HOUSTON-BASED · DYNAMICS 365 PROGRAM RECOVERY
Your Dynamics 365 Program Stalled. We Get It Back on Track.
A structured, fixed-fee recovery sprint for Microsoft Dynamics 365 implementations that have missed go-live, exceeded budget, accumulated technical debt, or left internal teams carrying the delivery burden. Managed ERP Services provides independent assessment and practical recovery support for mid-market energy, manufacturing, distribution, construction, engineering and equipment-service organizations across Houston, Texas, Louisiana, Virginia and Oklahoma.
- Independent assessment
- Defined scope and fixed-fee starting point
- 2–4 week assessment target, subject to scope
- Actionable recovery roadmap
What Is a Dynamics 365 Program Recovery Sprint?
A Dynamics 365 Program Recovery Sprint is an independent, time-boxed assessment of a troubled ERP or CRM implementation. It reviews solution design, configuration, custom code, integrations, data migration, testing, governance, security, training and cutover readiness. The result is a prioritized findings report, a realistic path to stabilization, clear ownership, and an evidence-based go-live plan.
It is a focused extension of our broader Dynamics 365 project recovery and Dynamics 365 health check services. Every week a troubled program continues unchanged, remediation gets more expensive: rework compounds, data drifts, users disengage and delivery knowledge leaves with rotating staff.
Warning signs
Eight Signs Your Dynamics 365 Implementation Needs Recovery
One isolated issue may be manageable. Several of these patterns usually indicate a delivery, governance or architecture problem that needs an independent review.
Repeated go-live delays
Milestones move repeatedly without a credible, dependency-based recovery plan.
No working end-to-end demonstration
After months of work, users still cannot process representative business scenarios with their own data.
A growing “Phase 2” backlog
Important requirements are deferred to protect dates instead of protecting business outcomes.
Your internal team is doing the partner’s work
Employees are writing specifications, managing defects, reconciling integrations, or rebuilding plans that the delivery partner should own.
High partner-team turnover
Frequent changes in project managers, architects or functional leads repeatedly reset knowledge and decisions.
Heavy customization with weak standard configuration
Custom development is growing before standard Dynamics 365 capability and process redesign have been properly evaluated.
Budget pressure and unclear change orders
Costs rise while scope ownership, estimates and completion criteria become less clear.
Low adoption, spreadsheets and manual reporting
Users rely on workarounds because the deployed solution is unreliable, incomplete or poorly aligned with operations.
Independent assessment
A Complete Dynamics 365 Health Check—Not Another Status Meeting
The review is tailored to the modules, integrations and risks actually in scope for your program.
- Business requirements and process fit
- Solution architecture and environment strategy
- Business Central or Finance and Supply Chain configuration
- Customer Engagement, Field Service and Project Operations dependencies where applicable
- Customizations, extensions, plugins, Power Automate flows and technical debt
- Integrations, APIs, middleware, Dataverse and Azure dependencies
- Data migration quality, reconciliation and cutover readiness
- Security roles, controls and segregation of duties
- Test coverage, defect aging, UAT evidence and acceptance criteria
- Project governance, RAID log, scope control and delivery ownership
- Training, change management and user adoption readiness
- Licensing, reporting, Power BI and operational support readiness
Recovery model
How the Program Recovery Sprint Works
Fixed-fee starting engagement
Stage 1 — Assess
Review the design, configuration, code, integrations, migration, testing, governance and cutover plan. Interview business and technical stakeholders and validate findings against working evidence—not status colors alone.
Deliverables
- Executive findings summary
- Risk and dependency register
- Salvage, rework and stop-doing recommendations
- Prioritized 30/60/90-day recovery roadmap
- Updated timeline and cost-range assumptions
Scoped from verified findings
Stage 2 — Stabilize
Triage the work required to run the business, correct the highest-risk architectural and functional gaps, reduce avoidable customization, resolve critical defects, and establish clear decision rights and ownership.
Scoped from verified findings
Stage 3 — Go Live With Control
Rebuild the cutover plan around proven data, completed acceptance criteria, realistic testing cycles, business readiness, training, rollback decisions and post-go-live support.
Stage 1 is the fixed-fee starting point. Stabilization and go-live work are quoted separately once findings are verified — supported where useful by project and change management and training and user adoption workstreams.
Deliverables
Recovery Deliverables Leaders Can Act On
Executive-ready health assessment
A plain-language read on where the program stands and what is driving the risk.
Prioritized risk and remediation backlog
Ranked by business impact, dependency and effort — not by who raised it.
Architecture and integration recommendations
Where standard capability, redesign or targeted rework will reduce long-term cost.
Data migration and testing recovery plan
Reconciliation, rehearsal and acceptance criteria that make go-live evidence-based.
Realistic go-live and cutover roadmap
A 30/60/90-day sequence built on verified findings, not optimistic dates.
Governance, ownership and communication model
Clear decision rights so the same issues stop resurfacing.
The recommendations remain useful whether Managed ERP Services leads the recovery, supports the existing Microsoft partner, or provides an independent quality-assurance role.
Coverage
Dynamics 365 Recovery Expertise for Operational Businesses
Platforms
Regional delivery
Houston-Based Dynamics 365 Recovery Support Across the Region
Managed ERP Services combines onsite leadership where it matters with remote specialist delivery where it improves speed and cost. We prioritize Greater Houston and serve organizations across Texas, Louisiana, Virginia and Oklahoma.
Texas
Houston, Sugar Land, The Woodlands, Dallas–Fort Worth, Austin, San Antonio and the Permian Basin
Louisiana
Baton Rouge, New Orleans and Lafayette
Virginia
Richmond, Northern Virginia and Hampton Roads
Oklahoma
Oklahoma City and Tulsa
Free download
Free Download: 10-Minute ERP Project Health & Recovery Scorecard
Score your implementation across governance, solution design, data migration, integrations, testing, adoption and go-live readiness. Use the results to identify where leadership attention is needed first.
Prefer to talk first? Book a free 30-minute recovery consultation.
Dynamics 365 Program Recovery Questions
Get a Straight Answer on Your Dynamics 365 Program.
Book a free 30-minute consultation to review the current state, the most serious blockers and the smallest next step that creates control.