Microsoft implementation · Audit first

Free Microsoft audit. Then we build what your stack is missing.

We implement and integrate Microsoft: Dynamics 365 Sales and Customer Service, Power Platform (Power Automate, Power Apps, Dataverse), Microsoft 365 and Teams, and Azure with Entra identity. The audit comes first and it comes free, built on your real licence data and your current processes. You see exactly what to automate, what to consolidate, and what you are paying for but not using, before any work begins.

Get a free Microsoft audit Read the full Microsoft guide
✓No credit card ✓Written findings in 48h ✓Built on your real licence data
Sample Microsoft stack audit: what arrives free
Manual processes automatable with Power Automate 11
Dynamics 365 and Microsoft 365 data not connected 4 silos
Custom-app opportunities (Power Apps candidates) 3
Licences paid for but under-utilised 18 seats
Hours per week recoverable through automation 22h
Your audit shows the real numbers for your organisation, the effort each fix takes, and the order we would tackle them in.
✓Dynamics 365 Sales and Service ✓Power Automate flows ✓Power Apps and Dataverse ✓Azure and Entra identity ✓Power BI reporting
Why we start with a free audit

Most Microsoft projects are scoped before anyone looks at what you actually have.

A partner that jumps straight to a statement of work without reviewing your existing licences, your current processes, and where data actually lives will always overscope and underdeliver. You end up paying for a migration you did not need, or a Dynamics rollout built on assumptions that do not match your sales motion.

We look first. The audit pulls your real licence data, walks your current manual workflows, and maps the disconnected systems, then shows you what to build, what to automate, and what to leave alone. You see the findings and the time saved by each item before any money changes hands. If the numbers do not justify the work, we say so.

8/10
Businesses on Microsoft 365 we audit are running manual approval and data-entry workflows that Power Automate could eliminate in a few days. That is recoverable time you are already paying Microsoft to recover.
How it works

Four steps. The audit lands in two days.

No procurement loop, no open-ended retainer, no day-rate negotiation. The whole front end runs on one form and one call.

1

Tell us what you run on Microsoft

Work email and a short description of your current Microsoft footprint: which products you are licensed for, whether you use Dynamics 365, and the two or three processes that feel most manual or broken.

~5 minutes
2

We audit your stack

We review your licence inventory, walk the manual workflows you described, map any existing Dynamics or Power Platform configuration, and identify the automation and integration gaps.

48 hours
3

Findings call

A short call to walk through what we found, the hours each automation would recover, and the integration points worth building. You keep the written findings either way.

30 minutes
4

Scope and build

If you want it done, we scope a fixed engagement: Dynamics configuration, Power Platform builds, data migration, and integrations. You see the price and the timeline before you commit.

Same week
What we build with Microsoft

Three areas, worked in the right order.

Dynamics 365 is the record system. Power Platform is the automation and app layer on top. Azure and Microsoft 365 are the identity, data, and collaboration backbone. Neglect the foundation and everything built on it is fragile.

Dynamics 365 Sales and Customer Service

Setup, customisation, and data migration for Dynamics 365 Sales and Customer Service: entity modelling in Dataverse, custom forms and views, sales process automation, case management, and integration with your existing marketing and billing tools via Power Automate and native connectors.

Power Platform: flows, apps, and reporting

Power Automate flows that eliminate manual approval chains, data entry, and notifications. Power Apps for lightweight internal tools that run on Dataverse without a custom backend. Power BI dashboards that pull from Dynamics, SharePoint, and your other sources into a single reporting layer.

Azure, Entra, and Microsoft 365

Azure integration architecture for scenarios Power Automate cannot handle at scale: Azure Functions, Logic Apps, Event Grid, and API Management. Entra ID for single sign-on, conditional access, and guest identity across your Microsoft and non-Microsoft tools. Microsoft 365 and Teams configuration aligned to your Dynamics data model.

Want the full method? The complete Microsoft implementation guide covers each layer in depth, from Dataverse schema design through Power Automate flow patterns, Azure integration topology, and a realistic rollout timeline.

Sample audit finding

This is what one finding looks like.

Every item in your audit follows the same structure: what is broken or missing, the data behind it, the time or cost it is worth fixing, and the exact approach so your team can act without a follow-up meeting.

The card on the right is illustrative. Your audit is built from your real licence inventory and process map.

MSFT-007 · Dataverse flow spec
High impact +9h / week recovered Power Automate
New Dynamics 365 lead triggers a manual quote request email chain that takes 4 to 9 hours per deal.
What the data shows
When a Lead is qualified in D365 Sales, a sales rep manually emails finance to generate a quote, then emails the lead with an attachment. No status in CRM until the quote is sent. Average 4.3h per deal, 11 deals per week.
The flow spec
Trigger  Lead status changes to "Qualified" in Dataverse
Step 1   Create Opportunity record, copy contact fields
Step 2   HTTP action: POST to quoting API with deal data
Step 3   Wait for webhook response (quote PDF URL)
Step 4   Send Outlook email via Office 365 connector
Step 5   Update Opportunity "Quote sent" field + timestamp
Engagement tiers

Sized to where you are in the Microsoft journey.

Some clients need a focused automation sprint. Others need a full Dynamics 365 rollout with data migration and integrations. The audit tells us which, and we scope the right tier before any work begins.

Essential

Automation sprint

Talk to us · fixed scope
  • 3 to 5 Power Automate flows built and tested
  • Existing Dataverse or SharePoint connected
  • Flow documentation and owner training
  • Power BI starter dashboard (up to 3 reports)
  • Handover with runbook
Start here
Growth

Dynamics and Platform

Talk to us · fixed scope
  • Everything in Automation sprint
  • Dynamics 365 Sales or Customer Service setup
  • Dataverse entity and relationship modelling
  • Data migration from legacy CRM or spreadsheets
  • Up to 3 Power Apps for internal use cases
  • Integration with 1 to 2 external systems
  • User acceptance testing and go-live support
Get scoped
Enterprise

Full Microsoft stack

Talk to us · fixed scope
  • Everything in Dynamics and Platform
  • Azure integration architecture (Functions, Logic Apps)
  • Entra ID and SSO across all tools
  • Multi-system data pipeline and warehouse
  • Full Power BI reporting layer
  • Ongoing support retainer available
Talk to us
How pricing works. Scope drives cost, and scope is what the audit reveals. We write the price into the agreement before any work begins. No open-ended retainer, no time-and-materials surprises.
Proof

We have done this for companies like yours.

A few case studies that map closely to Microsoft implementation work:

SaaS · Systems modernisation

Replacing a legacy CRM and manual approval process with a Dynamics 365 and Power Automate stack.

Hospitality · Operations integration

Connecting Microsoft 365 and a property management system through a Power Platform integration layer.

E-commerce · Reporting at scale

Building a Power BI reporting layer over Dynamics 365 and Shopify data for a multi-brand marketplace.
Request

Get your free Microsoft audit this week.

Drop your work email and a line about your current Microsoft setup. We reply within 48 hours with written findings and a call to walk through them. The audit is free.

  • A real review of your licences, processes, and current configuration.
  • The time or cost each automation and integration is worth, quantified.
  • You keep the findings whether or not you engage us.
  • We quote directly. No sales handoff.

Prefer a longer brief? Use our form

Get a free Microsoft audit

Two fields. We do the rest.

No credit card. No commitment. We reply within 48 hours with next steps.

FAQ

Questions we get every week.

What does the free Microsoft audit cover? +
We review your current Microsoft licences, your Dynamics 365 or CRM setup (if any), which manual processes could be automated with Power Automate, where your Microsoft 365 and Teams data sits relative to your other systems, and where you are paying for capability you are not using. You get a written findings report and a short call to walk through it, at no charge.
Do we need to already be on Microsoft products? +
No. Some clients come to us mid-migration, some are starting fresh, and some already have Dynamics 365 or Microsoft 365 in place but want to get more out of it. The audit works in all three situations.
How long does a Dynamics 365 implementation take? +
A focused Dynamics 365 Sales or Customer Service implementation runs roughly six to twelve weeks for a growing business: two weeks of scoping and data mapping, four to six weeks of configuration and data migration, and two weeks of testing and handover. Complexity, data volume, and the number of integrations move that range.
Can you connect Dynamics 365 to our other tools? +
Yes. Microsoft has native connectors for hundreds of applications through Power Automate and the Dataverse connector library. Where a native connector does not exist, we build a custom one using Azure Logic Apps or a lightweight API layer. We have connected Dynamics 365 to marketing automation platforms, ERP systems, e-commerce stacks, and custom-built internal tools.
What is the difference between Power Automate and a custom integration? +
Power Automate handles the majority of business workflow automation without any code: approvals, data sync, notifications, and document generation. When you need high throughput, complex transformation logic, or a real-time API that Power Automate cannot manage at scale, we build a lightweight Azure Function or Logic App instead. We recommend the right tool for each job in the audit.
What does it cost? +
Scope drives cost, and scope is what the audit reveals. A focused Power Automate automation project can be fixed and priced in a day. A full Dynamics 365 implementation with data migration and integrations is a larger fixed-scope engagement. We write the price into an agreement before any work begins, so there are no open-ended retainers.

See what your Microsoft stack is missing.

A free audit on your real licence data and processes. A fixed scope to build what matters, only if the numbers justify it. Findings in 48 hours.

Get a free Microsoft audit
✓No credit card · ✓You keep the findings · ✓48h reply

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