Pre-implementation reviews
Assess scope, proposed modules, architecture, supplier assumptions and project risks.
Dynamics 365 Consultant
Make Dynamics 365 work for your business.
Whether you are considering Dynamics 365, dealing with an underperforming implementation or questioning the cost of your current setup, get independent technical guidance from a consultant who understands the Microsoft stack.
- Power Platform
- Dataverse
- Dynamics 365
Don’t let the platform dictate your processes.
Dynamics 365 is capable, but not every business needs every feature. We help you assess the fit, identify unnecessary complexity and make the most of what you already have.
CRM rescue and improvement
Investigate awkward processes, customisation issues, poor adoption and integration gaps.
Power Platform extensions
Explore when Dataverse, model-driven apps and automation can complement your Dynamics investment.
How we work
Clear advice, a defined scope and no unnecessary commitment.
Free call
Tell us what you are trying to achieve and where you need clarity.
Focused review
We agree the questions, evidence, scope and fee before starting any paid work.
Clear next steps
Receive practical recommendations and decide how you want to move forward.
Questions worth asking
Do you only work on new Dynamics projects?
No. We can review an existing environment, a proposed implementation or a replacement strategy.
Can you compare Dynamics 365 with lighter alternatives?
Yes. We evaluate fit, functionality, ownership, ongoing cost and technical constraints.
Can you work alongside our IT team or implementation partner?
Yes. An independent review can complement internal teams and existing suppliers.
Can you rescue a Dynamics 365 implementation that’s gone wrong?
Often, yes. We review the data model, forms, flows, security and how people actually use it. Then you get an honest view on whether to repair, simplify or rebuild, with the priorities in order.
Do we need Dynamics 365 Sales, or would Power Apps be enough?
Sometimes a model-driven app on Dataverse covers what you need for less. Sometimes the built-in Sales features justify the licence. We compare both against your requirements.
Can Dynamics 365 integrate with HighLevel?
Yes. HighLevel can handle lead capture and follow-up, with new leads syncing into Dynamics 365 and Dataverse, so sales and operations work from one customer record.
Who this is for
Businesses evaluating Dynamics 365, in the middle of an implementation, or living with a system that isn’t delivering what was promised.
Before you sign
An independent check of the proposed scope, modules, licences and partner assumptions.
When an implementation is struggling
Low adoption, awkward processes or a project that’s drifting.
When the system needs to do more
Extending Dynamics 365 with Power Platform, integrations or custom development.
Based in Swindon, working with businesses across the UK. Meetings are usually on Teams, with on-site sessions available around Wiltshire, Bath, Bristol, Oxford, Reading and the South West.
Not sure where to start?
Explain the decision you are facing. We will tell you whether a focused review makes sense and what it should cover.
Talk through your projectBook a call
A free 30-minute conversation about your project, current systems or CRM decision. You will get a straightforward view of the best next step — even if that is not working with us.
- Choose a convenient time
- Share a little about your challenge
- Talk it through on Teams