By size and geography
By complexity and functional depth
By implementation time
By licensing cost
Your seamless transition to D365 Managed Services
Move from break-fix firefighting to proactive stability with our proven four-phase process. Zero P1A breaches. Predictable costs. No disruption to your business.
Our proven 4-Phase transition process
Phase 1: Assess needs (Discovery)
The goal is to understand your current state and identify quick wins.
What we review:
License profile
Users, modules, underutilized licenses
Application landscape
Custom apps, Power Platform, integrations
Update advisory
Patch status, pending updates, release gaps
Deliverable: Discovery report with health score, risks, and optimization opportunities.
No disruption: Read-only environment scan, no changes made.
Phase 2: Choose services (Service catalog)
The goal is to select from our comprehensive D365 service catalog.
Complete service matrix:
| Application support | Update management | Environment management | Monitoring |
|---|---|---|---|
| L3 Functional/Technical | 2/year + monthly | Prod/Non-prod environments | Integration jobs |
| Issue & RCA analysis | Feature releases | Ad-hoc health checks | Daily health checks |
| Knowledge base & MSIs | Functional test | Code deploy/schedule | Proactive actions |
Deliverable: Shortlisted services aligned to your operational needs and platform maturity.
Phase 3: Service options (Coverage)
Goal: Configure your custom coverage plan.
Coverage flexibility:
- Coverage hours: Business hours, 24×7 critical, custom SLA windows
- Critical event support: P1A priority response (15 min)
- Language support: Up to 3 languages with dedicated teams
- Real-time scoping: Dynamic adjustment as needs evolve
Deliverable: Your “My Plan” proposal with transparent pricing and fair use terms.
Phase 4: Onboard (My Plan) – Weeks 46
Goal: Activate your custom Managed Services plan.
What happens:
Service governance
Dedicated service owner assigned
Onboarding portal
Self-service access to reports, tickets, plan details
Knowledge transfer
Team briefed on monitoring, escalation paths
Baseline established
Current uptime, performance metrics documented
Go-live checklist:
✅ 24×7 monitoring activated
✅ Patching schedule confirmed
✅ Service owners onboarded
✅ Monthly reporting cadence set
Result: Full Managed Services coverage with zero business disruption.
What happens to your existing support?
No big bang switch. We integrate smoothly:
- Week 12: Current incident support continues unchanged
- Week 3: Parallel run – Managed Services monitoring starts
- Week 4+: Gradual migration of routine work to managed plan
- Ongoing: Break-fix available for major one-offs
Your control points:
- Final signoff before each phase
- Weekly status updates
- Ability to pause/adjust at any point
Transition timeline and milestones
An example of a transition:
- Week 0
Kick-off call and discovery scheduling
- Week 1
Discovery complete → Report delivered
- Week 2
Service selection → Shortlist approved
- Week 3
Coverage configured → "My Plan" signed
- Week 4
Onboarding starts → Monitoring live
- Week 6
Full handover → Monthly reporting begins
Total time: 46 weeks from discovery to full coverage.
Click the orange arrows to view the timeline/ milestones.
Risk mitigation during transition
| Risk | How we mitigate |
|---|---|
| Service gaps | Parallel support during handover |
| Knowledge loss | Full KT sessions + documentation |
| Disruption | Change windows outside business hours |
| Scope creep | Fixed discovery scope + real-time scoping |
Customer success during transition
As our trusted Microsoft Partner and Managed Service Provider, sa.global has delivered exceptional value by providing a stable, scalable, and constantly evolving platform across our complex Dynamics 365 ERP and CRM landscape. Their deep technical expertise and close collaboration enable us to manage this complexity and adapt and evolve our platform in line with our changing business needs. sa.global’s passion and strategic support align perfectly with our commitment to digital transformation and global connectivity, empowering us to scale efficiently and build a strong foundation for global operations.
Pankaj Giri,
Vice President, IT Business Applications
TeamViewer