Dynamics 365 Optimization & Administration
Fast, expert help for your existing D365 environment — without the high price tag.
You don't need a full implementation partner for every change. You need someone who knows D365 inside and out, can jump in quickly, and charges fairly. That's what we do.
Optimization, administration, and hands-on help across D365 and Power Platform
From quick configuration changes to ongoing platform administration — we handle the work that keeps your D365 environment running well.
Case & Ticket Optimization
Routing rules, SLA configuration, queue management, and knowledge article optimization. We tune your service environment for faster resolution and better agent experience.
Configuration & Customization
Entity modifications, form layouts, business rule adjustments, and security role updates. We handle the config changes your team doesn't have time for.
Power Automate Flows
New cloud flows, flow debugging, error handling improvements, and performance optimization. We build and maintain the automations that keep your business moving.
Dataverse Administration
Table modifications, calculated columns, rollup fields, and relationship updates. We keep your data model aligned with evolving business requirements.
User Training & Adoption
Role-specific training sessions, process documentation, and adoption coaching. We help your team actually use what you've already paid for.
Sales Process Tuning
Opportunity stage refinements, lead scoring adjustments, forecast configuration, and sales playbook updates. We optimize how your sales team works in D365.
Field Service Adjustments
Booking rules, work order types, resource scheduling, and mobile app configuration. We keep your field operations running smoothly.
Reporting & Dashboards
Dashboard creation, chart modifications, advanced find views, and Power BI report integration. We surface the insights your team needs to act.
Two ways to work with us — choose what fits your needs
Optimization Packages
A new way to do business with Dynamics 365 — and a smarter alternative to hiring in-house. For roughly half the cost of a full-time employee, you get a proactive team that continuously tunes and improves your environment rather than a single resource waiting to react. Because our incorporated SCAN tool keeps us deeply familiar with your business and systems, you skip the net-new learning curve that comes with a new hire or another firm.
- +Typically about half the cost of a full-time hire
- +Proactive optimization — not just reactive fixes
- +Industry-leading response and follow-up
- +SCAN-powered familiarity — no net-new learning curve
Project-Based Work
Engage us for a specific project or a well-defined request. Best for organizations with intermittent or one-off needs. Cost-effective versus typical consulting rates, with the same deep familiarity and follow-up you'd get from a package. Our incorporated AI SCAN tool accelerates delivery, so projects move faster than traditional consulting.
- +AI SCAN tool increases delivery velocity
- +No monthly commitment
- +Cost-effective vs. typical consulting rates
- +Flexible, scoped engagement
- +Same industry-leading response and follow-up
Book an Optimization Assessment
Not sure what you need? Start with a 30-minute call. We'll review your current D365 environment, understand your pain points, and recommend whether an optimization package or project-based work is the right fit — or if you need something else entirely.
Book Optimization Assessment →- 1.30-minute discovery call to understand your environment and needs
- 2.We'll ask about your current D365 modules, pain points, and internal resources
- 3.You'll get a clear recommendation: an optimization package, project-based work, or a different approach
- 4.No pressure, no long sales cycle — just honest guidance
Is this for new implementations or existing environments?
This service is specifically for existing D365 environments. If you need a net-new implementation or major module rollout, see our Microsoft Practice page for full implementation services.
Can you help with integrations?
Yes — we handle integration maintenance and minor integration enhancements. For large-scale integration projects, we scope those separately.
Our Dynamics 365 is running slow — can you fix it?
Yes. Slow performance almost always comes from configuration and customization choices, not Microsoft's servers. We diagnose the top offenders — heavy forms, synchronous plug-ins, rollup fields, oversized views, and API throttling — and tune your existing environment rather than rebuilding it.
We inherited a messy Dynamics 365 environment with no documentation. Can you help?
That's one of the most common reasons teams come to us. We inventory the customizations, flows, and integrations, lock down over-provisioned admin access, triage data quality, and give you a prioritized plan to stabilize and improve it — no rip-and-replace required.
Our previous partner went unresponsive. Can you take over support?
Yes. It's your tenant, your data, and your licensing. We help you regain Global Administrator control, sort out the CSP licensing relationship, document the environment, and transition support to us in an orderly way without losing your system.
Can you help reduce our Dynamics 365 licensing costs?
Yes. We right-size licensing by matching each user to the least expensive license that covers what they actually do, reclaiming inactive seats, and addressing storage overages — reducing spend without taking capability away from your team.
How does an Optimization Package compare to hiring a full-time Dynamics 365 administrator?
Most teams don't need — or can't justify — a full-time D365 hire. An Optimization Package typically lands at about half the cost of a full-time employee while giving you a proactive team instead of a single reactive resource. Because our incorporated SCAN tool keeps us deeply familiar with your business and systems, you also avoid the ramp-up and learning curve that come with a net-new hire or switching firms.