Discovery & Planning
Discovery sessions, implementation planning, objectives, stakeholders, timeline, risks and delivery approach.
Leaforge 365 provides white-label Microsoft Dynamics 365 Business Central implementation services to Microsoft partners. Your team owns the customer and commercial relationship; our functional and technical consultants work as an extension of your delivery team.
Choose end-to-end delivery or use Leaforge 365 for only the workstreams where your team needs additional functional or technical capacity.
Discovery sessions, implementation planning, objectives, stakeholders, timeline, risks and delivery approach.
Fit-gap workshops, standard-fit decisions, solution design, integrations and data strategy.
Configuration across Finance, Sales, Purchase, Inventory and Manufacturing based on the agreed scope.
Migration templates, cleansing guidance, migration cycles, reconciliation and opening balances.
AL customization and integrations where approved within the partner-controlled scope and change process.
UAT coordination, scenario preparation, defect triage, retesting and business sign-off support.
Role-based training aligned to the configured Business Central processes and agreed responsibilities.
Cutover planning, go-live readiness, production transition and coordinated delivery responsibilities.
Post-go-live issue prioritization, stabilization, knowledge transfer and documented handover.
Leaforge 365 can reinforce a single phase or support the complete Business Central implementation lifecycle under your governance.
Scope, objectives, stakeholders, timeline, risks and delivery plan.
Process workshops, standard-fit decisions, gaps, integrations and data strategy.
Core Business Central setup, workflows, dimensions, reports and approved custom work.
Templates, cleansing guidance, migration cycles, reconciliation and opening balances.
Scenario preparation, defect triage, retesting and business sign-off support.
Role-based training, cutover checklist, go-live readiness and responsibilities.
Production transition, issue prioritization, stabilization and handover.
Scale from a single workstream to complete white-label implementation delivery, depending on the opportunity and the capacity already available in your team.
| Model | Best fit | How it works |
|---|---|---|
| White-Label Full Implementation | Partner needs complete delivery capacity | Leaforge 365 delivers agreed workstreams behind the partner brand and governance. |
| Joint Delivery | Larger or strategic projects | Partner and Leaforge 365 jointly deliver with a defined RACI and customer-facing roles. |
| Workstream Delivery | Partner has a core team but gaps remain | Assign Finance, Manufacturing, migration, testing or another defined workstream. |
| Dedicated Team / Capacity | Recurring project pipeline | Reserve agreed functional and technical capacity monthly across multiple projects. |
| Project Recovery / Hypercare | Project needs short-term reinforcement | Add experienced capacity for defects, backlog, cutover or stabilization. |
The final RACI can be adapted per project. This sample shows how commercial ownership can remain with the partner while delivery responsibilities are allocated to Leaforge 365 or managed jointly.
| Area | Partner | Leaforge 365 | Joint |
|---|---|---|---|
| Customer commercial relationship | ● | ||
| Licensing / CSP | ● | ||
| Implementation workshops | ● | ● | |
| Configuration & migration | ● | ||
| Custom development | ● | ||
| Scope / change control | ● | ● | |
| UAT sign-off | ● | ● | |
| Cutover / go-live | ● | ● | |
| Executive escalation | ● | ● |
Protect the customer relationship. Keep delivery under your governance. Use one specialist workstream or scale to an end-to-end project team.
Add functional or technical resources when project demand requires them, without expanding permanent headcount ahead of demand.
Your team retains customer ownership and commercial control within the agreed engagement boundary.
Responsibilities, approvals, scope and customer-facing roles are defined with your team before delivery begins.
Use a focused workstream, joint project team, dedicated capacity or complete white-label implementation delivery.
NDA-ready engagement • white-label delivery • no direct customer solicitation • clear RACI • controlled scope and change requests • documented handover.
Share the scope and preferred delivery model. We will structure the workstreams, responsibilities and delivery approach with your team.