Simplify Microsoft Dynamics 365 upgrades with Metam
Upgrade Buddies
Finding a trusted partner for D365 upgrades can be tough. Upgrade Buddies work as part of your team, handling the details so you can focus on running your business.
Request a consultationWhat is the Upgrade Buddies program?
The Metam Upgrade Buddies program is a partnership-driven service designed to make Microsoft Dynamics 365 Finance and Operations version updates simple, reliable, and valuable. We handle planning, testing, documentation, and optimization so every upgrade runs smoothly, with no impact on your operations.
Your long-term
success partner
We also help you get more out of your upgrade by showing you how you can leverage new features and changes, allowing you to extract more value for your business.
What is better than a long term partner that knows your business, helping you make the most of your solution while preserving your operations?
Get started with Dynamics 365
The difference a trusted partner makes
See how partnering with Metam helps you streamline your upgrade, minimize disruption, and unlock greater business value compared to going it alone.
Upgrading on your own
- Dozens of hours spent on testing over 2 months by operations teams
- Ad hoc testing when teams have time, no dedicated test period
- No dedicated test period
- Undefined issue handling process
- Decentralized solution documentation
- Uncertainty around project planning
- Less confidence in QA
- No clear understanding of what's new or deprecated
- Less leverage of new functionality and its business potential
Partnering with Metam
- Fixed 2–3 week testing schedule, in a window you agree on
- A dedicated team focused entirely on testing your solution
- Fixed price and low risk for your business
- Clear, timely issue handling process
- Full library clean-up and documentation pruning
- Clearly outlined project phases and activities
- Renewed confidence in every upgrade
- Full analysis and documentation of new and deprecated features
- Roadmap and strategy workshops to steer your solution and your business
A turnkey offering
Everything included, at a completely fixed price — so you know exactly what you're getting into, and exactly what it costs, before you start.
Everything included
Planning, testing, documentation, and rollout - handled as one project, not a patchwork of tasks.
Completely fixed price
One quote, agreed up front. No change orders creeping in mid-project.
Low risk, no surprises
Clear phases and a dedicated team mean you always know where the project stands.
Why this upgrade matters to your team
Behind every upgrade is a group of people trying to balance project work with day-to-day responsibilities. When Microsoft release an upgrade, the only answer is to say "yes." It can feel like extra risk when your team is already managing competing deadlines and resources. The Upgrade Buddies program is designed to respect your team's time, capacity, and expertise.
Protecting your budget
Handling upgrades entirely in-house can appear cost-effective on paper, but the reality often includes rework, overtime, delays, and the cost of redirecting your strongest people away from strategic work. We help reduce these hidden expenses through careful planning, complete test coverage, and early issue resolution, giving you a more predictable investment and better value from D365.
Turnkey delivery from start to finish
You get one accountable partner from initial scoping to post-go-live follow-up. Every phase is mapped out, tracked, and communicated, so you are never left wondering what is happening or what comes next.
Giving your team time back
Your internal experts know your business best. Instead of asking them to coordinate every detail of an upgrade, we take on the heavy lifting. Your people stay focused on running operations, while we manage the schedule, testing cycles, and communication.
How our process works
We have a proven, collaborative approach that keeps every stakeholder aligned and every update under control. Our aim is to deliver a calm, collaborative process that replaces any upgrade anxiety with confidence and control.
Initial Engagement
We embed ourselves in your team early, aligning timelines and responsibilities so your upgrade starts on a solid foundation.
Test Library Review
Our Upgrade Buddies assess your existing test scenarios and close any gaps for full coverage.
Testing and Validation
Every scenario is executed in a controlled environment and tracked in DevOps for full visibility.
Final Handoff
You receive a full summary report, ready to share with your internal teams and leadership.
Feature Analysis
We translate Microsoft's release notes into clear, actionable insights tailored to your business.
Issue Resolution
Any problems are resolved early to protect your production environment.
Because we specialize in the built environment, all recommendations are practical, relevant, and tailored to your workflows.
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Meet the D365 Upgrade Buddies
Our Upgrade Buddies aren't just external consultants. They become an extension of your team, taking ownership of each step as if it were their own project. They guide, validate, and interpret every update, ensuring your system runs smoothly, your users stay confident, and your organization captures every opportunity from each release.
Frequently Asked Questions
Everything you need to know about partnering with Metam for your D365 upgrades.
The results you can expect
Partnering with Metam means upgrades that are smooth, predictable, and impactful. Our team becomes part of your operations; your operations stay seamless, and every release becomes an opportunity to strengthen your systems and improve performance.
Roadmap building and strategic planning
We work with you to identify which changes can best serve your business and what features might be coming later down the road. We help your IT strategy take shape and guide your solution in the direction of the company's goals.