D365 F&O Advisory Retainer
Ongoing Strategic Support for Dynamics 365 F&O
Fractional access to senior ERP advisors who’ve seen failed D365 F&O implementations and can help you steer clear of them.
- Second opinions that challenge risky decisions
- Strategic input without the cost of full-time engagement
- Ideal if your ERP is stable, but your roadmap isn’t
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What is it
A flexible advisory service from senior ERP experts who provide independent input on strategy, risk, and decision-making. This is designed for leaders responsible for Dynamics 365 Finance & Operations (CIOs, CFOs, programme leads) who want expert guidance without the cost or friction of a full-time hire. You get a monthly bank of hours to use flexibly for calls, reviews, or strategic input, helping you navigate complex decisions, avoid failure patterns, and keep your ERP programme on track.
Our approach
We act as your strategic guardrail with your Dynamics 365 F&O journey.
Challenge high-risk decisions
If your roadmap, design, or SI proposal is a bad idea, we’ll say so without sugar-coating it and give you alternative options.
Spot failures before they happen
We’ve seen how D365 F&O programmes veer off track. We help you avoid the same fate before it gets expensive.
Keep the course
ERP programmes attract noise, politics, and drift. We help you stay focused, prioritised, and grounded in operational reality.
How it works
01
Choose your package
Select a monthly hour bank, typically 1 to 3 days/month. Minimum 3-month commitment. Hours roll within the quarter.
02
Use it flexibly
Schedule strategic calls, get advice on demand, or invite us to key meetings. Use time however you need, without fixed agenda.
03
Stay in control
We help you navigate complex decisions, avoid waste, and protect the long-term health of your D365 F&O solution.
What you get
Unbiased advice from someone who has seen what Dynamics 365 F&O failures look like, and can avoid your ERP implementation becoming one of them.
- Candid input: If your implementation partner is selling you nonsense, we’ll say it clearly. If your design has gaps, we’ll show you where.
- Low-friction presence: We show up to the calls that matter — governance, planning, board — and keep your team grounded.
- No overhead: No onboarding burden, no pitch decks, no full-time engagements. Just clean, senior advice when it makes a difference.
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What our clients say
Their words about our results say more than we ever could.
IT|Fandango talked more sense in one hour of discovery call than the Microsoft partner of our client did in the previous twelve months.
Sean O’Hara
CEO at ANPRO
FAQs
What our clients usually ask us before signing up for our D365 F&O Diagnostic Workshop.
No. This service is designed to complement your system integrator, not replace them. We provide independent input that makes your Microsoft partner more effective and your ERP decisions more grounded.
Misaligned system design, over-complex customisations, poor sequencing of implementation, vendor oversell, weak process ownership… Really anything that creates long-term cost, fragility, or missed value in your D365 F&O implementation.
We offer next-day response time as standard (and often faster). The Advisory Retainer is built for real-time access rather than ticket queues.
No, this is advisory only. We review, guide, challenge, and clarify. If you need formal deliverables or execution work, we’ll propose a separate statement of work to help you with it.
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Reserved for end users organisations using D365 F&O.
Designed to deliver tangible results, fast.