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Dynamics 365 Consulting · Boca Raton

Dynamics 365 and Business Central consulting in Boca Raton

Your team needs to see which opportunities need follow-up, where customer requests stand, and how daily decisions affect costs. When that information is scattered across applications, email, and spreadsheets, your team has to piece the answer together.

​Alliason helps Boca Raton businesses plan, implement, assess, and improve Microsoft Dynamics 365, Business Central, Power Platform, and Copilot.

Our locally based consultants are available for on-site and remote consulting and delivery.

Let's discuss what you’re considering or what isn’t working, and recommend where to start.

Book a Free 30-Minute Call

Free · 30 minutes · Online · No obligation to buy

Microsoft Partner focused on Business Applications.

Understand how a software change will affect your business.

Before investing in Microsoft software, you need to know whether it can support how your business runs. If an implementation is underway, you may need a second opinion on what is being delivered. If the application is already live, you may need help deciding whether to improve it or replace it.

Alliason helps you evaluate those choices and provides consulting, implementation, and ongoing support. We explain what we recommend, why it addresses your business needs, and what you are being asked to pay for.

We work with small and mid-market companies in manufacturing, professional services, and financial services. You can speak with us before you have a finished requirements document or know which engagement to choose.

Choose the support your business needs now.

Confidence Roadmaps

You need to understand what a new application should support before committing to implementation.

Your Executive Decision Brief gives you a basis for deciding whether the application fits your business, what it must support, and what the implementation should include. It covers requirements, connected systems, and factors affecting cost and timing. An Executive Findings Call lets you discuss the recommendations.

Starting at $9,500

Know What You’re Investing In

Assessments

You have an existing application or stalled implementation that is falling short.

You receive written findings from a review of your processes, application setup, information, and system connections to investigate why results are falling short. The findings explain what is working and what needs attention, with requirements and recommended priorities to help you decide what to address first.

Starting at $4,500

Find Out What Needs to Change

Implementation

You are ready to put your requirements into a working system.

Your application is configured to your requirements, with data migration, system connections, and support for testing, training, and go-live preparation. Your team helps define how it should operate, checks migrated data, and tests everyday tasks against your requirements.

Starting at $21,500

Build the System Your Team Needs

Client-Side Advocacy

You need a second opinion on your implementation.

You receive documented advice on your partner’s proposals, costs, and effects on your business. You can use it to examine the recommendations, ask informed questions, and decide how to proceed while your implementation partner continues delivery.

Starting at $5,000

Get a Second Opinion on Delivery

Managed Services

You need ongoing support for your applications after go-live.

You have monthly support to address application issues, make smaller enhancements, maintain settings, and review how Microsoft updates affect your application. You can plan around a defined monthly support allowance, availability, and response times.

Starting at $3,500 per month

Keep Your Applications Running and Improving

Your final fees depend on scope, complexity, capacity, and service requirements. You receive the scope and fees before a paid engagement begins.

Need an early implementation cost range?

Explore the implementation cost planner.

See what your Microsoft applications can help you achieve.

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Finance & Operations

See what has been spent, what is committed, and which transactions or approvals need attention. Trace financial results back to purchasing, inventory, production, projects, and other operating activity.

Get Your Implementation Cost Range
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Sales & Forecasting

See which opportunities need attention and which sales you can reasonably expect. Coordinate follow-up using shared customer information, recent sales activity, and a record of what has happened with each customer.

Get Your Implementation Cost Range
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Customer Service

See who owns each customer request, what has happened, and what needs to happen next. Follow cases through assignment, escalation, and resolution, with reporting that shows where attention is needed.

Get Your Implementation Cost Range
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Customer Journey

Respond to customer interactions with relevant messages and coordinated follow-up. Use customer information and engagement history to connect marketing and sales, so each team has context for the next communication or conversation.

Get Your Implementation Cost Range
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Field Operations

See which service visits are scheduled, who is assigned, and what each job requires. Keep dispatchers and technicians informed as schedules change, using shared work orders, customer details, and asset information.

Explore the Field Service Roadmap
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Projects & Margin

See what is ready to bill and how each project is performing financially while it is underway. Compare project progress, staffing, time, expenses, and costs with the plan to identify where attention is needed.

Explore the Project Operations Roadmap
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Apps & Automation

Replace repeated manual steps with business apps and automation that pass information between systems. See where each process stands, who is responsible, and what needs to happen next.

Discuss Power Platform Fit
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AI Readiness

Use AI to find information, prepare drafts, and summarize records with less manual effort. Give your team clear limits on the information AI can access, the actions it can take, and the decisions people must review.

Discuss Copilot Fit

"From leading our CRM reimplementation to expanding into Customer Insights, they've consistently delivered high-quality results with professionalism, transparency, and a deep understanding of our business."

Andrew H., Applications Manager, Manufacturing Company

From a stalled implementation to a working claims process.

Highlight Health’s Dynamics 365 implementation had stalled. Separate screens supported pieces of its claims process, but the application did not connect the steps the team needed to complete.

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Alliason’s Assessment identified what could be retained and what needed to change. The recovery work that followed kept useful parts of the application and configured the system to support claims intake, analysis, and review.

“With Alliason, there was dialogue, problem-solving, and a real working relationship.”

Alan M., Vice President, IT, Highlight Health

Book a Free 30-Minute Call

Work with locally based consultants, with on-site availability.

If you need a consultant to meet with your team in Boca Raton, tell us what you need to work through in person.

Our locally based consultants are available for on-site consulting. Remote consulting, application reviews, implementation, and ongoing support are also available.

During the introductory conversation, we’ll discuss your situation and any on-site needs to determine the appropriate next step.

Questions before you book

Tell us what your team needs to see, change, or resolve.

Choose a time to discuss the information you cannot get, the process that keeps breaking down, or the Microsoft investment you are considering.

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We’ll talk through the situation, identify what needs further investigation, and recommend where to start.

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Choose a time below for your Free 30-Minute Call with an Alliason advisor.

Free · 30 minutes · Online · No obligation to buy

Having trouble with the calendar? Open the Bookings page.

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Not ready to book a call?

Send us a message about what you’re considering or where you’re stuck. We’ll respond within one business day.

Microsoft Partner focused on Business Applications

Dynamics 365 · Business Central · Power Platform · Copilot

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