Problem
Organisations on Microsoft 365 often hold licences for Dynamics 365 and the Power Platform without using them well. Meanwhile, teams build their own apps and flows with no design, no documentation and no owner.
Outcomes
- Dynamics 365 and Power Platform set up around your processes.
- Business apps and automations that are documented, owned and supportable.
- Clear rules for who can build what, and where data can go.
- Less manual work on repetitive processes.
- Better use of licences you already pay for.
Scope
In scope
- Dynamics 365 configuration and extension.
- Power Apps for business processes.
- Integration with Microsoft 365 and other systems.
- Environment, security and data loss prevention set-up.
- Documentation, training and hand-over.
Not included
- Licensing purchase. We advise on the licences you need; purchase stays with you or your reseller.
Low-code and workflow automation
Low-code tools let teams automate repetitive work quickly. Without rules, they also create a tangle of unowned flows. We automate workflows with low-code tools and put light governance around them, so automations stay supportable after the person who built them moves on.
- Automation of approvals, notifications and data hand-offs.
- Governance: environments, ownership and data rules.
- An inventory of existing flows, with owners assigned.
Approach
Discovery
We identify the processes that cost the most manual effort, and check which licences and apps you already have.
Delivery Planning
We set up environments, security and data rules before building, and agree who will own each app and flow.
Build and Test
We build apps and automations in short cycles with the people who will use them, and test them in a separate environment before release. Before go-live, you get the test results, and a named person decides whether to go ahead.
Operational Readiness, Hypercare and Closure
We release each app or flow, document it, assign an owner and hand it over. We provide extra hypercare for the first few weeks, review usage and retire what is no longer needed. We then close the work with your sign-off.
Deliverables
Technologies
Controls
Frequently Asked Questions
Can our own staff build Power Apps?
Yes, within agreed rules. We set up the environments and guardrails so what they build stays secure and supportable.
Do we need Dynamics 365 or is the Power Platform enough?
It depends on the process. For sales, service or finance, Dynamics 365 usually fits better. For simpler business processes, the Power Platform may be enough.
What happens to the flows people have already built?
We list them, assign owners, fix or retire the risky ones, and bring the rest under the agreed rules.
Do we need to buy new licences?
Not always. We start by checking what you already own, and advise on the licences you need. Purchase stays with you or your reseller.
Paying for Microsoft tools you are not using?
A Technical Audit reviews your Microsoft business applications, apps and automations in 10 to 15 working days and gives you a prioritised remediation plan.