sa.global in Central and Northern Europe

Advisory services for Microsoft Dynamics 365

Focused, pragmatic, flexible: Get the support your business solutions need.
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Advisory services for Microsoft Dynamics 365 by sa.global
Advisory services for Microsoft Dynamics 365

sa.global: We offer tailored support for your Microsoft Dynamics 365 environment

You probably know the situation: Your system is live, your business processes are up and running. Yet there are moments when things don’t work as expected, or when critical information simply isn’t where it should be.

In these situations, launching a full-scale development project is rarely the right answer. Instead, it’s often enough to simply seek targeted external support that quickly addresses the issue.

This is where we come in. With sa.global’s advisory services, you get flexible, on-demand assistance for your existing Dynamics 365 setup – from a partner who understands your system, brings clarity quickly, and focuses on pragmatic solutions.

OUR SERVICES

Your Microsoft partner for on-demand support

Whether it’s one-off troubleshooting or strategic optimization, a small service package or a long-term model with dedicated expert hours: Our services are designed to exactly fit your needs.

We work closely with your internal IT team to find the best solution. Your benefits: fast access to additional capacity, an international pool of experienced experts, and full cost transparency.

Dynamics 365 Troubleshooting and Optimization

When things get “stuck”

Troubleshooting & optimization

  • Identify root causes, resolve issues, restore stability
  • Run performance and quality assessments
  • Improve templates, reports, workflows, and integrations
Scalable Dynamics 365 Configuration Optimization

When structure is needed

Concept & architecture

  • Review and document solution design: extensions, customizations, integrations, and more
  • Optimize configurations: data flows, security, roles & permissions, scalability etc.
  • Define a roadmap: priorities, dependencies, effort vs. value, next steps, and so on
Global Localization and Compliance Support

When it’s time to think ahead

Functional development

  • Implement country-specific requirements and localizations
  • Plan and deliver development and customizations
  • Support modules or topics not covered by your current partner (e.g. Dynamics 365 Project Operations or Power Platform)
Advisory & sparring support

When strategy is required

Advisory & sparring

  • Set the course: Define your next step: across business processes, technology, and organization
  • Enable your teams through knowledge transfer
  • Prepare decisions for IT, business units, or management

You don’t need to make a long-term decision – just a good one.

With sa.global, you get access to technical expertise without long-term commitments or expensive 24/7 SLAs. You benefit from maximum agility and the confidence that you quickly have the right people available when you need them. And if your needs do become more complex over time, you can seamlessly transition into our managed services.

Let’s get started

Advisory services are ideal for:

Organizations with their own IT team
Companies undergoing change
Teams with high standards for quality and speed

What you can count on

Not every IT issue requires a full-scale project. Sometimes, you simply need someone who knows what they’re doing. Our advisory services help you address day-to-day ERP and CRM issues – exactly when it matters.

Flexible engagement options

hourly packages/monthly quotas tailored to your needs and adjustable over time

Combined expertise

architectural know-how and implementation capabilities (consultants/developers)

International reach

local expertise backed by global experience

Collaborative approach

close cooperation with your internal IT team and existing partners

Successful companies trust sa.global

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STRAIGHT FROM THE FIELD

Typical scenarios for advisory services

Working with ERP and CRM systems is rarely linear. One day it’s a fix, the next a new requirement, or a country-specific issue. Many organizations handle a lot internally, but still reach limits in certain areas.

That’s exactly where our advisory services come in. You get reliable support without moving into a full outsourcing or managed service model. We add expertise to your team and support your employees and existing partners in resolving technical issues.

Do any of these situations sound familiar?


We’re stuck and need someone to untangle the issue.

Your internal IT team is facing a specific challenge in your ERP or CRM solution and can’t move forward alone. We provide direct, pragmatic support to get things back on track.


It works… somehow. Most of the time. But no one wants to touch it anymore.

Your system is running, but there are legacy issues: workarounds, historical configurations, brittle integrations. We bring structure without disrupting ongoing operations.


We built something, but it doesn’t really fit our sales process.

Your business teams realize the system no longer reflects how they actually work. Our experts analyse the setup, rethink processes, and align the technical solution accordingly.


Our partner is great, but they don’t cover this module.

You have a strong solution partner, but specific expertise is missing – for example, in Project Operations, Finance, or Power Platform. In this case, we simply provide additional solutions and expertise.


We want to stay in control, but have a safety net.

Your team wants to remain in charge but needs occasional expert input. We support you with new decisions, architecture topics, and time-critical implementations.

Explore successful customer projects

Customer

  • Hemmersbach GmbH & Co. KG
  • Nuremberg, Germany
  • 4,000-4,500 employees
  • Active in approx. 50 countries
  • Microsoft Dynamics 365 Finance
sa.global supports us exactly where additional expertise or capacity is needed, without limiting our independence. This allows us to continuously and strategically develop Dynamics 365 Finance.
Wulf Teiwes,
Chief Financial Officer, Hemmersbach
Managing Complex Billing and Invoicing

Challenges

  • Complex billing and invoicing processes with high functional requirements
  • Strong in-house seeking maximum autonomy
  • Need for targeted external expertise in architecture, design, and quality assurance
  • Traditional project, SLA, or operating models not well suited for this type of collaboration
Dynamics 365 Finance Consulting

Solution

  • Consulting on the selection of Dynamics 365 Finance as the target platform
  • Support with licensing, as well as architecture and solution design
  • Introduction of a dedicated billing solution as the first subproject
  • Establishment of an advisory model with flexible hourly quotas
Scalable Billing and Invoicing Solutions

Results

  • Structured and scalable mapping of core billing and invoicing processes
  • High level of ownership for internal IT teams, combined with quality assurance and best-practice guidance
  • Stable finance platform with an open architecture for future Dynamics 365 extensions
  • Predictable costs and flexible access to expert knowledge

Customer

  • etiscan Identifikationssysteme GmbH
  • Bad Nauheim, Germany
  • 50+ employees
  • Globally active
  • Microsoft Dynamics 365 CRM
The sa.global diagnosis model gave us clarity in a very short time. Even before a deeper analysis, it provided the ideal foundation to make informed decisions on scope, priorities, and further investments. This is how any company should approach working with Dynamics 365 technology.
Andre Kiehne,
CEO, etiscan

Challenges

  • Historically grown CRM landscape with multiple applications, integrations, and disconnected workflows
  • Inconsistent sales processes, insufficient data quality, and limitations in reporting and analytics
  • Lack of a 360-degree view of customers, contracts, and history
  • No reliable basis for further development and investment decisions

Solution

  • Structured diagnosis for Dynamics 365 Sales & Marketing to assess current and target state
  • Analysis of architecture, processes, data quality, and system usage
  • Development of a clearly prioritized roadmap with recommendations and workstreams
  • Integration into an agile advisory model

Results

  • Fast and clear orientation on strengths, weaknesses, and areas for action with highest technical and business value
  • Clean data foundation and clear technical framework, e.g. for automation and AI (Microsoft Copilot)
  • Flexibility through advisory services without long project durations or high costs

Get in touch with us today!

Andreas Bracht

Sales Director
andreasb@saglobal.com

Sebastian Grassl

Regional Manager of Central
and Northern Europe
sebastiang@saglobal.com

Your questions. Our answers.

sa.global’s advisory services provide targeted assistance across the entire lifecycle of your ERP and CRM solutions. This includes troubleshooting and optimization in day-to-day operations, conceptual and architectural consulting, as well as support for enhancements, implementation, and enablement.

In addition, we offer advisory services and sparring to help you prepare decisions from a functional, technical, and organizational perspective. The scope and focus are always tailored to your specific needs.

sa.global’s advisory services are not a standardized product, but rather a flexible, tailored support model. There is a basic structure, but no rigid service packages.

To ensure planning reliability, we provide a standardized formal framework with predefined elements:

  • Role-based approach with clearly defined skill profiles (e.g. Solution Architect, Functional Consultant, Technical Consultant)
  • Plannable time quotas, typically monthly hour packages (e.g. 8, 16, or 32 hours), allowing cost control and ensuring availability
  • Effort-based billing, without SLAs, fixed packages, or long-term operational commitments – billing is based on actual hours worked.

What is individually tailored and creates the actual value of this model are the following components, which go beyond the formal framework:

  • The content of the advisory services is always client-specific, and you decide on the thematic focus yourself. Examples:
    • Architecture and design reviews
    • Billing and invoicing scenarios
    • Process or solution assessments
    • Preparation of decisions or rollouts
  • Way of working:
    • Ad-hoc support for specific questions
    • Workshops, reviews, and decision templates
  • Responsibility model:
    • sa.global advises and supports.
    • sa.global does not take operational responsibility.
    • Ownership remains with you as the customer.

Costs depend on the selected support model, primarily on the roles required and the agreed monthly volume of hours.

Contract terms are generally flexible. In practice, many customers start with a minimum duration of six months, with one year being a common setup.

sa.global operates in 25 countries across six continents and supports multinational rollouts worldwide.

In addition to our core markets, we deliver projects and support in over 80 countries and can flexibly support organizations beyond that footprint.

The difference in these service offerings lies not in the expertise, but in the responsibility and operating model.

sa.global’s advisory services offer targeted assistance on demand, with a strong emphasis on the customer’s own responsibility. The features of this model:

  • Ad hoc consulting and expert support
  • Focus on specific issues or sub-areas (e.g., architecture, modules/functionalities, reviews)
  • Support for:
    • Solution design & architecture
    • Evaluation of options
    • Concepts, best practices, recommendations
  • sa.global assumes no operational responsibility.
  • You remain responsible for:
    • System stability
    • Ticket handling
    • Prioritization & operations

sa.global’s managed services are a structured service model for day-to-day operations with the following features:

  • sa.global takes operational responsibility for defined areas
  • You have a dedicated Service Delivery Manager
  • Clearly defined SLAs, escalation paths, and governance processes
  • Includes ongoing operations: ticket management (L2/L3), monitoring, stabilization, updates, and coordination with Microsoft and other partners

sa.global’s advisory services focus on ERP and CRM environments based on Microsoft Dynamics 365. This includes all Dynamics 365 modules as well as related technologies such as the Power Platform.

Existing integrations, reports, workflows, and country-specific requirements are also covered. We also advise on potential add-ons using automation and AI, including Microsoft Copilot.

The goal is to support you with specific questions and help you develop your existing Dynamics 365 setup in a targeted and pragmatic way.

Advisory services are not based on rigid packages but on a flexible model. Typically, you book monthly hour quotas for defined roles (e.g. architect or consultant), which are billed based on actual usage. There are no SLAs and no traditional operating model.

Contract duration is flexible. Many customers start with six months or choose a one-year setup.

Onboarding into advisory services is usually possible at short notice, as no complex setup or long preparation phases are required.

Collaboration is flexible and demand-driven: from ad-hoc support for specific issues to sparring with internal teams, as well as workshops and reviews.

You define the priorities and focus areas. sa.global advises and supports you, while you retain technical and operational responsibility.

sa.global can provide advisory services in addition to existing agreements with your implementation partner or with a managed services provider. We work with you and your existing partner to determine who is responsible for which countries, systems, and environments – without any overlap or conflicts of interest.

Advisory services typically involve Solution Architects and Consultants.

Solution Architects focus on overall solution design and architecture. They define technical guidelines and ensure that the solution is sustainable in the long term. They are frequently involved in strategic initiatives – such as concept development, decision-making, or complex problem-solving – and ensure alignment with your business goals.

Consultants handle the concrete implementation within their respective areas of expertise. A distinction is made between Functional Consultants (requirements analysis, process and configuration design, functional testing) and Technical Consultants (customization, development, integrations, technical support). This ensures that design and implementation are effectively integrated.