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00 Platform consultancy · Dynamics 365

Dynamics 365 implementationby certified consultants —delivered through dedicated teams,not project handoff.

Certified Dynamics 365 consultants from our vetted talent network deliver Sales, Customer Service, Finance and Operations, and Power Platform implementations. Embedded in your team, US working hours, US data residency.

01 · How Dynamics 365 implementations actually fail

Failed implementations follow a pattern. The cause isn't bad consultants — it's the wrong engagement model.

Failed Dynamics 365 implementations follow a pattern:

  1. 01 Implementation partner kicks off with a fixed-scope SOW
  2. 02 Discovery reveals requirements the SOW didn't cover
  3. 03 Change orders pile up
  4. 04 Internal stakeholders push back on costs
  5. 05 Project pauses or descopes critical functionality
  6. 06 Go-live happens, but with reduced capability
  7. 07 Partner hands off
  8. 08 Internal team can't maintain or extend without re-engaging consultants

The cause isn't bad consultants. It's the wrong engagement model. Fixed-scope implementations don't fit how Dynamics 365 actually rolls out at growing companies — business processes evolve, regulatory requirements shift, integration scope expands.

We deliver Dynamics 365 implementations through dedicated certified consultants on long-term engagements. Same certified delivery, different commercial structure.

02 · Implementations we deliver

Full module coverage across the Dynamics 365 stack.

Our consultants hold the relevant MB-series certifications across these tracks.

  • D365 Sales

    Opportunity management, forecasting, territory configuration, sales process automation.

  • D365 Customer Service

    Case management, omnichannel routing, knowledge management, service-level agreements.

  • D365 Field Service

    Work order management, resource scheduling, mobile field worker enablement.

  • D365 Marketing

    Customer journeys, lead scoring, event management, marketing analytics.

  • D365 Finance

    General ledger, AP/AR, financial reporting, multi-entity configuration.

  • D365 Supply Chain Management

    Inventory, warehouse management, procurement, manufacturing.

  • D365 Business Central

    For SMB customers — full ERP implementation.

  • Power Platform integration

    Power Apps, Power Automate, Power BI for custom Dynamics extensions.

03 · What our consultants bring

Role-specific Microsoft certifications, matched to your implementation.

Multi-module engagements get multi-cert consultants. Single-module rollouts get focused specialists.

  • MB-210
    Sales Functional Consultant

    Sales process design, opportunity pipelines, forecasting configuration.

  • MB-220
    Marketing Functional Consultant

    Customer journey configuration, segmentation, lead management.

  • MB-230
    Customer Service Functional Consultant

    Case routing, knowledge bases, SLA configuration.

  • MB-240
    Field Service Functional Consultant

    Resource scheduling, work order management.

  • MB-310
    D365 Finance Functional Consultant

    Financial close, multi-currency, intercompany.

  • MB-320 / MB-330
    Supply Chain Management

    Inventory, warehouse, procurement, manufacturing.

  • MB-300
    Core Finance and Operations

    Platform configuration, ALM.

  • MB-700
    Finance and Operations Solution Architect

    Multi-module architecture, integration design.

04 · How we deliver

Dedicated certified consultants on 1-year engagements — not fixed-scope SOW handoff.

The traditional implementation model: fixed-scope SOW, milestone payments, handoff at go-live, ongoing support contract.

Our model: dedicated certified consultants on 1-year minimum engagements, embedded in your team, delivering implementation as ongoing work with explicit go-live milestones.

The differences matter:

  • You manage the engagement

    Your project manager directs work, your stakeholders define priorities.

  • No change order friction

    Requirements evolve naturally within the engagement scope; we don't bill against scope creep.

  • Post-go-live continuity

    Same consultants who built the implementation maintain and extend it. No handoff knowledge loss.

  • Cost predictability

    Per-engagement quotes, no fixed-bid surprises, no "premium support" upcharge after go-live.

This isn't always the right model. If you need a defined 90-day project with a hard handoff, a traditional implementation partner may fit better.

05 · Pricing & engagement

Quoted per engagement based on modules and scope.

Dynamics 365 implementations through dedicated consultants run materially below US-based Microsoft Gold Partner rates for equivalent certified capacity. We quote per engagement based on scope, modules, and timeline.

Talk to us for specific pricing
06 · Compliance posture

NDAs first. US-aligned. Same delivery bar as our HIPAA work.

For regulated industries:

  • NDAs executed before access
  • US data residency, US-based VPN access
  • D365 environment configuration per compliance requirements (data location, access controls)
  • Engineers vetted on regulated-data handling

Our healthcare engineering work is verified on Clutch with a 5.0 rating across quality, schedule, cost, and willingness to refer. The same delivery bar applies to Dynamics 365 engagements.

07 · How to start

From discovery to embedded delivery, in five steps.

  1. 01
    Discovery call

    Current state, target state, modules, integration scope, timeline. 60 minutes for Dynamics.

  2. 02
    Implementation roadmap

    Proposed approach, certified consultants matched to your modules, milestones.

  3. 03
    Contract and team formation

    1-year minimum, 3-month termination notice.

  4. 04
    Implementation execution

    Embedded delivery against your milestones.

  5. 05
    Post-go-live continuity

    Same consultants stay through stabilization and ongoing work.

See the full engagement process → · Hire a Power BI developer → · Hire a Salesforce developer →

08 · Questions buyers ask

Direct answers before you book the call.

09 Next step

Scope your Dynamics 365 implementation.

Tell us your current state, modules in scope, and integration surface. We'll come back with an implementation roadmap and a shortlist of certified consultants — matched for fit, not speed.