Independent Dynamics 365 advice, on your side
An independent Microsoft Dynamics 365 consultant helps Quebec companies choose between Business Central, Dynamics 365 Finance and Supply Chain Management, compare implementation partners using the same business scenarios, and control project costs, data and decisions. PlanAxion represents the client and neither resells software licences nor receives vendor commissions.
Client-side
01
What must work in real operations, not just the demonstration
02
Which Dynamics product and partner fit your requirements
03
What the full project costs, including work left to your team
04
Who approves changes, accepts risks and signs off each phase
Before choosing a platform, during implementation, or when a project becomes difficult, PlanAxion helps your management team make documented decisions without relying solely on a vendor’s recommendations.
01 / Before selecting
A multi-entity company, a manufacturer and a distributor do not have identical requirements. We assess Business Central, Dynamics 365 Finance and Supply Chain Management against your own scenarios: financial close, production, inventory, EDI and integrations. Each implementation partner demonstrates the same cases and discloses its team, exclusions, customization and responsibilities. You can compare proposals on equal terms.
02 / During implementation
We test situations that matter: intercompany close, stockouts, EDI orders or changes to bills of materials. Each scenario defines the required result, data, interfaces, controls and acceptance criteria. Scoping separates standard capabilities from configurations and custom development.
03 / When a project slips
Already implementing? We review blocked decisions, change requests, budget deviations, data and testing. PlanAxion helps your team demand verifiable progress and resolve risks before go-live, rather than being driven entirely by the integrator's schedule.
DIFFERENT RESPONSIBILITIES
Your implementation partner and your independent advisor work on the same project. Their responsibilities are different.
Configures, develops and deploys the solution according to the agreed scope and commitments.
Reviews options, challenges risks, supports decisions and verifies deliverables. We sell no licences and receive no vendor commissions.
01
Your management team receives a recommendation explaining the preferred option, the alternatives ruled out, key constraints and estimated total cost. Whether Business Central, Dynamics 365 Finance or another solution, the conclusion is driven by your needs, without vendor commissions.
02
A common scorecard makes recommendations defensible to leadership. We bring together finance, operations and IT requirements and weight demonstration scenarios, risks, internal effort and total cost to compare systems and implementation partners.
03
We identify where master data lives and how it moves between the ERP, CRM, payroll, warehouses and line-of-business applications. The review clarifies critical interfaces, ownership, dependencies and controls to test before launch.
Depending on the mandate, you may receive requirements, an integrator comparison, a risk register, an integration inventory or a recovery plan. Every recommendation specifies the decision, its owner and the evidence required. The example alongside shows how to structure a decision about a customization.
ILLUSTRATIVE EXAMPLE · DECISION RECORD
A decision to document before changing the system.
DECISION TO MAKE
Does the standard feature meet the need?
EVIDENCE REQUIRED
Demo, identified gaps and ongoing maintenance cost.
DECISION OWNER
Your project team, with a documented recommendation.
Comparing implementation partners, preparing a rollout or facing overruns? Let’s review the decisions that need to be clarified and the risks to check before making a larger commitment.
Discuss your Dynamics 365 projectBusiness Central or Finance? Costs, partners, accountability and risks: the answers that matter to your decision.
Discuss your projectCompare requirements for financial close, intercompany reporting, multiple currencies, warehouses, production planning, traceability, EDI and connected applications. Test the difficult transactions your teams perform, not just a standard product demonstration. Record each need as standard functionality, configuration, extension or gap. Employee count alone does not determine whether Business Central or Dynamics 365 Finance is the better fit. See our detailed comparison.
Dynamics 365 licence fees are not the total implementation budget. Estimate requirements analysis, configuration, extensions, historical data, integrations, testing, training, client staff time and stabilization separately. State the number of legal entities, environments and interfaces, plus exclusions and assumptions. Two quotes are comparable only when suppliers price the same scope, scenarios and responsibilities. See the Canadian cost breakdown.
Consider independent advice before choosing a product or implementation partner, before signing a statement of work, or when an active project is missing decisions or reliable status. PlanAxion represents your organization, not the software vendor or integrator. We help establish criteria, review competing proposals, document trade-offs and bring governance back to the client. The objective is a better-informed decision, whether Dynamics 365 remains the preferred option or not.
Ask each implementation partner to demonstrate identical real scenarios: an adjusted financial close, replenishment, an EDI order, inventory transfers and returns. Compare the delivery team, standard functions versus extensions, data migration, interfaces, testing and explicit exclusions. Require a named owner for each deliverable and a documented change approval process. A polished demonstration alone does not prove that the team can deliver.
Watch for repeated changes to scope, unowned integrations, poor data readiness, demos that do not represent daily work, unresolved acceptance criteria or a steering committee receiving status without evidence. These do not automatically mean the project will fail. They do mean the team needs a factual diagnosis: what is incomplete, who owns it, what must be decided and what continuing as planned would cost. An independent ERP audit can clarify the situation.
Agree on a baseline before build starts: modules, integrations, historical data, reports, controls, milestones and acceptance tests. Log every requested change with the reason, alternatives and impact on price, timing and internal workload. Assign an approver who represents the business. Review open decisions and dependencies at each steering meeting. The goal is not to prevent every change. It is to prevent unexamined changes from silently redefining the project.
Related guidance
Practical comparisons and guides to help you select Dynamics 365, understand costs and assess project risks.