DYNAMICS 365 · SUPPORT · MANAGED SERVICES

Dynamics 365 CRM support and managed services with committed response times

A CRM does not end at go-live: users ask questions, processes change, and Microsoft ships a new release twice a year. We run, fix and extend Dynamics 365 Sales, Customer Service and Customer Insights – Journeys systems — after our own implementation or taken over from another partner — in English, German and Hungarian, for clients in Hungary and the DACH region, as a nearshore team in the Central European time zone.

What does Dynamics 365 support include?

Everything needed so that the CRM works every morning the way it did the day before — while keeping pace with the business.

Tickets and helpdeskReporting by email or support portal, acknowledgement, response time by severity, status tracking until closure.
User and security role managementNew joiners, leavers, role changes, teams and business units, licence assignment — same day.
Minor changesNew fields, views, forms, business rules, Power Automate flows, reports — from the monthly hours, without a separate proposal.
Release wave preparationMicrosoft updates twice a year. Our automated regression tests run on the sandbox before every wave (software testing); anything that breaks is fixed before production is updated.
Integration monitoringPower Automate failures, ERP and invoicing sync, web forms, Outlook integration — watched and fixed before users notice.
Data qualityDe-duplication, imports, bulk corrections, archiving and storage management (Dataverse storage costs money).
Licence managementTracking user counts, the right licence type (Professional, Enterprise, Team Member), annual renewal — as a reseller on one invoice with support.
Documentation and knowledge baseConfiguration and process documentation kept current; short how-to guides for users.

Which support models are available?

ModelFor whomWhat it includesFee
Hourlysmall system, occasional requeststickets and minor changes billed by the hour afterwards; no committed response timepro rata of the consultant day rate
Monthly retainera CRM in daily use with 20–200 usersfixed monthly hours, committed response times (P1–P4), release wave preparation, monthly status reportbased on the monthly hours, in an individual proposal
Hypercarea freshly launched systemthe first weeks after go-live with heightened attention: daily check-in, fast fixes, user questionspart of the implementation proposal
Dedicated consultantseveral modules, integrations, continuous developmentfixed days per week on site or remote, roadmap, development and support in one handday rate × the agreed number of days
The monthly retainer is the most common: predictable cost, committed response times, and release wave preparation included. We review the hours together every quarter and adjust them to actual use.

What response times do we commit to?

LevelMeaningExample
P1 · criticalthe CRM is unavailable, or a business-critical process (quoting, case intake) works for nobodynobody can sign in; the Outlook integration is down for everyone
P2 · majoran important function is broken for one team, a workaround existsthe Power Automate flow does not send the quote PDF
P3 · normala bug or request that does not block daily worka view shows the wrong column; a new field is needed on a form
P4 · lowconvenience request, question, documentationreport fine-tuning; a “how do I” question

Business hours: Monday–Friday 9:00–17:00 (CET/CEST). Response times per severity level are fixed in the support contract; out-of-hours cover can be agreed individually. Response time means a specialist starts working on the ticket within that time; resolution time depends on the nature of the issue and is reported continuously in the ticket.

How do we take over a system from another partner?

  1. 1
    Takeover audit

    Configuration, customisations (plug-ins, JavaScript, Power Automate), integrations, security roles, data quality, licensing. Output: a status report with a risk list.

  2. 2
    Access and documentation

    Admin rights, source code and solutions handed over, missing documentation written.

  3. 3
    Test safety net

    Automated regression tests for the business-critical processes — they protect our first changes and the next release wave.

  4. 4
    Transition

    Support channel, contacts, response times and monthly hours agreed; users informed.

  5. 5
    Operations and recommendations

    The audit’s risk list is worked off on a schedule; quarterly review with management.

How long the takeover takes depends on the size of the system; after the audit we give you a schedule up to full support. The takeover involves no downtime.

Tools: ticketing, monitoring, deployment

We run support with the standard tools of the Microsoft platform — if you already have a ticketing system or a DevOps environment, we work inside it rather than introducing a new one.

TicketingAzure DevOps Boards, Jira Service Management or our own support portal — the requester sees the ticket status, management sees the monthly summary.
MonitoringPower Platform admin center, Dataverse auditing, Power Automate run history, Application Insights for plug-ins and integrations — we often see the failure before the user does.
Deployment (ALM)Development, test and production environments, version-controlled solutions, an Azure DevOps pipeline — changes reach production tested and traceable.
DiagnosticsXrmToolBox, Plugin Trace Log, browser network logs — a “it does not work” report quickly becomes a reproducible defect.

What else do we take on alongside support?

Power Platform governanceEnvironment strategy, data loss prevention (DLP) policies, who may create flows and apps — so citizen-developer solutions do not get out of hand.
Backup and restoreScheduling and checking environment backups, restores into a test environment, refreshing the sandbox from production.
Quarterly health checkPerformance, storage, deprecated features, licence utilisation and open risks reviewed with management, with a written list of recommendations.
Onboarding trainingShort, role-based training and guides, so a new colleague works in the CRM in their first week, not around it.

Why test before release waves?

Microsoft ships two release waves a year (April and October), and the update reaches production whether you like it or not. Standard features rarely break, but customisations do (custom JavaScript, plug-ins, legacy form controls, deprecated APIs). The wave can be enabled on the sandbox weeks in advance; that is where we run the automated regression tests, and whatever breaks is fixed before production is updated. That is the difference between “quoting does not work this morning” and “users noticed nothing”.

How does support work for clients abroad?

Remotely, via Teams and the support channel, in German and English — in the same time zone as Germany, Austria and Switzerland. For projects from the DACH region we work in a nearshore model: an EU company, EUR invoicing, GDPR compliance, on-site presence at key milestones. German-language documentation and user guides are part of the support.

How much does Dynamics 365 support cost?

It depends on three factors: the number of users, the amount of customisation and the number of integrations. The basis is our consultant day rate: hourly work is billed pro rata, a retainer by the agreed monthly hours, a dedicated consultant by the number of days per month. The takeover audit is quoted separately in the proposal. Our proposal shows support, licences and development on separate lines — request one on the contact page.

Who handles your tickets?

The IT division of MDRSZ Consulting Kft.Budapest, since 2022; Dynamics 365 consulting, software testing and licensing in one company.
Senior expertsDynamics 365 consultants and developers; your ticket is handled by someone who knows your system, not an anonymous first line — see the team.
CertificationsMicrosoft Dynamics CRM: MB2-704 (Application), MB2-707 (Customization and Configuration), MB5-705 (Managing Microsoft Dynamics Implementations); Tricentis Tosca Automation and Test Design Specialist — full list.
ExperienceDynamics CRM since 2015: customisation, testing and operations for Hungarian and DACH clients, since 2019 in our own company. Industries: financial services, manufacturing, retail, media, social services and local government.

Which exams and certifications do we hold?

AreaCertificationIssuer
Dynamics CRMMB2-704: Microsoft Dynamics CRM ApplicationMicrosoft
Dynamics CRMMB2-707: Microsoft Dynamics CRM Customization and ConfigurationMicrosoft
Implementation managementMB5-705: Managing Microsoft Dynamics ImplementationsMicrosoft
Test automationTosca Automation Specialist – Level 1 and Level 2Tricentis
Test designTosca Test Design Specialist – Level 1 and Level 2Tricentis
API testingTosca Automation Specialist for APITricentis
Database testingTosca Automation Specialist for DatabaseTricentis
Test automationTosca Query Language (TQL)Tricentis
LicensingMicrosoft Cloud Solution Provider (CSP) reseller; Google Workspace partnerMicrosoft, Google

Frequently asked questions

Do you support systems you did not implement?

Yes. We start with a takeover audit and protect the first changes with automated regression tests.

What is the difference between support and managed services?

Support handles reported bugs and requests; managed services add the proactive part: user management, release wave preparation, integration monitoring, data quality, licences. The monthly retainer includes both.

Do we still need Microsoft support?

Microsoft’s platform-level support comes with the licences (tenant availability, platform bugs). What Microsoft does not do is your own configuration, processes and integrations — that is our job. If there is a platform bug, we open and drive the Microsoft ticket.

Can the monthly retainer be cancelled?

Yes, with the notice period set in the contract; there is no multi-year lock-in. Documentation and the test suite are handed over on cancellation as well.

Is support available in English or German?

Yes, tickets, documentation and user guides are produced in English, German and Hungarian; the contact language is fixed in the contract.

Are Power Platform and Dataverse included?

Yes: Power Automate flows, Power Apps applications and Dataverse table and security management are within scope as part of the CRM. We do not support Business Central ERP.

Let’s talk about your project.

Tell us what you are planning and we will get back to you within a few days.

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