Book an audit

Sheffield, UK — Independent

Your CRM shouldn't need a translator.

I audit, fix, and automate Dynamics 365 and Power Platform setups for businesses who've outgrown "it mostly works." Fixed-price, no jargon.

See the audit offer Take 60-sec health check

// What an engagement looks like

A real sequence, not a sales funnel

01 — AUDIT

Independent review

A read-only pass over your current setup — no guesswork, no sales pitch.

02 — FIX

Ranked recommendations

Prioritised by effort vs. impact, nothing vague.

03 — AUTOMATE

Handed to Power Automate

The repetitive parts stop needing you.

Services

One sharp offer

1 WEEK TURNAROUND

Power Platform & Dynamics 365 Audit

A fixed-price review that shows exactly where your CRM and automation setup is costing you time or money, and what's worth fixing first.

  • CRM configuration & customisation review
  • Power Automate flow health check
  • Web resources & technical debt scan
  • Licensing & cost check
  • Written report + 30-min walkthrough call
FIXED PRICE
£750 / audit
Book an audit →

Interactive Assessment

Is your CRM draining your budget?

Take this quick 3-question check to spot hidden bottlenecks.

QUESTION 1 OF 3

Who currently owns your Dynamics 365 or Power Platform environment?

We rely entirely on an external third-party provider
It's managed ad-hoc by our internal IT team alongside everything else
No one officially owns it — things just get built as needed
QUESTION 2 OF 3

When was the last time your Power Automate flows and customisations were audited?

Never — they've just accumulated over time
Only when something breaks or throws an error
Regularly reviewed in-house
QUESTION 3 OF 3

Do you have clear visibility into whether you're overpaying for unused licenses or technical debt?

Not really sure what we're paying for
We suspect we're paying for capabilities we don't use
Yes, fully optimised
ASSESSMENT COMPLETE

Your setup likely has hidden efficiency gaps.

An independent 1-week audit can give you a clear baseline, flag technical debt, and lower long-term overhead.

Claim your £750 audit baseline →

Any of this sounds familiar?

  • No one in-house owns Dynamics 365 or Power Platform full-time
  • You rely on a third-party provider and can't tell what you're paying for
  • Flows and customisations have built up with no one auditing them
  • You're about to invest more and want a second opinion first

Built from doing the job

I took Dynamics 365 and Power Platform delivery fully in-house — replacing a third-party provider entirely, not just supplementing one.

1
Person end-to-end
100%
In-house delivery
5+
Years experience

FAQ

The questions worth asking first

Why not just ask my existing provider or IT team?

Because they're marking their own homework. If they built or maintain your setup, they have no incentive to flag their own gaps. An independent audit has no stake in defending past decisions.

What if the audit finds nothing wrong?

Then you've bought certainty instead of a nagging doubt — and you'll have a clear, written baseline of what's working before any future changes.

Do I need to give you full access to our systems?

Read-only access is enough for almost everything the audit covers. Anything requiring more is agreed with you explicitly before the review starts.

What happens after the audit — am I locked into more work?

No. You get the report and walkthrough call, full stop. If you want help implementing recommendations, that's a separate conversation.

Get in touch

See what's really happening under the hood

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