Dynamics 365 & Power Platform Specialist

Stop firefighting your
CRM. Start fixing it
properly.

I help organisations untangle messy Dynamics 365 and Power Platform environments — restoring data quality, governance, adoption, and trust so your CRM actually works for your teams.

Book My Free Audit Call

Microsoft TrainedPower Platform Functional Consultant

10+ Years ExperienceCRM Management & Implementation

30-minute call, no commitment·No jargon·Clear next steps

Zachary Cane

Dynamics 365 & Power Platform Consultant

CRM Health & Governance

Data Quality & Adoption

ALM Stabilisation

Reporting & BI

Founder — CRMbixCreator of CRMbix Data Health Suite for Dynamics 365

The Problem

Most CRM problems aren't
about the platform

Teams don't struggle because they chose Dynamics 365. They struggle because the system grew without enough structure, ownership, or practical design behind it.

The result is a CRM people route around rather than rely on —
costing your business trust, time, and data quality every single day.

✕Messy contact and account data with no clear owner
✕Duplicate records and critical fields left empty
✕Teams working around the CRM rather than in it
✕Reporting nobody trusts or can explain to leadership
✕Clunky forms and processes that slow everyone down
✕Unmanaged changes drifting the system further from spec
✕Power Platform changes that are risky to test or deploy
✕A system that technically runs but doesn't support the business

What I Help With

Practical consultancy. No
transformation waffle.

Every engagement is grounded in your real environment — not theory, not slide decks. I work on the things that actually move the dial.

CRM Health Audits

A clear picture of what's working, what's broken, and what to fix first — with prioritised, actionable recommendations you can act on immediately.

Data Quality & Health

Find gaps, duplicates, poor completeness, and weak data processes before they compound into bigger problems that are harder and costlier to fix.

Governance & Change Control

Put the right structure around CRM changes so the system stops drifting, risk is managed, and deployments don't create new problems.

Dynamics 365 & Power Platform Design

Improve forms, tables, relationships, automation, and reporting with a functional mindset — focused on what will actually work in a live environment.

ALM & Platform Stabilisation

Untangle unmanaged layers, messy solution structures, and risky release practices so you can ship changes with confidence.

Adoption, Training & Reporting

Help teams actually use the CRM properly — with clearer processes, better views, focused training, and dashboards leadership can act on.

Two Ways To Fix Your CRM

Self-service tool or
expert hands — you choose

Whether your team has the internal capacity to self-serve, or you want an expert doing the work with you — there's a clear path for both.

DIY — Self Service

CRMbix Data Health Suite

A dedicated data health tool built specifically for Dynamics 365 environments. Surface data quality issues, track completeness, and monitor your CRM health — on your own schedule, without needing a consultant in the room.

Purpose-built for Dynamics 365 and Dataverse
Identify duplicates, empty fields and data gaps
Track health trends and completeness over time
Right for teams with internal CRM resource
Lower cost, self-directed, start immediately

Explore CRMbix →

Done With You — Consultancy

One-to-One CRM Consultancy

I do the analysis with you — applying the same methodology behind CRMbix, but hands-on in your specific environment. You get a complete assessment, a clear picture of what's wrong, and a prioritised action plan you can act on immediately.

Hands-on review of your live Dynamics 365 environment
Data quality, governance, ALM and adoption assessed together
Prioritised findings specific to your situation
Right for teams that want expert eyes doing the work
Fixed scope engagement, clear deliverable

Book a Free Discovery Call →

Why Work With Me

Not a generic consultant.
A specialist.

My background is in real-world CRM management — not theory. I've worked inside Dynamics 365 environments as a CRM Manager and built CRMbix because I lived the data quality problem firsthand.

✦Functional consultant thinking, not just technical opinion
✦Solution design and data model understanding
✦Governance, process improvement, and adoption strategy
✦Commercially aware, practically grounded recommendations
✦Strategic enough for leadership — concrete enough for delivery
✦Founder of CRMbix — built the tool because I needed it myself

Microsoft Trained — Power Platform Functional Consultant

Trained in Power Platform solution design, Dataverse, and functional consulting for Microsoft business applications.

Microsoft Trained — Dynamics 365 Fundamentals (CRM)

Trained across Dynamics 365 Sales, Customer Service, Marketing, and Field Service fundamentals.

CRM
BIX

Founder — CRMbix Data Health Suite

Built a dedicated Dynamics 365 data health product — which means I understand CRM problems at a depth most consultants don't.

CRM
MGR

CRM Manager — 10+ Years Hands-On Experience

Worked inside CRM teams managing live Dynamics 365 environments with real complexity — not just advising from the outside.

Track Record

What 10+ years in CRM
environments actually looks like

Not theory. Not certifications on a slide. Real, hands-on experience managing live Dynamics 365 environments with real complexity — and a product built to prove it.

10+

Years in CRM Environments

Working inside Dynamics 365 and Power Platform as a CRM Manager — not just a consultant parachuted in. I know what good looks like and what breaks in practice.

Product Built From the Problem

CRMbix was built because I couldn't find a tool that did what I actually needed. Building a product means understanding the problem at a different depth than most consultants reach.

Generic Frameworks Applied Blindly

Every engagement starts from your actual environment. What's broken in your CRM is specific to you — the approach needs to match. No templated methodology, no one-size-fits-all.

"The fastest way to validate a consultant is to describe a real problem you're having. I'll tell you what's causing it, what makes it worse, and what actually fixes it — not what the textbook says."

Test that on a call

Looking for client references? I'm building my independent practice. I'm happy to provide references on request — and you can see my professional background and endorsements directly on LinkedIn.

What You Get

Outcomes, not activities

Real, measurable differences to how your business runs — not a report that sits in a folder.

A CRM your teams trust and actually use

Cleaner, more complete, more usable data

Fewer manual workarounds and broken processes

Clear governance, ownership, and accountability

Safer, more structured CRM changes and releases

Better adoption across teams and departments

Reporting that actually supports decisions

A clear roadmap — no more constant firefighting

The Process

How it works

No ambiguity. No scope creep. A clear, structured process from first call to real recommendations.

Step 01

Discovery Call

30 minutes. We review your setup, pain points, and goals. No preparation needed — just talk me through what's not working.

Step 02

Assessment

I review your environment, identify issues, quick wins, structural risks, and improvement opportunities.

Step 03

Recommendations

Clear, practical next steps — not vague transformation language. Prioritised for impact, not complexity.

Step 04

Support or Delivery

Where needed, I can help shape the roadmap, refine requirements, and support implementation beyond the audit.

Ways to Work Together

Choose what fits your situation

Audit Call

Start here — always free

Free no commitment

A focused 30-minute session to understand your setup, key pain points, and where the biggest wins are. The right starting point before any bigger commitment.

Best for: Teams that need expert eyes on their CRM before deciding next steps

Book Free Call

CRM Health Review

Diagnosis + action plan

From £1,500 fixed scope

A focused consultancy engagement assessing data quality, governance, usage, and system structure — with clear, prioritised recommendations and a practical roadmap you can act on.

Best for: Organisations that want a real diagnosis and a concrete plan

Book a Call to Discuss

Ongoing Consultancy

Sustained improvement

Let's talk tailored to scope

Ongoing strategic and hands-on support for CRM design, optimisation, governance, adoption, and reporting over weeks or months.

Best for: Teams that need a trusted CRM partner for continuous improvement

Get in Touch

Common Questions

FAQs

I work best with organisations using Dynamics 365 or Power Platform that need stronger CRM structure, data quality, governance, adoption, or reporting. This includes mid-size and enterprise teams, as well as smaller organisations with limited internal CRM ownership.

CRMbix is a self-service data health tool — you run it yourself and it surfaces issues in your Dynamics 365 environment. The consultancy is the done-with-you version — I do the assessment hands-on, look beyond just data quality at governance, ALM, and adoption, and deliver a prioritised action plan. Both use the same methodology. The consultancy adds my experience, interpretation, and judgement applied specifically to your environment.

My core focus is Dynamics 365, Dataverse, and Power Platform-based CRM environments. That's where I can add the most value — I don't spread thinly across every platform.

Yes — that's often where I add the most value. A live system with accumulated complexity, drift, and technical debt is exactly where a structured health review makes a real difference.

I can support discovery, design, and recommendations, and depending on scope, help shape and support delivery. The primary focus is diagnosis and practical direction — but I'm happy to discuss ongoing support once we've established what's needed.

We spend 30 minutes walking through your current setup, key pain points, and what you're trying to achieve. No preparation required. You'll leave with a clearer sense of what the priority issues are and what a sensible next step looks like.

No. This works well for smaller organisations too — especially when internal CRM ownership is limited and there's nobody dedicated to keeping the system healthy and governed.

Email directly at info@zacharycane.com — happy to answer questions or discuss whether a call makes sense before committing to one.

Book Your Call

Ready to stop firefighting
and start fixing?

Book a free 30-minute discovery call. We'll look at what's getting in the way, what to prioritise first, and whether I'm the right fit to help you fix it.