Dynamics 365 Consultancy

FormusPro combines business consultancy with our consultants technical expertise in the Microsoft Technology stack (Dynamics 365, The Power Platform, AI, Azure and more) to make your system the best it can be, by using their business experience and technical know-how to put all their knowledge into your system.

Successful technology projects begin long before the first system is ever configured. FormusPro’s consultancy services help organisations define strategy, challenge assumptions and design Microsoft technology solutions that reflect real business goals rather than simple technical requirements.

By combining business experience with deep Microsoft expertise, we help reduce project risk, improve adoption and create technology platforms that deliver long-term value.

Do I Need Dynamics 365 Consultancy?

Do you find there is a disconnect between your IT team and your decision makers?

We can provide mediation between these two areas by making sense of the complex techy stuff and put it in to real business terms. We can also take business requirements and advise where technical input and considerations will be needed.

Contract Consultancy

Are you a business focused consultancy firm looking after a project for a client that suddenly requires knowledge of software and IT systems?

You can contract our consultants to come in get up to speed quickly with the project and enrich your team with the technical skills needed to fill the gap.

Other skills and experience we can bring include:

Business Analysis
Solution Architecture
Data Analysis
Project Management

Project Discovery

Are you wanting to embark on an IT project to solve a problem but want to be sure of its success?

Often companies can steam ahead implementing new systems and development without really stepping back and asking is this the right thing to do and is it the best way to do it? We can offer a project discovery service where we answer these questions for you.

Why do I need Project Discovery?

The benefit of a project discovery piece is that a 3^rd party can bring a fresh set of eyes to the issue you are trying to solve and advise on which solution will be best for you moving forward and fit within your existing architecture. Although a lot of organisations may look at this as extra time and effort for a project, we find that it actually speeds up delivery of a project and provides a better chance of your project being successful.

Frequently Asked Questions

Consultancy

How do we get started with a consultancy project?

The first step is an initial discussion to understand your needs. From there, we’ll propose a tailored approach and agree deliverables.
Can you provide ongoing consultancy support?

Yes. We can work on a one-off basis or provide ongoing advisory services, supporting you as your systems and organisation evolve.
What is the cost of consultancy services?

Costs depend on scope, duration and outcomes. We offer transparent estimates before work begins, so you know exactly what to expect.
How does consultancy reduce project risk?

By identifying challenges early, recommending proven approaches and setting clear governance, consultancy reduces the chance of delays, overspend or failed doption.
Can consultancy include training sessions?

Yes. Many consultancy engagements include workshops and knowledge transfer sessions to help your team understand best practice and system potential.
How do you tailor consultancy to our organisation?

We take the time to understand your sector, processes and culture. That allows us to recommend solutions that are practical, compliant and aligned with your goals.
What do we mean by a roadmap?

A roadmap is a phased plan that outlines where you are now, where you want to be and the steps required to get there. It’s often the key output of a consultancy engagement.
Do you provide documentation after consultancy?

Yes. We provide clear documentation, from workshop notes to roadmaps and system recommendations, so you have a practical guide to next steps.
Can consultancy save money on our Microsoft project?

Yes. By identifying risks, removing inefficiencies and aligning scope with outcomes, consultancy helps reduce waste and ensure budgets are used effectively.
How does consultancy improve user adoption?

We focus on people as well as technology. By engaging stakeholders, designing processes that fit real-world needs and providing change management, we help drive adoption.
Do you offer remote as well as on-site consultancy?

Yes. Most consultancy can be delivered remotely through workshops and discovery sessions, but we also provide on-site consultancy when required.
What sectors do you specialise in for consultancy?

We have deep experience in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution.
Can you help with Microsoft licensing?

Absolutely. We advise on the right licences for your needs, making sure you’re compliant and not overspending on unused functionality.
Do you provide health checks on existing systems?

Yes. We run system health checks to identify issues with performance, adoption, governance and configuration, and then recommend improvements.
Who benefits most from consultancy services?

Any organisation looking to implement Microsoft solutions, optimise an existing system or plan a digital transformation project benefits from consultancy.
How long does a consultancy engagement take?

Some consultancy sessions last a day or two, whilst wider reviews and roadmaps may run for several weeks. We’ll agree timescales and deliverables up front.
What happens during a consultancy engagement?

We review your current systems, map processes, capture requirements and provide recommendations. This may lead to a roadmap, quick wins or preparation for a larger project.
Why should we invest in consultancy before a system build?

Consultancy helps you avoid costly mistakes, align technology with business needs and plan for growth. It ensures your investment delivers measurable results.
How does consultancy differ from implementation or support?

Consultancy focuses on strategy, design and best practice, whilst implementation delivers the build and support provides ongoing help. All three work together to deliver long-term value.
What do we mean when we say consultancy?

FormusPro’s consultancy provides expert guidance on how to design, configure and optimise solutions across the Microsoft Tech Stack. It covers business processes, technology choices and change management.

DofE

DofE seek to empower young people; to support them as they learn new skills, overcome obstacles, and build confidence and resilience; with a target to give 1,000,000 young people the chance to participate in their life-changing program over the next five years.

The DofE required a solution that would centralise and automate the following processes for them: Licensing, grant management and activity supplier approval through annual surveys.

LICENSES

4,000

NEW LICENSES SINCE GO-LIVE

ORGANISATIONS

4,500

ORGANISATIONS INVOLVED

Speak To An Expert

To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.

Tel: 01432 345191

A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.

We travel all over the UK.

Just ask.

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