Phase 1 · Awareness Insights

Thought leadership for Dynamics 365 decision-makers.

Fifteen playbooks, blueprints and frameworks in four pillars, for CIOs, CFOs, COOs and digital transformation leads. Each one shows the stages, the decision points and the milestones.

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Four pillars

1 Enterprise architecture and ecosystem integration CIOs, enterprise architects and IT directors 2 Strategic AI, data and analytics Chief data officers, innovation leads and line-of-business directors 3 Industry transformation blueprints COOs, operations VPs and business-unit leaders 4 Implementation governance and risk CFOs, steering committee members and programme managers

Enterprise architecture and ecosystem integration

How to extend Dynamics 365 across a hybrid estate, govern the data, and scale without creating technical debt.

For CIOs, enterprise architects and IT directors

01 · CIO playbook Agentic ERP: autonomous workflows inside Dynamics 365 Finance and Supply Chain How AI agents, connected through Copilot and the Model Context Protocol, change what a core business application does, and the controls a CIO should demand first. Read the playbook → 02 · Reference architecture Clean core and dual-write: extending Dynamics 365 without breaking the upgrade path How to extend Finance and Operations and Dataverse with the Power Platform and Azure while keeping every update a routine event, not a project. Read the playbook → 03 · Migration framework Legacy ERP migration: Dynamics AX, SAP and Dynamics GP to cloud-native Dynamics 365 A framework for moving from Dynamics AX, SAP, Dynamics GP or a bespoke system to Dynamics 365, with the cutover rehearsed until the downtime is a known, short window. Read the playbook → 04 · Playbook Multi-country and multi-entity rollout: a playbook for cross-border Dynamics 365 How to manage cross-border compliance, localised tax, multi-currency reporting and a multi-tenant Azure estate from one global template. Read the playbook →

Strategic AI, data and analytics

How raw operational data becomes proactive intelligence with Microsoft Fabric and Copilot, and where AI earns its place.

For Chief data officers, innovation leads and line-of-business directors

05 · Reference architecture Microsoft Fabric and Dynamics 365: operational analytics without ETL pipelines How OneLake and Dataverse link so that operational data reaches analysts in near real time without hand-built extract-transform-load pipelines. Read the playbook → 06 · Executive guide Pragmatic Copilot implementation: high-return use cases in Sales, Field Service and Supply Chain How to move past AI hype: choose use cases by return, test them with real users, and keep the ones that save measurable time. Read the playbook → 07 · Executive guide Decision intelligence over static reporting: forecasting cash, inventory and churn How finance and operations move from looking back at last month to forecasting cash flow, stock and customer churn from the same operational data. Read the playbook →

Industry transformation blueprints

Industry-specific designs for retail, the public sector, manufacturing, financial services and healthcare.

For COOs, operations VPs and business-unit leaders

08 · Industry blueprint Retail and FMCG: a Dynamics 365 blueprint for POS, fiscal compliance and branch networks How to manage high-volume POS, fiscal device and eTIMS compliance, real-time stock and omnichannel orders across a branch network. Read the playbook → 09 · Industry blueprint Public sector and subsidies: grants, supplier portals and procurement inside the ledger How to digitalise grant administration, supplier portals and compliance-driven procurement so the rule is enforced by the system. Read the playbook → 10 · Industry blueprint Manufacturing and supply chain: shop-floor visibility, maintenance and vendor integration How to see the shop floor in real time, plan maintenance before breakdown with Field Service, and connect suppliers. Read the playbook → 11 · Industry blueprint Financial services and healthcare: secure portals, self-service and automated claims or loans How to build secure, compliant customer portals, self-service and automated claims or loan management on Dynamics 365. Read the playbook →

Implementation governance and risk

How to control budget, cutover risk and user adoption on a programme the board is watching.

For CFOs, steering committee members and programme managers

12 · CFO playbook Microsoft Success by Design in action: governance that protects go-live How a delivery team applies the Microsoft FastTrack Success by Design framework as a set of reviews and gates that protect the go-live date. Read the playbook → 13 · CFO playbook ERP cutover and data migration: a 90-day executive governance framework A day-by-day-to-week-by-week view of the last ninety days before go-live: what is frozen, what is rehearsed and who decides. Read the playbook → 14 · CFO playbook Change management and user adoption when rolling out Dynamics 365 across global teams Operational strategies that move people from the old way to the new one across countries, roles and time zones. Read the playbook → 15 · CFO playbook Total cost of ownership for Dynamics 365: a framework for licences, ISVs, implementation and support A framework for comparing the whole cost of a Dynamics 365 decision, across licensing, ISV add-ons, implementation and long-term managed services. Read the playbook →

Five formats, for each stage of the buying journey

Executive guides Gated downloads for high-intent readers Our Dynamics 365 blueprints and the ERP project types guide

Architectural case studies Evidence of technical depth and outcomes The client stories in the case study library

Solution blueprints Visual reference for complex architectures The process flows on each product and industry page

CFO and CIO playbooks Strategic reading for steering committees The governance playbooks below

Technical articles Search and AI-search visibility The Insights articles

How an engagement runs

It starts with a 45-minute consultation, then a discovery and fit-gap workshop on your own processes. You receive a written fit-gap and a phased plan before a programme is agreed. Four phases follow, each with something you can use and review.

Discover

Process workshops, data audit, and a fit-gap against the standard product.

Design

Solution blueprint, integration map, and the extensions we will actually need.

Deploy

Configuration, migration rehearsal, role-based training, UAT and phased cutover.

Support

Hypercare, managed services, client portal, scheduled optimisation reviews.

What drives the cost: users, legal entities and currencies, integrations, data migration and the gaps found against standard. See how pricing works, run the three-minute readiness score, or book a consultation.