Run your Microsoft practice
on Microsoft.
Right-sized.
Your partner benefits give you access to enterprise CRM and PSA tools. But enterprise tools weren't built for a 20 to 200 person practice. TekStack gives Microsoft Partners a fully featured, pre-configured, fully supported platform that actually fits how you work.
Your partner benefits
came with a catch.
Microsoft's Internal Use Rights give partners access to Dynamics 365 for Sales and other enterprise tools at low cost. In theory, that's a great deal. In practice, you end up with an enterprise platform designed for a 5,000-person company with no pre-configuration, no PSA, no support, and an implementation cost that rivals the license discount you thought you were getting.
The alternative — Salesforce or HubSpot — means running your Microsoft practice on a non-Microsoft platform, paying full enterprise pricing, and answering awkward questions from clients who wonder why you don't use what you sell.
TekStack is purpose-built for Microsoft Partners. The same Microsoft platform your clients run — Power Platform, Dataverse, Microsoft Entra — but pre-configured, right-sized, fully supported, and ready to go in weeks, not months.
Dynamics 365 via partner benefits
Enterprise software with no pre-configuration, no PSA, no support included, and an implementation project that takes 6 to 12 months. Often costs more than the license discount. Built for companies 10x your size.
Salesforce or HubSpot
Full enterprise pricing, no Microsoft integration depth, and the uncomfortable reality of running your Microsoft practice on a competitor's platform. Hard to explain to clients. Harder to justify internally.
TekStack — built for Microsoft Partners
The same Microsoft platform your clients trust — Dataverse, Power Platform, Entra — pre-configured for a 20 to 200 person practice, fully featured, fully supported, and live in weeks. Implementation included. No SI fees.
The challenges Microsoft
Partners know too well.
Microsoft Partners are building and delivering technology for clients while trying to run a practice that's growing faster than their back-office can keep up with. The friction is almost always the same.
Your IUR Dynamics instance is half-configured and barely used
Enterprise CRM without pre-built processes takes months to get right. So it sits at 20% adoption while the team defaults to spreadsheets and Outlook.
- Pre-configured out of the box for B2B technology companies
- Purpose-built data model, no blank-canvas implementation required
- Live in weeks with full adoption support included
- Same Microsoft stack your team already knows, zero retraining overhead
CRM and PSA are separate systems that don't talk to each other
When a deal closes, someone manually creates the project, re-enters the scope, and the data trail snaps. Finance is always reconciling two systems that should be one.
- CRM, PSA, Help Desk, Billing, and Reporting in one platform
- Deal-to-project handoff built into workflow, no re-keying
- One client record from first opportunity to final invoice
- Native Business Central integration for accounting
Services margins are invisible until month-end
Project profitability is hard to track when time entry is inconsistent, billing lags delivery, and utilization data lives in a PSA that doesn't connect to finance.
- Live project margin — budget vs. actuals vs. forecast in real time
- Utilization tracked across all consultants and all client engagements
- Billing connected directly to approved time, no leakage
- Practice area profitability dashboards in Power BI, out of the box
Renewals and recurring revenue aren't managed proactively
Without a central renewal view, contracts lapse, auto-renew at the wrong tier, or get renegotiated without proper context. Revenue that should be predictable feels fragile.
- Renewal dashboard with every expiring contract, health score, and owner
- Automated renewal workflows triggered well before expiry
- Upsell pipeline tracked alongside renewals for every account
- Client health scores surface at-risk accounts proactively
Clients are asking about AI and your own operations aren't using it
Many Partners are running their own operations on tools that treat AI as a future roadmap item. The credibility gap shows up in sales conversations when clients ask what you're running internally.
- AI agents in Teams — Copilot Studio, Azure AI Foundry, MCP Server
- ~80% of routine operational interactions automated
- Official Dataverse MCP Server, GA, works with Claude and GitHub Copilot
- Show clients a working AI-native operation they can learn from
Your clients hold you to their security standards. Does your platform meet them?
If your own CRM and PSA data sits in a third-party vendor cloud, that's a security story you have to explain, especially with regulated enterprise clients.
- All data in your Microsoft tenant, governed by Microsoft Entra
- Six-layer security model including row-level and column-level controls
- Audit-ready through Microsoft's native audit framework
- Same security posture you implement for clients, applied to your own ops
Every tool your practice
needs. Pre-configured.
TekStack replaces up to 7 disconnected tools with a single platform built natively on Microsoft 365 — pre-configured for Microsoft Partners, so you're productive from week one.
CRM & Pipeline
A CRM purpose-built for B2B technology companies with native outbound sequencing from Outlook, pipeline forecasting by deal type, and full attribution back to marketing channels. Pre-configured data model means you're not starting from a blank canvas.
- Pipeline & forecasting
- Outbound sequencing
- CPQ & quoting
- Win/loss analytics
- Marketing automation
- Partner pipeline tracking
Service Delivery & PSA
Manage implementation projects, managed service engagements, and internal operations from one delivery platform. Track utilization across your consultants, monitor project health, and connect delivery directly to billing — all inside Microsoft 365.
- Project scheduling
- Resource utilization
- AI-assisted time entry
- Project profitability
- Milestone management
- Customer delivery portal
Billing & Business Central Integration
Handle every billing model Microsoft Partners use — fixed-fee implementations, T&M consulting, monthly managed service retainers, and software resale subscriptions — with a native two-way integration to Microsoft Dynamics 365 Business Central. Invoices flow to accounting automatically. No re-keying.
- Fixed fee & T&M billing
- Managed service retainers
- Subscription management
- Automated invoicing
- Business Central integration
- QuickBooks Online integration
Customer Success & Client 360
Every account, contact, project, contract, invoice, and support ticket in one view — so your account managers always have the full client picture. Health scores and at-risk flags surface issues before clients raise them. vCIO planning and QBR preparation built in.
- Client 360 view
- Health scoring & at-risk alerts
- Renewal & upsell pipeline
- Auto-captured communications
- Help desk integration
- QBR & vCIO support
Key Metrics & Reporting
100+ pre-built Power BI dashboards covering every metric a Microsoft Partner needs — pipeline and win rates, consultant utilization, project margin, ARR, NRR, and client health — ready out of the box, no setup required.
- Pipeline & win rate analytics
- Utilization dashboards
- Project margin reporting
- ARR & MRR tracking
- Client health analytics
- Practice area P&L
We've done this
more than 50 times.
Moving off Dynamics 365 for Sales is one of the most common migrations we handle, and we've built a repeatable process around it. Whether you're on an under-adopted IUR instance or a fully configured Dynamics deployment, we know where the data lives, how to move it cleanly, and how to get your team productive on TekStack in weeks.
Migration is included in every TekStack subscription. No separate project fee. No partner markup.
Discovery & data audit
We review your existing Dynamics instance — accounts, contacts, opportunities, activities, and custom entities — and build a migration map. No surprises on day one.
Data cleanse & migration
Historical data is cleaned, de-duplicated, and migrated to TekStack's data model. You keep your history without inheriting your old system's mess.
Configuration & integration
TekStack is configured for your specific practice — deal stages, billing models, project templates, and Business Central integration — based on how your team actually works.
Go-live & adoption
Parallel testing, team training, and a phased go-live with your dedicated support team on standby. Unlimited support continues after go-live, no ticket quotas.
Built for your size.
Not theirs.
Enterprise tools aren't wrong — they're just wrong for a 20 to 200 person practice. See how TekStack compares to the three platforms Microsoft Partners most commonly evaluate.
| TekStack | Dynamics 365 for Sales (IUR) | |
|---|---|---|
| Underlying platform | Microsoft Dataverse — same foundation | Microsoft Dataverse — same foundation |
| Right-sized for 20 to 200 people | Yes — purpose-built for this size | No — enterprise product, enterprise complexity |
| Pre-configured out of the box | Yes — CRM, PSA, billing model ready on day one | No — blank canvas; requires months of configuration |
| PSA / project delivery | Included — scheduling, utilization, billing | Not included — requires D365 Project Operations add-on |
| Help desk & ticketing | Included — SLAs, entitlements, portal | Not included — requires D365 Customer Service add-on |
| Subscription & billing management | Included — T&M, fixed fee, retainer, subscription | Not included — requires additional modules or third-party |
| Business Central integration | Deep native — invoices sync automatically | Possible but requires custom configuration |
| Power BI dashboards pre-built | 100+ out of the box — sales, PS, finance, support | None included — must be built from scratch |
| Implementation included | Yes — included in subscription | No — partner-led implementation, typically $50K to $200K+ |
| Ongoing support included | Yes — unlimited, no ticket quotas | No — Microsoft support is reactive; partner retainer extra |
| Dynamics migration experience | 50+ migrations completed — included in every plan | N/A — you are the starting point |
| Typical time to productive | 4 to 8 weeks | 6 to 18 months with partner implementation |
Dynamics 365 estimates based on typical Microsoft Partner implementation market rates. IUR license costs excluded. Actual costs may vary.
| TekStack | Salesforce Sales + Service Cloud | |
|---|---|---|
| Microsoft 365 — native integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited depth, not native |
| Runs on Microsoft platform | Yes — Dataverse, Power Platform, Microsoft Entra | No — Salesforce cloud; no Microsoft alignment |
| PSA / project delivery | Included | Not included — requires separate PSA tool |
| Help desk & ticketing | Included — SLAs, entitlements, portal | Add-on — Service Cloud licensed separately |
| Subscription & billing management | Included | Requires CPQ add-on; no native billing |
| Business Central integration | Deep native — invoices sync automatically | Third-party connector — additional cost and maintenance |
| Power BI reporting | 100+ pre-built dashboards, out of the box | Tableau add-on — separate cost, separate product |
| AI in Teams (agents, MCP Server) | GA — Copilot Studio, Azure AI, full MCP Server | Einstein AI — opaque layer, no Teams integration |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — Salesforce cloud; region choice via Hyperforce only |
| Implementation included | Yes — included in subscription | No — SI partner required, $50K to $500K+ typical |
| Platform licence — 50 users | ~$3,995/mo — all modules included | ~$12,500/mo — Sales + Service Enterprise |
| Estimated total year one — 50 users | ~$48,000 all-in | ~$340,000 — 7x more than TekStack |
Competitor estimates based on publicly listed pricing and typical SI market rates. Actual costs may vary.
| TekStack | HubSpot CRM Platform | |
|---|---|---|
| Microsoft 365 — native integration | Deep native — Outlook, Teams, SharePoint, Power BI | Via connector — limited two-way Outlook sync |
| Runs on Microsoft platform | Yes — Dataverse, Power Platform, Microsoft Entra | No — HubSpot cloud; no Microsoft alignment |
| PSA / project delivery | Included | Not included — no project delivery capability |
| Help desk & ticketing | Included — SLAs, entitlements, portal | Service Hub add-on — tiered pricing |
| Subscription & billing management | Included | Basic quoting only — no invoicing or subscription management |
| Business Central integration | Deep native — invoices sync automatically | Third-party connector — additional cost and maintenance |
| Power BI reporting | 100+ pre-built dashboards, out of the box | Native dashboards — limited depth for services firms |
| AI in Teams (agents, MCP Server) | GA — Copilot Studio, Azure AI, full MCP Server | HubSpot AI — no Teams integration, no MCP Server |
| Data in your Microsoft tenant | Yes — your governance, your Entra identity | No — HubSpot cloud; limited data portability |
| Customization | Unlimited via Power Apps — your team already knows the stack | Custom objects on Enterprise+; limited app builder |
| Implementation included | Yes — included in subscription | No — partner onboarding typically $3K to $15K+ |
| Platform licence — 50 users | ~$3,995/mo — all modules included | ~$5,000/mo — Enterprise CRM Suite |
| Estimated total year one — 50 users | ~$48,000 all-in | ~$116,000 — 2.4x more than TekStack |
Competitor estimates based on publicly listed pricing and typical partner/onboarding market rates. Actual costs may vary.
Show clients what
AI-native looks like.
Microsoft Partners are helping clients adopt Copilot, Azure AI, and Copilot Studio every day. TekStack lets you run your own operations on the same AI stack — so when clients ask what you use internally, the answer demonstrates your expertise.
Teams agents handle ~80% of routine interactions
Flows embedded directly in Teams automate project updates, time entry prompts, approval requests, and status checks — without anyone on your team needing to open TekStack. The same automation patterns you implement for clients, running your own practice.
Official Dataverse MCP Server — GA now
All TekStack data is available through the official Dataverse MCP Server — the same server your clients' Dynamics environments use. Connect Claude, GitHub Copilot, or any LLM for full CRUD on your operational data, inside your Microsoft tenant.
Build practice-specific agents in Copilot Studio
Design agents for your specific workflows — project status summaries, renewal alerts, utilization reports, client QBR prep — using the same Copilot Studio tooling you're delivering to clients. Your own practice becomes your best reference implementation.
TekStack Agent answers questions in Teams in real time
Your team can query pipeline, project health, utilization, or client history directly in Teams chat. The agent updates records without switching to a separate application — and the interaction patterns are exactly what you can show clients as a working reference.
One number.
Everything included.
No SI fees. No support tiers. No partner markup on implementation. One subscription covers the software, the migration from your current platform, and the ongoing partnership.
- CRM or PSA (one module)
- Implementation + data migration
- Unlimited application support
- Max — 1 practice area
- Outlook & Teams integration
- Power BI + AI features + MCP server
- CRM, PSA, Help Desk, Billing, Reporting
- Business Central integration
- Implementation + data migration
- Unlimited application support
- Power BI + AI agents + MCP server
- Outlook & Teams integration
- Everything in Business Edition
- Marketing automation included
- Max — 2 practice areas
- 10 hrs/month customization
- Unlimited staging environments
- Priority support SLA
Pricing in USD · Annual term · CAD, EUR, GBP, AUD available · See full pricing details
Questions Microsoft Partners
ask us most.
We already have Dynamics 365 via our IUR benefits. Why would we switch?
IUR gives you access to a license, not a working system. Dynamics 365 for Sales is an enterprise product that requires months of configuration, a separate PSA tool, a separate help desk, and an SI partner to implement — none of which is covered by your IUR benefit. TekStack is pre-configured for Microsoft Partners, includes PSA, billing, help desk, and Power BI out of the box, and comes with full implementation and ongoing support included. Most Partners who've tried the IUR route get productive faster with TekStack, at lower total cost.
How does the Dynamics 365 migration work?
We've completed over 50 Dynamics 365 for Sales migrations. The process covers a full data audit of your existing instance, data cleanse and migration of accounts, contacts, opportunities, activities, and any custom entities, configuration of TekStack for your practice, Business Central integration, and a phased go-live with parallel testing. Migration is included in every subscription — there is no separate project fee.
Does TekStack use the same Microsoft Dataverse that Dynamics 365 runs on?
Yes. TekStack is built natively on Microsoft Power Platform and Dataverse — the same underlying platform as Dynamics 365. The difference is that TekStack is pre-configured and right-sized for a 20 to 200 person services business, where Dynamics 365 is an enterprise product that requires extensive configuration to get to the same outcome. Your IT team already knows the platform.
How deep is the Business Central integration?
TekStack has a native two-way integration with Microsoft Dynamics 365 Business Central. Approved invoices from TekStack flow to Business Central automatically — no re-keying, no manual reconciliation. Revenue recognition, WIP, and deferred revenue are calculated in TekStack and synced automatically, so your finance team and delivery team always see the same numbers.
As a Microsoft Partner, can we use TekStack as a reference implementation for clients?
Many Partners do exactly this. Because TekStack runs on the same Microsoft stack — Dataverse, Power Platform, Copilot Studio, Azure AI — your own operating environment demonstrates to clients what a well-implemented Microsoft platform looks like in a services business. The AI capabilities in particular — Teams-embedded agents, the official MCP Server, Copilot Studio agents — are directly aligned with what Partners are selling to clients today.
Why not just use HubSpot? It's simpler and we're familiar with it.
HubSpot is a strong marketing and CRM tool, but it doesn't include PSA, project delivery, or subscription billing — which are essential for a services business. It also has limited Microsoft 365 integration depth, doesn't run on Microsoft's data platform, and has no native Teams integration or MCP Server. For a Microsoft Partner specifically, running on HubSpot creates an alignment gap with the platform you're selling — one that shows up in client conversations.
Ready to run your practice
on Microsoft. Properly.
No generic demo. We'll walk through TekStack side by side with what you're running today — CRM, delivery, billing, and accounting — in under an hour.
Migration from Dynamics 365 included · No SI fees · Responds within one business day
