Our Microsoft Enterprise Transformation Approach

We begin with clarity, not configuration. 

Before implementing technology, we work with organizations to define the business vision, service ambitions, and operating model required to make transformation successful. 

Our advisory services help organizations define: 

• Customer and internal personas 
• Role-specific and industry-specific service journeys 
• A realistic CRM and Power Platform roadmap 
• Governance, security, and operating models aligned to scale 

This ensures technology decisions are anchored in business value, adoption, and long-term sustainability. The outcome: a clear transformation blueprint that reduces delivery risk and accelerates time to value.

We implement and optimize Dynamics 365 Customer Engagement applications as the backbone of customer-centric operations. Our goal is not simply to go live — it is to deliver measurable improvements in how your organization engages customers and manages service delivery.

• Dynamics 365 Sales 
  Pipeline management, forecasting, account intelligence, and seller productivity. Outcome: shorter sales cycles, improved forecast accuracy, and sellers spending more time selling and less time on administration.
• Dynamics 365 Customer Service 
  Case management, SLAs, omnichannel-ready service journeys, and knowledge management. Outcome: faster case resolution, reduced agent handling time, and a consistent experience across every channel.
• Dynamics 365 Marketing / Customer Insights Journeys 
  Segmentation, customer journeys, lead nurturing, and campaign analytics. Outcome: higher engagement rates, better lead quality, and a unified view of the customer across marketing and sales.

Our focus is always on: 

• Out-of-the-box first 
• Minimal but meaningful customization 
• Security and data integrity by design 
• Measurable adoption and ROI 

Once core CRM capabilities are established, we use the Power Platform to extend and accelerate value. Critically, we build Power Platform solutions at enterprise scale — with governance, security, and ALM baked in from the start, not bolted on later.

• Power Apps 
  Role-based apps, task-focused experiences, and simplified user interfaces. Outcome: employees spend less time navigating complex systems and more time on the work that matters.
• Power Automate 
  Process automation, approvals, integrations, and operational efficiency. Outcome: manual, repetitive tasks are eliminated, freeing teams to focus on higher-value activities.
• Power BI 
  Executive dashboards, operational reporting, and data-driven decision-making. Outcome: leaders have real-time visibility into performance, and operational teams can act on insight rather than instinct.
• Power Pages 
  External-facing portals for customers, partners, and regulated audiences. 

All solutions are built natively on Dataverse, ensuring security, scalability, and seamless integration with Dynamics 365. 

Ungoverned Power Platform adoption is one of the most common risks we see in enterprise environments. Without a structured governance framework, organizations end up with hundreds of unmanaged apps, flows with no owners, security gaps, and a Shadow IT problem they never intended to create.

BearingPoint designs and implements enterprise-grade governance frameworks that allow organizations to scale Power Platform safely and sustainably. Our governance offering includes:

• Centre of Excellence (CoE) design and implementation — including policies, maker communities, and oversight structures
• Application Lifecycle Management (ALM) — structured development, testing, and release pipelines for Power Platform solutions
• Security and Data Loss Prevention (DLP) policy design — ensuring sensitive data is protected across all environments
• Environment strategy — defining development, test, and production environments aligned to your enterprise architecture
• Maker enablement and training — empowering citizen developers to build responsibly within defined guardrails
• Compliance and audit readiness — ensuring Power Platform deployments meet regulatory and internal governance requirements

The result: an organization that can move fast with Power Platform without compromising security, compliance, or control.

AI is rapidly reshaping how organizations engage customers and operate internally. BearingPoint helps clients adopt Microsoft’s AI capabilities responsibly and pragmatically, embedding intelligence where it drives real value. We go beyond generic AI mentions — we implement specific, high-impact use cases that improve measurable outcomes.

Our AI and Copilot capabilities include: 

• Dynamics 365 Copilot 
  Embedded AI assistance across Sales, Service, and Marketing. In practice, this means: AI-assisted case summarisation that reduces agent wrap-up time by up to 40%; AI-generated email drafts that cut seller response time; and real-time meeting summaries that eliminate manual note-taking.
• Copilot Studio 
  Custom enterprise copilots and conversational agents integrated with CRM data, knowledge bases, and business processes. Outcome: employees get instant, accurate answers without leaving their workflow; customers receive consistent self-service at scale.
• Customer Insights AI 
  Predictive segmentation, churn analysis, next-best-action modelling, and lifetime value scoring. Outcome: marketing and service teams act on predictive insight — reaching the right customers at the right moment, and preventing churn before it happens.
• Responsible AI & Governance 
  Security, compliance, and operating frameworks to ensure AI adoption is trusted and scalable. 

We focus on practical AI adoption, prioritizing use cases that improve service quality, employee productivity, and decision-making. 

As organizations mature, transformation expands beyond CRM into the broader enterprise ecosystem. 

We support clients with: 

• ERP and line-of-business platforms 
• Azure Integration Services 
• Data lakes and analytics platforms 
• Identity and access management 
• Microsoft Fabric and advanced analytics ecosystems 

This ensures our clients benefit not only from our expertise, but also from direct Microsoft alignment. 

BearingPoint works in close alignment with Microsoft through the FastTrack for Dynamics 365 and Power Platform programme. 

Through FastTrack, we provide: 

• Onboarding and readiness acceleration 
• Architecture and design validation 
• Direct guidance from Microsoft engineering 
• Risk reduction across delivery phases 
• Continuous optimization post go-live 

This ensures our clients benefit not only from BearingPoint’s delivery expertise but also from direct alignment with Microsoft product teams and best practices. 

Dynamics 365 CE is Microsoft’s suite for Sales, Customer Service and Marketing, designed to improve customer interactions, streamline case management and enable datadriven decisions.

Dynamics 365 Sales, Customer Service, Marketing/Customer Insights Journeys, extended with Dataverse-based capabilities.

Power Apps, Power Automate, Power BI and Power Pages help organisations build apps, automate processes, create dashboards and deploy secure portals.

By applying governance, security-by-design, FastTrack-aligned delivery, and minimal customisation principles.

Yes — using Dataverse, connectors, automation and CoE frameworks for secure, compliant growth.

Yes — Dynamics 365 Copilot and Customer Insights AI enable intelligent automation, content generation and predictive analytics.