Dynamics 365 CE consulting: fix the environment you already own.
Most Dynamics 365 problems aren't platform problems — they're configuration problems, and senior Dynamics 365 CE expertise can fix in a week what an agency turns into a quarter. DesertCRM is a Phoenix-based Dynamics 365 CE practice for owner-led and mid-market businesses across Sales, Customer Service, and Field Service. Direct senior delivery 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 senior-led, start to finish, 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. The same senior expertise handles diagnosis and delivery, 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 senior-led delivery, not a bench
Owner-led and mid-market businesses that need senior expertise, direct answers, and no hand-off to a junior after the sale.
Four Steps, One Entry Point
Almost every engagement starts the same way — with a Health Check — and moves through stabilization, an ongoing Dynamics 365 Support Plan, and eventually Power Platform or Copilot expansion, depending on what's actually needed.
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.
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.
Dynamics 365 Support Plan
Once the environment is stable, most clients move to a monthly Support Plan — Essential (~half a day/week), Growth (~2 days/week, most popular), or Priority (3+ days/week). Priorities are set fresh each month.
Power Platform & Copilot
Once the CE foundation is stable, Copilot readiness, Copilot Studio agents on Dataverse, and AI Builder work extend the platform instead of bolting on a separate AI vendor.
Already know exactly what's broken? We'll scope a stabilization sprint or a Support Plan directly — the Health Check is the default starting point, not a mandatory toll.
Looking for a Gold Partner?
That badge was retired in 2022. What you're really choosing is who works in your environment. We don't resell Microsoft licenses, so we have no reason to sell you more of them. Every engagement is senior-led, with a fixed fee agreed in writing before work starts.
See what replaced Gold →Or Start From What's Actually Wrong
If you already know what's broken, go straight to the page that covers it.
A second opinion on a stalled or troubled D365 implementation.
Dispatch, scheduling, and work-order configuration.
Flows failing silently, or automation debt piling up.
Access and security roles nobody's reviewed in years.
Duplicate and stale records eroding trust in the CRM.
Whether your CE foundation can support Copilot cleanly.
Full-time hire, MSP, or a Dynamics 365 Support Plan — an honest comparison.
Keep the Client. Keep the Brand.
DesertCRM provides the senior CE delivery capacity — white-label friendly staff augmentation for Microsoft partners and consultancies with a CE delivery gap. Small first project, then reserved recurring capacity once it's proven out.
Large Firm Model vs. Specialized Practice
This isn't about attitude — large-firm timelines and staffing models are built for large enterprise engagements, and they shape a different experience than a specialized practice does.
Large Firm Model
- Multi-week discovery is typical before initial delivery
- Day-to-day work is often handled by junior staff
- Broad Microsoft product scope spreads CE-specific attention thin
- Scope can expand after the initial contract is signed
- Reaching the decision-maker post-sale can take longer
Specialized Practice
- 5-day diagnostic with deliverables committed upfront
- Senior-led execution on every engagement
- D365 CE-only specialization
- Scope confirmed before any engagement begins
- Direct access to the expertise doing the work
Senior CE contract capacity for partners, agencies, and in-house teams.
A senior admin, sized to a monthly plan — 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 Support Plan fits.