Business process discovery
We map your current workflows and pinpoint where Dynamics 365 will move the needle.
Dynamics 365 Service
Consulting & Advisory
Strategy first. We map the right Microsoft Dynamics 365 path to your business goals before a single thing is configured.
Overview
Consulting & Advisory
Every successful Dynamics 365 project starts with clarity. Our consulting and advisory service digs into how your business actually runs — your processes, systems, data and goals — and turns that into a practical, prioritized roadmap.
You get an honest, vendor-true recommendation: which Dynamics 365 apps you need, in what order, what it will take, and the business case behind it — so you invest with confidence, not guesswork.
What's included
What this service covers
Solution & licensing advice
The right mix of ERP/CRM apps and licenses — no more, no less.
Fit-gap analysis
Where the platform fits out of the box, and where you'll need configuration.
Roadmap & phasing
A clear, prioritized rollout plan with milestones and quick wins.
Business case & ROI
The numbers to justify the investment to stakeholders.
Risk assessment
Spot risks early and plan around them.
Business value
Why it matters
Real outcomes you can measure — here's what Consulting & Advisory delivers for your business.
- Invest with confidence, backed by a clear business case
- Avoid costly missteps and scope creep
- Get a realistic, phased roadmap
- Align stakeholders around one plan
- Start with quick wins that build momentum
How we work
A clear, proven approach
The same disciplined methodology underpins every Dynamics Generation engagement.
1. Discover
We understand your goals, processes and constraints.
2. Plan
A clear scope, timeline and success measures.
3. Deliver
Expert execution with regular checkpoints.
4. Optimize
We measure, refine and support what we build.
FAQ
Consulting & Advisory — questions answered
Is the consultation free? +
Yes — an initial discovery consultation is free and no-obligation, so we can understand your needs and show you what's possible.
Do I have to commit to a full project? +
No. Advisory can be a standalone engagement; many clients start here and decide next steps once they have the roadmap.
Will you recommend only what we need? +
Always. Because Dynamics 365 is all we do, our advice is about the right fit for you — not upselling licenses.
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Book a free consultation and let's plan your consulting & advisory engagement.