Understand the problem. Make the change. Check it works.
Mason Pete works with your team from the first conversation through to testing the changes in practice.
Show us how the work happens
We start with the people using Microsoft Dynamics. What are they trying to do? Which steps take too long? Where do they need to work around the system?
Together, we agree on what a useful improvement looks like. That might be fewer manual steps, less time spent assigning cases or clearer information for the team.
Before changing your Microsoft Dynamics setup: five questions to work through with your team →
Choose the changes worth making
Business
Understand the process and the result your organisation needs.
Technology
Work through how the Microsoft Dynamics setup can support that process.
Commercial judgement
Weigh the effort and value of a change before committing to it.
Configure and test with your team
We translate the agreed needs into practical configuration changes. Your team tests them against real tasks and helps identify anything that still gets in the way.
Where other technical specialists are needed, Peter works through the requirements with them so the change stays connected to the business problem.
Check what has improved
We return to the result we agreed on and check what has changed. We explain the new setup, help people work with it and make any remaining issues clear.
Discuss your Microsoft Dynamics question