Microsoft Business Applications
Microsoft Dynamics 365 Consulting & Implementation
Connect financial control, daily operations and customer relationships. Macrofix helps you select, implement and improve Microsoft Dynamics 365 applications, with a practical plan for data migration, integrations, user adoption and ongoing support.
PLAN YOUR DYNAMICS 365 PROJECT
Bring Finance, Operations and Customer Teams Together
Disconnected systems make simple questions difficult: which orders are ready to ship, which invoices need attention and which customer commitments still need action? Macrofix Dynamics 365 consulting services start with those operational decisions, then map the applications, records and responsibilities needed to support them.
Dynamics 365 is a portfolio of business applications, not a single ERP package. A company evaluating Business Central has different design choices from an organisation planning Finance, Supply Chain Management or a customer-service rollout. We assess your entities, processes, reporting needs and existing Microsoft environment before recommending a delivery scope.
The objective is a system your teams can operate confidently. That means agreeing where standard functionality is sufficient, where an extension is justified and how the solution will be maintained after launch.
Dynamics 365 Services Across the Implementation Lifecycle
Start with a fit-gap assessment, a defined implementation or targeted improvements to an existing environment. Each engagement connects business priorities to a scoped backlog, named decision owners and testable acceptance criteria.
Application Selection & Implementation Consulting
Evaluate Dynamics 365 against the way your business actually works. Workshops cover finance, purchasing, inventory, sales or service processes relevant to your project. We document fit-gap decisions, role access, reporting requirements and dependencies before configuration begins. The implementation plan separates launch essentials from later improvements, with business owners approving the proposed operating model.
- Business-process discovery and application fit-gap assessment
- Configuration blueprint, role access and reporting requirements
- Launch scope with dependencies and accountable decision owners
- Implementation milestones and business acceptance criteria
Configuration, Extensions & Power Platform Automation
Use standard configuration wherever it meets the requirement, then assess extensions and automation for the remaining gaps. The technical approach depends on the selected Dynamics application. We scope forms, approvals, business rules and connected workflows with deployment, permissions and support in mind. Power Apps or Power Automate may complement the solution where licensing and architecture support the use case.
- Standard configuration before custom extensions
- Application-specific forms, rules and approval workflows
- Power Apps and Power Automate use-case assessment
- Documented deployment, permissions and regression tests
Data Migration & Legacy-System Transition
A migration is more than importing spreadsheets. We identify the records needed at launch, map ownership and relationships, and agree what history should move or remain accessible elsewhere. Trial runs validate balances, open transactions and master data where relevant. The cutover plan defines freeze windows, reconciliation checks, sign-off responsibilities and a contingency approach before production changes begin.
- Source-data profiling and master-data mapping
- Agreed scope for balances, open transactions and history
- Trial migrations with business-led reconciliation
- Cutover sequencing, sign-off and contingency planning
Role-Based Training & Business Adoption
Training should follow the work people perform, not just the screens they see. We build scenarios around your approved processes and use them during user acceptance testing, training and handover. Process owners help validate cross-team handoffs, while administrators receive the configuration and support information needed to manage the environment.
- Scenario-based learning for finance, operations and customer teams
- User acceptance testing with agreed entry and exit criteria
- Administrator documentation and post-launch adoption review
Dynamics 365 Administration & Managed Support
After launch, new users, reporting requests and process changes need controlled attention. A support engagement can cover issue triage, access administration, configuration changes, integration troubleshooting and release-readiness testing. Coverage hours, response targets, escalation routes and excluded work are agreed in the service scope; they are not assumed from a product subscription.
- Environment review and prioritised improvement backlog
- User access, configuration and reporting administration
- Integration monitoring responsibilities and incident investigation
- Release testing, change approval and support documentation
Choose the Right Dynamics 365 Applications
Business Central brings ERP capabilities to small and midsize businesses. Dynamics 365 Finance and Supply Chain Management address financial and operational requirements through separate applications. Dynamics 365 Sales supports sales workflows.
We evaluate application fit alongside transaction volume, organisational complexity, integrations, reporting and internal capacity. Product capabilities, editions, geographic availability and additional licensing must be checked for the proposed solution.
- Business Central application assessment and ERP implementation
- Dynamics 365 Finance process design and rollout planning
- Supply Chain Management requirements and operational workflows
- Dynamics 365 Sales configuration and CRM adoption
- Customer Service and Field Service requirements assessment
- Power Platform, Dataverse and reporting integration planning
Power Platform Governance & Copilot Readiness
Low-code automation needs ownership and boundaries. Before expanding Power Platform use, define who can create solutions, which environments they use, how changes are promoted and who supports each workflow. Microsoft data policies help govern connector use; they should sit alongside access reviews, environment strategy and operational monitoring.
For a Copilot or AI initiative, start with a bounded business task. Assess the information it can access, the actions it may take and where a person must approve or intervene. We scope readiness checks and pilots around data quality, permissions, evaluation and support ownership. Availability and licensing depend on the selected application and capability.
- Define environments, solution owners and deployment controls
- Review connector policies, permissions and data boundaries
- Select a bounded Copilot use case and human approval points
- Evaluate pilot results and assign ongoing support ownership
A Clear Roadmap From Discovery to Go-Live
Plan delivery around evidence at each stage: approved process designs, working configurations, reconciled data and successful business tests. Microsoft’s Dynamics 365 implementation guidance provides a useful reference for lifecycle planning. Your project plan should translate that guidance into specific deliverables, dependencies and sign-off gates.
- Discover: assess processes, applications, data and decision owners
- Design: approve the solution blueprint and integration boundaries
- Build: configure applications and rehearse migration
- Validate: reconcile data and test end-to-end business scenarios
- Launch: approve cutover, support users and review adoption
Connect Dynamics 365 With Your Business Systems
Integration design begins with data ownership. Decide which system controls each customer, item, order or financial record, what needs to move and how quickly. We assess supported connectors, APIs and integration platforms against those requirements, then define authentication, validation, retry handling and monitoring responsibilities.
For organisations retaining other platforms, we can scope connections with Salesforce, SAP, NetSuite or Zoho. These are integration services, not a claim that every application includes a ready-made connector. Compatibility, supported records and additional development are confirmed during discovery.
- Customer and sales handoffs between CRM and ERP
- Ecommerce orders, products and fulfilment updates
- Warehouse, logistics and operational data exchanges
- Microsoft 365 and approved workflow integrations
- Power BI, data platforms and management reporting
Frequently Asked Questions (FAQs)
The choice depends on your processes, organisational complexity, users, reporting and integration needs. Business Central and the Finance and Supply Chain Management applications are different ERP options; Sales and other customer-engagement applications address different workflows. We begin with a fit-gap assessment rather than recommending every product. Licensing and availability are confirmed for the proposed scope.
An agreed scope can include discovery, solution design, configuration, extensions, data migration, integrations, testing, training and launch support. We define the applications, entities, user groups, deliverables and acceptance criteria before work begins. Existing environments can start with a focused review and a prioritised improvement plan.
We can assess the transition from your existing ERP, CRM or spreadsheets. Discovery checks export options, data quality, customisations and the history you need to retain. Trial migrations and business reconciliation establish whether the mapping is reliable. A migration from a particular legacy product is not assumed to be a direct upgrade or a one-click transfer.
Integration may use supported connectors, APIs or an integration platform, depending on the Dynamics application and the external system. We map records, ownership, authentication, synchronization frequency and failure handling. Ecommerce, customer platforms, logistics systems and reporting tools can be assessed, but compatibility and licensing must be verified for each connection.
There is no single implementation price. Cost depends on application selection, entities, processes, users, data quality, integrations, extensions and rollout complexity. Software subscriptions, third-party products and implementation services should be estimated separately. A discovery engagement helps establish an achievable scope, dependencies and a phased budget without promising an unsupported fixed timeline.
Yes. We can scope ongoing application administration, incident investigation, configuration changes and release-readiness testing. Copilot readiness is assessed separately around a defined task, data access, permissions, human oversight and evaluation. Support coverage, response targets and AI-related licensing or usage dependencies are agreed before work begins.
Let’s Plan Your Dynamics 365 Roadmap
Tell us which systems you use today, the teams involved and the processes that need to improve. We can help define an application assessment, implementation, migration, integration or support engagement with clear scope and practical next steps.