Functional consulting
Discuss process expertise across relevant Dynamics 365 applications. Define the workshops, configuration and validation work the role needs to support.
The business perspective
A successful project needs the right combination of business understanding and technical depth. Add expertise around a defined need, with clear responsibilities and collaboration.
A skills gap is easier to solve when the work is clearly defined. You may need a functional specialist to shape a process, an engineer to build an integration or an architect to review a difficult design decision. We start with the delivery objective, the existing team and the responsibilities the specialist will take on. That helps establish a useful working arrangement with clear expectations for collaboration, review and knowledge transfer.
Expertise where it matters
A closer look at the capabilities and decisions that shape a useful solution.
Discuss process expertise across relevant Dynamics 365 applications. Define the workshops, configuration and validation work the role needs to support.
Review application boundaries, integrations and technical decisions. Clarify where the specialist advises, designs or approves within your existing delivery structure.
Identify the engineering needed for extensions, integrations and application delivery. Align development standards, source ownership and review practices with your team.
Discuss application, automation and Dataverse expertise for a defined business scope. Connect implementation work with environment and release responsibilities.
Clarify the skills needed for reporting, data preparation or a Fabric workstream. Tie the engagement to agreed sources, models and delivery outcomes.
Support validation, documentation and handover needs. Include the knowledge your internal team must retain when the engagement ends.
From capability to everyday value
Explore possible starting points for your organisation. Each scenario connects a business need with work to consider and measures to review.
Delivery capacity · Illustrative scenario
An internal team has a defined release but needs additional capability in one workstream. Describe the deliverable, dependencies and acceptance criteria, then agree how the specialist joins planning and review. Keep responsibility for the wider project visible.
Specialist review · Illustrative scenario
A team needs to assess an integration or application decision before implementation. Prepare the requirements, options and constraints so the review can focus on the trade-offs. Record the recommendation and the assumptions that should be revisited as the design develops.
Knowledge transfer · Illustrative scenario
A specialist task will eventually be owned by an internal colleague. Include pairing, documentation and walkthroughs in the engagement from the beginning. Validate that the receiving team can operate and change the component before the handover is considered complete.
The Defacto approach
We clarify your technology stack, delivery priorities and skills requirements before discussing suitable expertise and ways of working.
Explore our approachDefine the technology, workstream, deliverables and expected responsibilities. Review availability and the engagement approach with our team.
Establish collaboration, review, access and reporting arrangements. Make dependencies and escalation routes clear before the specialist starts delivery.
Evaluate work against agreed acceptance criteria. Plan documentation and handover alongside delivery so your organisation retains the necessary understanding.
A useful first conversation
A few examples of your current work will make the discussion more specific.
Experience you can explore
Customer experienceOreta
Dynamics 365 enabled Oreta to manage sales opportunities and pipeline more effectively, providing a unified view of all sales activities and customer interactions.
Explore the customer storyMake an informed decision
The right scope starts with a clear understanding of your business, the platform and the work ahead.
That is a common engagement need to discuss. We review your delivery structure, responsibilities and collaboration arrangements so the role complements the team. Availability, skills and working terms are confirmed against the specific requirement.
Yes, we can discuss the most suitable engagement approach. A work package needs clear outputs, assumptions and acceptance criteria; capacity support needs explicit role boundaries and prioritisation. The right model depends on how well the work and dependencies are understood.
Describe the business objective, technology, current project stage and the gap you need to fill. Include expected outputs, key dependencies and how the work will be reviewed. A clear brief makes it easier to assess fit and establish realistic expectations.
Explore Microsoft guidance
Your next chapter starts here
A challenge to solve. An idea to explore. Let’s talk.