Discovery Call
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BOOK YOUR FREE DISCOVERY CALL?

Tell us about your D365 F&O needs. Whether it’s security configuration, data migration, system setup, a nasty customisation, or just looking for a second opinion — book a call and we’ll be glad to assist you. Unlike other generalist Microsoft partners, we specialise in solving functional issues with D365 F&O. You don’t have to face them alone — we are here to help.

WHAT IS A DISCOVERY CALL?It’s a call with our founder and the first step in your journey with us.

A Discovery call is for you to:

  • Learn about us
  • Discover how we work
  • Decide if we are a good fit

A Discovery call is for us to:

  • Learn about your D365 F&O concerns
  • Identify areas to add tangible value
  • Define the best course of action

 

 

What next?

Our process is designed to give you clarity and value, fast. No hoops to jump through, no confusing jargon — just straight talking.

After the call, you will receive from us a summary and recommendation for the next steps.

For most of our clients, it was one of these:

  • D365 F&O Advisory Retainer
  • D365 F&O Diagnostic Workshop
  • D365 F&O One-Week Fixer

Let’s get started now — book a slot that works for you.

WHAT ABOUT THE NEXT STEPS?Engaging a new partner can be tricky. Our process is divided in three steps, designed to minimise your risks and maximise the tangible results you get from us. Learn more about them below.

STEP 1

Discovery Call

  • What? A focused call to understand your situation with Dynamics 365 F&O.
  • Who? Always with our founder, Marco.
  • Why? To assess whether we can help you, identify the issue, and make a plan.
STEP 2

Short deliverable

  • What? An initial engagement limited to one week, with a tangible deliverable at the end.
  • Who? Our founder. Another lead consultant may join if required by the task.
  • Why? So you can see how we work, while limiting any risks or commitments.
STEP 3

Full engagement

  • What? A longer engagement with a clear and measurable goal and a plan to achieve it.
  • Who? A team of consultants, selected specifically for the work to do.
  • Why? To truly meet your needs, being them advisory, implementation, or recovery.