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FIELD NOTES · D365 · AI · CRM

Notes on D365, AI, and shipping things that work

Opinions from 50+ D365 CE engagements. Not a content-mill rewrite of Microsoft docs — real numbers, real tradeoffs, real decisions.

Cornerstone Articles

Seven deep-dives worth bookmarking if you're evaluating, implementing, or running D365 CE at an SMB.

What an AI Consultant for Small Business Actually Does (and How to Hire One)

The real jobs an AI consultant does for a small business, the use cases that actually pay back, how to choose one, the red flags to avoid, and what engagements really look like.

Will Golden · July 1, 2026 · 9 min read Read post →

How Much Does a D365 CE Implementation Really Cost? (2026 Breakdown)

What actually drives the budget by deployment size — the four hidden cost drivers, where SMBs overspend, and when a fixed-scope Health Check is the smarter first step.

Will Golden · June 12, 2026 · 12 min read Read post →

AI for Small Business: 7 Use-Cases That Actually Work on Your CRM Data

Named Copilot, AI Builder, and Power Platform capabilities — with realistic effort levels and the failure modes most vendors don't put in the slide deck.

Will Golden · June 12, 2026 · 11 min read Read post →

Dynamics 365 Health Check: What We Look At (Our Inspection Checklist)

Security roles, data hygiene, automation debt, license waste, adoption metrics — and what the fixed-scope deliverable package looks like at the end of five business days.

Will Golden · June 12, 2026 · 13 min read Read post →

Dynamics 365 CE Implementation Cost — Real Numbers (2026)

The licenses are just the beginning. Here's how the real total cost of a D365 CE rollout breaks down for a 5-50 user SMB — and the 4 things that blow up budgets before go-live.

Will Golden · May 19, 2026 · 10 min read Read post →

Dynamics 365 CE vs HubSpot — Honest 2026 Comparison

Stop looking at feature matrices. The right answer depends on what your organization actually is — not which product has more checkboxes on a vendor slide deck.

Will Golden · May 19, 2026 · 11 min read Read post →

Dynamics 365 Field Service ROI — What Actually Pays Back

ROI numbers from a real 25-tech HVAC engagement. Five levers that actually move the needle in Field Service — and the configurations that don't pay back despite the promises.

Will Golden · May 19, 2026 · 10 min read Read post →

AI in Dynamics 365 CE — What's Real in 2026

Copilot, AI Builder, and custom LLM integrations. An honest look at what's ready to deploy today, what's still a polished demo, and where the actual ROI lives in 2026.

Will Golden · May 19, 2026 · 11 min read Read post →

Written by Will Golden

Will Golden is the founder of Golden Consulting Partners and a working D365 CE consultant with 50+ client engagements across Sales, Customer Service, and Field Service. He also ships production AI software — GoodPickr and NearFaith are live. These posts are notes from that work, not vendor summaries.

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