Consulting & Design

Consulting & Design

Practical guidance before you commit to a Dynamics 365 build

We help you understand what your organisation really needs, what should be prioritised, and how a Dynamics 365 Customer Engagement solution can best support your business.

Solution planning workshopOA Systems + your team Collaborative

Discovery & requirements

Solution architecture

Dynamics 365Right-sized solution plan
Engagement Automation Reporting Integration

Practical roadmap

  1. 01Discover
  2. 02Define
  3. 03Design
  4. 04Plan delivery

The foundation for success

Make the right decisions early

Early project decisions shape the final outcome. We bring structure, clarity, and practical guidance so you can move forward with confidence.

Understand what you really need

We listen carefully and turn your business challenges and ideas into clear requirements.

Make better decisions early

We help you consider the right mix of functionality, integrations, data, reporting, and security.

Avoid unnecessary complexity

We identify where standard functionality is enough and where customisation is justified.

Build a realistic roadmap

We define a phased approach aligned with your goals, budget, timing, and capacity for change.

When this service is useful

The right starting point

Our Consulting & Design service helps you gain clarity before committing to implementation.

Are you…

  • Considering Dynamics 365 but not yet sure what to include
  • Replacing spreadsheets, disconnected tools, or manual processes
  • Reviewing an existing Dynamics 365 solution that is no longer working well
  • Planning enhancements to Sales, Customer Service, Field Service, Customer Insights, Power Pages, or related Power Platform solutions
  • Preparing for an on-premise to cloud migration
  • Trying to define scope and budget before seeking approval
  • Needing a clear roadmap before committing to implementation
  • Wanting an independent review of your current system direction
  • Looking for practical advice from people who design and deliver these solutions regularly

What we help define

Clarity across the areas that matter

Business goals and success measures

We clarify what your project needs to achieve and how success will be measured.

Current processes and pain points

We map how your team works today and identify friction, duplication, and gaps.

User needs and role-based requirements

We capture what different teams need to see, do, and achieve in the system.

Dynamics 365 solution direction

We recommend how Dynamics 365 CE and the Power Platform can support you.

Module and feature priorities

We recommend what to include first and what can be delivered as future enhancements.

Data, reporting, and integration

We identify key data sources, migration needs, reports, and integration points.

Risks, assumptions, and dependencies

We document decisions and project factors that may affect delivery.

Roadmap and high-level plan

We provide you with a roadmap outlining phases, estimated effort, timing, and next steps.

Our consulting approach

From questions to a practical direction

01

Consultation and project framing

We understand your organisation, systems, goals, and reasons for change, speaking with key stakeholders and everyday users.

02

Requirements gathering

Structured discussions and workshops identify practical needs across processes, reporting, customer journeys, and future opportunities.

03

Solution design

We turn agreed requirements into a high-level Dynamics 365 design covering modules, processes, integrations, data, and security.

04

Roadmap and recommendations

We define clear priorities, risks, and key decisions, along with a phased delivery plan, estimated costs, and timelines.

Next step

Get clarity before you commit

Book a no-obligation discussion to explore your goals and how OA can help.

Talk to OA