The AI Wiki that assists your CRM team on sustainment and enhancement.
Your personalized Microsoft D365 knowledge base + senior in-house consultant — on demand, cited from your own solution, escalated to a human expert when needed.
What if you could...
✅ Ask your D365 solution any question — and get an answer with a citation to your own configuration
✅ Get a Teams alert 30 days before a Microsoft change breaks one of your customizations
✅ Cut your Tier-1 escalation volume by 40% in the first 60 days
✅ Escalate the hard questions to a senior D365 consultant — for free
✅ Onboard a new team member in a week instead of multiple months
So that your small CRM team can keep your D365 solution healthy, evolving, and defensible — without hiring more staff or paying more consultant hours.
This fits you if you are...
🏢 A small CRM / IT team managing a customized D365 solution
📚 Short on deep D365 expertise — your team knows the day-to-day, but the platform is bigger and solution coverage is wider than any one person's head
💰 Cost-conscious — consultant retainer hours keep climbing and you need predictable outcome-based pricing
🔥 Reactive to Microsoft changes — you find out something changed when something broke, not before
📈 Growing or evolving — your solution keeps getting new requirements and enhancements
If two or more of these describe your team, keep reading. If none of them do, honestly — this isn't for you, and we'll tell you that on the call.
What Praxisis Sustain is.
📖 A personalized D365 Wiki
Not a generic AI chatbot. Not a Copilot with generic answers.
- Ingests your actual solution — every custom plugin, web resource, business rule, PCF control, security role, automation, workflow, integration touchpoint, etc.
- Ingests 6+ months of your tickets — recognizes recurring questions and past resolutions
- Answers with citations to your specific configuration — every response links to the artifact it came from
- Deployed as a Copilot Studio agent inside your own Microsoft tenant — surfaced wherever your team works (Microsoft Teams, embedded in D365, the M365 Copilot pane, or a web app in your Microsoft cloud)
- Data stays inside your tenant — we never store or move your data; your existing security and compliance posture is preserved
🧠 Your senior in-house D365 consultant
Not a replacement for consultants — the senior one your team can't afford to hire full-time.
- 15+ years of D365 patterns baked into every response
- Continuous solution-health monitoring — release changes, ad-hoc deprecations, roadmap updates, all filtered to your solution
- Grows smarter every week — continuously ingests Microsoft previews and GA features related to your solution; the wiki's intelligence compounds over time
- 30-day heads-up before Microsoft changes affect your customizations
- Free escalation to a Praxisis Tier-2 human consultant when the AI can't answer
- Tool-level guardrails — physically cannot destructively act; risky actions drafted for human approval
For example — what your team asks it every week:
"Why did the case-routing plugin stop firing on holidays?"
The AI cites your specific plugin, pulls the last three tickets on the same behaviour, and shows the exact business-rule condition that changed in your last deployment.
"Will Wave-2 2026 break any of our customizations?"
The AI cross-references the Microsoft roadmap against your solution graph and returns a prioritized list: 3 items break, 2 need attention, 47 don't affect you.
"How do I add a new required field to the Opportunity form?"
The AI walks the team member through your naming conventions, your solution-layering rules, and your security-role considerations — pulled from your last 12 months of similar changes.
That's not all — included in every deployment:
📊 Monthly Continuous Change Radar — one-page summary of every Microsoft change that affects your solution
🚨 Scheduled deprecation alerts — delivered on your cadence via Teams, email, or your existing helpdesk / ticketing system
🔄 Quarterly Blueprint refresh — your solution's exposure report regenerated automatically every 90 days
🆓 Free Praxisis Tier-2 escalation — no hourly billing for hard questions; escalating IS the design
📄 Praxisis Sustain Operating Model — a documented framework your team owns forever, whether you renew or not