Ongoing Consultation
Ongoing advice and improvement support for organisations already running Dynamics 365 or Power Platform — ad-hoc or retained, focused on continuous improvement.
Get more from the platform you already have
Many organisations have Dynamics 365 or Power Platform in place but are not getting full value from it — reporting is patchy, processes have drifted, automation has gaps, or the team has changed. Ongoing consultation is a flexible way to bring in experienced help without committing to a full project.
What this typically covers
- Reviewing current Dynamics 365 or Power Platform setup.
- Identifying improvements and resolving recurring pain points.
- Optimising processes and reducing manual workarounds.
- Improving reporting and dashboards.
- Reviewing security, roles and permissions.
- Supporting roadmap planning and advising on new Microsoft capabilities as they land.
How it works
Consultation can be ad-hoc — a few hours when you need a second opinion — or a retained arrangement that gives you a predictable amount of time each month. We agree priorities together and focus on the changes that have the biggest impact.
It is particularly useful for organisations going through change, growing teams, or wanting an independent perspective on their current setup.
A continuous improvement loop
A repeatable rhythm that keeps your platform aligned with how the business actually works.
Where ongoing consultation typically helps
System health
Reviewing configuration, performance and technical debt.
Reporting
Improving dashboards and surfacing meaningful KPIs.
Automation
Removing manual admin with targeted Power Automate flows.
User adoption
Identifying friction and supporting confident use.
Security & permissions
Reviewing roles, access and data protection.
Roadmap planning
Aligning the platform with upcoming business change.
Why choose this service
Continuous improvement
A regular rhythm of small, valuable changes.
Better adoption
Address friction points that are slowing users down.
Reduced technical debt
Tidy up configuration and automation over time.
Faster issue resolution
Experienced help when something needs unblocking.
Strategic guidance
An independent view as the platform evolves.
Aligned with change
Keep the platform in step with how the business actually works.
How it works
Review current setup
Understand what is in place and how it is being used.
Identify pain points
Surface the friction and the opportunities.
Prioritise improvements
Agree what to tackle first based on impact and effort.
Implement changes
Make the agreed changes safely and incrementally.
Review outcomes
Measure whether the change delivered what was expected.
Plan next improvements
Keep the cycle going as the business evolves.
Frequently asked questions
Tell us about your project
Ready to discuss Ongoing Consultation?
Start the guided enquiry form and tell us what you need help with — it only takes a couple of minutes.
Ready to talk about Ongoing Consultation?
Get in touch and we'll show you how we can help.