Case Study: Rescuing a D365 Implementation

The Opportunity

Midway through a Dynamics 365 (D365) implementation, our client recognized they lacked the internal resources necessary to drive the project to completion. In addition to technical hurdles, both their Director of CXM and Director of Technology Enablement & Strategy were overextended by executive responsibilities. This left them with limited capacity to provide the daily guidance and oversight their departments required. To ensure alignment, continuity, and long-term adoption of the new ERP system, the organization needed immediate, high-level support.

The Solution

CFS quickly identified and deployed a specialized team capable of stabilizing the project. This multi-disciplinary solution bridged leadership gaps and provided the expertise necessary for technical execution.

Project Coordinator: Acted as the “eyes and ears” for the Director of CXM, facilitating cross-departmental communication and ensuring project alignment.

D365 Specialist: Provided the hands-on technical expertise required to guide the complex implementation through its final phases.

Operational Support: Deployed a Help Desk professional and a Jira AI Support Specialist to alleviate operational pressure across the impacted teams.

Change Management: To ensure success post-go-live, a Change Management Specialist was integrated to drive organizational buy-in and maximize long-term system adoption.

The Impact

By deploying a highly skilled, cross-functional team, CFS provided immediate relief to executive leadership while building lasting momentum for the project:

120+ hours of dedicated support per week

6 to 9-month engagement with flexibility to extend as needed

Multiple specialized roles across leadership, implementation, and operations

Enhanced organizational alignment, with stronger coordination across internal teams, reduced communication silos, and increased leadership visibility into how D365 drives strategic goals

The Outcome

Our client has been impressed by the exceptional caliber of talent supporting their organization. Beyond meeting core requirements, our consultants are delivering meaningful value through proactive insights and strategic guidance. With strengthened leadership and a comprehensive adoption plan in place, the client is well-positioned for a successful D365 go-live and sustained, effective utilization of the platform.

“CFS stepped in at a critical point in our D365 implementation, quickly providing the support needed to regain momentum. Their team filled key gaps while bringing structure, coordination, and expertise that aligned our teams and advanced the project with confidence.”

Connect with a local CFS Recruiter today

Share this post:

Case Study: Rapid HR Scale-Up & Risk Recovery

Human Resources, Our Services

The Opportunity A rapidly growing private healthcare organization, operating without a centralized HR department, found its leadership overextended and its subsidiaries lacking standardized oversight. With no internal HR infrastructure at the parent company level, the...

Case Study: Scaling Corporate HR Infrastructure

Human Resources, Our Services

The Opportunity A prominent healthcare organization initially engaged CFS for support within their accounting department. While the early stages of the relationship faced challenges, the client required a staffing partner who could do more than just fill technical...

The Biggest Hiring Roadblocks According to Hiring Managers

Hiring/Retention Strategies, Our Services

Hiring in today’s market isn’t just competitive—it’s complex. Many organizations are eager to grow their teams but find themselves running into obstacles that slow down or derail the hiring process. To better understand what’s standing in the way, we recently asked...