Dynamics 365 and Power Platform, expertly supported
For agencies already on Dynamics 365 or Power Platform. Start with a D365 Health Check and documentation, then add the support you need.
However you need Microsoft supported
D365 Health Check & Documentation
A structured review of your environment, security roles, solutions, flows and customizations, delivered as a written knowledge base you can keep. It is the usual starting point for every other service below.
Learn about the Health Check →Managed Services
Ongoing administration, monitoring and support with clear response targets, so your environment stays healthy without pulling your team off mission. A predictable, scoped monthly engagement.
Custom Development
Model-driven and canvas apps, plugins and automations built to your process, configured on the platform, not bolted on beside it.
Migrations & Integrations
Move off legacy systems and connect Dynamics 365 to the tools you already run: identity, ERP and line-of-business systems.
Training & Enablement
Hands-on enablement for admins and makers, so your team can own and extend the platform with confidence.
Three ways to work with us
Project-based
A defined build or migration, scoped and delivered against a clear outcome.
Managed service
Ongoing support and administration with response targets, on a predictable, scoped monthly engagement.
Staff augmentation
Certified developers and admins embedded alongside your existing team.
Frequently asked questions
What's in a Health Check?
A review of your Dynamics 365 or Power Platform environment: solutions, customizations, flows, security roles and risks. We document what we find in plain language.
What do we get at the end?
Written documentation of your own environment, plus a prioritized list of what to address first. It stays with your team after we leave.
Do you work in our tenant?
Yes. We work in your own Microsoft environment, Commercial or GCC. A Health Check uses read-only access and does not change anything.
Can you support an existing implementation built by another partner?
Yes. Environments are often built by someone else. A Health Check gives us, and you, a clear picture before we take on ongoing support.
How do we buy?
Directly from IdealixAI, or through Carahsoft for the IdealixAI GMS. See our procurement page for UEI, CAGE and certification details, and our Carahsoft page for contract vehicles.
Start with a D365 Health Check.
Tell us what's on your plate. We'll tell you honestly how we can help.