Every engagement begins with the $15K Readiness Assessment. From there, you pick the next step — Fabric migration, data readiness, an AI agent pilot, or a managed-service retainer. No 12-month contracts to start, architect-led from kickoff to handover, no surprises.
Every engagement begins with the 3-week D365 F&O Readiness Assessment ($15K fixed). The written roadmap tells you exactly what's next — Fabric migration, data readiness, an AI agent pilot, or a managed-service retainer. You pick. Below are the engagement structures we use across all four offer types.
3-week senior-led audit of your D365 F&O environment, data quality, reporting layer, and Copilot readiness. You receive a written 30–50 page roadmap and a 90-minute executive readout for your CFO/CIO. You own the report regardless of next steps.
Migrate off Export to Data Lake before retirement. Stand up Fabric Link or Synapse Link, rebuild your top reports in Power BI Direct Lake mode, and train your BI team. We handle the architecture decision, the migration, and the handover.
Pick one high-ROI use case — vendor inquiry, period-close assistant, or sales-order status. We build it in Copilot Studio against the D365 ERP MCP server, run a 60-day measured pilot, and give you an ROI report and the playbook to build the next one.
Custom X++ development for D365 F&O — new functionality, system enhancements, and the technical integration layer that connects your ERP to Copilot Studio agents and external systems. Built by architects who understand both the X++ data model and the Microsoft AI stack.
We share indicative rates upfront so you're never guessing. Exact costs are agreed before any work starts.
We don't publish rates because every Dynamics 365 environment — and every client's needs — is different. What we do promise is that you'll know the exact cost before we touch anything. No retro invoices, no scope creep surprises, no padding for contingency we haven't told you about. Book a free 30-minute call and we'll walk you through what a fair engagement looks like for your situation.
From first contact to work starting — no ambiguity, no pressure, no proposals written in the dark.
You tell us about your system and your challenges. We listen and ask the right questions. No cost, no obligation.
For projects, we run a 2–4 week paid discovery. We get into your system, understand the real scope, and document our findings.
You receive a proposal based on what we actually found — not what we assumed. Accurate pricing, clear deliverables, no surprises.
Your dedicated consultant is assigned and starts within 2 weeks of signing. You know exactly who you're working with from day one.
The most common starting point for new clients. If you're already running Dynamics 365 and need reliable, expert support — this is the model.
You agree a number of consultant hours per month. Your dedicated consultant handles tickets, answers questions, runs monthly health checks, and proactively flags anything that needs attention. No timesheet anxiety. No invoice surprises.
Microsoft is retiring Export to Data Lake for D365 F&O. Every customer still on it needs to migrate — either to Fabric Link (the strategic Microsoft direction) or Synapse Link (the transitional alternative). Get this decision wrong and you'll be doing it again in 18 months.
This is the engagement most D365 F&O customers should run first in 2026. We migrate your data layer, rebuild your top reports in Power BI Direct Lake mode, and leave you with an architecture that's ready for Copilot when you are.
Timeline: 6–10 weeks · Fixed price after a scoping conversation · Quote depends on report count, capacity, and entity complexity
Discuss a Fabric Migration →We analyze your current data setup, refresh requirements, capacity, and downstream tooling — then recommend Fabric Link or Synapse Link with specific reasoning, not a generic answer.
Bronze/silver/gold medallion layers. Capacity sizing. Security and row-level access mapping from D365 security roles. Audit trail and governance posture.
Migrate top 10–25 reports in priority order. Direct Lake mode where it pays off. Retire reports nobody reads. Rebuild ones whose data lineage was wrong all along.
Your team learns the new architecture so future reports don't require us. You own the work and the knowledge.
Refresh issues, performance tuning, last edge cases. Then either you're set, or we transition into a managed-service retainer — your call.
Microsoft shipped the D365 ERP MCP server and the Copilot Studio agent framework in 2026. Real agents are now technically possible inside Finance & Operations. The question is no longer "can we" — it's "which use case proves ROI first?"
We don't pitch AI as a strategy. We pick one high-leverage use case, build it in Copilot Studio against the D365 ERP MCP server, run it as a 60-day pilot with measurable ROI, and leave you with both a working agent and the playbook to build the next one.
Common first agents we build:
Timeline: 8–12 weeks build + 60-day measured pilot · Fixed price after a scoping conversation · Quote depends on use case complexity and integration depth