New   CE Health Check — fixed-scope diagnostic with retainer credit — see the offer →

Dynamics 365 CE, AI & Web Consulting —
One Senior Partner, On Retainer

Most owner-led teams don't need another fixed-scope project that ends the moment it gets useful. They need a senior partner who stays — across the CRM, the automation, and the websites that run the business. That's how we work: one ongoing relationship, defined fresh each month.

👤 One senior partner — not a rotating team
🔁 Ongoing retainer — scope set each month
📦 We ship real software, not slide decks

Three Disciplines, Handled by One Team

Your CRM, your AI, and the web products that face your customers shouldn't live with three different vendors who don't talk to each other. We cover all three — and connect them.

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Dynamics 365 CE

Sales, Customer Service, and Field Service — implemented, cleaned up, and kept healthy. We design the data model, fix the workflows and integrations, and make the system one your team actually wants to use.

  • Implementation & configuration
  • Workflow, plugin & integration fixes
  • Data migration & governance
  • Power Platform (Automate, Apps, Copilot Studio)

AI Solutions

Practical AI that earns its keep — not hype. We identify where AI actually moves the needle in your operations, then build and ship it: assistants, automations, and AI features wired into your real data.

  • Copilot & custom AI assistants
  • Workflow automation & document AI
  • AI features inside your CE / stack
  • From audit to shipped, in weeks
AI Consulting for Small Business →
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Websites & Web Apps

We don't just advise on software — we build and run it. From marketing sites to full web products, we ship the same way we built GoodPickr and NearFaith: fast, polished, and production-grade.

  • Marketing sites & landing pages
  • Full web apps & product builds
  • Hosting, SEO & ongoing iteration
  • Built live — see the portfolio
View the Portfolio →

Find the Right Level of Partnership

Every engagement is scoped to your needs and confirmed before work begins. Priorities are set fresh each cycle.

Essentials
~Half a day / week
Scoped to your needs
  • CE upkeep & small enhancements
  • Email support
  • ~half a day per week of capacity
  • Monthly review
Get Started →
Most popular
Partner
~2 days / week
Scoped to your needs
  • Proactive CE + automation + AI workstreams
  • Priority response
  • ~2 days per week of senior capacity
  • Monthly review + proactive monitoring
Get Started →
Embedded
Near-full-time
Senior capacity, embedded
  • Multi-workstream near-full-time senior capacity
  • Same-day response
  • Deep integration across CE, AI & web
  • Dedicated strategy + execution each month
Get Started →
Project / One-off
Custom-scoped
Scoped to your engagement
  • Scoped CE cleanups
  • AI builds
  • Website builds
  • Fixed scope, fixed-fee delivery
Get a Quote →
Not sure where to start? The D365 CE Health Check (fixed-scope diagnostic) is the fastest way to understand your environment — and the full fee is credited back if you start a retainer within 30 days.
Running Dynamics 365 Field Service? See our dedicated Field Service Stabilization engagements — fixing dispatch conflicts, SLA drift, and leadership visibility for East Valley field operations.

An Ongoing Retainer, Not a One-Off Project

Projects end. Problems don't. A retainer keeps a senior partner on your side month after month — so improvements compound instead of stalling the moment an engagement closes.

Not sure where to start? The CE Health Check (fixed-scope diagnostic) gives you a complete picture of your environment in 5 days — and the full fee is credited to your retainer if you continue within 30 days. Have a defined project instead? We quote those too.

Frequently Asked Questions

How does the retainer work? +
Each month we agree on a short list of priorities across your CRM, AI, and web work, then execute against it. You get a senior partner who already knows your environment — no re-onboarding, no fresh discovery, no surprise extensions. Scope is confirmed before each cycle begins.
What does it cost? +
Retainers scale to your needs across three tiers: Essentials (~half a day/week), Partner (~2 days/week, most popular), and Embedded (near-full-time senior capacity). Scoped one-off projects are quoted to the engagement. Final scope is confirmed to your specific needs before anything begins. Reach out and we'll send a clear proposal.
Do I have to commit to a retainer? +
No. The retainer is how most clients get the most value, but we also take on scoped one-off projects — a CE cleanup, an AI build, or a new website. Start where it makes sense and grow into an ongoing relationship if it fits.
What CE modules and tools do you cover? +
Dynamics 365 Sales, Customer Service, and Field Service, plus the supporting Power Platform stack (Power Automate, Power Apps, AI Builder, Copilot Studio). On the AI and web side, we build with modern tooling and ship to production.
Do you work with businesses outside the US? +
Yes — we serve clients globally. All work is delivered remotely.

Go Deeper on D365 CE

Our blog covers real CE implementation patterns, AI-in-D365 scenarios, and field-tested operator playbooks — written from actual engagements, not vendor documentation.

Read the GCP Blog → Field Service Consulting → Find Your Engagement Fit →

From the Blog

Practitioner notes on D365 CE and AI — written from real engagements, not vendor documentation.

See all posts →

Tell Us What's Happening

Every engagement starts with a conversation, not a sales process. Describe your situation — across CE, AI, or web — and we'll recommend the right way to work together.