Problems wesolve.
These are the D365 Project Operations issues we solve every week. If you see your situation here, you're not alone, and there's a clear path forward.
“We're trying to copy our old system instead of rethinking the process”
The implementation team is recreating every screen, workflow, and report from the legacy system in D365. The result is a system that fights the platform's design, requires excessive customization, and misses the capabilities that made the migration worthwhile.
Process-First Implementation Approach
We start with your business outcomes, not your old screens. We map your actual needs to D365's native capabilities, identify where your old process should change, and only customize where the platform genuinely can't meet a real requirement.
“We chose the wrong deployment type and now we're stuck”
You went with Lite but need Resource/Non-Stocked capabilities. Or you're on Stocked/Production but don't need inventory. Microsoft doesn't offer a supported migration between deployment types, which means you're either living with limitations or facing a reimplementation.
Deployment Assessment & Remediation Plan
We evaluate your current deployment against your actual business requirements, identify the gaps, and build a remediation plan, whether that means reconfiguring within your current type, adding workarounds, or planning a structured move to the right deployment.
“Dual-write sync keeps breaking”
Data flows between Customer Engagement and Finance & Operations are failing silently or throwing errors. Invoices don't match, project records are out of sync, and your team spends hours chasing data inconsistencies.
Architecture Review & Stable Integration Patterns
We audit your dual-write configuration, identify mapping errors, fix conflict resolution rules, and implement monitoring so you catch sync issues before they cascade into bigger problems.
“Time entry and expense approvals are bottlenecked”
Managers are drowning in approval queues, employees forget to submit time, and expense reports pile up for weeks. This delays billing, distorts project cost visibility, and frustrates everyone involved.
Workflow Automation & Approval Agent Configuration
We streamline approval workflows, configure Microsoft's new AI-powered Time Entry and Expense agents to auto-draft entries, and set up the Activity Approvals agent to flag only the entries that truly need human review.
“We can't see resource utilization”
You don't know who's available, who's overbooked, or who has the right skills for incoming projects. Resource allocation is done via spreadsheets and tribal knowledge instead of real-time data.
Resource Management Dashboard & Proficiency Model Setup
We configure resource proficiency models, set up skill-based matching, and build capacity planning views so resource managers can see availability, skills, and workload in one place.
“PSA is end-of-life and we need to migrate”
Project Service Automation commercial cloud support ended March 2025. You know you need to move to Project Operations, but you're worried about data loss, broken customizations, and disruption to active projects.
Structured Upgrade with Data Validation
We run pre-validation checks, clean up data issues before migration, execute the upgrade in a controlled sequence, and validate everything post-migration. Your active projects stay intact.
“Copilot gives bad or irrelevant answers”
You've turned on Copilot features in D365 but the AI suggestions are inaccurate, generic, or just wrong. This erodes trust in the system and slows adoption instead of accelerating it.
Data Quality Audit & AI Grounding
Copilot is only as good as your Dataverse data. We audit data quality, clean up inconsistencies, configure AI grounding properly, and validate that Copilot outputs are accurate and useful for your specific workflows.
“We don't know which projects are actually profitable”
Revenue is coming in, but you can't tie it to specific projects. Budget-to-actual comparisons don't add up. WIP calculations are manual or wrong. You're flying blind on project profitability.
Financial Tracking, Budget-to-Actual, WIP Configuration
We configure project budgets, cost tracking, revenue recognition, and WIP accounting within D365 PO so you can see true profitability at the project, program, and portfolio level.
“Revenue recognition is wrong”
Your financial statements show revenue that doesn't match reality. Fixed-price projects aren't recognizing revenue correctly. Time-and-materials billing doesn't align with actual hours. Auditors are asking questions.
Accounting Model Review & Correction
We review your revenue recognition configuration against your contract types (fixed-price, T&M, milestones), correct the accounting model setup, and validate against your general ledger to ensure accuracy.
“Release wave updates keep breaking our customizations”
Every Microsoft release wave introduces changes that break your customized workflows, reports, or integrations. You're caught in a cycle of break-and-fix that consumes your internal IT team's time.
Release Management Strategy & Regression Testing
We implement a release management process: sandbox pre-testing, impact assessment for each wave, automated regression testing with RSAT, and a prioritized remediation plan for breaking changes.
“Users won't adopt the system”
You invested in D365 Project Operations, but project managers still use spreadsheets, time entry compliance is low, and the finance team has built shadow processes outside the system.
Training Program & Change Management
We build role-specific training that shows each user what's in it for them, identify and address the specific friction points driving workarounds, and create adoption metrics that track real usage, not just logins.
“Every one of these problems is solvable. We've done it for SpaceX, Microsoft, and dozens of mid-market firms.”
Brian Hellewell, Lead Consultant