Refer or co-deliver Dynamics 365 and portal work with us

When a customer needs Dynamics 365 CRM solution or a web portal, but you don’t have the skills or capacity, we’re the specialist team you can bring in.

Two ways to work with us

We work with Microsoft partners, managed service providers, IT consultancies, digital agencies and software firms.

  • Referral. Introduce your customer, and we will run the project. We keep you updated, and you earn commission on the services we bill.
  • Co-delivery. You lead, and we work alongside your team on the Dynamics 365 or portal part of the project.
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What you gain

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Expand your portfolio

Offer Dynamics 365 and portal projects without hiring or training a team.

Say "yes" to more requests

Take on the Dynamics 365 CRM and portal projects your customers ask for.

Earn commission

Earn 10% on the services we bill, and keep billing your licences.

Download Our Partner Guide

A short guide for your sales team on the projects we take on and what you earn.

Download now
ServerSys partner guide

Why choose ServerSys?

  • We have 25+ years of experience implementing CRM solutions.
  • Through our sister brand, The Portal Company, we offer specialist development and consultancy skills for portal projects.
  • Our highly experienced team combines consulting, functional, technical and project management resources.
  • Our services include requirements scoping, technical consultancy, bespoke development, support, and managed services.
  • We work across various industries, including manufacturing, financial services, automotive, membership and more.
  • We build collaborative, lasting partnerships. Our 96% client retention rate shows how long our clients stay.
  • Leading brands trust ServerSys, including Toyota, Cifas, HSS Hire, Capita and Honda.

Where we fit alongside you

We only work on Dynamics 365 CRM, the Power Platform and portals. If you sell Microsoft 365, hosting, Business Central, security or managed IT, our work doesn’t overlap with yours. We only take on the work you bring us, and we never pitch your customers anything else.

Good to Know visualisation highlighting 6 facts about ServerSys - CRM Partner

See how we built a portal for Cycling UK, a customer of TES, the Dynamics 365 charity specialist.

“The quality of ServerSys work has been impressive. They’ve created a web portal that will power new opportunities for Cycling UK.

“ServerSys worked in close collaboration with TES to make this happen, and their impressive project management meant we were able to implement at speed.”

Ian Taylor, IT Manager at Cycling UK

Read the case study
Cycling UK Customer Story - Membership

Frequently Asked Questions

How do I refer a customer?

Use the form below or email hello@serversys.com. We’ll arrange a call to discuss the requirements so you can choose whether to introduce us.

Throughout the sales process, our team of specialists will be available to provide advice and support, acting as an extension of your team.

How much involvement is required of me?

After you refer a customer, we’ll reach out to them directly and manage the entire project, including solution planning, implementation and support. If you’d rather stay involved, choose co-delivery and lead the project with us.

What commitment do you need from me?

There is no minimum number of referrals or order value, but the referred customer must complete payment before you can claim a commission.

What type of leads can I refer?

Our team will be happy to discuss how Dynamics 365 and the Microsoft Power Platform can meet your customer’s requirements for web portals, CRM and other business solutions.

How can we help you?

Please get in touch with us to learn more and explore how a partnership with ServerSys could be the right fit for your business. Complete the form below, and we’ll follow up soon, or contact us now.