Dynamics 365 Technical Consulting: What to Expect

What a technical consultant does

A technical consultant is responsible for how a Dynamics 365 solution is built, connected and run. Where a functional consultant asks what the business needs, the technical consultant asks how the platform will deliver it reliably: which extension pattern, which integration approach, which environment and deployment strategy, and what that means for performance and future updates.

Deliverables you should expect

• A solution architecture that explains the main technical decisions and the alternatives considered.
• Technical design documents developers can build from and support teams can maintain.
• Agreed development standards and a code review process.
• An environment and release plan covering development, test and production.
• Integration designs with volumes, timing, security and error handling.
• Technical input to data migration and cutover planning.

How they work with functional consultants and developers

The best results come when functional and technical consultants work as one team. Functional consultants describe the process and the gap; the technical consultant proposes the simplest supported way to close it, and sometimes suggests a small process change that removes the need for code. Developers then build to a clear design. Our functional consulting and technical consulting services are designed to be used together.

When to bring one in

• Before implementation, to set architecture and standards.
• During a project, when integrations, performance or data migration need expert attention.
• After go-live, to review customizations and reduce complexity.

Questions to ask a prospective consultant

• How do you decide between configuration, extension and integration?
• How do you keep customizations compatible with regular Microsoft updates?
• What will you document, and who will be able to maintain it?
• How do you handle performance and troubleshooting?
• How will you transfer knowledge to our team?