Frequently Asked Questions

Which Dynamics 365 product is right for us: Business Central, Finance and Supply Chain Management, or Customer Engagement?

Sometimes, customer system requirements mean that their scenario could be resolved by either one of the two Microsoft ERP solutions available straight out of the box. In these circumstances, Intelisense provide a diagnostic solution to help customers determine which ERP route is best for their business scenario. We do this by mapping the customer's technical, functional and strategic requirements against the out-of-the-box capabilities of both Business Central & Finance & Supply Chain Management and then advise accordingly. Intelisense provides this as a free service.

Do you run a discovery to link our business outcomes to the solution scope before we choose a product?

Yes. For customers that actively engage with us, we provide a robust framework for helping them map their business priorities and strategic objectives and translate these into tangible KPIs that lay the foundation for ROI. Customers often leverage this for internal business case scenarios. Intelisense provides this as a free service.

Can you advise when to phase CRM, ERP, and Power Platform to reduce risk and cost?

Absolutely. Every time, this is done on an individual basis. We invest a lot of effort up front with clients to ensure we comprehend both their technical goals and intended business results. This enables us to create a solution that is appropriate for its intended use and is provided in a phased manner that minimises business impact while optimising value.

Do you support UK SMEs and mid-market enterprises as well as larger multi-entity groups?

Yes. Intelisense has a diverse range of customers from varying sectors. We provide world-class support, advice and consultancy to organisations of all sizes.

What is the process by which Dynamics 365 applications integrate with Microsoft 365, Power Platform, and Power BI?

Microsoft 365, Dynamics 365, Power Platform, and Power BI are all combined into one cohesive business solution. Our skilled team configures Dynamics 365 apps to work with Microsoft 365 products, including applications such as Teams, Outlook, and Excel. In your ERP or CRM, Power BI provides interactive dashboards and real-time statistics. Through the use of Power Platform, we create unique low-code applications and workflows that improve Dynamics 365 without requiring sophisticated coding. Using our tried-and-true I-HIM process, we create, deploy and present a fully integrated business stack that is optimised to meet your specific business objectives.

What is Microsoft Copilot in Dynamics 365, and where does it add value on day one?

Microsoft Copilot is the AI assistant infused into Dynamics 365, and InteliSense ensures you unlock its full potential from day one. We tailor Copilot for your unique business needs, enabling predictive cash flow analysis in Finance, automating meeting summaries and sales follow-ups in CRM, and accelerating case resolution in Customer Service. Our Rapid and AI Accelerator solutions ensure Copilot delivers instant, measurable ROI. With InteliSense, Copilot isn’t just activated, it’s expertly configured to drive value, streamline processes, and maximise productivity from your very first day.

Can you migrate us from Sage, QuickBooks, Great Plains, AX 2009, or SAP to Dynamics 365 without losing history?

Yes. Moving your data from legacy systems like Sage, QuickBooks, Great Plains, AX 2009, and SAP into Microsoft Dynamics 365 is easy with our sophisticated migration toolbox and tried-and-true approach. All transactions, records, and historical information are accurately transported over thanks to our combination of automatic ETL (Extract, Transform, Load) technology and manual validation and governance. You will have full historical insight and a seamless transition to your new Dynamics 365 platform thanks to the clean, richer, and fully aligned data that is the end result. Select InteliSense for dependable outcomes, mitigated risk, and skilled data migration.

How is Dynamics 365 licensed, and how do we keep costs predictable as we scale users and modules?

Managing Microsoft Dynamics 365 licensing is easy with Intelisense. With a focus on Dynamics 365 licensing optimisation, our experts can help you select scalable licensing options including user, app, team member, and device licenses. We provide transparent, standardised pricing plans to assist you in controlling expenses as your business grows. Intelisense guarantees the effectiveness and future-proofness of your Dynamics 365 investment through thorough licensing audits and frequent optimisation evaluations. As your users and modules grow, our Rapid packages and fixed-scope solutions ensure that you only pay for what you use, providing the best possible value and return on investment.

What delivery approach do you use, and how does Microsoft’s Success by Design guide the project?

Intelisense has designed a blended implementation methodology that uses the principles of Agile and Waterfall approaches. Our I-HIM methodology is built upon the ‘Success by Design’ framework.

How fast can we go live, and what are your fixed-scope Rapid options for a first release?

Can you run a proof of value or pilot before we commit to a full programme?

Yes. Where customers proactively engage with us, we can agree on a success criteria for Pilot or Proof of Concept. Please speak to one of our experts for more details.

Can you take over a stalled or failed Dynamics 365 project and stabilise it?

Over the last 15 years, Intelisense has rescued many failed or stalling projects and turned these scenarios into highly successful project implementations. Our process always starts with a comprehensive system/solution audit so that we can provide the appropriate advice and quotation.

How do you handle data migration, validation, and cutover with minimal downtime?

With minimal downtime, a seamless data transfer to Microsoft Dynamics 365 is ensured by our proven three-phase data conversion method.

Data Council Workshops: We immediately set quality standards, mapping, and data ownership in collaboration with stakeholders.
Automated Migration Accelerators: Our cutting-edge ETL technologies safely and swiftly extract, convert, and import data into Dynamics 365.
Before going live, we ensure correctness and compliance by doing trial cuts and thorough data reconciliation using trial scripts.

Our "near-zero downtime" cutover technique, which uses parallel runs and best practices honed over many successful Microsoft Dynamics 365 migrations, minimises company disturbance. This strategy ensures a seamless transition for your company with total continuity by producing accurate, compliant, and dependable outcomes.

Can you integrate Dynamics 365 with Sage, Shopify, Salesforce, PLM, WMS, or EDI tools we already use?

Absolutely. Seamless integration with Dynamics 365 is a core InteliSense capability. We connect Microsoft Dynamics 365 with Sage Finance, Shopify, Salesforce, PLM, WMS, and EDI tools using Microsoft Dataverse, Power Automate, pre-built ISV connectors, and secure custom APIs as needed. Our proven Data Flow integration framework speeds up deployment while ensuring your integrations are reliable, scalable, and easy to maintain, never just a quick fix. Trust InteliSense for robust, future-proof integration tailored to your business needs.

Do you design scalable multi-company, multi-site architectures for UK and international operations?

Yes. Whilst our primary market is the UK, we work with many customers that have global operations spanning many time zones and international compliance zones. We are famous for delivering all of our projects on budget, on time, with a solution that is fit for purpose from day one.

Where is our data stored and processed, and how does the EU Data Boundary affect UK and EU customers?

Every Dynamics 365 piece of data is processed and stored safely in Microsoft Azure data centres. We use Azure regions situated in the UK by default for customers in the UK; for customers in the EU, we adhere to the EU Data Boundary to guarantee that data stays inside European borders. Every Dynamics 365 solution from InteliSense is created with local data residency regulations and GDPR compliance in mind, ensuring your company is completely safe and compliant right away.

How do you help us meet GDPR, ISO 27001, and industry compliance in a Dynamics 365 programme?

We ensure that GDPR, ISO 27001, and industry compliance is at the core of our Dynamics 365 implementation using our I-HIM methodology from day one. Our highly qualified team is on hand and is deeply experienced in real life situations in all competitive industries (including finance, manufacturing and non-profit organisations. We leverage proven compliance frameworks and best practices, so your Dynamics 365 solution is always secure, auditable, and fully aligned with evolving legal and regulatory standards.

How do you secure environments, segregate duties, and control admin access during and after go-live?

We enforce role-based access controls (RBAC) and comprehensive segregation of duties to secure your Dynamics 365 environment. Admin access is tightly managed and monitored throughout the implementation, with secure Dev/Test/Prod environments ensuring data integrity. Post Go-Live, our governance packs deliver ongoing security with predefined security roles, automated monitoring scripts, and detailed audit reports. InteliSense managed services maintain strict oversight after launch, guaranteeing your Dynamics 365 system stays secure, compliant, and auditable for UK and international operations.

What support and managed services do you provide after go-live?

Intelisense has three standardised support options for customers across the Microsoft D365 solution spectrum. The entry level is Standard, with Enhanced as the next level up and Premium as our top-tier support level. If you require more details, speak with one of our experts.

Do you offer role-based training, enablement, and change management to drive user adoption?

Yes. Intelisense usually provides a ‘train the trainer’ approach, which can be easily augmented with our AI-powered learning academy. We can provide bespoke training solutions subject to our customer’s needs.

Do you provide a post-go-live optimisation roadmap for ongoing improvements and Copilot use cases?

Yes. Enhanced and Premium Support Package customers benefit from having a dedicated Support Manager who works closely with our customers to ensure their solution system remains evergreen with a comprehensive roadmap, which will include Copilot use cases.

Do you offer fixed-fee, fixed-scope packages and transparent Statements of Work?

Intelisense is committed to delivering fast value for customers, which is why we have developed the Rapid product solution range, which helps customers who want to benefit from Microsoft CRM or ERP solutions without having to wait several months or sometimes years to see value. Our Rapid product range is a fixed-fee, pre-configured solution for CRM and ERP.
Rapid10 provides a fixed fee CRM solution delivering value in 10 days or less, whilst Rapid30 and Rapid90 provide fixed fee solutions for ERP scenarios, enabling customers to have a fully functional fit-for-purpose ERP solution in 30 or 90 days respectively.
Simple Statement of Work documents that clearly define what is and is not within scope are included with all of our products. Our knowledgeable staff will always go over these agreements with clients to make sure everyone is aware of their respective roles and duties.

How do you build a quantified ROI and payback model for a Dynamics 365 investment?

Intelisense provides a series of Business Value Workshops to customers, free of charge, delivered in person or virtually, that enable us to identify the key desired business outcomes and then translate these into tangible KPIs that can be tracked and measured throughout the implementation and beyond.

Can you share references and case studies in manufacturing, professional services, and not-for-profit?

Yes. To minimise the impact on our existing customers, we always provide pre-recorded references. If required, we can facilitate bespoke references subject to customer availability.

Do you deliver onsite across the UK and Ireland and support global rollouts with partners when needed?

Yes. Whilst our primary market is the UK, we work with many customers that have global operations spanning many time zones and international compliance zones. We can work virtually, onsite or usually in a hybrid format, subject to our customer's needs.

Where are your consultants based, and do you offer nearshore or offshore options for 24x7 support?

Our customer facing representatives are all based in the United Kingdom. Whenever necessary, we travel across the United Kingdom to meet with clients, but our head office remains located in Wolverhampton. If it is more convenient for everyone, we are always delighted to hold meetings with partners or customers at our offices.

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