SENIOR SECOND OPINION 5-DAY REVIEW

Dynamics 365 Project Off Track? Get a Senior Second Opinion.

When a Dynamics 365 implementation has stalled, gone over budget, or stopped feeling trustworthy, an outside senior read on the environment tells you what's actually true — what to keep, what to fix, and what to stop.

What it is: the same fixed-scope, 5-business-day Dynamics 365 CE Health Check, read as a rescue assessment for a project that's off track. Best for: stalled implementations, deteriorating partner relationships, rising budgets without progress, or environments left undocumented after an administrator departure. You get: a written findings report on what's working, what isn't, and why — with a clear recommendation on what to keep, what to fix, and what to stop.

Request a D365 Second Opinion → See the Health Check
5 business days · scoped, delegated access · findings and options, not blame
01 — Signs a Second Opinion Is Overdue

If any of this sounds familiar

Implementation stalled

Partner relationship deteriorating

Budget rising without progress

Automation failures

Poor user adoption

Excessive customization

Field Service problems

Unclear architecture

Backlog growing

Internal administrator left

Undocumented environment

02 — The Instrument

The second opinion is the Health Check

There is no separate "rescue" methodology. A second opinion runs the same fixed-scope, 5-business-day environment review used for any Dynamics 365 CE Health Check — read through a rescue lens: what to keep, what to fix, and what to stop.

  • Same environment, configuration, automation, and security review as the standard Health Check
  • Same written findings report, risk register, and prioritized 90-day roadmap
  • Framed explicitly around a stalled or struggling project: what's salvageable, what needs to be fixed, and what should stop
  • Delivered independently of whoever built the current implementation

Read the full detail on what's inspected and delivered: the Dynamics 365 Health Check.

03 — The Path Forward

What happens after the second opinion

1

Health Check, read as a second opinion

Five business days to a written findings report and risk register on the current state of the project.

2

Stabilization Sprint

If specific issues need fixing, a fixed-scope, fixed-price sprint implements the highest-priority findings. See Stabilization Sprint.

3

Fractional Administration

Ongoing senior ownership once the environment is stable. See Fractional Administration.

04 — What a Second Opinion Is Not

Being candid about scope

  • Not a sales pitch for a rebuild — the findings report is explicit about what can be salvaged versus what genuinely needs to change
  • Not a replacement for your Microsoft partner, unless you choose that — many second opinions run alongside an existing partner relationship
  • Not a verdict handed down without explanation — every finding comes with why it matters and what the options are
05 — For Microsoft Partners

Bringing DesertCRM in white-label

Microsoft partners can bring DesertCRM in white-label to run a second opinion on a struggling client project — keeping the client relationship and the partner brand while adding senior CE delivery capacity to the engagement.

Discuss Partner Capacity

Access & data handling: the review runs on scoped, delegated access inside your own tenant, documented in advance and revocable at any time. See Security & Data Handling.

06 — Questions

Second opinion questions, answered straight

How fast can you look at our project? +
The second opinion is delivered as the standard 5-business-day Health Check, starting from an intake call. Most organizations get findings within a week of first reaching out.
Will you tell us if our Microsoft partner is at fault? +
We document findings and options, not blame. The findings report shows what's working, what isn't, and why — what you do with that, including any conversation with your partner, is your call.
Do we need to stop the project to get a second opinion? +
No. The review runs alongside an active implementation using scoped, read-and-configuration-review access — it doesn't require pausing work in progress.
What access do you need? +
The same scoped, delegated access used for a standard Health Check — read and configuration-review permissions in your tenant, documented in advance and revocable at any time.

Get an honest read on where the project stands

Five business days. Findings and options, not blame — what to keep, what to fix, and what to stop.

Request a D365 Second Opinion →

5 business days · direct senior Dynamics 365 CE delivery