Metam Technology

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.

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.

What 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.

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 taking an extra risk when your team is already managing competing deadlines and limited 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.

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.

How far in advance do you engage with clients?

We reach out 2–3 months before Microsoft’s scheduled release to allow time for thorough planning, testing, and optimization.

Our team flexes around your capacity. We can handle as much or as little of the process as needed, ensuring nothing falls through the cracks. 

Your delivery manager provides regular touchpoints and written updates, offering complete transparency from start to finish. 

They’re resolved before go-live, keeping production environments stable and users unaffected. 

Our partnership continues post-launch to help your team adopt new functionality and optimize system performance. 

The results you can expect

Partnering with Metam means upgrades that are smooth, predictable, and impactful. Our team becomes a part of your operations; your operations stay seamless, and every release becomes an opportunity to strengthen your systems and improve performance.

Ready to transform your D365 update experience?

Let’s make your next Microsoft Dynamics 365 Finance and Operations upgrade seamless, strategic, and stress-free