Services / Dynamics 365

Dynamics 365 Consultancy Services

Independent, expert advice from Microsoft-certified consultants who understand both the Dynamics 365 platform and the business challenges it is designed to solve — whether you are evaluating the platform for the first time, reviewing a deployment that is underperforming, or planning what comes next.

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When You Need a Consultant, Not a Salesperson

The Dynamics 365 landscape is complex. The platform covers ERP, CRM, operations, finance, supply chain, field service, customer service, and marketing — and beneath each application sits a web of licensing options, configuration choices, integration architecture decisions, and customisation trade-offs that have long-term implications for cost, flexibility, and the ability to evolve. Navigating that complexity requires a consultant whose advice is grounded in genuine platform expertise and an honest assessment of your needs — not a vendor whose interest is in maximising the scope and cost of the engagement.

Finsys Apps consultancy engagements are advisory by design. We do not recommend what we cannot deliver, and we do not recommend what you do not need. Our consultants have worked across a wide range of industries and implementation sizes, and that breadth of experience informs the advice we give — including the advice that sometimes involves telling a client that a simpler, less expensive solution would serve them better than a full platform deployment.

Genuinely Independent

We recommend what serves your business — including when a simpler solution is the right answer.

Microsoft Certified

Certified consultants across the full Dynamics 365 suite and Power Platform.

Clear Deliverables

Fixed fees for defined deliverables — you know what you are getting before we start.

Consultancy Services We Provide

Pre-Implementation Discovery & Feasibility

For organisations evaluating Dynamics 365 before committing to an implementation, we provide a structured discovery engagement — understanding your current processes, your requirements, and the business outcomes you are trying to achieve. We produce an independent assessment covering which Dynamics 365 applications are relevant, what a realistic implementation scope looks like, what it will cost, and what the expected return on investment looks like given your current operational baseline.

System Health Assessment

For organisations with an existing Dynamics 365 deployment that is not performing as expected, we provide an independent system health assessment — a structured review of your current configuration, customisations, integrations, and usage patterns that identifies the specific causes of underperformance and produces a prioritised remediation plan.

Licensing & Roadmap Advice

Many organisations are paying for licences they do not fully utilise, or using licence types that do not correctly reflect the way their users interact with the system. Finsys Apps provides a licensing review that maps your actual usage against your current licence types, identifies any compliance gaps, and recommends an optimised licence structure — typically reducing cost while ensuring correct coverage.

Architecture & Integration Design

For organisations planning a new integration or a significant extension of their existing Dynamics 365 environment, Finsys Apps provides architecture design consultancy — defining the technical approach, the integration pattern, the data model, and the implementation approach before any development work begins. Getting architecture decisions right at the design stage is significantly cheaper than correcting them after build.

Change Partner Assessment

If your relationship with your current Dynamics 365 partner has broken down, Finsys Apps can help you assess the state of your current environment and manage a structured transition. We conduct an independent review of your configuration and support history, advise on any remediation required, and manage the Microsoft Partner of Record transfer process on your behalf.

Why Businesses Choose Finsys Apps for Consultancy

Consultancy is only valuable if the advice is honest. Finsys Apps consultancy engagements are built around what serves your business — not what generates the largest follow-on engagement for us. That independence is what makes our advice worth having, and it is why clients who engage us for consultancy frequently return for implementation, support, and training work.

  • Genuinely independent advice — we recommend what serves your business, not what maximises our engagement
  • Microsoft-certified consultants with deep functional and technical expertise across the full platform
  • Experience across multiple industries — the patterns and pitfalls that matter in your sector
  • Transparent engagement structures — fixed fees for defined deliverables, or day-rate consultancy for advisory work
  • UK-based team — consultants available for on-site workshops when required
  • Continuity — consultancy clients who proceed to implementation work with the same people who advised them

“I started Finsys Apps because I believed businesses deserved better — better implementations, better support, and better outcomes from their technology investment. Every client we work with gets my personal commitment to that standard.”

Matt Cooke

Founder & CEO, Finsys Apps

Frequently Asked Questions

Yes. Our consultancy engagements are structured to produce the best advice for the client regardless of whether that advice leads to a Finsys Apps implementation engagement. We have recommended smaller or simpler solutions than clients initially envisaged, and in some cases advised clients to stay with their current system when the business case for change was not strong enough. That independence is what makes our consultancy advice worth having.
Defined deliverable engagements — such as system health assessments, licensing reviews, and pre-implementation feasibility studies — are priced on a fixed-fee basis following an initial scoping conversation. Ongoing advisory arrangements are structured as monthly retainers. Day-rate consultancy is available for organisations that prefer to engage on a time-and-materials basis.
Yes — and this is one of the most valuable questions a consultant can answer honestly. Dynamics 365 is a powerful platform, but it is not the right solution for every business at every stage of growth. We provide an objective assessment of whether the platform is the right fit, what the realistic total cost of ownership looks like, and what alternatives exist if a different approach would serve you better.
Yes. Finsys Apps regularly takes on clients who are moving away from a previous partner. We conduct an independent review of your current environment, advise on any remediation required, and manage the Microsoft Partner of Record transfer process on your behalf. The transition can typically be completed with minimal disruption to your day-to-day operations.

Let’s Make Things Happen

Take the first step to streamlining your business processes by getting in touch today.

“Matt and his team at Finsys Apps were fabulous. They took us through the implementation of Microsoft Dynamics Business Central, helping us design our new BI financial reporting structure, migrate our legacy data and developed new integrations.  The whole process was painless”.

David Drummond

Finance Director, Stott and May