Managed data service for Dynamics 365

Your Dynamics 365 data platform, kept running, and still yours

We run your Dynamics 365 data platform as a monthly service, pipelines monitored, the warehouse kept healthy, Fabric capacity managed to cost and the numbers kept reconciling, so your data stays reliable without depending on one person, and you keep ownership throughout.

Dynamics-native since 2002·customers in 20+ countries across 4 continents·the full data lifecycle, from first build to managed run-state.

The distinction that earns the bill

How is a managed data service different from a support contract or break/fix?

Break/fix waits for a pipeline to break and reacts to a ticket; a managed data service is proactive and continuous, so problems are prevented, not just fixed. It monitors extraction, keeps the warehouse healthy, manages Fabric capacity to cost, keeps the numbers reconciling and keeps the platform current with Microsoft change, which is the difference between a support inbox and a data platform that stays reliable.

The sharpest run-state question is whether a managed service is just a support inbox with a nicer name. It is not, and that is exactly why a recurring bill is worth paying. A support contract is reactive: it sits quiet until a refresh fails or the warehouse goes stale, then someone raises a ticket and someone else reacts, usually after a number was already wrong.

A managed service inverts that. The work happens before anything breaks, absorbing Microsoft's platform changes and the quiet decay that a Delta-based warehouse suffers when nobody is maintaining it. The point is not to fix faster. The point is that far less breaks.

  • Break/fix. Waits for a failure. Reacts to a ticket. Fixes the symptom. The platform decays between incidents, and the decay is invisible until a figure is wrong at month-end.
  • Managed service. Watches the platform continuously. Prevents the failure. Keeps the pipelines, the warehouse, the capacity, the governance and the reconciliation current, so month-end is quiet by design.

A Dynamics data platform is not set-and-forget. The Dataverse link breaks or throttles and the warehouse goes stale. Delta tables bloat without OPTIMIZE and VACUUM, and scans slow down. Capacity throttles under load. Microsoft retires data paths on a timeline, as it did with Export to Data Lake. The retainer is what keeps "it just works" true.

For the decision itself, laid out plainly, talk to us about a managed data service versus a support contract.

What you get for the monthly fee

What does a managed data service for Dynamics 365 include?

A managed data service for Dynamics 365 keeps your data platform reliable, governed and reconciling to your Dynamics data. It includes proactive extraction and pipeline monitoring, warehouse and lakehouse maintenance, Fabric capacity managed to cost, recurring data-quality and reconciliation checks, data-layer governance upkeep, and keeping the platform current with Microsoft's stack. It is one continuous service, not a menu of one-off jobs.

Here is the whole of what the retainer covers, so there is no question about what the monthly fee buys.

  • Extraction and pipeline reliability. Getting Dynamics data into the warehouse now runs through Dataverse, whether by Azure Synapse Link or Link to Microsoft Fabric. We keep whichever path you are on running, with alerting across the whole estate rather than a person watching an inbox, catching a broken or throttled link before the warehouse goes stale, and handling the Dataverse-storage consumption the Fabric link adds.
  • Warehouse and lakehouse health. A Delta-based warehouse degrades unless it is actively maintained. We run the OPTIMIZE and VACUUM cadence, keep table layouts tuned as data volume changes, and hold the warehouse-versus-lakehouse split where it belongs, so scans stay fast and storage does not quietly accumulate stale files in OneLake.
  • Capacity managed to cost. Fabric capacity watched and tuned, reserved against your real cadence and flexed for the peaks, with autoscale billing for elastic Spark workloads and throttling and overage watched so the bill does not run away. This seeds the cost-control section below.
  • Data quality and reconciliation. Recurring reconciliation and data-quality checks, row-count and control-total checks against source, referential integrity, and catching a refresh that completed but silently dropped rows, so the numbers keep reconciling to your Dynamics financial dimensions, eliminations and multi-entity roll-up.
  • Governance as a service. Federated domain and workspace ownership kept accurate, access reviews run on a cadence, endorsements kept current, and sensitivity-label, tagging and data-location hygiene maintained, so the platform stays governable by a team, not a person.
  • Kept current with Microsoft. We track the Fabric and Dynamics data roadmap and absorb the re-plumbing when Microsoft moves, as it did retiring Export to Data Lake, so the platform never falls behind a deprecation or a consumption-rate change you did not see coming.
No lock-in, no key-person risk

Do we keep control of our own data platform, or are we locked in?

You own it, we run it. Your data platform stays yours and your team keeps building on it, while we carry the run burden and remove the single-person dependency, so the platform no longer lives in one person's head. It is monitored, documented and governed by a team, not an individual, on our side as much as yours.

The platform works today because one person holds the pipeline config, the capacity settings and the reconciliation logic in their head. When they are on leave, or they leave, the extraction breaks, the warehouse goes stale, or the capacity bill spikes and nobody notices. That is the single-person dependency this service is built to remove, and it is the fear the CFO and the data owner share, from opposite ends.

So the promise is deliberately plain: you own it, we run it. You keep ownership, control and the ability to build on your own platform. We carry the monitoring, the capacity calls, the warehouse maintenance, the governance upkeep and the roadmap-tracking, the recurring, specialist work a small team resents carrying and cannot easily hand to a generalist.

It is not a black box. The platform is documented, the governance is visible, and continuity sits with a named owner and a team, not a person, on our side as much as yours. Nothing about the service is designed to tie you in, and if you ever want to take the run-state back, you can, because you always owned it.

The CFO's section

How do you control the cost of running a Dynamics 365 data platform, Fabric capacity?

We manage your Fabric capacity to cost, reserving the predictable base and flexing the peaks, moving elastic Spark workloads to autoscale billing, and watching throttling and overage so the spend stays controlled rather than creeping. The result is a predictable monthly cost, tailored to your platform and shown before you commit.

This is where a managed service most visibly beats a build or an in-house team, because Fabric capacity is a continuous, cost-sensitive decision that a small data team cannot sustain, and getting it wrong either throttles the pipelines or wastes the budget.

Capacity to cost. Fabric capacity is not a fixed line on a bill, it is a lever. On the current SKUs, capacity can be paused, resumed and resized on demand, so we reserve the predictable base and flex the peaks, scaling up for a heavy load and back down after, and automating the schedule so it tracks your real cadence. Elastic Spark and data-warehousing workloads move to autoscale billing so you pay for the burst, not a reserved peak. Overage is charged at a multiple of the normal rate, so we watch utilisation against a threshold and act before it tips, rather than reading it on the invoice.

We manage cost down, not up. Capacity is the lever that quietly inflates a Fabric bill, and it is actively managed to your platform with surge protection, autoscale billing and threshold alerts. The monthly cost is predictable and transparent, tailored to your platform and shown before you commit.

Where a pre-built, pre-reconciled foundation fits under a managed platform, Reveal is our productised option, which reduces implementation time and risk.

The run-state rhythm

How does a managed data service for Dynamics 365 work?

Your data platform comes under management through a platform review or a build handover, then runs on a continuous rhythm: monitored, maintained, kept current with Microsoft change and reviewed with you on a regular cadence. The service is offered in tiers matched to how much coverage your platform needs, and the shape is agreed before you commit.

This is a real, worked service with a rhythm to it, not a monitoring dashboard you never see. Here is how a platform comes under management, and what the ongoing cadence looks like.

  1. Assess and onboard

    A platform review or a build handover brings the platform under management. We baseline the figures that have to reconcile and the current governance state, so we run against real targets from day one, not assumptions.

  2. Monitor and run

    Centralised extraction, capacity and governance monitoring, the proactive core, so decay is caught early and the platform stays reliable between the peaks and the platform changes.

  3. Optimise and keep current

    Continuous warehouse maintenance, capacity managed to cost, the Microsoft roadmap tracked, and governance kept clean, the ongoing hygiene that stops a governed platform drifting out of governance.

  4. Review and improve

    A regular cadence with you, reliability, cost, reconciliation and what improved, so the platform gets quietly better over time and you can see the service earning its place.

The service comes in a tiered shape, so you fund the level of coverage your platform actually needs.

  • Good. The reliable core, proactive monitoring and the essential maintenance, governance and cost upkeep that keeps the platform trustworthy.
  • Better. The core plus a fuller optimisation and governance cadence and more included expert time, for a busier or more critical platform.
  • Best. The fullest coverage, the widest monitoring scope, the most frequent optimisation and the most included expert time, for a platform the business runs on.

Each tier is tailored to your platform and defined before you commit.

The top rung

How does a managed data service fit with a data warehouse build?

A managed data service is the top rung. A platform review can route an existing warehouse in, assess, then run; a build hands over into it, build, then run; and advisory and governance sit beside it as the next step, run, then mature. You choose each rung on the evidence, with no obligation.

  1. Assess first.

    If you have a warehouse someone else built, or inherited, start with a data platform review, which assesses it and routes it into the run-state.

  2. Or build first.

    If you are still building the foundation, a Dynamics 365 data warehouse build hands over documented and governed, straight into managed, with no gap where the platform starts to decay. See the Data Warehouse for Dynamics 365 programme for how the build works.

  3. Then run it.

    This page: the platform run reliably, on a monthly service, so the numbers stay trustworthy without you chasing them.

  4. Then mature it.

    When you want to govern, optimise or extend further, data advisory and governance sits beside managed as the next step. Talk to us about the next step.

For the full picture of the programme this service sits inside, see Data Warehouse for Dynamics 365.

This service runs the data layer. Managed BI for Dynamics 365 runs the reports and the semantic model on top: we keep your data reconciling, and Managed BI keeps your reports reliable on top of it. Take one, the other, or both.

Why us

Why this team keeps a warehouse reconciling when a generalist data shop does not

We do not just keep your data platform running, we keep your Dynamics numbers reconciling. The market runs data platforms by the dozen; what it does not do is understand the Dynamics data model well enough to keep a warehouse reconciling as data, entities and the platform change. That is two decades doing the one thing ERP-support partners and generalist data shops both miss, and on a run-state, long client tenure is the proof, because it shows we run platforms reliably over years, not just build them.

Monitoring, capacity management, warehouse maintenance, governance upkeep, tiered support, these are now table stakes among the better data shops. What has not become common is the depth to keep a Dynamics warehouse reconciling as it runs, across financial dimensions, eliminations and multi-entity roll-up, with the Finance and Operations extraction details handled so a pipeline does not break after a change to the ERP.

That is the scarce skill, and it is the whole of what we have done since 2002. Most competitors are either ERP implementers who bolt a warehouse on afterwards, or pure data shops that have never had to make intercompany balance. PrecisionPoint sits in the gap, and running a platform over years is exactly where that shows.

  • Dynamics-native since 2002.
  • Customers in 20+ countries across 4 continents.
  • The full data lifecycle, from first build to managed run-state.

We have run the data platform for a multi-country distributor across several years, keeping their numbers reconciling through data changes, new entities and Microsoft platform shifts, the kind of long relationship a run-state service is judged on.

Where a pre-built, pre-reconciled foundation fits under a managed platform, Reveal is our productised delivery option, which reduces implementation time and risk.

See the full Data Warehouse practice
Common questions

Managed data service for Dynamics 365: common questions

What does a managed data service for Dynamics 365 include?

It keeps your Dynamics data platform reliable, governed and reconciling. It includes proactive extraction and pipeline monitoring, warehouse and lakehouse maintenance, Fabric capacity managed to cost, recurring data-quality and reconciliation checks, data-layer governance upkeep, and keeping the platform current with Microsoft's stack. It is one continuous service, not a menu of one-off fixes.

How is this different from break/fix support?

Break/fix is reactive: it waits for a pipeline to fail, then reacts to a ticket, and the platform decays between incidents. A managed service is proactive and continuous, it prevents the failure rather than fixing the symptom, so month-end is quiet by design.

Will our Dynamics 365 numbers stay reconciled month after month?

Yes. Keeping the warehouse reconciling to your Dynamics data is the whole point of the run-state. We run recurring reconciliation and data-quality checks and keep the extraction, the model and the multi-entity roll-up correct as data, entities and the platform change.

Do we keep control of our own data platform, or are we locked in?

You own it, we run it. The platform stays yours and your team keeps building on it; we carry the run burden and remove the single-person dependency. It is documented and governed by a team, not a black box, and you can take the run-state back whenever you want, because you always owned it.

How do you control the cost of Microsoft Fabric capacity?

We manage Fabric capacity to cost, pausing, resizing, reserving the base and flexing the peaks, moving elastic Spark workloads to autoscale billing, and alerting on utilisation thresholds so overage is caught before it lands on the invoice. We manage cost down, not up.

How much does a managed data service cost per month?

The monthly fee is predictable and transparent, tailored to your platform and the coverage tier you need, and shown before you commit. We scope it to what you run and what has to reconcile, so you fund the level of coverage your platform actually needs.

What SLA or response times do you offer? Do you offer 24/7?

We agree service levels tailored to your business needs, from business-hours support to extended coverage. We are honest about our scale: a specialist consultancy with a partner network, not a 24/7 enterprise desk. The service level is set with you and defined before you commit.

What if we already have a warehouse someone else built, or we are on Reveal?

That is a natural starting point. A platform review assesses what you have and baselines what reconciles, then brings it under management, whether it was built by us, someone else, inherited, or built on Reveal. You do not need to have built it with us.

Do we need this as well as Managed BI, or instead of it?

They are complementary, not competing. This service runs the data layer, the extraction, the warehouse, the capacity and the reconciliation. Managed BI for Dynamics 365 runs the reports and the semantic model on top. We keep your data reconciling, and Managed BI keeps your reports reliable on top of it. You can take one, the other, or both.

Talk to us

Talk to us about running your Dynamics 365 data platform

This is how a Dynamics 365 data platform stays reliable, current, governed and cost-controlled while you keep ownership. Tell us what you run and what has to reconcile, and we will scope a managed service to your platform, with a predictable monthly cost shown before you commit.

Tell us what you run, where the numbers have to reconcile, and how much of it you would rather not run yourself. We will scope the service to your platform, remove the single-person dependency, and show you the shape and the cost before anything is committed. You own it, we run it.

Talk to us

Tell us what you run and what has to reconcile, and we will come back to scope a managed service with you.