One governed practice across the whole Microsoft estate
Microsoft Practice
Every Microsoft licence promises one connected estate. Most tenants end up running four disconnected islands instead: a neglected CRM, reports rebuilt by hand each month, ungoverned Power Platform apps, and an intranet nobody has opened since the last migration. This practice treats Dynamics 365, Power BI, Power Platform and SharePoint as one estate under one discipline, not four separate vendor relationships.
Governing the Microsoft estate as one practice
Why engagements start from the tenant map instead of product defaults.
90 secSample frame · video pending01Where the estate is failing you
Follow the symptom to the right practice.
Untracked deals, hand-built reports, ungoverned apps and an abandoned intranet are different symptoms of the same estate problem. Name the one your team lives with and the fitting practice surfaces, with its reasoning stated plainly. Symptoms that touch more than one practice usually point at governance first.
Deals, cases and customer history sit in spreadsheets beside an underused Dynamics 365 instance.Dynamics 365 work reconfigures CRM and ERP around how your teams actually sell and service customers, not around vendor defaults.
Numbers get copied into slide decks every month instead of refreshing inside a dashboard anyone can trust.Power BI work replaces the manual rebuild with a governed data model that refreshes itself on a schedule.
Departments built their own Power Apps and Power Automate flows with no shared environment strategy.Power Platform work brings environment strategy and ALM discipline to what already exists, before anyone builds anything new.
Files scatter across shared drives, and search inside SharePoint stopped returning anything useful long ago.SharePoint work rebuilds the information architecture and permissions so the intranet becomes somewhere people actually look first.
Dynamics 365
CRM and ERP configured around how your teams sell, service and operate.
Power BI
Reporting and dashboards built on a data model people can actually trust.
Power Platform
Low-code apps and automation delivered with governance from the first flow.
SharePoint
Intranets and document management rebuilt around real information architecture.
02Governed, not just licensed
Run under one governance discipline.
Microsoft engagements fail at the desk when software lands on a workflow nobody mapped, or when an app nobody reviewed keeps running past the day it should have retired. This delivery system starts from the operation, closes each stage on evidence, and treats governance as a design decision made up front, not cleanup done later.
Map the environment first
The real workflow, app inventory and permission model get documented from the people using them, including every workaround. Configuration and governance decisions trace back to this map, not to vendor defaults or a generic rollout template.
The tenant as it runs todayBuild in governed increments
Each increment ships one working process end to end inside its target Microsoft tool, integrated with what sits beside it. A slice earns sign-off before the next one starts, so licence spend and scope grow together instead of racing ahead of each other.
One governed slice at a timeMove data with a named owner
Every migrated record gets a business owner, a mapping document and a reconciliation report before cutover. Dirty data breaks Microsoft estates faster than any configuration mistake, so reconciliation is a gate here, not a courtesy step at the end.
Records reconciled, not just copiedGovern the estate before it sprawls
Environment strategy, naming conventions and review gates get set before new apps or flows ship, not retrofitted onto hundreds of them later. The estate stays inside one discipline as it grows, with usage and ownership visible on a single register.
Guardrails before growth, not after
03Evidence and proof
Microsoft estates that earn their licence spend.
Microsoft proof is adoption inside the tenant, not a signed contract nobody opens. Every record here waits for written client approval before production.
Explore case studies
A CRM and ERP that finally show the same customer.
Aster North ran sales in Dynamics 365 while service and finance kept their own spreadsheets beside it. Reconfiguring the instance around the real handoff between teams put every department inside one governed record.
- Departments working in one instance
- 3 of 3
- Manual handoff spreadsheets retired
- 11
Reports that refresh themselves instead of waiting on an analyst.
Tern's regional leads waited days for figures rebuilt by hand in spreadsheets every month. A governed Power BI data model with row-level security gave each region its own live dashboard on the same trusted numbers.
- Monthly manual report cycles remaining
- Zero
- Time to a trusted number
- Days to minutes
Four Microsoft tools finally behave like one estate, and I can say who owns each part of it.
Sample · pending client approval
04Choose your first move
Start with an assessment or one practice.
Microsoft work usually starts one of two ways: an honest assessment of the whole estate, or a properly scoped engagement inside one practice you already know needs attention. Both begin with the same scoping discipline, so the licence decision gets priced before the licence budget is spent.
- Project Scoping
Assess the estate
A priced scoping engagement maps every Microsoft tenant, licence and dependency into a sequenced plan your leadership can weigh before committing further spend.
- Microsoft Dynamics 365
Implement one practice
One accountable team carries configuration, engineering, migration and adoption for a chosen Microsoft product end to end, without four vendors passing blame between them.
- System Integration
Bring a stalled rollout back
An honest read on why adoption stalled, then the smallest credible step to recover the licence spend already committed, without restarting the whole rollout.
05Straight answers
Asked before Microsoft licence budgets get approved.
01Do you work across the whole Microsoft estate or just one product?
Both. Some engagements start with one product, usually Dynamics 365, Power BI, Power Platform or SharePoint, and grow into the wider estate once that first practice proves itself. The assessment tells you honestly which shape your situation needs.
02Which Microsoft product should we start with?
Whichever one your teams already route around. If deals live in spreadsheets, start with Dynamics 365. If reports get rebuilt by hand, start with Power BI. The situations above match the symptom to the practice, and the assessment confirms it before any licence spend is committed.
03Do you replace our current Microsoft licences or work with what we already have?
Almost always the latter. Most estates already own more Microsoft licence than they use well, so the first move is usually configuration and governance, not a fresh purchase. Recommending against a new licence is a normal, and often welcome, outcome here.
04How do the four Microsoft practices actually work together?
Through a shared governance layer rather than four separate teams. A Power Platform flow that touches Dynamics data or a SharePoint library feeding a Power BI report gets designed with that connection in mind from day one, not patched in afterwards.
05What does a Microsoft engagement cost?
It depends on which practice and how much of the estate is in scope, which is exactly what the assessment prices before anything else starts. A single Power BI rebuild costs far less than a Dynamics 365 implementation touching finance and service together.
06Can you work alongside our existing Microsoft partner or internal IT team?
Yes, and the roles stay clean: your team or partner keeps ownership of the tenant, and we own the outcome of the engagement running inside it. Handover happens on your terms, documented rather than assumed.
07How long does a typical Microsoft engagement take?
The first working slice inside one practice typically lands within a quarter, because slicing by process keeps scope small enough to finish. Estate-wide programmes run longer, but value lands per slice rather than waiting on one large go-live.
08What happens to apps and flows people already built themselves?
They get catalogued during the assessment with a keep, retire or rebuild verdict against real usage, not assumption. Citizen-built apps that already work well are rarely thrown away; they are usually just brought inside proper governance.