Presales advisory
Requirements, fit-gap, and licensing, in plain language.
Business Central and Dynamics 365 · Agentify
Part of AI Agents & Automation
Finance and operations on Microsoft, with agents doing the busywork.
Advisory, deployment, and adoption for Business Central and Dynamics 365, with Copilot in Dynamics 365 and agents working in finance and operations from the start.
Take the three-minute Opportunity Finder
Three minutes. No email needed.
Scope this engagement →
A short form. We reply within one business day.
- Advisory in two to three weeks, from $7,500
- Data migration tested before cutover
- People approve every step
- Training and handover
Who it is for
For finance teams that have outgrown their software.
Business Central covers finance and operations. It does not replace a donor CRM; it works alongside the one you already use.
- Finance and operations leaders outgrowing entry-level accounting software.
- Organizations consolidating a separate CRM or contact center onto Microsoft.
- CFOs who want month-end close and board reporting to take less time.
Not the right fit if you only need email, files, and security: start with M365 InstantOn.
What you get
From fit-gap to agents in finance.
Deployment and adoption
Business Central or Dynamics 365, configured for how you work.
Data migration
From your current system, tested before cutover.
Agent-powered finance
Copilot and agents handling reconciliations, approvals, and reporting prep, with people approving.
Power Platform extensions
Added only where the fit-gap shows a need.
Training and handover
So your team can run it.
The advisory starts from $7,500, with the fixed fee in writing before you commit, and is credited in full toward the implementation if you proceed with us. Microsoft licensing is separate from the Centered Networks fee.
Microsoft programs may help fund or accelerate eligible engagements; eligibility is confirmed before scope.
How it works
Advisory in two to three weeks, then deployment.
Deployment is scoped separately after the advisory decision.
Related engagements
Where this leads next.
Operate
CompleteCare Automate
Power Platform automation for the workflows around finance.
See CompleteCare Automate →Agentify
Agent Launchpad
One governed production agent for a workflow outside finance.
See Agent Launchpad →Prepare
Data Estate Readiness Review
Put finance and program numbers in one governed place for the board.
See Data Estate Readiness Review →Common questions.
Business Central or Dynamics 365: which do we need?
The advisory answers that with a fit-gap against your requirements before anything is deployed.
Will we lose our financial history?
No. Data migration from your current system is part of the scope, the advisory sets how much history moves, and every migration is tested before cutover.
What do agents actually do in finance?
They prepare reconciliations, route approvals, and draft reporting. People review and approve every step.
Outgrown your accounting software? Move finance onto Microsoft.
Tell us what you run today for finance, CRM, or contact center, and what month-end looks like. We start with the advisory and confirm scope before kickoff.
Not sure this is the first move? Take the three-minute Opportunity Finder (no email needed), or see the paid 90-Day AI Roadmap.
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Thanks, we’ve got it.
A senior member of our team will reach out within one business day to confirm scope and next steps.