Build the Right
Dynamics 365 Solution.
Make better technology decisions with expert Microsoft Dynamics 365 consulting across strategy, solution architecture, implementation planning, integration, data and security — before significant time and investment are committed.
Dynamics 365 consulting that starts with your business
A successful Dynamics 365 project is about more than configuring applications. The right solution needs to reflect how your organisation operates, integrate with the systems you already use, support your users, protect your data and provide a foundation that can evolve as your business changes.
Our consulting approach starts with understanding your business and technology landscape before recommending a solution. We combine Dynamics 365, Dataverse, Power Platform, Azure and AI expertise to design secure, scalable solutions aligned with your long-term technology strategy.
- Which Dynamics 365 applications are right for our requirements?
- Should we configure Dynamics 365 or build custom functionality?
- How should our business processes be represented in Dataverse?
- How should Dynamics 365 integrate with our existing systems?
- What should our implementation roadmap look like?
- How can we introduce AI and Copilot capabilities safely?
Our Dynamics 365 consulting services
A clear plan that connects your business objectives with the technology required to achieve them.
Strategy & Roadmap
Business requirements, current-state assessment, product evaluation, CRM transformation strategy, Power Platform strategy and a delivery roadmap for phased adoption.
Solution Architecture
Architectures spanning Dataverse, model-driven apps, Power Apps, Power Automate, Power Pages, Customer Insights, Copilot Studio, Azure integration and identity/security.
Assessment & Health Checks
Independent reviews of architecture, configuration, security, integration, ALM/DevOps, performance and maintainability — with prioritised recommendations, not just a report.
Implementation Planning
Turning requirements into a practical plan — functional and technical requirements, data model, security model, testing strategy, environment strategy and training and adoption.
Integration Consulting
Connecting Dynamics 365 to ERP, finance systems, websites, e-commerce, marketing platforms and line-of-business applications using Dataverse APIs, Power Automate, Azure Functions and Service Bus.
Data & Migration Consulting
Source-system assessment, data profiling, cleansing, mapping, transformation rules, historical data strategy, migration validation and cutover planning.
Security & Governance
Security roles, business units, teams, access models, environment security and practical governance across customisation, solutions and application lifecycle management.
AI & Copilot Consulting
Identifying practical AI opportunities — AI-assisted service, sales productivity, document processing, intelligent search and Copilot Studio agents — without unnecessary complexity.
Existing Implementations
Assessing environments with excessive customisation, integration reliability issues or technical debt, and identifying practical improvements rather than automatically recommending a rebuild.
From strategy to implementation
Consulting should lead to action. Depending on your requirements, an engagement can progress into implementation, migration, integration, managed services or a combination of these.
Discover
Understand your business, users, processes, systems and objectives.
Assess
Review the current environment, requirements, data, integrations and constraints.
Design
Define the target architecture, applications, data model, security and technology approach.
Plan
Create a prioritised roadmap covering phases, dependencies, resources and delivery.
Deliver
Implement the agreed solution using Dynamics 365, Power Platform, Azure and custom development.
Improve
Monitor, optimise and evolve the platform as business requirements change.
Why work with MS Dynamics Consulting?
Microsoft Dynamics 365 expertise
Specialists in Dynamics 365, Dataverse and the Microsoft business applications ecosystem.
Power Platform expertise
Extending Dynamics 365 using Power Apps, Power Automate, Power Pages, Power BI and Dataverse.
Azure integration expertise
Enterprise integrations using Azure services where standard platform capabilities need to be extended.
AI & Copilot capabilities
Practical applications of Copilot Studio, AI agents, Azure AI and intelligent automation.
Technical depth
Hands-on experience with configuration, custom development, integration, migration, ALM and architecture.
Business-focused recommendations
We start with your business objectives, processes, users and constraints — not the technology.
When should you engage a Dynamics 365 consultant?
You may benefit from Dynamics 365 consulting if you are considering a new CRM, replacing an existing platform, planning an implementation, expanding an existing environment, or looking to reduce technical debt.
Discuss Your Requirements- Considering Dynamics 365 for a new CRM
- Replacing an existing CRM or migrating from a legacy platform
- Planning a Dynamics 365 implementation
- Expanding an existing Dynamics 365 environment
- Integrating Dynamics 365 with other systems
- Experiencing technical problems with an existing implementation
- Reviewing your Dynamics 365 architecture or reducing technical debt Planning a Power Platform strategy or exploring Copilot/AI agents
Explore related Dynamics 365 services
Consulting engagements typically progress into one of these next steps.
Frequently asked questions
Ready to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.