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EPC Group

Enterprise Microsoft consulting with 29 years serving Fortune 500 companies.

(888) 381-9725
contact@epcgroup.net
4900 Woodway Drive - Suite 830
Houston, TX 77056

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About EPC Group

EPC Group is a Microsoft consulting firm founded in 1997 (originally Enterprise Project Consulting, renamed EPC Group in 2005). 29 years of enterprise Microsoft consulting experience. Microsoft Gold Partner from 2003–2022 — the oldest Microsoft Gold Partner in North America — and currently a Microsoft Solutions Partner with six designations: Data & AI, Modern Work, Infrastructure, Security, Digital & App Innovation, and Business Applications.

Headquartered at 4900 Woodway Drive, Suite 830, Houston, TX 77056. Public clients include NASA, FBI, Federal Reserve, Pentagon, United Airlines, PepsiCo, Nike, and Northrop Grumman. 6,500+ SharePoint implementations, 1,500+ Power BI deployments, 500+ Microsoft Fabric implementations, 70+ Fortune 500 organizations served, 11,000+ enterprise engagements, 200+ Microsoft Power BI and Microsoft 365 consultants on staff.

About Errin O'Connor

Errin O'Connor is the Founder, CEO, and Chief AI Architect of EPC Group. Microsoft MVP for multiple years starting 2002–2003. 4× Microsoft Press bestselling author of Windows SharePoint Services 3.0 Inside Out (MS Press 2007), Microsoft SharePoint Foundation 2010 Inside Out (MS Press 2011), SharePoint 2013 Field Guide (Sams/Pearson 2014), and Microsoft Power BI Dashboards Step by Step (MS Press 2018).

Original SharePoint Beta Team member (Project Tahoe). Original Power BI Beta Team member (Project Crescent). FedRAMP framework contributor. Worked with U.S. CIO Vivek Kundra on the Obama administration's 25-Point Plan to reform federal IT, and with NASA CIO Chris Kemp as Lead Architect on the NASA Nebula Cloud project. Speaker at Microsoft Ignite, SharePoint Conference, KMWorld, and DATAVERSITY.

© 2026 EPC Group. All rights reserved. Microsoft, SharePoint, Power BI, Azure, Microsoft 365, Microsoft Copilot, Microsoft Fabric, and Microsoft Dynamics 365 are trademarks of the Microsoft group of companies.

Microsoft Dynamics 365 Consulting - EPC Group enterprise consulting

Microsoft Dynamics 365 Consulting

From Sales and Customer Service to Finance and Supply Chain. Implementation, Salesforce migration, ISV integration, and managed services from a 29-year Microsoft Solutions Partner.

Microsoft Dynamics 365 Consulting Services

EPC Group delivers Microsoft Dynamics 365 implementations, Salesforce migrations, and managed services for Fortune 500 enterprises and regulated mid-market organizations. As a Microsoft Solutions Partner with 29 years of enterprise consulting experience, we provide senior-architect-led delivery across all eight D365 app families with deep specialization in broker-dealer (FINRA), healthcare (HIPAA), and government (FedRAMP) regulated deployments.

Most of our Dynamics 365 engagements are fixed-fee with measurable success criteria. We staff senior consultants for 40-50% of project hours (vs the industry-typical 10-20%), which means decisions get made in the first meeting instead of waiting weeks for partner sign-off. For US-led, compliance-heavy mid-market and Fortune 500 deployments we typically deliver 30-40% faster at 30-50% lower cost than the Big-4 firms.

Schedule a Discovery Call (888) 381-9725

Dynamics 365 App Families We Implement

All eight app families covered. We typically start with a focused pilot (Sales, Customer Service, or Business Central) and expand into adjacent modules once governance and Power Platform extension patterns are validated.

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

Salesforce-to-Dynamics 365 conversions are a specialty area, particularly for broker-dealers and RIAs subject to FINRA supervision. We see consistent patterns in failed or partial Salesforce implementations: custom object sprawl, stalled workflow conversions, integration debt with Outlook and marketing automation, and unresolved licensing economics. Most of these patterns resolve cleanly when migrated 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

Typical timeline for a 100-300 seat broker-dealer is 16-26 weeks. Engagement value runs $150,000-$450,000 depending on data volume, custom object count, and integration complexity. Fixed-fee structure with phased payment milestones tied to discovery sign-off, configuration completion, parallel-run validation, and final go-live.

Power Platform Extension

Every Dynamics 365 implementation we deliver includes Power Platform extension as part of base scope. Native integration through Dataverse means custom logic stays portable across Sales, Customer Service, Finance, and 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.

Client Success Stories

What Our Clients Say

Trusted by Fortune 500 companies and growing businesses alike

Healthcare

"Before working with EPC Group, our reporting was fragmented across multiple systems. Errin and his team designed a comprehensive Power BI solution that unified our data from 15 hospitals. The impact was immediate — our executives can now make data-driven decisions in real-time instead of waiting weeks for reports. The HIPAA-compliant architecture gives us confidence that patient data is secure."

Director of Enterprise Analytics

Director of Enterprise Analytics

Fortune 500 Healthcare System

15+ hospitals

85%

Reporting Time Reduced

100%

Executive Adoption

Power BIHealthcareData Governance
Healthcare

"With 50 hospitals generating massive amounts of data, we needed enterprise-scale analytics. EPC Group designed a Power BI Premium architecture that handles billions of rows while maintaining sub-second query performance. The financial dashboards alone helped identify significant cost reduction opportunities in the first year."

CFO

CFO

Multi-Hospital Healthcare Network

50-hospital network

50

Hospitals Connected

<1 second

Query Performance

Power BIHealthcareEnterprise BI
Healthcare

"Our patient care dashboards now help doctors make better decisions at the point of care. EPC Group understood our clinical workflows perfectly."

Michelle Davis

Director of Clinical Analytics

Midwest Medical Center

3,200 employees

60% faster

Clinical Decision Time

15% improved

Patient Outcomes

Power BIHealthcare
Healthcare

"The supply chain analytics EPC Group built saved us $1.2M in inventory costs. Incredible attention to detail and HIPAA compliance."

David Thompson

VP of Operations

Pacific Coast Health

4,500 employees

$1.2M saved

Inventory Costs

95% reduced

Stock-outs

Power BIHealthcareSupply Chain
Healthcare

"Nurse scheduling dashboards transformed our staffing efficiency. We reduced overtime by 40% while improving patient care ratios."

Jennifer Martinez

Chief Nursing Officer

Community Health Partners

1,800 employees

40%

Overtime Reduced

+25%

Staff Satisfaction

Power BIHealthcareWorkforce Analytics
Financial Services

"Our regulatory reporting was consuming weeks of analyst time. EPC Group automated everything with Power BI, reducing our quarterly close from 3 weeks to 3 days. The row-level security ensures each business unit only sees their data while executives get the full picture."

Chief Risk Officer

Chief Risk Officer

Mid-Cap Financial Services Firm

1,500 employees

90% reduced

Reporting Time

0

Audit Findings

100%

Compliance Rate

Power BIFinancial ServicesRisk Analytics
Financial Services

"Financial forecasting with Power BI AI capabilities has transformed our planning. We predict member behavior with 92% accuracy now."

Patricia Anderson

VP of Finance

Midwest Credit Union

350 employees

92%

Forecast Accuracy

50% faster

Planning Cycle

Power BIFinancial ServicesAI Analytics
Financial Services

"Portfolio performance dashboards are now updated in real-time. Our advisors can respond to market changes instantly."

James Wilson

Director of Analytics

Premier Investment Group

200 employees

Real-time

Data Refresh

+35%

Advisor Productivity

Power BIFinancial ServicesInvestment Analytics
Financial Services

"Regulatory compliance reporting that used to take our team weeks now runs automatically. EPC Group delivered exactly what we needed."

Linda Garcia

Chief Compliance Officer

Regional Savings Bank

650 employees

Automated

Report Generation

60% reduced

Compliance Cost

Power BIFinancial ServicesCompliance
Financial Services

"The financial consolidation dashboards EPC Group built handle our complex multi-entity structure perfectly. Month-end close is now 5 days faster."

Kevin Brown

CFO

Atlantic Financial Services

900 employees

5 days faster

Month-End Close

23

Entities Consolidated

Power BIFinancial ServicesFinancial Reporting
Manufacturing

"Real-time production dashboards eliminated our blind spots. We reduced downtime by 35% in the first quarter."

Christopher Moore

VP of Operations

Industrial Solutions Corp

2,200 employees

35%

Downtime Reduced

+18%

OEE Improvement

Power BIManufacturingOEE Analytics
Manufacturing

"Quality control analytics caught defects 3x faster than our old system. Customer complaints dropped by 70%."

Amanda Lewis

Director of Quality

Precision Manufacturing Inc

800 employees

3x faster

Defect Detection

70% reduced

Customer Complaints

Power BIManufacturingQuality Analytics
Manufacturing

"Supply chain visibility across 200 suppliers in one dashboard. EPC Group understood our complex manufacturing needs."

Thomas Clark

Supply Chain Director

Advanced Components LLC

1,100 employees

200+

Suppliers Tracked

25% reduced

Lead Time

Power BIManufacturingSupply Chain
Manufacturing

"Energy consumption analytics helped us identify $800K in annual savings. The IoT integration was seamless."

Jessica Taylor

Plant Manager

Midwest Steel Works

1,500 employees

$800K/year

Energy Savings

22% reduced

Carbon Footprint

Power BIManufacturingEnergy Analytics
Manufacturing

"Multi-plant dashboards give us visibility we never had before. Production planning is now data-driven across all 12 facilities."

Daniel White

COO

National Fabrication Group

3,000 employees

12

Plants Connected

+40%

Planning Accuracy

Power BIManufacturingMulti-Plant Analytics
Government

"EPC Group navigated FedRAMP requirements flawlessly. Our student outcomes reporting is now transparent and accessible."

Richard Jackson

Chief Information Officer

State Education Department

5,000 employees

6,500+

Schools Reporting

Certified

FedRAMP Status

Power BIGovernmentFedRAMP
Government

"Public health dashboards helped us respond to COVID-19 faster than neighboring counties. EPC Group was instrumental in our success."

Susan Martin

Director of Analytics

County Health Department

1,200 employees

50% faster

Response Time

15

Data Sources Integrated

Power BIGovernmentPublic Health
Government

"Citizen services dashboards improved transparency and public trust. Our city council now makes data-driven decisions."

Mark Thompson

IT Director

City of Metro Heights

800 employees

+30%

Public Satisfaction

25% faster

Service Delivery

Power BIGovernmentCivic Analytics
Government

"Infrastructure analytics helped us prioritize $500M in road improvements based on actual usage data."

Barbara Lee

Deputy Director

State Transportation Authority

2,500 employees

$500M

Budget Optimized

Data-driven

Project Prioritization

Power BIGovernmentInfrastructure
Government

"Enterprise-wide Power BI deployment with strict security controls. EPC Group delivered on time and within our federal budget constraints."

Paul Harris

Chief Data Officer

Federal Agency

15,000 employees

15,000+

Users Deployed

Passed

Security Audits

Power BIGovernmentEnterprise BI
Healthcare

"SharePoint intranet transformed how our 6,000 staff access policies and procedures. HIPAA compliance was built-in from day one."

Elizabeth Roberts

VP of Clinical Operations

Southern Healthcare Network

6,000 employees

80% faster

Policy Access Time

Automated

Compliance Training

SharePointHealthcareIntranet
Healthcare

"Document management migration was flawless. 2 million patient records moved with zero data loss and full audit trails."

Andrew Miller

Director of Medical Records

Unity Hospital System

3,500 employees

2M+

Records Migrated

0%

Data Loss

SharePointHealthcareDocument Management
Healthcare

"Governance framework EPC Group implemented ensures we pass every HIPAA audit. SharePoint retention policies work exactly as designed."

Nancy Adams

Chief Compliance Officer

Regional Medical Associates

1,200 employees

100% passed

HIPAA Audits

Automated

Retention Compliance

SharePointHealthcareCompliance
Healthcare

"Migration from legacy ECM to SharePoint Online saved us $400K annually. EPC Group handled the complexity beautifully."

Steven Wright

CIO

Coastal Medical Center

2,800 employees

$400K

Annual Savings

95%

User Adoption

SharePointHealthcareMigration
Healthcare

"Training portal on SharePoint streamlined our onboarding process. New nurses are productive 2 weeks faster now."

Carol King

Director of Nursing Education

Metropolitan Health Partners

4,000 employees

2 weeks faster

Onboarding Time

98%

Training Completion

SharePointHealthcareTraining
Financial Services

"We needed to migrate our entire document management system to SharePoint Online while maintaining strict SOC 2 and regulatory compliance. EPC Group provided a detailed migration plan, executed flawlessly, and trained our staff."

VP of Information Technology

VP of Information Technology

Regional Texas Bank

800 employees

500K+

Documents Migrated

0%

Data Loss

On Time

Project Completion

SharePointFinancial ServicesMigration
Financial Services

"Document security and DLP policies protect sensitive client data. Peace of mind knowing our files are properly classified."

Dorothy Nelson

Chief Risk Officer

Investment Partners LLC

300 employees

0

Security Incidents

100% enforced

DLP Policies

SharePointFinancial ServicesSecurity
Financial Services

"Client portal on SharePoint improved our service delivery. Clients can now access statements and reports 24/7."

Kenneth Scott

Director of Operations

Pacific Wealth Management

150 employees

+40%

Client Satisfaction

60% reduced

Support Calls

SharePointFinancial ServicesClient Portal
Financial Services

"Records management and eDiscovery capabilities saved us during a regulatory audit. EPC Group designed the perfect solution."

Betty Young

VP of Compliance

National Credit Services

550 employees

75% faster

eDiscovery Time

Yes

Audit Passed

SharePointFinancial ServiceseDiscovery
Financial Services

"Hub site architecture connects our 25 branches seamlessly. Information flows efficiently with proper governance."

George Baker

CTO

Heritage Banking Group

1,100 employees

25

Branches Connected

95%

Search Accuracy

SharePointFinancial ServicesIntranet
Manufacturing

"SharePoint modernization project exceeded expectations. Our supply chain team now collaborates in real-time across 3 continents."

James Peterson

Director of IT

Manufacturing Excellence LLC

900 employees

60%

Approval Time Reduced

Eliminated

Manual Data Entry

SharePointManufacturingCollaboration
Manufacturing

"ISO documentation is now centralized and version-controlled. Our last ISO audit was the smoothest ever."

Sandra Hall

Quality Manager

Precision Parts Inc

600 employees

50% faster

ISO Audit Time

Automated

Document Control

SharePointManufacturingQuality Management
Manufacturing

"CAD file management and engineering change control workflows transformed our product development process."

Anthony Rivera

VP of Engineering

Industrial Technologies Corp

1,400 employees

40% faster

ECR Cycle Time

95% reduced

File Conflicts

SharePointManufacturingEngineering
Manufacturing

"Employee self-service portal reduced HR ticket volume by 70%. Workers access policies and forms from anywhere."

Ruth Campbell

HR Director

National Manufacturing Group

2,500 employees

70% reduced

HR Tickets

+45%

Employee Satisfaction

SharePointManufacturingHR Portal
Manufacturing

"Safety documentation and incident tracking on SharePoint improved our safety record significantly."

Edward Mitchell

Plant Director

Atlantic Metal Works

800 employees

35% reduced

Safety Incidents

100%

OSHA Compliance

SharePointManufacturingSafety
Manufacturing

"The Azure cloud migration reduced our infrastructure costs by 40% while improving performance. EPC Group delivered exactly what they promised."

Jennifer Martinez

Director of Operations

Manufacturing Solutions Inc

1,200 employees

40%

Cost Reduction

3x faster

Performance

0 hours

Downtime

AzureManufacturingCloud Migration
Healthcare

"Azure architecture for our HIPAA-compliant applications was designed perfectly. Scalability handles our growth seamlessly."

William Turner

CTO

Healthcare Innovation Group

1,800 employees

10x capacity

Scalability

Certified

HIPAA Compliance

AzureHealthcareArchitecture
Financial Services

"Azure disaster recovery solution gives us peace of mind. RTO went from 24 hours to 15 minutes."

Margaret Robinson

VP of Technology

Financial Systems Corp

950 employees

15 minutes

RTO

<1 hour

RPO

AzureFinancial ServicesDisaster Recovery
Government

"Azure Government cloud met all our FedRAMP requirements. EPC Group handled the complexity expertly."

Frank Walker

IT Director

State Department of Labor

3,000 employees

High Authorized

FedRAMP

150+

Workloads Migrated

AzureGovernmentFedRAMP
Retail

"Azure Kubernetes deployment handles Black Friday traffic without breaking a sweat. 500% traffic spike? No problem."

Lisa Wang

CTO

National Retail Chain

8,000 employees

500% spike handled

Peak Traffic

99.99%

Uptime

AzureRetailKubernetes
Education

"Azure migration for our learning management system improved student experience dramatically."

Rachel Green

Director of IT

State University System

12,000 employees

+35%

Student Satisfaction

99.95%

System Uptime

AzureEducationLMS
Manufacturing

"IoT analytics on Azure gives us real-time visibility into production across 8 plants. Data-driven decisions at scale."

Henry Adams

VP of Digital

Advanced Manufacturing Co

2,000 employees

8

Plants Connected

50,000+

Sensors Monitored

AzureManufacturingIoT
Healthcare

"Azure API Management unified our 40+ healthcare applications. Integration is now seamless and secure."

Grace Phillips

Chief Digital Officer

Integrated Health Systems

5,500 employees

40+

APIs Managed

80% faster

Integration Time

AzureHealthcareIntegration
Financial Services

"Azure Sentinel implementation transformed our security operations. Threat detection is now proactive, not reactive."

Samuel Hughes

CISO

Secure Banking Corp

700 employees

10x faster

Threat Detection

85% reduced

False Positives

AzureFinancial ServicesSecurity
Insurance

"Azure AI services automated 60% of our claims processing. Customers get faster service, we get cost savings."

Victoria Cox

VP of Claims

National Insurance Group

3,500 employees

60%

Claims Automated

70% faster

Processing Time

AzureInsuranceAI
Government

"EPC Group navigated the complexity of FedRAMP compliance and delivered a secure Microsoft 365 environment for our entire department."

David Thompson

Chief Information Officer

State Education Department

5,000 employees

5,000+

Users Deployed

50

Locations

Certified

FedRAMP Status

Microsoft 365GovernmentFedRAMP
Healthcare

"Microsoft 365 deployment with proper HIPAA controls transformed how our clinical staff collaborates."

Angela Morris

VP of IT

Regional Medical Network

4,200 employees

+50%

Collaboration

0

HIPAA Violations

Microsoft 365HealthcareCompliance
Financial Services

"E5 licensing strategy saved us $200K annually. EPC Group optimized our Microsoft investment perfectly."

Raymond Foster

CIO

Premier Banking Solutions

1,600 employees

$200K

Annual Savings

+85%

Feature Utilization

Microsoft 365Financial ServicesLicensing
Manufacturing

"Frontline workers now have secure access to company resources. Microsoft 365 F3 licenses were the perfect solution."

Diana Reed

Director of IT

American Manufacturing Corp

2,800 employees

2,000+

Frontline Users

+60%

Engagement

Microsoft 365ManufacturingFrontline
Education

"Microsoft 365 Education deployment connected 50 schools in 3 months. Teachers and students collaborate seamlessly."

Charles Bennett

Superintendent

Metro School District

8,000 employees

50

Schools Connected

30,000+

Students

Microsoft 365EducationDeployment
Retail

"Microsoft 365 unified our 500 store locations. Communication and training are now consistent across the enterprise."

Evelyn Price

Chief Digital Officer

National Retail Group

15,000 employees

500

Stores Connected

100%

Training Consistency

Microsoft 365RetailEnterprise
Financial Services

"Teams implementation transformed our remote work capabilities. EPC Group made it seamless and secure."

Amanda Foster

VP of Technology

Financial Services Group

600 employees

95%

User Adoption

2 weeks

Deployment Time

+15%

Productivity

Microsoft TeamsFinancial ServicesRemote Work
Healthcare

"Teams voice integration replaced our legacy phone system and saved $150K annually. Call quality is excellent."

Ronald Cooper

Chief Medical Informatics Officer

University Health System

7,500 employees

$150K

Annual Savings

99.9%

Call Quality

Microsoft TeamsHealthcareVoice
Manufacturing

"Teams connecting factory floor to headquarters eliminated communication gaps. Shift handoffs are now seamless."

Katherine Ross

VP of Operations

Global Manufacturing Inc

4,000 employees

Eliminated

Communication Gaps

100% digital

Shift Handoffs

Microsoft TeamsManufacturingOperations
Government

"Teams governance framework ensures secure communication while meeting public records requirements."

Howard Barnes

Director of Communications

State Agency

2,200 employees

100%

Compliance

Automated

Records Retention

Microsoft TeamsGovernmentGovernance
Education

"Teams transformed our virtual learning capabilities. Student engagement increased significantly."

Phillip Ward

Director of Technology

Private University

3,000 employees

+45%

Student Engagement

1,000+/day

Virtual Classes

Microsoft TeamsEducationVirtual Learning
Retail

"The AI strategy consulting from EPC Group positioned us ahead of competitors. Our VCAIO service has been transformational."

Lisa Wang

Director of Digital Strategy

Retail Dynamics Corp

3,500 employees

25%

Productivity Gain

12

AI Agents Deployed

3 months

Time to Value

AI GovernanceVCAIOMicrosoft Copilot
Healthcare

"AI governance framework ensures our clinical AI tools meet regulatory requirements. EPC Group expertise was invaluable."

Victor Ellis

Chief AI Officer

Healthcare Systems Inc

8,000 employees

25+

AI Tools Governed

100%

Regulatory Compliance

AI GovernanceHealthcareCompliance
Financial Services

"Microsoft Copilot deployment increased analyst productivity by 30%. Proper governance prevents data leakage."

Julia Murphy

VP of Innovation

Investment Banking Corp

1,200 employees

+30%

Analyst Productivity

0

Data Incidents

Microsoft CopilotFinancial ServicesProductivity
Manufacturing

"AI agents for quality control and predictive maintenance are reducing defects and downtime significantly."

Alan Stewart

Digital Transformation Lead

Industrial Corp America

5,000 employees

+40%

Defect Detection

35% reduced

Downtime

AI GovernanceManufacturingAI Agents
Government

"AI governance framework for federal agencies. EPC Group understood the unique compliance requirements perfectly."

Christina Sanders

Chief Data Officer

Federal Department

20,000 employees

50+ reviewed

AI Use Cases

Established

Compliance Framework

AI GovernanceGovernmentFederal
Technology

"VCAIO service gave us executive AI leadership without the $500K salary. ROI was realized in 6 months."

Brandon Kelly

CEO

Growth Tech Solutions

400 employees

$400K vs full-time

Cost Savings

8 launched

AI Initiatives

VCAIOAI GovernanceStrategy
Insurance

"Our Virtual Chief AI Officer helped us navigate 800+ AI tools and select the right ones for our business."

Nicole Ramirez

President

Regional Insurance Company

1,100 employees

800+

Tools Evaluated

15

Tools Implemented

VCAIOAI GovernanceInsurance
Professional Services

"Copilot for Microsoft 365 deployment was seamless. Consultants save 5+ hours per week on documentation."

Douglas Patterson

VP of Technology

Professional Services Firm

800 employees

5+ hours/week/user

Time Saved

92%

Adoption

Microsoft CopilotProfessional ServicesProductivity
Healthcare

"Data governance framework with Microsoft Purview transformed our data security posture. HIPAA compliance is automated."

Melissa Hughes

Chief Privacy Officer

National Healthcare System

25,000 employees

100% automated

Data Classification

0

Compliance Violations

Data GovernanceHealthcareMicrosoft Purview
Financial Services

"Data loss prevention policies protect sensitive financial data across all our channels. SOC 2 audits are now straightforward."

Gregory Powell

Chief Compliance Officer

Regional Bank Holdings

2,500 employees

0

Data Leaks

Passed

SOC 2 Audit

Data GovernanceFinancial ServicesDLP
Government

"Records management and retention policies meet all state and federal requirements. EPC Group expertise was essential."

Stephanie Long

Records Manager

State Archives Department

500 employees

100%

Records Compliant

Yes

Retention Automated

Data GovernanceGovernmentRecords Management
Manufacturing

"Data lineage tracking for our quality data ensures FDA audit readiness. Incredible attention to compliance detail."

Wayne Harrison

VP of Quality

Precision Engineering Corp

1,800 employees

Always

FDA Audit Ready

100% tracked

Data Lineage

Data GovernanceManufacturingFDA Compliance
Retail

"Customer data governance ensures CCPA and GDPR compliance. EPC Group designed a scalable framework for our growth."

Brenda Torres

Chief Data Officer

E-Commerce Holdings

3,000 employees

100%

CCPA Compliance

100%

GDPR Compliance

Data GovernanceRetailPrivacy
Manufacturing

"Dynamics 365 Finance and Operations transformed our ERP. Real-time visibility across 10 plants."

Carl Richardson

VP of Operations

American Industrial Group

3,500 employees

10

Plants Connected

99.5%

Inventory Accuracy

Dynamics 365ManufacturingERP
Retail

"Dynamics 365 Sales increased our pipeline visibility and close rates. Sales team loves the integration with Teams."

Monica Wright

Chief Revenue Officer

National Sales Corp

2,000 employees

+25%

Close Rate

100%

Pipeline Visibility

Dynamics 365RetailCRM
Technology

"Dynamics 365 Customer Service reduced our case resolution time by 40%. Customers are happier, agents are more productive."

Randy Simmons

VP of Customer Service

Tech Support Corp

1,500 employees

40% faster

Resolution Time

+30%

Customer Satisfaction

Dynamics 365TechnologyCustomer Service
Professional Services

"Dynamics 365 Human Resources streamlined our hiring and onboarding. Time-to-hire reduced by 50%."

Teresa Russell

Chief HR Officer

Enterprise Services Inc

4,000 employees

50% faster

Time-to-Hire

+60%

Onboarding Efficiency

Dynamics 365Professional ServicesHR
Financial Services

"Dynamics 365 Finance automated our financial close process. Month-end close is now 5 days instead of 15."

Eugene Brooks

CFO

Financial Holdings Group

900 employees

10 days faster

Close Time

80%

Automation

Dynamics 365Financial ServicesFinance
Manufacturing

"Migration of 45,000 users to Microsoft 365 completed without a single day of downtime. EPC Group expertise was exceptional."

Lawrence Perry

CIO

Global Enterprise Corp

45,000 employees

45,000

Users Migrated

0

Downtime

0%

Data Loss

MigrationsManufacturingEnterprise
Healthcare

"SharePoint 2013 to SharePoint Online migration preserved 10 years of clinical documentation with full compliance."

Kathy Reynolds

VP of IT

Healthcare Partners Network

8,000 employees

15M+

Documents Migrated

100%

Compliance Maintained

MigrationsHealthcareSharePoint
Financial Services

"Lotus Notes to Microsoft 365 migration was complex but EPC Group handled every detail. Zero disruption to our operations."

Vincent Gray

Director of Technology

Banking Technology Corp

1,200 employees

6,500+

Databases Migrated

100% completed

User Training

MigrationsFinancial ServicesLotus Notes
Government

"Azure migration met all FedRAMP requirements. 200+ applications moved to the cloud securely."

Alice Washington

IT Director

Federal Department

6,000 employees

200+

Applications Migrated

Maintained

FedRAMP Compliance

MigrationsGovernmentAzure
Education

"On-premises Exchange to Exchange Online migration for 15,000 mailboxes completed over a weekend."

Harold James

CTO

University System

15,000 employees

15,000

Mailboxes Migrated

<4 hours

Downtime

MigrationsEducationExchange
Retail

"Microsoft Fabric unified our data lakehouse and analytics. DirectLake mode gives us real-time insights on petabytes of data."

Denise Coleman

Chief Data Officer

Retail Analytics Corp

2,500 employees

5 PB

Data Volume

10x faster

Query Speed

Microsoft FabricRetailData Lakehouse
Manufacturing

"Migration from Azure Synapse to Microsoft Fabric simplified our architecture and reduced costs by 35%."

Arthur Butler

VP of Data Engineering

Industrial Data Corp

1,800 employees

35%

Cost Reduction

60% simpler

Architecture Complexity

Microsoft FabricManufacturingMigration
Healthcare

"Real-time analytics on patient data with Fabric KQL databases. Life-saving insights delivered in seconds."

Irene Foster

Director of Analytics

Health Data Systems

3,000 employees

Seconds

Alert Time

+20%

Clinical Outcomes

Microsoft FabricHealthcareReal-Time Analytics
Financial Services

"OneLake architecture with Fabric gives us a single source of truth for all financial data. Governance built-in."

Roger Howard

Chief Analytics Officer

Financial Data Corp

900 employees

50+

Data Sources Unified

Automated

Governance

Microsoft FabricFinancial ServicesOneLake
Insurance

"Fabric Data Science notebooks accelerated our ML model development. Models deploy 5x faster to production."

Carolyn Price

VP of Data Science

Insurance Analytics Inc

1,500 employees

5x faster

Model Deployment

+40%

Data Scientist Productivity

Microsoft FabricInsuranceData Science

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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 typically deliver Dynamics 365 engagements 30-40% faster at 30-50% lower cost for US-led, compliance-heavy mid-market and Fortune 500 deployments.

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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Related Resources

  • Microsoft Dynamics ERP
  • Dynamics 365 Field Service Guide
  • Cloud-Based ERP Guide
  • Dynamics vs ServiceNow
  • Dynamics vs Salesforce

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