SENIOR-LED MONTH-TO-MONTH

Dynamics 365 Support Plans — A Named Senior Owner for Your Environment, Monthly

Senior Dynamics 365 ownership without adding another full-time hire. Three monthly Support Plan tiers cover administration, security, automation, troubleshooting, enhancements, reporting, and every Microsoft wave release — sized to your environment, at a flat monthly fee.

What it is: ongoing Dynamics 365 CE administration delivered across three named Support Plan tiers — Essential, Growth, and Priority. How it's priced: a flat monthly fee, sized to your environment and confirmed in writing after a short scoping conversation — never billed by the hour. How it starts: most engagements begin with the Health Check, and that fee is credited in full toward a plan started within 30 days.

Month-to-month · sized by tier · senior-led delivery, not a ticket queue

Nobody Decided Not to Have an Admin — It Just Happened

Dynamics 365 CE doesn't announce when it's degrading. It just quietly accumulates debt until a bad quarter or a lost deal forces someone to ask what's actually going on in there. This is what that debt usually looks like.

  • Orphaned security roles — access granted for a project or a person who left two years ago, still sitting open, because nobody owns the decision to remove it
  • Licensing waste — inactive users on paid Enterprise seats, Copilot add-ons nobody asked for or is using, seat counts nobody's checked since the last renewal
  • Broken flows nobody owns — a Power Automate flow silently failing for weeks, because the person who built it left and the error emails go to an inbox nobody reads
  • Wave releases landing untested — Microsoft ships two major updates a year whether or not anyone's watching; features change, deprecations hit, and the first anyone hears about it is when something breaks in front of a customer
  • Duplicate data creep — the same account or contact created five different ways by five different reps, because nothing's enforcing or cleaning it up
  • Reports nobody trusts — dashboards that used to mean something, now quietly wrong, because the data feeding them drifted and nobody caught it

None of this is a crisis on its own. Together, over a year with no owner, it's exactly how a working CRM turns into one nobody trusts — and exactly what a Health Check surfaces in writing. See the D365 Health Check.

Three Monthly Tiers, Sized to Your Environment

Every tier covers the same core responsibilities — the difference is monthly capacity, not what's included.

ESSENTIAL
Flat monthly fee~4 hrs/week

Limited monthly capacity — about half a day a week. For stable environments that need a named senior owner: admin, security hygiene, release review, and small changes.

  • Named senior owner, not a ticket queue
  • Security-role hygiene & access reviews
  • Wave-release review before it hits production
  • Small configuration changes handled directly
PRIORITY
Flat monthly fee3+ days/week

Reserved senior capacity — three or more days a week, limited availability. For organizations mid-rollout, without an internal admin, or running Field Service at scale.

  • Everything in Growth
  • Reserved capacity, priority scheduling
  • Field Service dispatch & scheduling support
  • Suited to mid-rollout environments

Every tier is month-to-month at a flat monthly price; the "from" figure is the floor for a typical environment, and the exact number is confirmed in writing after a short scoping conversation or the Health Check; each tier is a defined block of senior capacity, not unlimited support, and priorities are set each month in writing.

The Ongoing Work Nobody's Currently Doing

This is the recurring administrative work every CE environment needs and almost none get, once the initial implementation partner leaves. Every tier draws from this same list — capacity is the difference, not scope.

Administration & configuration

Day-to-day system administration and configuration changes as the business evolves.

User & security management

Onboarding, offboarding, and security-role reviews so access matches who's actually there today.

Power Automate & automation upkeep

Flows monitored for failures and kept healthy as processes change.

Troubleshooting

The day-to-day breakages and "why isn't this working" questions handled directly.

Enhancements & backlog management

The ongoing list of small changes and requests actually worked through, not left in a queue.

Reporting & dashboards

Views and dashboards kept accurate as the business changes.

Vendor coordination

Microsoft support tickets, ISV questions, and your Microsoft partner, if you have one, coordinated on your behalf.

Release & change management

Microsoft's spring and fall wave releases reviewed and tested before they land in production.

Field Service support

Dispatch, scheduling, and work-order configuration kept running.

Sales & Customer Service support

Pipeline, case, and workflow configuration maintained as the team's needs shift.

Power Platform support

Power Apps and the surrounding Power Platform stack kept in working order.

Ongoing optimization

The environment kept moving forward, not just kept from breaking.

Start With a Written Risk Register, Not a Guess

1

Health Check first

Almost every Dynamics 365 Support Plan engagement starts with the fixed-fee D365 Health Check — a fixed-scope, 5-day audit that ends in a written findings report and risk register. Day one of the plan starts from a real picture of the environment, not an assumption.

2

A tier sized to your environment

Based on user count, customization depth, and how much automation is running, we recommend Essential, Growth, or Priority and quote it flat per month. No hourly billing, no surprise invoices.

3

Month-to-month, no lock-in

Every tier runs month-to-month. If you started with the Health Check and begin a tier within 30 days, the full Health Check fee is credited toward it.

Already know your environment cold? We can size the tier directly — the Health Check is the default starting point, not a mandatory toll.

Support Plan vs. Full-Time Hire vs. MSP / Big-Partner Managed Services

Three ways to get D365 administration covered. Which one fits depends on how much day-to-day CE work you actually have and how much continuity you need.

Model What you actually get Cost shape Continuity
Full-time hire A dedicated in-house admin — the right call once you have enough CE work to fill a full role and want in-house continuity. Salary plus benefits and ramp-up time Strong while employed; resets if they leave
MSP / big-partner managed services A support contract, typically routed through a ticket queue with staff and context that vary by request. Recurring contract, often hour-banked Variable — different tech per ticket
Dynamics 365 Support Plan A named senior owner for the environment, sized to a monthly capacity tier. Direct access, no queue, no hand-off. Flat monthly fee, sized to your environment, month-to-month Consistent senior ownership, month to month

The senior Dynamics 365 CE expertise that scopes and configures your environment is the same expertise handling your monthly upkeep — direct, senior-led delivery, backed by hands-on experience operating production AI systems.

Support Plan Questions, Answered Straight

Which tier is right for us? +
It depends on user count, customization depth, and how much automation you're running — not a fixed rule. Essential fits stable environments that just need a named senior owner for a few hours a week. Growth fits teams with an active change backlog and automation to maintain. Priority fits organizations mid-rollout or running Field Service at scale with no internal admin. We size it after the Health Check, when we can see the actual environment instead of guessing.
What happens if we exceed our tier's monthly capacity? +
Nothing gets rushed or dropped without a conversation. If a month runs over its tier's capacity, the remaining work carries into next month's priorities, or we discuss moving up a tier starting the following month. There's no surprise overage billing — capacity and priorities are agreed in writing before the month starts.
Is this month-to-month, or are we locked into a contract? +
Month-to-month. Each tier is sized and quoted for the coming month, and either side can end it with notice. There's no annual contract to get out of — the arrangement continues because it's still worth it to you, not because you signed something a year ago.
Do you replace our Microsoft partner? +
Only if you want that. A Dynamics 365 Support Plan can run alongside your existing partner — handling the day-to-day upkeep a partner usually isn't scoped for — or replace a partner relationship that's turned into a ticket queue with no ownership. Either way, the work and the access are yours; there's no lock-in.
Can you work alongside our internal IT or MSP? +
Yes — this is the most common setup. Your internal IT or MSP owns the network, devices, and general helpdesk; DesertCRM owns the Dynamics 365 CE environment specifically. We coordinate on anything that touches both, like SSO or data flowing between CE and other systems, but the CE administration itself is a clean, separate lane.
Do you cover Business Central too? +
No, and we won't pretend otherwise. The Support Plan practice is Dynamics 365 Customer Engagement — Sales, Customer Service, and Field Service, plus the Power Platform stack underneath it. If Business Central is your primary system, this isn't the right fit; if you're running CE alongside BC and only need CE covered, that works fine.
What's the response time for issues? +
Same weekday for anything routine — a broken flow, a security role question, a license request. Anything genuinely production-down gets priority regardless of where it falls in the monthly cycle. Response expectations are set explicitly before the engagement starts, not left implied.
Do we have to start with the Health Check? +
It's the default starting point because it means the tier begins from a written risk register instead of a guess, and the Health Check fee is credited in full toward a tier started within 30 days. If you already have a clear, current picture of your environment, we can size the tier directly.

Ready for a Named Senior Owner on Your Environment?

Start with the fixed-fee Health Check for a written risk register, or tell us where you're at and we'll recommend a tier directly. Senior-led delivery, month-to-month, no ticket queue.

Flat monthly fee · sized to your environment · month-to-month