About Us

Our Story

‘The Shipbuilders of Port Glasgow” statue by John McKenna

We started EntityShift after identifying a need to support businesses with all stages of their journey with Microsoft Dynamics 365 for Finance & Operations (D365 F&O).

With a significant number of implementation partners in the marketplace, offering everything from premium pricing to rapid deployment, and “adopt not adapt” to bespoke customisations, the choices can be baffling. We wanted to help buying organisations to cut through the noise and make an informed decision from the beginning, setting them off on the right track with a vastly increased chance of success.

For a project already underway, we provide support with activities such as training and quality assurance, and if you’re struggling once deployed, we’re on hand to help with an implementation review or resource augmentation.

We are based in Scotland, in close proximity to Glasgow airport, providing our services remotely and on-site across the UK and beyond.

We understand the profound transformation that all businesses (legal entities) and their information (data entities) undergo during a system implementation and the associated overhaul of processes. Adopting a new technology like D365 F&O is not just about deploying a new IT system, but crucially reimagining how your organisation operates at its core; a complete “entity shift”.

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Our Values

We have developed a set of three simple values that define who we are and how we operate. Selected to be easy to remember and easy to apply daily, to excel in the work we do for you. These values are:

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Integrity

We commit to honesty and transparency in all our communication, whether commercial or advisory

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Agility

We maintain flexibility and readiness to adapt to the task at hand, applying decades of technical and operational experience

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Quality

We deliver on our promises, to the highest standard we can, to help your business achieve the best possible outcomes

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Our Team

Mike

Director & Principal Consultant

A one-time naval officer, originally from the south of England, Mike has spent the last 15 years in the commercial world, with a career spanning sales, project management, training, and consultancy, across a range of finance, xRM, and HR systems. Mike began working with D365 F&O when the cloud version of AX first launched and is the founder and contributing editor of AX7 – The D365 F&O Blog.

Heather

Director, People & Wellbeing

A former health and social care professional and Glasgow native, Heather brings calm and order wherever she goes, especially when dealing with our clients, partners, and colleagues. Heather is an integral member of our business, with a keen eye on our people, resourcing, and compliance. Heather continues to support her local community through various initiatives.

Leigh

Director, Brand & Marketing

Leigh delivers creative and strategic marcomms solutions for international blue chip brands, innovative British startups and everything in between. A specialist in PR and engagement of internal, external and stakeholder audiences, he builds campaigns for B2C, B2B and trade organisations across sectors. His creative leadership extends to mentoring programmes and board advisory roles with a focus on access for underrepresented groups.

Jason

Principal Consultant

EntityShift are proud partners with Honest Dynamics Limited, led by Jason, who brings 20+ years of technical experience of finance and ERP systems, including development, support, data migration, and architecture. He has worked exclusively with D365 F&O since joining Microsoft in 2016, where he worked across both SMC and Enterprise teams, supporting clients to make the most of their investment in Business Applications.

Paul

Principal Consultant

EntityShift are proud partners with LEAP Professional Services Ltd, led by Paul. An ACCA qualified accountant with a BSc(Hons) in Accounting & Finance, he has been specialised in AX and D365 F&O for his entire career, including a number of end-to-end implementations across public sector, medical and manufacturing. After a spell at KPMG, Paul became the founding architect and practice lead for an established Microsoft Gold Partner.

Ella

Senior Functional Consultant

Ella has over seven years’ experience on successful implementations across the UK, USA & Canada, including retail and public sector. With a BSc in Economics, Ella has enjoyed delivery roles at both Deloitte and KPMG, and worked client-side managing continuous improvement, training and support. Committed to continuous professional growth, Ella is dedicated to leveraging her skills to support our clients and deliver exceptional solutions.

Steph

Senior Functional Consultant

With a background in Business and Computer Systems, Steph is passionate about bridging the gap between tech and users. She’s spent the last 7 years focused on D365 HR on both partner and end user side, with implementation experience across 15+ countries. Outside of Dynamics, she enjoys business content creation, while maintaining an ever-growing sneaker collection.

George

Functional Consultant

As an honours graduate in Mechanical Engineering, George has a keen eye for detail and process improvement, with a particular interest in data. He began his consultancy career at KPMG, where he gained experience from four major D365 F&O implementations, across Finance, Supply Chain and HR. George lives to travel and is currently learning Spanish.

Winie

Executive Assistant

Winie holds a BSc in Accounting Technology and is proficient in multiple SMB finance systems. Skilled in critical thinking, team management, and planning, she excels in managing complex schedules, coordinating projects, and facilitating effective communication within our team, as well as looking after our bookkeeping and business process documentation.

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Policies

The following policy documents are available for review by prospective clients:

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