Last updated by Errin O'Connor, Founder & Chief AI Architect, EPC Group
Which consulting firms specialize in Microsoft Dynamics 365 implementations for regulated industries?
EPC Group delivers Dynamics 365 across Sales, Customer Service, Field Service, Finance, Supply Chain, Project Operations, and Commerce. Implementation, integration, ISV strategy, and migration off legacy CRM and ERP estates — with the same compliance-native posture (HIPAA, SOC 2, FedRAMP, FINRA, CMMC, GxP) as our broader Microsoft practice. See Microsoft-First, Hybrid-Capable Integrations for SAP/Salesforce integration patterns.
Best for
- Fortune 500 organizations consolidating Salesforce + ERP onto Dynamics 365
- Regulated industries needing audit-ready Dynamics deployments
- M&A consolidations standardizing CRM/ERP across portfolio companies
- Organizations integrating Dynamics 365 with Power BI risk reporting
Not the right fit for
- Single-user Dynamics 365 trials
- Non-Microsoft CRM/ERP-only estates
- Tool-agnostic CRM/ERP platform selection
Microsoft Dynamics 365 Consulting Services
EPC Group specializes in Microsoft Dynamics 365 implementations, Salesforce migrations, and managed services. We serve Fortune 500 companies and regulated mid-market organizations.
As a Microsoft Solutions Partner with 29 years of experience, we offer:
- Senior-architect-led delivery across all eight D365 app families
- Expertise in broker-dealer (FINRA) deployments
- Specialization in healthcare (HIPAA) solutions
- Focus on government (FedRAMP) regulated projects
Most of our Dynamics 365 projects are fixed-fee and have clear success criteria. We assign senior consultants for a significant portion of project hours.
- 40-50% of project hours are covered by senior consultants.
- This is much higher than the industry standard of 10-20%.
This approach enables us to make decisions quickly. We can finalize key choices in the first meeting, instead of waiting weeks for partner approval.
For US-led, compliance-focused mid-market and Fortune 500 deployments, we typically achieve:
- Compressed delivery cycles through fixed-fee accelerators + pre-built industry templates (specifics scale to your module set + integration complexity)
- Lower TCO than Big-4 firms — direct senior-architect delivery without oversight-partner overhead pass-through
Dynamics 365 App Families We Implement
We cover all eight app families. We usually begin with a focused pilot in one of the following areas:
- Sales
- Customer Service
- Business Central
After validating governance and Power Platform extension patterns, we expand into related modules.
Dynamics 365 Sales
Pipeline management, opportunity scoring, account intelligence, and Copilot for Sales. Salesforce migration specialty.
Dynamics 365 Customer Service
Case management, omnichannel, knowledge management, AI-routing. ServiceNow alternative for Microsoft-centric organizations.
Dynamics 365 Finance
General ledger, AP/AR, fixed assets, financial reporting, multi-entity consolidation, financial close automation.
Dynamics 365 Supply Chain
Inventory, manufacturing, warehouse management, transportation, demand forecasting, supplier collaboration.
Dynamics 365 Field Service
Work order management, technician scheduling, IoT-enabled service, mobile field app, customer self-service.
Dynamics 365 Business Central
SMB ERP — financials, sales, purchasing, inventory, project management for organizations under 250 users.
Dynamics 365 Project Operations
Project quoting, resource scheduling, time and expense, project accounting, professional services automation.
Dynamics 365 Customer Insights
Unified customer profiles (Data), real-time journey orchestration (Journeys), audience activation, AI segmentation.
Salesforce → Dynamics 365 Migration
Switching from Salesforce to Dynamics 365 is essential for broker-dealers and RIAs under FINRA supervision. We often encounter common challenges in failed or incomplete Salesforce implementations. These challenges include:
- Data migration issues
- Lack of user adoption
- Integration difficulties with existing systems
- Data migration challenges
- Integration difficulties with existing systems
- Lack of user training and support
- Custom object sprawl
- Stalled workflow conversions
- Integration debt with Outlook and marketing automation
- Unresolved licensing economics
Most of these issues can be effectively addressed when migrating to a Microsoft-stack-native Dataverse design.
- Field-level mapping audit with parity for Salesforce custom objects
- Dataverse data model design optimized for Microsoft 365 + Power BI integration
- Parallel-run period with read-only Salesforce for risk-free cutover
- Historical data migration with FINRA-required 7-year audit trail preservation
- Salesforce flow → Power Automate conversion (typical 80-95% automated)
- Integration cutover for Outlook tracking, marketing automation, telephony
- Role-based training playbooks for sales, service, and operations users
- Post-go-live managed services with monthly governance reviews
The typical timeline for a broker-dealer project with 100-300 seats is 16-26 weeks. The engagement value ranges from $150,000 to $450,000.
This value depends on several factors:
- Data volume
- Custom object count
- Integration complexity
We use a fixed-fee structure with phased payment milestones. These milestones are linked to:
- Discovery sign-off
- Configuration completion
- Parallel-run validation
- Final go-live
Power Platform Extension
Every Dynamics 365 implementation we provide includes the Power Platform extension in the base scope. This ensures that:
- Native integration through Dataverse is seamless.
- Custom logic remains portable across Sales.
- Custom logic is also portable across Customer Service.
- Custom logic stays portable in Finance.
- Custom logic is portable within Supply Chain.
Power Automate
Automated cross-system workflows — record lifecycle automation, approval flows, integration with legacy systems via 1,000+ connectors.
Power Apps
Custom mobile and desktop apps on the same Dataverse data layer — field service, inspection apps, executive dashboards, M&A integration tools.
Copilot Studio
AI agents grounded on CRM data — sales playbook agent, service knowledge agent, finance close-narrative agent. Includes data sensitivity governance.
Frequently Asked Questions
What Dynamics 365 consulting services does EPC Group provide?
EPC Group provides end-to-end Microsoft Dynamics 365 consulting including discovery and licensing strategy, app-family selection (Customer Engagement vs Finance & Operations vs Business Central), data migration (Salesforce, SAP, Oracle, NetSuite, legacy CRMs), Power Platform extension (Power Automate, Power Apps, Copilot Studio agents), Dataverse data model design, integration with Microsoft 365 and Azure, security and role-based access design, change management, training, and managed services. We specialize in regulated-industry Dynamics deployments — broker-dealer (FINRA), healthcare (HIPAA), and government (FedRAMP).
How long does a Dynamics 365 implementation take?
Implementation timelines vary by app family and scope. Dynamics 365 Sales for a 50-200 user org runs 8-14 weeks. Customer Service with omnichannel and case routing runs 12-20 weeks. Finance & Operations (full ERP) for mid-market runs 26-52 weeks with phased go-live. Business Central for SMB runs 6-12 weeks. Salesforce-to-Dynamics 365 migrations for broker-dealers/RIAs typically run 16-26 weeks because of partial-implementation cleanup and FINRA audit-trail requirements.
What does Dynamics 365 cost in 2026?
Customer Engagement apps (Sales, Customer Service, Field Service, Marketing) run $65-$210 per user per month. Finance & Operations (Finance, Supply Chain Management, Commerce, HR) runs $180-$210 per user per month with a per-tenant base. Business Central runs $70-$100 per user per month. Power Platform extensions add $5-$40 per user per month depending on scope. EPC Group fixed-fee implementation accelerators start at $25,000 for Business Central pilots and $150,000-$450,000 for enterprise Customer Engagement or Finance & Operations rollouts.
How does EPC Group handle Salesforce-to-Dynamics 365 migrations?
Salesforce-to-Dynamics 365 migration is one of our specialty areas, particularly for broker-dealers and RIAs subject to FINRA. Our process: 1) Salesforce export and field mapping audit, 2) Dataverse data model design with parity for custom objects, 3) parallel-run period with read-only Salesforce access, 4) historical data migration with audit trail preservation, 5) workflow conversion (Salesforce flows to Power Automate), 6) integration cutover (Outlook, marketing automation, telephony), 7) training and adoption with role-based playbooks. Typical timeline for a 100-300 seat broker-dealer is 16-26 weeks.
Does EPC Group support Dynamics 365 for regulated industries?
Yes — EPC Group is a Microsoft Solutions Partner and our core practice areas include regulated-industry Dynamics 365: HIPAA-compliant healthcare deployments (clinical care, patient engagement), FINRA-compliant broker-dealer and RIA deployments (audit trail, supervision, archive), FedRAMP-aligned government deployments via Azure Government Cloud, CMMC Level 2-3 for defense contractors, and SOC 2 Type II audit-defensible configurations. Every regulated engagement includes Microsoft Purview information protection labels, Customer Lockbox enablement, Audit (Premium) for 6-year retention, and a written compliance posture assessment.
How does Dynamics 365 integrate with Power Platform and Microsoft 365?
Dynamics 365 sits on the Dataverse, the same data layer used by Power Apps, Power Automate, Power BI, and Copilot Studio. Native integration includes: Outlook integration for email tracking and calendar sync, Teams integration for collaboration on records, SharePoint document storage with auto-organization, Power BI embedded dashboards, Power Automate flows for cross-system workflows, Power Apps for custom mobile/desktop apps, and Copilot Studio for AI agents grounded on CRM data. EPC Group typical Dynamics 365 implementation includes 8-15 Power Platform extensions in base scope.
What is Dynamics 365 Copilot and is it included?
Copilot for Sales, Copilot for Service, and Copilot for Finance/Supply Chain are included at no additional license cost in the corresponding D365 SKUs as of 2026. Copilot capabilities include AI-drafted email replies, meeting summaries, opportunity research, case categorization, financial close narrative generation, and supply chain disruption analysis. EPC Group governance work for Dynamics 365 Copilot includes data sensitivity labeling, prompt-injection mitigation, and Microsoft Purview AI hub configuration.
How does EPC Group differ from larger Dynamics 365 implementation firms?
Three differentiators: 1) Senior-architect-led delivery — engagements are owned by senior architects, not staffed primarily with junior consultants. 2) Fixed-fee preferred — most engagements are fixed-fee with measurable success criteria, vs T&M which can run over. 3) 29 years of Microsoft consulting depth — many migrations have legacy AD or SharePoint dependencies that require institutional knowledge of how Microsoft platform decisions interact across Dynamics 365, Power Platform, M365, and Azure. We are smaller than Avanade or Accenture but deliver Dynamics 365 engagements with compressed cycles and lower TCO for US-led, compliance-heavy mid-market and Fortune 500 deployments — specifics scale to your module set + integration complexity, and we replace Big-4 oversight-partner overhead with direct senior-architect delivery.
Ready to plan your Dynamics 365 engagement?
30-minute discovery call. No obligation. Senior architect on the line — not a sales rep.
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