Advisory Services

Where Digital Transformation Meets Practical Experience

KnowURedge helps organizations accelerate digital change by combining deep enterprise consulting experience with pragmatic execution. As businesses navigate a world that demands smarter customer engagement and intelligent automation, we help leaders move from **complexity to clarity**, and from **strategy to scale**.

Building on decades of global experience in CRM strategy, digital operations, intelligent automation, and enterprise transformation, KnowURedge now offers two signature advisory offerings:

CRM Advisory Services

Unlock Customer Excellence With Dynamics 365 & the Power Platform

Modern organizations rely on CRM not just as a system of record, but as a *system of intelligence* that powers sales, service, and customer engagement. KnowURedge offers end-to-end CRM Advisory services rooted in deep, real-world delivery experience across multiple industries.

Our CRM Advisory Approach

We combine strategic thinking with hands-on execution, helping clients maximize ROI on their Microsoft CRM investments.

CRM Vision & Strategy:

CRM roadmap and capability model
Sales and service process alignment
Customer journey mapping
Data, reporting & analytics strategy
Governance & Center of Excellence design

We help define a CRM strategy that aligns with your business goals

Implementation Blueprinting:

We help build the blueprint required for successful delivery

Leadership & Team Dynamics
Communication & Collaboration
Change Management & Innovation Thinking

Expert-led guidance across D365 CE workloads

Dynamics 365 CE Solution Architecture:

Dynamics 365 Sales: Pipeline management, forecasting, CPQ alignment, relationship insights
Dynamics 365 Customer Service: Omnichannel, case management, knowledge management, field service integration
Custom Business Applications: Power Apps apps tailored to business workflows
Azure + Dataverse architecture patterns
Integration with ERP, HR, finance, and line-of-business systems

For clients already using Dynamics 365, we conduct best-practice evaluations

Health Check & Optimization Advisory:

Solution architecture review
Data model & entity architecture assessment
Performance and scalability analysis
Security, compliance & role model evaluation
Adoption & change management strategy

CRM COE & Governance Advisory:

We help organizations establish a sustainable CRM operating model

Standards & guardrails
Build vs. buy decisions
Environment strategy
ALM governance
Iterative enhancement release cycles

Why Clients Choose KnowURedge for CRM Advisory

20+ years of CRM and enterprise transformation experience
Hands-on, architect-level leadership across global programs
Ability to translate complex business needs into scalable solutions
Deep Microsoft ecosystem knowledge (Dynamics 365, Power Platform, Azure)
Pragmatic, business-first guidance—not technology for technology’s sake

Agentic Advisory Services

Prepare Your Organization for the Era of Intelligent Agents

KnowURedge’s Agentic Advisory services help clients understand, design, and operationalize agent-based solutions using Microsoft Copilot Studio, Power Platform, Azure AI, and enterprise data as well as other agentic platforms.

Why Agentic Systems?

Leading industry research shows that agentic workflows will redefine:

Decision-support
Customer service
Sales operations
Supply-chain responsiveness
Compliance & risk management
Back-office productivity

As organizations evaluate this shift, the biggest questions become:

Where should we begin?
Which use cases offer the highest ROI?
What architecture is needed to support agent development and usage?
How do we ensure governance, safety, reliability, and scale?

KnowURedge provides the strategic advisory foundation to answer those questions.

Our Agentic Advisory Framework

Agentic Discovery & Envisioning Workshops:

Interactive workshops that help leadership teams

Understand the agentic ecosystem
Identify pain points and automation opportunities
Prioritize agent-driven use cases
Define value hypotheses and adoption strategies

Agent Build Strategy & Governance:

We help you move from concept to execution

Agent lifecycle framework
RACI and operating model
Benchmarking against industry peers
Training and capability building for internal teams
Continuous optimization model (data, prompts, KPIs)

Agentic Architecture Advisory:

We define a scalable technical foundation for autonomous agent solutions

Microsoft Copilot Studio orchestration architecture
Prompting, retrieval, and grounding strategy
Azure AI Search, Azure OpenAI, and D365/Dataverse integration models
Safety guardrails, access controls, and compliance patterns
Interaction models for multi-agent collaboration

Business Case & Value Modeling:

We quantify business impact across

Cost takeout
Cycle-time reduction
Decision quality improvements
Employee productivity
Customer experience uplift

Pilot & Scale Roadmap:

We help build a pragmatic, iterative roadmap

MVP definition
Pilot governance
Architecture evolution
Scaling plan across functions (sales, service, ops, HR, finance, supply chain)

Why Clients Choose KnowURedge for Agentic Advisory

Early experience in Microsoft Copilot Studio & agentic solution consulting
Architecture-led, strategy-first approach
Decades of experience guiding enterprises through transformation
Practical, business-oriented perspective backed by hands-on delivery