Microsoft Dynamics 365 Implementation, Minus the Consulting Bench

We implement and support the full Dynamics 365 application set as one connected environment rather than a series of disconnected projects:

• CRM applications — Sales, Customer Service, Field Service, Marketing, and Project Operations.
• ERP applications — Finance, Supply Chain Management, and Business Central for growing or subsidiary entities.
• Power Platform — Power Apps, Power Automate, Power BI, and the underlying Dataverse data model that ties CRM and ERP together.

Because Dataverse underlies most of these apps, the Architecture and Integration agents map your entity model once and reuse it across modules, instead of re-discovering the same account, contact, and product data structures for every app a traditional multi-workstream engagement would treat as a separate project.

Dynamics 365 licensing has two very different price points for the same application: a Full User license, priced for people who need the whole application, and a Team Members license, a much lower-cost tier intended for users who mainly need to view records, run reports, or make limited, defined updates. In practice, many organizations assign Full User licenses by default — during onboarding, by department, or by habit — long after actual usage would justify a lower tier.

Our License Optimization and User Utilization agents compare each user's actual activity in Dynamics against what their assigned license tier allows, then flag candidates for a Team Members license or a Power Apps-based alternative. Every recommendation is checked against your specific Microsoft Enterprise Agreement or CSP terms before anything changes — Team Member entitlements are function-limited by Microsoft, not by us, so the match has to hold up against the vendor's own rules, not just usage data.

Not every user who touches Dynamics data needs a full Dynamics 365 application license. For narrow, single-purpose needs — a technician logging a field visit, a warehouse worker updating a status, a manager approving a request — a purpose-built Power Apps canvas app or a Power Automate flow against Dataverse can cover the workflow using the Power Platform's own per-app or per-user licensing, typically priced well below a Full Dynamics 365 application license.

• Configuration agent builds the narrow-scope app or flow against the existing Dataverse model — no duplicate data layer.
• License Optimization agent validates that the use case fits an approved Power Apps licensing plan rather than requiring a full application seat.
• Documentation agent records why each user sits on the tier they're on, so the mix stays defensible at renewal and audit time.

This is a licensing and architecture decision, not a workaround — it only applies where Microsoft's own Power Platform plans cover the functionality a user actually needs, validated against your agreement.

A traditional Dynamics 365 implementation typically staffs a bench of specialists: a functional/CRM consultant, an ERP consultant, a Power Platform developer, an integration engineer, a data migration lead, a QA analyst, and a project manager — each billing hours, often across firms. PartnerMCP replaces that bench with one dedicated Forward Deployed Engineer directing a set of specialized AI agents:

• Discovery and Architecture agents map current-state processes and the target Dataverse/entity model.
• Configuration, Integration, and Workflow agents build the apps, connectors, and Power Automate flows.
• Migration and Testing agents move and validate data coming from legacy CRM/ERP systems or a prior Dynamics instance.
• Cost Analysis, User Utilization, and License Optimization agents run continuously to keep the license mix matched to actual use.
• Documentation, Monitoring, and Savings Verification agents keep the environment auditable long after go-live.

Your FDE is accountable for the outcome and stays the single point of contact — you're not re-explaining context to a rotating cast of consultants as the project moves through phases.

Dynamics 365 spend doesn't stop moving after launch — new hires get provisioned, Copilot add-ons get bundled in, and enterprise agreements come up for renewal with shifting pricing and terms. The Monitoring and Savings Verification agents keep tracking license assignment against usage after go-live, and hand your FDE a validated set of findings ahead of each renewal cycle rather than treating license right-sizing as a one-time project task.

Any change we recommend — moving a user to a Team Members license, retiring an unused Field Service seat, or replacing a full application license with a Power Apps flow — is framed as an estimate until it's checked against your current Microsoft agreement and confirmed in your admin center, not presented as a guaranteed number.