Microsoft 365 Consulting
Microsoft 365 Consulting & Implementation Services
Custom-tailored Microsoft 365 consulting, implementation, automation, and security solutions designed to help your organization work smarter, reduce manual processes, and get more value from the Microsoft tools you already own.
Turn Microsoft 365 Into a Business Advantage
Netlogic helps businesses assess, implement, optimize, and govern Microsoft 365, including SharePoint, Power Automate, Copilot, Entra ID, licensing, and Purview, so technology supports the way people actually work.
Microsoft 365 is packed with powerful tools for collaboration, automation, security, compliance, and AI, but most organizations use only a fraction of what they already have. From SharePoint migrations and Power Automate workflows to Copilot implementation, Entra ID management, licensing reviews, and Purview compliance, our consulting team helps you build practical solutions that improve efficiency, reduce risk, and support long-term growth.
The short answer
What Are Microsoft 365 Consulting Services?
Microsoft 365 consulting services help organizations plan, configure, implement, secure, and optimize Microsoft 365 tools such as SharePoint, Teams, Power Automate, Copilot, Entra ID, and Microsoft Purview, so they deliver more value, stronger security, and less manual work.
At Netlogic, consulting goes beyond recommendations. We design, configure, migrate, automate, and support the solutions your team needs, turning strategy into real-world execution.
Microsoft 365 Consulting Built Around Your Business
No two organizations use Microsoft 365 the same way, so we design your environment around how your business actually operates: your departments, workflows, compliance needs, permissions, and users.
Netlogic combines strategic planning with hands-on implementation. We help you identify what is working, where users are struggling, what can be automated, where security gaps exist, and how your Microsoft investment can deliver more value across the organization. Our approach is practical, collaborative, and outcome-driven. We help design, configure, deploy, and optimize, and we stay involved to turn strategy into execution.
Download the consulting program (PDF, 9.7 MB) (opens in a new tab)
What we do
Our Microsoft 365 Consulting Services
We combine strategy with hands-on execution across the Microsoft 365 platform.
SharePoint Development & Migration Services
Netlogic designs and migrates clean, secure, well-structured SharePoint environments, moving you off outdated file shares and scattered storage into SharePoint Online.
Modern collaboration starts with a clean, secure, and well-structured SharePoint environment. Whether you are migrating existing content into SharePoint Online, building a new intranet, improving document management, or restructuring permissions, we create a SharePoint environment that supports productivity without sacrificing control.
Services include
- SharePoint Online migrations
- File share to SharePoint migration
- SharePoint site design and development
- Intranet planning and development
- Document library and information architecture
- Permissions and access planning
- SharePoint governance recommendations
- Migration planning and post-migration support
Power Automate Workflow Automation
Netlogic uses Microsoft Power Automate to streamline approvals, notifications, onboarding, document routing, and data entry, reducing repetitive work and speeding up operations.
Manual work slows teams down. We work with your team to find where time is being lost, identify automation opportunities, and build workflows that improve speed, consistency, and visibility.
Services include
- Power Automate workflow design
- Approval workflows
- Employee onboarding automation
- Document routing automation
- Notification and reminder workflows
- Forms-to-workflow automation
- SharePoint and Teams workflow integration
- Process mapping, testing, and user training
Dynamics 365 CRM & Power Apps Solutions
Netlogic builds CRM and line of business applications on the Microsoft Power Platform, whether you are standing up a new business case, modernizing a process that has outgrown its spreadsheet, or moving an aging application to the cloud.
Plenty of critical work runs on tools that were never meant to carry it: a spreadsheet that became the customer database, a Microsoft Access application nobody is left to support, or a paper process that never moved online. We design and build applications on Dynamics 365 and the Power Platform that match how your business actually works, and they sit inside the same Microsoft environment your team already signs into every day.
Services include
- Dynamics 365 Sales and Customer Service implementation
- Power Apps line of business application development
- Canvas and model-driven app development
- Legacy and Microsoft Access application migration
- Dataverse data modeling and integration
- Business process design and modernization
- Integration with SharePoint, Teams, and Power Automate
- User training, rollout, and ongoing support
Project & Task Management
Netlogic sets up Microsoft Planner, premium plans in Planner, and Microsoft To Do so work is visible in one place: a task board the team shares, a timeline for the work that needs one, and the personal list each person actually works from.
Planner and To Do are already included with Microsoft 365, and most teams use neither consistently, so work ends up living in inboxes, spreadsheets, and side conversations. We design the plan structure, buckets, labels, and views that match how your team really works, connect plans to the Teams channels and SharePoint sites people are already in, and add premium plans where a project genuinely needs a timeline, dependencies, and goals rather than a task board. Premium plans are the home of the capabilities that used to live in Project for the web, which Microsoft retired in 2025.
Services include
- Microsoft Planner rollout and plan structure design
- Task boards, buckets, labels, and checklists
- Board, Grid, Schedule, and Charts views for reporting
- Premium plans for Timeline (Gantt), dependencies, and sprints
- Goals, People view, and team workload planning
- Portfolio views across multiple plans
- Microsoft To Do, My Day, and flagged email from Outlook
- Planner in Teams, SharePoint, and Power Automate integration
- Licensing guidance, training, adoption, and governance
Microsoft Copilot & AI Implementation
Netlogic prepares and implements Microsoft Copilot with the right security, governance, permissions, use cases, and training, because safe AI adoption takes more than turning on a license.
Microsoft Copilot can help your team work faster, summarize information, generate content, and support smarter decisions. We help you identify practical AI opportunities, reduce data-exposure risk, and give users the guidance they need to use Copilot effectively.
Services include
- Microsoft Copilot readiness assessments
- Copilot implementation planning
- AI use case development
- Copilot security and permissions review
- AI governance planning
- User training and adoption support
- Copilot Studio and AI agent planning
- Ongoing optimization and support
Download the Copilot and AI one-pager (PDF, 1.3 MB) (opens in a new tab)
Entra ID Directory & User Management
Netlogic configures and manages Microsoft Entra ID so users have the right access, security policies are enforced, and identity controls support how your business operates.
Strong identity management is the foundation of a secure Microsoft 365 environment. From user lifecycle management to multi-factor authentication and Conditional Access, we reduce security risk while keeping access practical for employees.
Services include
- Microsoft Entra ID configuration
- User and group management
- Multi-factor authentication planning
- Conditional Access policy planning
- Single sign-on support
- User lifecycle management
- Guest access and administrator role review
- Access control and permission planning
Microsoft 365 License Evaluation & Optimization
Netlogic reviews your Microsoft 365 licensing so you understand what you have, what users need, where costs can be reduced, and where license changes could unlock more value.
Many organizations pay for licenses they do not fully use, while others are missing features that could improve security, automation, compliance, or productivity. We help you align licensing with real business needs.
Services include
- Microsoft 365 license and utilization reviews
- Cost optimization recommendations
- User role and license mapping
- Feature gap analysis
- Security and compliance feature review
- Copilot and AI licensing guidance
- License consolidation and upgrade planning
Microsoft Purview Security & Compliance Consulting
Netlogic uses Microsoft Purview and related Microsoft 365 tools to protect sensitive information, improve data governance, support retention, and reduce compliance risk.
Security and compliance should not be an afterthought. We help you understand where sensitive data lives, how it is shared, what policies are needed, and how to build controls that protect your organization without making work harder for users. See also our compliance and assessment services.
Services include
- Microsoft Purview consulting
- Sensitivity label planning
- Data loss prevention (DLP) planning
- Retention policy guidance
- Compliance posture review
- Information protection recommendations
- eDiscovery readiness support
- Security and compliance roadmap development
Where organizations get stuck
Turning Technology Challenges Into Solutions
Organizations come to Netlogic to get more out of the Microsoft 365 they already own, with a practical plan for the gaps between what the platform can do and how it is being used today.
We help when
- Files are scattered across desktops, shared drives, Teams, OneDrive, and SharePoint
- SharePoint exists, but users cannot find anything
- Manual approval processes are slowing down operations
- Teams rely on spreadsheets, email chains, or repetitive copy-and-paste work
- Microsoft 365 licensing feels expensive or confusing
- Copilot interest is growing, but leadership is unsure how to deploy AI safely
- Security and compliance controls are inconsistent or hard to manage
- Users have access to more information than they should
- Internal processes depend too heavily on one person knowing how things work
- IT and leadership need a clear roadmap for modernization
Discover · Decide · Design · Develop · Deploy · Drive
A Practical Consulting Process: From Strategy to Execution
Netlogic’s consulting process moves through six phases (Discover, Decide, Design, Develop, Deploy, and Drive), taking you from initial assessment to real-world implementation and ongoing optimization.
Discover
We learn about your organization, users, workflows, systems, pain points, security needs, and business goals.
Decide
We prioritize the opportunities that create the most value and align with your budget, timeline, and internal capacity.
Design
We architect the right Microsoft 365 solution: structure, permissions, workflows, governance, and implementation requirements.
Develop
We configure, build, migrate, automate, and prepare the environment based on the approved plan.
Deploy
We launch with testing, communication, training, and support so users understand what changed and how to work effectively.
Drive
We continue to optimize, measure adoption, improve processes, and support long-term success.
Download the six-phase framework guide (PDF, 9.9 MB) (opens in a new tab)
Verified by Microsoft
Microsoft Solutions Partner for Modern Work
Netlogic holds Microsoft’s Solutions Partner designation for Modern Work, the solution area covering Microsoft 365, Teams, and endpoint management.
Microsoft scores this designation rather than granting it on request. It is measured on the certifications our engineers currently hold, on deployments actually delivered, and on whether the organizations we deployed for went on to use what they were given. It also has to be maintained, so it describes where the team stands now rather than a course somebody passed once.
- The people configuring your tenant are certified on it, rather than a salesperson with a deck and a subcontractor behind them.
- The standing is Microsoft’s assessment of us, not our own, so you can check it instead of taking our word for it.
- Modern Work is the solution area that covers what you are actually buying here: Microsoft 365, Teams, and the devices that connect to them.
Why Choose Netlogic for Microsoft 365 Consulting?
Netlogic pairs deep Microsoft 365 technical expertise with a practical understanding of how businesses operate, building solutions that are secure, usable, and aligned with business priorities.
What sets us apart
- Microsoft 365-first consulting approach
- Deep experience with SharePoint, Teams, Power Automate, Entra ID, Purview, and Copilot
- Security and compliance built into every recommendation
- Practical implementation support, not just strategy
- Business workflow expertise and user adoption training
- Licensing and cost optimization guidance
- Custom solutions tailored to your actual users and processes
- Experience across business, nonprofit, education, healthcare, professional services, and regulated organizations
How we deliver
Consulting Delivered Remotely, Anywhere in the United States
Netlogic delivers Microsoft 365 consulting and implementation remotely to organizations across the United States. The work happens inside your Microsoft 365 tenant rather than in your office, so where you are makes no difference to what we can do or how soon we can start.
We operate as an extension of your team, working alongside your existing IT staff and vendors to implement solutions seamlessly.
- Remote-First Consulting
- Serving Clients Nationwide
- United States Based Experts
- Virtual Strategy Sessions
- Responsive Remote Support
- Extension of Your IT Team
Microsoft 365 Consulting for Growing Organizations
Whether you are modernizing file storage, preparing for Copilot, automating workflows, reviewing licensing, or strengthening security, Netlogic helps build the right path forward.
We support organizations that need practical technology strategy and hands-on implementation, including:
- Small and mid-sized businesses
- Nonprofits
- Education organizations
- Healthcare and wellness organizations
- Legal and financial services firms
- Professional services organizations
- Manufacturing and operations teams
- Organizations with compliance or security requirements
Download the nonprofit playbook (PDF, 9.7 MB) (opens in a new tab)
Frequently Asked Questions
What are Microsoft 365 consulting services?
Microsoft 365 consulting services help organizations plan, configure, implement, secure, and optimize Microsoft 365 tools such as SharePoint, Teams, Power Automate, Copilot, Entra ID, and Microsoft Purview.
Why does my business need a Microsoft 365 consultant?
A Microsoft 365 consultant helps reduce manual work, improve collaboration, strengthen security, simplify licensing, migrate content, automate workflows, and get more value from your Microsoft investment.
Can Netlogic help with SharePoint migrations?
Yes. Netlogic plans and completes SharePoint migrations, including file structure, permissions, content organization, document libraries, governance, and user adoption.
Can Netlogic automate business workflows with Power Automate?
Yes. Netlogic designs and builds Power Automate workflows for approvals, notifications, onboarding, document routing, reminders, and other repetitive processes.
Can Netlogic build a CRM or custom business application?
Yes. Netlogic builds CRM and line of business applications on Dynamics 365 and the Microsoft Power Platform, including new business cases, modernized processes, Microsoft Access replacements, and legacy applications migrated to the cloud.
Can Netlogic set up Microsoft Planner for project and task management?
Yes. Netlogic designs and rolls out Microsoft Planner, premium plans in Planner, and Microsoft To Do, including plan structure, task boards, Timeline and dependency planning, portfolio views, Teams integration, and user adoption.
Can Netlogic help implement Microsoft Copilot?
Yes. Netlogic prepares organizations for Microsoft Copilot by reviewing readiness, permissions, security, governance, use cases, training needs, and adoption strategy.
Can Netlogic help with Microsoft 365 licensing?
Yes. Netlogic reviews Microsoft 365 licensing to help you understand usage, reduce waste, identify feature gaps, and align licensing with business needs.
Can Netlogic support Microsoft Purview and compliance needs?
Yes. Netlogic helps plan and improve Microsoft Purview, sensitivity labels, data loss prevention, retention, information protection, and compliance controls.
Is this only for large organizations?
No. Netlogic works with small and mid-sized businesses, nonprofits, education, healthcare, professional services, and other organizations needing practical Microsoft 365 guidance and implementation.
Why do clients stay with Netlogic?
We believe great IT starts with great relationships. Our weekly personalized meetings help us understand your business, your goals, and the people who make it successful. We take the time to get to know not only your organization, but the individuals behind it. That’s why clients see us as an extension of their team rather than just another technology vendor.
Some organizations engage us for a few months to help navigate a project or transition, while others have trusted us as their technology partner for five years or more. Regardless of the length of the engagement, our focus remains the same: building genuine relationships, delivering consistent value, and being a team our clients enjoy working with.
Explore More From Netlogic
Case studies
Resources
Consulting Guides You Can Download
The same flyers our consultants hand to clients. No form, no email address, just the PDF.
Ready to Get More Value From Microsoft 365?
If your organization is ready to automate workflows, improve collaboration, strengthen security, deploy Copilot, clean up SharePoint, or better understand your Microsoft 365 licensing, Netlogic can help. Let’s build a Microsoft 365 environment that works the way your business works.
We Make IT Work.