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
Retainer
Reserve a set number of hours each month at a discounted rate. Ideal for ongoing optimization, minor enhancements, and priority support. Unused hours don't roll over, but you get predictable access and faster response times.
- +Priority response SLA
- +Discounted hourly rate
- +Monthly status calls
- +Dedicated resource familiarity
Time & Materials
Engage us for specific projects or ad-hoc requests. Best for organizations with intermittent needs or well-defined, scoped work. You pay only for hours worked, billed in arrears.
- +No monthly commitment
- +Standard hourly rate
- +Flexible engagement
- +Scoped project work
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 a retainer or T&M engagement makes sense — 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: retainer, T&M, 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.