Topic hub · Microsoft Dynamics 365 Introduction

Microsoft Dynamics 365 Introduction — from discovery to go-live in four phases.

A Microsoft Dynamics 365 introduction in the mid-market is not a pure IT project — it's a process, data, license, and adoption endeavor with clear accountability. We deliver it for European mid-market companies in three packages for different sizes and in a 4-phase model with fixed price per phase: Discovery, Build, Migration and UAT, Hypercare. Microsoft Partner since 2007, 20+ years of CRM and ERP practice since Microsoft CRM 3.0.

Microsoft Partner since 2007 20+ years of practice · since CRM 3.0 4-phase model Discovery · Build · Migration · Hypercare Fixed price per phase · predictable budget line

Microsoft Dynamics 365 Introduction · Terminology

What a Microsoft Dynamics 365 introduction concretely covers in 2026.

Anyone who today speaks of "introducing Microsoft Dynamics 365" means much more than activating a license bundle in the admin center. A proper introduction covers four connected work streams: Discovery (understanding business processes, module mapping, license architecture), Build (configuration, Power Platform customization, integration with Microsoft 365 and ERP), Migration (data from predecessor systems, user acceptance testing, end-user training), and Hypercare (support during the first productive weeks, planned transition into Application Care).

"Introduction" and "implementation" are used largely synonymously in practice. "Introduction" emphasizes the organizational side — change management, adoption, training, the standing of accountability in the company. "Implementation" emphasizes the technical side — configuration, customization, data migration, cutover. Both terms cover the same full path from discovery to go-live with hypercare. In SEO terms, one ranks for more functional searches, the other for more business-oriented searches — the work behind them is the same.

A Microsoft Dynamics 365 introduction touches five topics at once — and decides at each of them about later project success:

  • Module choice — which CE modules (Sales, Customer Service, Field Service, Project Operations, Customer Insights Journeys) and which ERP components (Business Central or Finance & Operations) do you really need, which Power Platform building blocks complement them?
  • License architecture — full-user, Team Member, Device, and Attach licenses cleanly mixed, Copilot add-on planned, NCE renewal logic thought through. In a typical 80-person sales organization, 20 to 35% can be saved here without losing functionality.
  • Data migration — which data from Salesforce, HubSpot, on-prem CRM, or Excel is cloud-ready, which is deliberately not migrated? Master data quality later decides acceptance and reporting capability.
  • Integration — Microsoft 365, ERP, marketing tool, webshop, BI. Which interfaces are built, which not? Who integrates when?
  • Adoption — licenses only become users when role-specific training curricula, key-user programs, and accompanying office hours are planned already in the advisory phase — not only after go-live.

Anyone not thinking about these five topics simultaneously builds shadow processes, gives away 20 to 50% of license value, and faces an unexplained adoption gap at the latest by the first quarterly review. arades GmbH delivers the complete introduction in a 4-phase model with fixed price per phase and three clearly calculated packages for three mid-market sizes.

Three introduction packages · for three mid-market sizes

Which introduction package fits your size?

An introduction for 30 sales reps looks different than a multi-country introduction for 400 users. We structure this into three clearly delimited packages, each with its own timeframe, module depth, and price corridor.

Package 1 · Quick-Start

Quick-Start — 10 to 50 users

Timeframe: 3 to 4 months from discovery to hypercare.

Modules: typically Sales alone or Sales + Customer Service. Optionally Business Central if the ERP question is answered at the same time. Without ERP integration from third-party systems.

Migration: from Excel, a lean predecessor system, or without historical data.

Adoption: train-the-trainer program, one training wave, documented quick-reference cards.

Investment: from €60,000 net, typically €60,000 to €110,000 net. Plus Microsoft licenses.

Recommended
Package 2 · Mid-Market

Mid-Market — 50 to 300 users

Timeframe: 6 to 9 months from discovery to hypercare.

Modules: two to four CE modules (Sales, Customer Service, Field Service, Customer Insights Journeys, or Project Operations), often with Business Central or with integration to an existing Finance & Operations or SAP system.

Migration: from a productive CRM system (Salesforce, HubSpot, Dynamics CRM on-premises) with master data and selected historical data. Integration with Microsoft 365, ERP, and marketing tool.

Adoption: key-user program per department, several training waves, documented onboarding for new employees.

Investment: €120,000 to €280,000 net. Plus Microsoft licenses.

Package 3 · Plus

Plus — 300 to 500+ users

Timeframe: 9 to 14 months from discovery to hypercare. Iteratively in multiple release waves.

Modules: multi-module program with three to five CE modules, Business Central or integration with Finance & Operations, Power Platform extensions, Customer Insights data platform for a 360-degree view.

Migration: multi-system consolidation, multi-country setup with tenant strategy, ERP integration, BI integration.

Adoption: dedicated adoption program over 6 to 12 months, champion network, power-user office hours, adoption metrics in monthly reporting.

Investment: from €350,000 net. Concrete calculation after discovery. Plus Microsoft licenses.

Note on pricing: The corridors named refer to the pure advisory and implementation work across all four phases. The Microsoft licenses are itemized separately and billed monthly in euros via the Microsoft CSP model — they depend on user count, module choice, and tariff choice and can be modeled upfront with our License Cost Calculator.

Four phases · fixed price per phase

How a Microsoft Dynamics 365 introduction runs with us.

Four clearly delimited phases with their own deliverable. After each phase you can decide whether to continue with us or take over internally. Fixed price per phase, predictable budget line.

Phase 1 · 2–4 weeks

Discovery — processes, modules, licenses, roadmap

In two to four weeks we analyze the current sales, service, project, and marketing processes, conduct stakeholder interviews with management and business units, map requirements onto the matching Dynamics 365 modules, calculate the license architecture (full-user, Team Member, Device licenses, attach logic), and prepare the migration risk inventory. We honestly examine whether Microsoft Dynamics 365 is the right answer — and tell you if a different system fits better.

Deliverable: solution blueprint (15–25 pages), license calculation as Excel, roadmap sketch, risk register.

Phase 2 · 8–16 weeks

Build — configuration, customization, integration

Based on the solution blueprint we set up the Dynamics 365 environment: configured modules with business rules, security roles, and workflows; standard customization via Power Platform (Power Apps, Power Automate, Dataverse); integration with Microsoft 365 (Outlook, Teams, SharePoint), ERP interfaces, and third-party systems; setup of standard dashboards and reports. We work in 2- to 4-week sprints with weekly demo and clear quality gates.

Deliverable: productive sandbox tenant with all business processes, documented configuration, integration contracts.

Phase 3 · 4–8 weeks

Migration and UAT — data, tests, training, cutover

Data migration from predecessor systems (Salesforce, HubSpot, Dynamics CRM on-premises, NAV/Navision, Excel) with a clearly defined migration inventory — accounts, contacts, open opportunities, cases, selected historical activities. End-to-end testing by business units, user acceptance testing with key users, end-user training in role-specific waves, cutover planning, and dress rehearsal. At the end: a validated production system with migrated data and trained users.

Deliverable: validated production system, migration log, training material, cutover plan.

Phase 4 · 4 weeks

Hypercare — support and transition into Application Care

Four weeks of hypercare after go-live with elevated response readiness. Daily stand-up with the key users, quick corrections of first production findings, adoption support. At the end of the fourth week, planned transition into Application Care (predictable monthly contract with SLA for releases, hotfixes, enhancements, tenant hardening) or pay-per-hour. We take over the operation ourselves — no handover to an external run partner.

Deliverable: productive system with enabled users, transition protocol, Application Care contract or pay-per-hour setup.

What we've learned from 20+ years of CRM and ERP introductions

Six typical introduction mistakes in the mid-market.

Most failed Dynamics 365 introductions don't fail on the technology. They fail on recurring patterns in preparation and execution. We've collected them — as honest self-disclosure and as an evaluation aid for any introduction project, even if you don't work with us.

Mistake 1 — Module choice without discovery

"We'll just take Sales and Customer Service for everyone." That looks decisive — and almost always leads to two license categories too many and one too few. An 80-person organization where the sales team and the service team have different expectations of data model, workflows, and reports cannot be covered with a standard mapping. Discovery is therefore not an optional warm-up but the phase in which the later project volume moves by a factor of 2 or 3. Without discovery, the build phase becomes twice as expensive.

Mistake 2 — Underestimated data migration

"We'll move the data over the weekend, the intern can handle it." Until the first real data-quality assessment: 30% of accounts without industry classification, 18% of contacts without email address, 7 custom fields in the legacy CRM without label. Data migration isn't the transfer of records but a mapping, cleaning, and validation task. In every introduction we calculate dedicated migration effort with clear steps: inventory, mapping, cleansing, test migration, validation, production migration. Anyone who underestimates this risks a production system the users don't trust.

Mistake 3 — Adoption as an add-on rather than a core

"We'll do a one-day training for everyone on the go-live weekend." Three months later, 40% of licenses are using the standard list view, 12% don't log in at all, and 6 people continue their Excel lists in parallel. Real adoption covers role-specific curricula (sales, service, marketing, management), key-user programs with clear role descriptions, accompanying office hours over the first three months, and documented quick-reference cards. Adoption is not a training session, it's a program.

Mistake 4 — The out-of-the-box license trap

"Sales Professional for everyone, that's enough." Until the first customer service case that needs an SLA timer. Or the first field service call that requires tour optimization. Or the first project billing that demands resource-based time tracking. The right license mix of full-user, Team Member, Device licenses, and Attach logic (Sales license with attached Customer Service function at attach price) can only be cleanly calculated in discovery — and for an 80-person organization can save 20 to 35% in license spend.

Mistake 5 — Customization where standard suffices

"We'll have it all custom-built for us." Six months later: 14 custom plug-ins that have to be reworked with every Microsoft release wave, three Power Apps overlays that no one understands anymore, and a workflow mesh that's no longer documented. The healthy default is the opposite: first check whether the Microsoft standard is enough, then work with Power Platform configuration, only then reach for pro-code extensions. Every customization must be justified — not every requirement must turn into a customization.

Mistake 6 — Hypercare too short

"Go-live was Friday, on Monday everyone runs by themselves." Until the first quarterly close in which no one knows how to read a particular report. Or until the first employee turnover where the knowledge has walked out. Four weeks of hypercare are the minimum — with daily stand-up, quick corrections, adoption support, and a clear transition into Application Care or pay-per-hour. Anyone saving here saves in the wrong place and pays double in the first half-year after go-live.

Total cost of ownership · calculated transparently

What does a Microsoft Dynamics 365 introduction really cost?

The answer to "What does it cost?" has four components — and the largest is not the introduction project itself. We make the TCO structure transparent before the first contract so you can really compare.

1. Introduction project — one-time

The pure advisory and implementation work across all four phases (Discovery, Build, Migration, Hypercare). We calculate as a fixed price per phase: from €60,000 net (Quick-Start), €120,000 to €280,000 net (Mid-Market), or from €350,000 net (Plus). Change requests not covered in discovery are calculated separately as fixed-price packages.

2. Microsoft licenses — ongoing

The ongoing Microsoft Dynamics 365 licenses are billed monthly in euros via the Microsoft CSP model. They depend on user count, module choice (Sales, Customer Service, Field Service, Project Operations, Business Central), and license mix (full-user, Team Member, Device, Attach). A typical 80-person sales organization lands at around €70 per user per month with the right mix — and the right mix saves 20 to 35% compared to the naive "full-user for everyone" approach. More details on our D365 licensing topic page and in the License Cost Calculator.

3. Application Care after go-live — ongoing

After the four weeks of hypercare, every productive system needs ongoing care: releases, hotfixes, small enhancements, tenant hardening, license optimization, release-wave assessment. We offer this as Application Care with a predictable monthly flat fee and SLA. Order of magnitude: 3 to 8% of the introduction volume per year, depending on module depth and number of integrations. Alternative: pay-per-hour without a fixed contract.

4. Training and adoption — predominantly ongoing

Initial user training is part of the migration and UAT phase. But adoption is an ongoing program: new employees, module extensions, release-wave training, Copilot use-case workshops. We calculate this as an annual adoption budget with role-specific curricula. Order of magnitude: 8 to 15% of license volume per year. More details on our D365 training topic page.

Three calculation examples

Example A — Mid-market B2B sales, 35 employees, Sales + Customer Service. Introduction project (Quick-Start): €85,000 net one-time. Ongoing licenses (mix of full-user + Team Member): around €2,400/month = €28,800/year. Application Care: around €1,500/month = €18,000/year. Adoption budget year 2: €6,000/year. Investment year 1: around €138,000. Ongoing annual cost from year 2: around €53,000.

Example B — Mid-market machinery manufacturer, 140 employees, Sales + Customer Service + Field Service + Business Central. Introduction project (Mid-Market with ERP integration): €220,000 net one-time. Ongoing licenses: around €12,000/month = €144,000/year. Application Care: around €5,500/month = €66,000/year. Adoption budget year 2: €18,000/year. Investment year 1: around €448,000. Ongoing annual cost from year 2: around €228,000.

Example C — International service firm, 380 employees, Sales + Customer Service + Project Operations + Customer Insights Journeys + F&O integration. Introduction project (Plus, three waves over 12 months): €420,000 net one-time. Ongoing licenses: around €38,000/month = €456,000/year. Application Care: around €15,000/month = €180,000/year. Adoption budget year 2: €55,000/year. Investment year 1: around €1,056,000. Ongoing annual cost from year 2: around €691,000.

The values are orientation magnitudes from real SMB and mid-market projects. Specific fixed prices after the 30-minute discovery, or at the latest at the end of the discovery phase.

Where arades is strong · 6 pillars

Why an introduction with arades runs differently.

Six strengths we bring from more than 20 years of Microsoft practice — and what makes an arades introduction different from one delivered by a large consulting firm or a generic IT shop.

1. Practice since Microsoft CRM 3.0

20+ years of CRM and ERP introductions — through every platform shift, release-wave rebrand, and license-model change. Much of what's not in the Microsoft documentation we know from lived projects.

2. Own solutions on Dynamics 365

We build not only for customers but also our own solutions on Microsoft Dataverse (Project & Service Management, Intercompany Integration, Teams Integration for Dynamics 365). Eat-your-own-dogfood — we know the platform from a builder's view, not just from training slides.

3. Direct contact with the same people

After the discovery conversation you speak with the same people who will build the system. No account-manager layer, no handover to offshore teams. We work in teams of 2 to 6 — the decision-makers are technically deep in the topic.

4. Microsoft Partner since 2007

Microsoft Partner since 2007, Microsoft CSP for direct license delivery with monthly consolidated invoicing in euros. Stable supply chain, clear escalation path to Microsoft, no handoff chain between advisory, license, and implementation.

5. Fixed price per phase

After every phase, a fixed price for the next phase. You decide at the end of a phase whether to continue with us or take over internally. No timesheet escalation, no open effort corridors, no surprise invoices at month-end.

6. We take over operations after go-live ourselves

Application Care is not handed off to an external run partner. The same people who built the system also care for it in run. Releases, hotfixes, enhancements, tenant hardening — from a single source, with continuous context.

Frequently asked questions about the Microsoft Dynamics 365 introduction

What we get asked before every introduction project.

What is a Microsoft Dynamics 365 introduction?

A Microsoft Dynamics 365 introduction is the complete commissioning of one or more Dynamics 365 modules (Sales, Customer Service, Field Service, Project Operations, Business Central) in a company — from discovery through build and data migration to hypercare after go-live. Introduction and implementation are used largely synonymously.

How long does a Microsoft Dynamics 365 introduction take?

Quick-Start (10–50 users, 1–2 modules): 3 to 4 months. Mid-Market (50–300 users, 2–4 modules with integration): 6 to 9 months. Plus (300–500+ users with ERP integration and multi-country): 9 to 14 months. Longer projects are often a warning sign — we prefer to build iteratively in several smaller waves.

What does a Microsoft Dynamics 365 introduction cost?

Quick-Start: from €60,000 net. Mid-Market: €120,000 to €280,000 net. Plus: from €350,000 net. Add the ongoing Microsoft licenses, depending on user count and module choice, and after go-live either Application Care as a monthly contract or pay-per-hour.

Which phases does a Dynamics 365 introduction have?

Four phases with their own fixed price: Discovery (2–4 weeks), Build (8–16 weeks), Migration and UAT (4–8 weeks), Hypercare (4 weeks) with transition into Application Care.

What's the difference between introduction and implementation?

Largely synonymous in practice. "Introduction" emphasizes the organizational side (adoption, change management), "implementation" the technical side (configuration, customization, migration). Both cover the same path from discovery to go-live with hypercare.

Can you migrate from a legacy CRM to Dynamics 365?

Yes. We regularly migrate from Salesforce, HubSpot, SugarCRM, Dynamics CRM on-premises (2011/2013/2015/2016), NAV/Navision, and Excel. The migration is usually technically solvable — the more important question is which data you deliberately don't migrate. In discovery we clarify this and calculate the migration effort as a fixed price.

Do we need internal responsibility for the introduction?

Yes, that's essential. A Dynamics 365 introduction without a business-side person who takes responsibility in the company (Product Owner or Key User Lead) will fail. They need 30 to 60% of their working time during the project and remain accountable after go-live.

What happens after go-live?

Four weeks of hypercare are included in every introduction. Then transition into Application Care (predictable monthly contract with SLA) or pay-per-hour. We take over the operation ourselves — no handover to an external run partner.

Do you offer a fixed price or do you bill by effort?

Fixed price per phase. After discovery there's a fixed-price quote for build, after build for migration and UAT, after UAT for hypercare. Change requests are calculated separately as fixed-price packages.

What sets an arades introduction apart from one at a large consulting firm?

You speak directly with the people who build. No account-manager layer, no handover to offshore teams. 2–6 people per team, own solutions on Dynamics 365 (eat-your-own-dogfood), Application Care after go-live from the same hand.

Further reading

What comes before and after the introduction.

Plan your introduction

Which introduction package fits you?

30 minutes of discovery — we clarify together whether Quick-Start, Mid-Market, or Plus fits your situation, which modules make sense, and what order of magnitude you should realistically plan for. First assessment with concrete numbers, usually within one business day. Or call us directly.