCIO work. One point per signal observed in the last 90 days. Sum the score. Sort the list. The top five are your next partner intro conversations.
What’s inside
Simple enough to use quickly. Structured enough to create a useful short-list.
Build your ranked short-list in 15 minutes.
Download the scorecard, run it against your client list, and identify the accounts most ready for a Dynamics conversation.
Read next
Use these resources to continue building a stronger MSP partner motion.
About TruNorth Dynamics. We help SMBs align technology and strategy through Dynamics 365, Power Platform, AI, and business process modernization. For MSP partners, we provide a practical path to support business application conversations without requiring your team to become the implementation team.