Client-side Dynamics 365 advisory
PlanAxion advises organizations before and during Microsoft Dynamics 365 projects, without selling Microsoft licences or implementation hours. We help define the right scope, choose the right product and partner, and keep critical decisions on the client side.
Microsoft and the implementation partner know the platform. Your organization still needs to own the requirements, scope and trade-offs. PlanAxion represents the client, challenges assumptions, compares options and keeps the implementation partner’s proposal from becoming the project plan by default.
Dynamics 365 Finance · Supply Chain
We turn business processes, integrations and constraints into decision criteria so you can validate the modules you actually need before requesting detailed proposals.
Business Central or Finance & Supply Chain
We compare functional fit, complexity, architecture, delivery model and the proposed team to help you choose the right Dynamics 365 product and implementation partner.
Client-side governance
For an active or struggling project, we bring scope, risks, dependencies, change requests and decisions back into a client-side governance structure that can actually be managed.
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We do not resell Microsoft licences or bill implementation hours. If Business Central is enough, we say so. If a module or customization does not justify its cost or complexity, we say that too.
Our engagements are led by senior consultants who can work with executives, finance, operations, IT and the implementation partner inside one decision framework.
We assess Dynamics 365 in the context of your wider architecture: ERP, data, integrations, Microsoft 365, Power Platform, operations and financial requirements.
Recommendations are translated into decisions you can execute: what stays in scope, what waits, who decides, what changes and by when.
Straight answers on product selection, implementation partners, cost, governance and risk from an advisory firm that does not sell Microsoft licences or implementation services.
Discuss your projectBusiness Central generally fits organizations that need an integrated ERP with lower overall complexity. Dynamics 365 Finance and Supply Chain Management are better suited to more complex, multi-entity or highly integrated environments. The right choice depends on processes, transaction volume, architecture and transformation capacity, not just company size.
Budget depends on the products and modules selected, number of entities, integrations, data migration, customizations, testing, change management and the implementation partner’s delivery model. Independent scoping makes competing proposals easier to compare on the same assumptions.
Microsoft and implementation partners each have something to sell. An independent consultant represents only the client: clarifying requirements, comparing scope and proposals, structuring governance and challenging decisions that add cost or complexity without enough business value.
Ask partners to demonstrate your real business scenarios, then compare the proposed team, delivery approach, assumptions, integrations, data migration, change management and exclusions. A common evaluation framework prevents you from comparing proposals that cover different scopes.
Common risks include oversized scope, customizations that recreate the legacy system, underestimated integrations, weak data readiness, compressed testing and change management that starts too late. Good client-side governance makes those gaps visible before they turn into delays.
Define assumptions early, separate standard functionality from customizations, document change requests and track every decision that affects cost, scope or timeline. Client-side governance prevents changes from accumulating without explicit trade-offs.
Tell us what is happening. We will help identify the decision that needs to be clarified before more scope, cost or time is added to the project.
Discuss your Dynamics 365 projectRelated guidance
Go deeper on budget, trade-offs and alternatives before committing to Dynamics 365.