Dynamics 365 Consulting for Lasting Business Impact
Get more from your Dynamics 365 investment with consulting services built around your goals, your team, and your growth.
Your platform should be working for you. We make sure it does.
Trusted By
Growing organizations across manufacturing, education, and business services trust us to deliver Dynamics 365 results that matter.
Our 4.6/5 approval rating from survey respondents validated our customer retention strategy, giving purpose to our Account Sales team’s efforts. Coffee + Dunn made capturing that data possible.
Senior Marketing Leader
Rush Enterprises
The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support. Because Coffee + Dunn meets with Microsoft’s product engineering team, we could directly raise issues and challenges.
Executive Director of IT
Montgomery County Community College
Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They provided the necessary training in order for us to launch confidently.
Director of Information Technology
Cerulli Associates
Where Dynamics 365 Falls Short Without the Right Partner
Dynamics 365 is a powerful platform. But power alone does not fix a broken strategy or a team that never got the right training.
Here are the problems we see most often.
The Problem
- No clear strategy before implementation
- Low user adoption after go-live
- Siloed sales, marketing, and service teams
- A previous implementation that did not land
- Underused features despite the investment
What It Costs You
- Time, budget, and a platform that does not fit the way you work
- A six-figure investment your team quietly avoids
- Missed opportunities and inconsistent customer experiences
- Eroded confidence and pressure to start over
- ROI that never materializes
What Our Dynamics 365 Consulting Services Deliver
Every problem in that list has a fix. Our Dynamics 365 consulting services are built around 3 things: strategy, technology, and the operations to sustain both.
Advisory
- Customer lifecycle mapping and journey design
- Omnichannel campaign planning and ABM strategy
- Technology transformation planning and architecture
- Change management and adoption planning
- Data governance model and migration planning
- Lead management frameworks and scoring models
- Measurement definition and KPI design
Technology
- Dynamics 365 Customer Insights (Journeys and Data) deployment
- Dynamics 365 Sales implementation, including Copilot in Dynamics 365 Sales
- Dynamics 365 Customer Service and Field Service configuration
- Power Apps design and custom application development
- Data transformation, migration, and governance
- System integration and technology stack connectivity
- AI and Copilot capabilities across the Dynamics 365 ecosystem
Operations
- Campaign orchestration and execution
- A/B testing and performance optimization
- Dynamics 365 user training via video course format
- Technical bootcamps and capability development
- Staff augmentation and ongoing tech support
- Content development for automated campaigns
- Access to the Coffee + Dunn Knowledge Hub
Introducing DUNN Right Services
Most consultants deliver the implementation and move on. That is when the real challenges begin: low adoption, unused features, and teams that are not getting the most out of the platform they just invested in.
DUNN Right Services is more than a help desk. It is a point of continuity, designed to make sure your organization keeps growing after go-live.
What DUNN Right covers
Technical Excellence: Platform updates, troubleshooting, and custom development
Team Enablement: Regular training sessions and full access to the Knowledge Hub
Campaign Execution: Managed campaign orchestration and performance tracking
Plans Start At
$6,500/month
For many organizations, significantly less than the cost of hiring, training, and retaining a dedicated Dynamics 365 specialist in-house.
Our Proven Dynamics 365 Consulting Methodology
Every engagement follows our Plan > Build > Run framework.
Plan
We assess your people, processes, technology, and goals, then define priorities, uncover gaps, and build a clear strategic roadmap aligned to measurable business outcomes.
Build
We implement and customize your Dynamics 365 environment, integrate it into your existing tech stack, and configure everything around the way your teams actually work.
Run
We stay on as an extension of your team, providing training, support, optimization, governance, and continuous improvements to keep Dynamics 365 performing after go-live.
Aligned to Your Strategy – Consulting Built Around Business Goals
Coffee + Dunn is a customer engagement consulting firm. We connect strategy, technology, and operations to help organizations build experiences that drive growth, improve retention, and accelerate sales velocity.
We are not an implementation shop that also offers advice. Strategy comes first. Every technology decision we make is tied to a business outcome, whether that is faster sales cycles, higher customer retention, or more consistent engagement across every touchpoint.
“ This is the distinction that matters. Technology is only as good as the strategy and processes behind it. ”
– Susana Ramos, Director, Marketing Services at Coffee + Dunn
Why Organizations Trust Us
There are a lot of Microsoft Dynamics 365 consultants out there. Here is what makes our practice different.
100% Microsoft-Certified Consultants
Every consultant on our team is Microsoft-certified, including triple-certified experts and AI-certified practitioners across the Dynamics 365 ecosystem.
We Work Directly with Microsoft
We meet weekly with Microsoft’s product development teams and directly influence the product roadmap. When you work with us, you have a partner who has a seat at the table.
We Create Training for Microsoft
We develop Dynamics 365 product training content and technical bootcamps for Microsoft itself. That means we understand the platform at a deeper level than most.
Two-Time Microsoft Partner of the Year Finalist
We have been recognized twice as a Microsoft Partner of the Year finalist, placing us among the top partners globally.
Decade-Long Microsoft Partnership
Over twelve years of delivering Dynamics 365 engagements across industries, with a track record of successful implementations and client renewals.
Expertise Across the Full Dynamics 365 Ecosystem
Customer Insights – Journeys
Real-time journey orchestration, outbound to real-time transitions, event management.
Customer Insights – Data
Unified customer profiles, CDP implementation, third-party data integration.
Sales
Full CRM implementation, pipeline management, Copilot in Dynamics 365 Sales.
Customer Service
Case management, omnichannel service configuration.
Power Platform
Custom application design, development, and Dynamics 365 integration.
Copilot in Dynamics 365
AI assistant configuration across Sales, Customer Insights, and Customer Service.
Copilot Studio
Custom AI agent design and development
What Our Clients Are Saying
Organizations across industries trust Coffee + Dunn to deliver Dynamics 365 results that matter.
“Our 4.6/5 approval rating from survey respondents validated our customer retention strategy, giving purpose to our Account Sales team’s efforts. Coffee + Dunn made capturing that data possible.”
Senior Marketing Leader, Rush Enterprises
“The relationship between Coffee + Dunn and Microsoft meant that we always had relevant, hands-on support. Because Coffee + Dunn meets with Microsoft’s product engineering team, we could directly raise issues and challenges.”
Executive Director of IT, Montgomery County Community College
“Coffee + Dunn executed the scope of work flawlessly and on time. Their team became an extension of ours throughout the duration of our project. They provided the necessary training in order for us to launch confidently.”
Director of Marketing, AEI Consultants
Frequently Asked Questions (FAQs)
Here are answers to common questions regarding our Dynamics 365 consulting services.
How Long Does a Typical Dynamics 365 Consulting Engagement Take?
It depends on your scope, complexity, and how many modules are involved. We give you a realistic timeline during the planning phase based on your specific situation.
Do You Offer Training as Part of Your Consulting Services?
Yes. We deliver Dynamics 365 training in video course format, run technical bootcamps, and provide ongoing enablement through the Knowledge Hub. Ongoing training is built into every engagement because new features roll out regularly, and your team needs to keep pace.
Do You Consult on Dynamics 365 Marketing, Sales, and Service Together?
Yes, and that is one of our core strengths. We specialize in connecting your sales, marketing, and service teams around a shared view of the customer so every function works together, not in isolation.
Can You Help Us Use AI and Copilot Within Dynamics 365?
Yes. We implement and configure Copilot in Dynamics 365 Sales to help your team summarize records, draft emails, and prepare for meetings faster. Our consultants hold AI-related certifications and stay current with every release wave.
What Size Organizations Do You Typically Work With?
We primarily work with mid-sized to large organizations on Dynamics 365 Sales Enterprise or Premium licensing. If you are unsure whether we are the right fit, the best first step is a conversation.
Do You Offer Fixed-Scope or Ongoing Consulting Plans?
Both. Project-based engagements cover a defined scope and deliverables. For ongoing support, DUNN Right Services starts at $6,500 per month and keeps your platform optimized long after go-live.
Is Your Dynamics 365 Investment Paying Off?
Most organizations are only using a fraction of what the platform can do. Whether you are starting fresh or optimizing what you already have, we can help you get there faster.
What to Expect on the Call:
- ✓A review of your current setup and challenges
- ✓Clear recommendations based on your goals
- ✓A realistic picture of what good looks like for your organization
Or email us at info@coffee-dunn.com