Dynamics 365 CE Consulting — One Senior Partner, No Agency Layers
Most Dynamics 365 problems aren't platform problems — they're configuration problems, and a senior consultant who has lived in the system can fix in a week what an agency turns into a quarter. DesertCRM is a Phoenix–based Dynamics 365 CE practice for owner-led businesses across Sales, Customer Service, and Field Service. One person scopes the work, does the work, and answers for it.
Built for the Team Running the Business, Not an IT Department
D365 CE consulting at DesertCRM is run end-to-end by the same senior practitioner, held to the same standard on every engagement. It fits a specific kind of client, not every CE deployment.
What that looks like day to day: security-role cleanup, opportunity and case pipeline configuration, Power Automate workflow fixes, Field Service dispatch and scheduling setup, data hygiene and deduplication, and integration work between CE and your ERP or accounting system — plus, increasingly, wiring in AI Builder and Copilot Studio where it actually saves time instead of adding another dashboard nobody opens. One person does the diagnosis and the fix, based in Phoenix, AZ, with engagements delivered remotely nationwide.
You're on Sales or Customer Service
Pipeline nobody trusts, cases falling through, workflows that misfire — the kind of drift that builds up when CE was configured once and never revisited.
You run Field Service
Dispatch, work orders, and scheduling for technicians in the field — the module where a bad implementation costs the most in wasted drive time and missed SLAs.
You want one person, not a bench
Owner-led businesses that need someone who already knows CE, answers directly, and doesn't hand the work to a junior after the sale.
Three Engagement Shapes, One Entry Point
Almost every engagement starts the same way — with a Health Check — and moves into a stabilization sprint or a retainer depending on what it finds.
Health Check
A fixed-scope, 5-business-day diagnostic: full environment audit, a written findings report and risk register, a prioritized 90-day roadmap, and a debrief call. The fee is credited in full if you start a retainer within 30 days.
See the Health Check →Stabilization Sprint
A defined-scope engagement to fix exactly what the Health Check surfaced — broken workflows, bad data, a stalled migration, an integration that never got finished. Fixed price, fixed outcome, confirmed before it starts.
Retainer
Once the environment is stable, most clients move to a monthly retainer — Essentials (~half a day/week), Partner (~2 days/week, most popular), or Embedded (near-full-time senior capacity). Priorities are set fresh each cycle.
Discuss a retainer →Already know exactly what's broken? We'll scope a stabilization sprint or retainer directly — the Health Check is the default starting point, not a mandatory toll.
Why Owner-Led Teams Choose One Partner Over an Agency
This isn't about attitude — agency timelines and incentives are built for large enterprise engagements, and they don't fit a small, owner-led operation.
Large Agency Model
- ✗ Multi-week discovery before any value delivered
- ✗ Junior resources on day-to-day work
- ✗ Broad Microsoft scope means CE gets diluted attention
- ✗ Scope grows after the contract is signed
- ✗ Hard to reach decision-makers post-sale
DesertCRM Model
- 5-day diagnostic with deliverables guaranteed
- Principal-level execution on every engagement
- D365 CE-only specialization
- Scope confirmed before any engagement begins
- Direct access to the consultant doing the work
Senior CE contract capacity for partners, agencies, and in-house teams.
A senior admin a few hours a week — without the full-time hire.
What D365 contract help costs in 2026, by sourcing model.
Dynamics 365 CE Consulting — Common Questions
Tell Us What's Happening in Your CE Environment
Every engagement starts with a conversation, not a sales process. Describe your situation — Sales, Customer Service, or Field Service — and we'll tell you whether the Health Check, a sprint, or a retainer fits.