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Steps for your Success


Advising for your success is a totally unique service that gives you access to a CRM administrator and long-term plan for a successful Dynamics 365 solution implementation project. It’s an affordable option if you are just starting out with Dynamics 365 or already use Dynamics 365 applications but want to take your system to the next level.


A hosted cloud Dynamics 365 application does not mean you have to settle for an out-of-the-box solution that will not satisfy your business needs. Utilizing our 365Solutions advisory services, you gain our critical  steps to ensure the perfect fit:


  • Business Analysis 

  • Discovery of Requirement 

  • Module/Feature/Requirement Priorities

  • Requirements Proof of Concept

  • Engage for Feedback

  • Enhancements

  • Support 

365 Solutions Design Advisory services is a great solution for companies who are new to Microsoft Dynamics 365 and need assistance in getting up-and-running, as well as those who are currently in use of the platform but want to improve their systems to better align with their growing business processes and goals.


It works great for small companies that lack internal system administrators, and for large companies that may have internal resources but requires additional help optimizing their systems. Whether you’ve made the commitment to Dynamics 365 and just need help getting started, or you need to enhance your Dynamics 365 applications that have gone off-track, our advisory services can put you on the path to success.


Upgrade Assistance

Need to upgrade to the latest version of Dynamics 365? 365 Solution Design offers a subscription-based advisory service that allows you to have a dedicated resource for a monthly fee. Your Advisory consultant will review your business processes and how you can apply it to Dynamic 365. From the initial meeting, your 365 Solutions Design Advisor  can assist your organization with the following tasks:


  • Review your business processes

  • Advice on how to implement new features

  • Review and implement new security role features

  • Provide best practices

  • Review views, charts and dashboards

  • Provide training on new features

  • Review 3rd party add-ons





Change Management Services

As part of our consulting offerings, 365 Solutions Design will provide:


  • Business Sponsor and Stakeholder Alignment

  • Communication Planning

  • Change Impact Evaluations

  • Change Strategy Development

  • Global and Enterprise Training Planning

  • User Adoption Assessments




Key Benefits of Advisory Services


  • You’ll have a dedicated Consultant who can assist you in reaching your goals proactively. We will work with you to anticipate necessary changes and customizations.

  • Whenever you need help, you know exactly how to get an expert, backed by a great team. Moreover, this isn’t an extra cost, it’s part of a monthly investment.


Streamlining your Process


  • Whether you have your own administrator or not, you don’t have to worry about hiring additional resources, which saves you the pain of Human Resource management,  training and turnover. You can count on 365 Solutions Design, we’ve got you your back.


Access to a Dynamics 365 Expert When You Need It


  • One of the biggest benefits of the advisory service is that you’ll work closely with a dedicated Dynamics 365 expert who will help guide your use of Dynamics 365 over time. Your ‘365 Solutions advisor’ will take time to understand your business and your business processes, tailoring your system to your needs. Your dedicated 365 solutions consultant is also backed by a world-class team of experts who can help if needed.


  • Having access to your 365 Solutions consultant eliminates the need for you to hire your own administrator internally, saving you the pain of dealing with HR, payroll, ramp-up time, training and turnover.


Affordable Price


  • Many companies see the potential in using Microsoft Dynamics 365 but lack the resources to build a solid path to implementation success. That’s where the our advisory services can play a key role. It’s a completely unique service-as-a-subscription solution that can help your company  turn your D365 system into a great running machine. It’s also designed to provide a much faster time-to-value than traditional time-and-materials projects, for lower costs to you.


  • For a predictable monthly subscription fee, you’ll get inclusive, personalized support. You’ll know all costs up-front, so you can budget without any surprises.


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