New   Start with the fixed-scope $1,500 D365 CE health check — see what's included →
DesertCRM · Phoenix, AZ — Phoenix metro and clients US-wide

Dynamics 365 CE that finally works.

One senior consultant leads every engagement: fixing Dynamics 365 CE when pipeline reviews, dispatch, or a rollout aren't working, then staying on as fractional admin or contract capacity. We design, ship, and operate production software ourselves — not just configurations — so you're hiring someone who builds real systems, not just advises on them.

If something's broken now

CE Health Check

10+ years across Sales, Customer Service, and Field Service, plus the Power Platform.

Fixed-scope diagnostic $1,500 flat
Same-week engagement starts.
  • Full environment audit & written risk register
  • Prioritized 90-day roadmap & a 60-minute review call
  • Fee credited in full if you start a retainer within 30 days
If you need ongoing coverage

Fractional admin & staff augmentation

Part-time ownership of your CE environment, or contract capacity for a defined engagement — billed monthly, scoped to what you actually need.

Monthly retainer scoped to your environment
One senior consultant, every month.
  • Security roles, data hygiene & automation upkeep
  • Power Platform: Power Automate, Power Apps & Copilot Studio
  • Direct access — no account manager in between

Dynamics 365 CE — fixed when it's fighting your team

10+ years across Sales, Customer Service, and Field Service, plus the Power Platform. The entry point is a fixed-scope health check, not a sales cycle.

Owner-led teams call us when pipeline reviews can't be trusted, dispatch is chaotic, or a CE rollout never delivered what the sales deck promised. 10+ years working inside Dynamics 365 CE — Sales, Customer Service, and Field Service — plus the Power Platform means the diagnosis usually takes days, not a discovery phase.

Entry Offer

CE Health Check

A fixed-scope, 5-business-day diagnostic: full environment audit, a written risk register, a prioritized 90-day roadmap, and a 60-minute review call. The fee is credited in full if you start a retainer within 30 days.

Explore Dynamics 365 CE consulting →

Fractional administration & staff augmentation

For teams that need continuous CE ownership, or contract capacity for a defined engagement — without hiring full-time.

Fractional Admin

Part-time ownership of your CE environment — security roles, data hygiene, automation upkeep, license management, and user support — billed monthly.

Explore fractional admin →
Staff Augmentation

Contract CE capacity for partners, agencies, and internal teams that need a senior implementer for a defined engagement or a busy stretch.

Explore staff augmentation →
AI & Copilot

Copilot Studio implementation and AI Builder integrations layered onto your CE environment — practical automation, not a science project.

Explore AI consulting →

Client engagements & production software

We design, ship, and operate production AI systems ourselves — not just configurations — and bring that same shipping mindset to every CE engagement.

Case Study

Dynamics 365 CE Stabilization

A Phoenix-area services company's CE environment was fixed and stabilized — full write-up published once the engagement closes and the client confirms what can be shared.

See the case study →
Proof of Craft

Production software, built and operated

Beyond client engagements, we design, ship, and operate our own production AI systems end to end — proof we build real software, not just advise on it.

See all work →
See case studies →

Scope in days, ship in weeks — not quarters

One senior consultant leads every engagement, working remotely, on a monthly retainer or a scoped project — whichever fits.

1

Start the Conversation

Tell us where the pain is — Dynamics 365 CE, the Power Platform, or an AI/Copilot rollout. We scope engagements quickly and structure work as an ongoing monthly retainer or a defined project depending on what fits.

2

Scope in Days, Not Weeks

No sales cycle. No discovery phase that takes longer than the actual work. All delivery is remote — we come in with a clear agenda, book from live availability, and confirm in minutes.

3

Ship, Measure, Iterate

We deliver documented outcomes — not just recommendations. Whether that's a rebuilt pipeline stage, a dispatch system that stops breaking, or an automation that finally runs unattended.

Frequently asked questions

What does the CE Health Check actually cover? +
A fixed-scope, 5-business-day diagnostic: a full environment audit, a written risk register, a prioritized 90-day roadmap, and a 60-minute review call — for a flat $1,500. The fee is credited in full if you start a retainer within 30 days.
What size businesses do you work with? +
We primarily serve small and mid-size businesses (5–200 employees) running Dynamics 365 CE in Sales, Service, or Field Service — plus vendors and consultancies that bring us in for contract capacity. Owner-led teams and lean operations teams are our sweet spot.
What platforms and modules do you specialize in? +
Dynamics 365 CE, Sales, Customer Service, and Field Service — plus the broader Power Platform (Power Automate, Power Apps) and AI Builder integrations. We also support Copilot Studio implementation for small-business AI assistant rollouts.
What's fractional D365 administration? +
Ongoing, part-time ownership of your CE environment — security roles, data hygiene, automation upkeep, license management, and user support — without the cost of a full-time administrator. It's billed monthly and scoped to what your environment actually needs.
Do you do staff augmentation for other firms? +
Yes. We work as contract CE capacity for partners, agencies, and internal teams that need a senior implementer for a defined engagement or a busy stretch — reporting into your process, not replacing it.
How quickly can we get started? +
Most clients are engaged within a week of first contact. We move fast: a short scoping conversation, a clear engagement structure, and work underway — no drawn-out sales cycles.
Do you work remotely or on-site? +
All work is delivered remotely, from Phoenix, AZ, to clients across the U.S. This keeps things fast and eliminates travel overhead — and in our experience, remote execution is equally effective for CE implementation and AI/Copilot work alike.
How do you typically work with clients? +
Most ongoing clients work with us on a monthly retainer — one senior consultant leads every engagement, with priorities set fresh each month. For clients with a defined project, we scope and deliver that as a standalone engagement. Either way, you work directly with the person doing the work, not an account manager relaying it to someone else.

Not sure where to start?

Tell us what's broken in your CE environment. Most conversations sort that out in five minutes — then we scope the fix.

Tell us what's broken.

One senior consultant reads this personally — not a form queue. Describe the problem in a sentence and we'll tell you what it usually is.

Reply within one business day. No sequence, no pitch.