What Caf2Code does

Caf2Code is a private, boutique IT consultancy headquartered in Harrisonburg, Virginia, specializing exclusively in the Microsoft Dynamics 365 ecosystem. Founded in 2017 and led by CEO Benjamin Breeden, the firm delivers implementation, configuration, integration, and applied AI services across D365 Finance & Operations, Customer Engagement, Power Platform, Field Service, and Copilot — with documented patterns spanning Dual-Write, Azure Service Bus, OData v4, EDI/BAI2, and custom REST APIs. The firm has codified an "out-of-the-box-first" methodology, a Power Platform Center of Excellence governance approach, and custom RAG architectures grounded in Dataverse and Azure AI Foundry, deploying what it reports as 12+ custom RAG systems and 8 LLM deployments in production.

The firm serves mid-market and enterprise customers across four verticals — manufacturing (discrete, process, mixed-mode), distribution and 3PL, retail (B2B, B2C, POS), and construction — with named engagements including PolyQuest Inc. Revenue is generated through professional services engagements (time-and-materials or fixed-phase) at typical D365 implementation partner price points of $150K–$400K per project. The go-to-market motion is owner-led enterprise field sales: senior architects engage directly with prospects, supported by thought leadership content, DUG/DynamicsCon/Community Summit speaking, and a free AI Readiness Assessment tool. Distribution is exclusively direct — there is no channel partner or reseller model.

Caf2Code's reported operational metrics include 100% customer retention, 50+ Power Platform solutions shipped, 95% Power Platform adoption, 92% CRM adoption, 3.2x average CRM sales-cycle acceleration, 8.2M+ GL entries processed across F&O implementations, and 3,000+ frontline workers empowered. The firm claims 11–50 employees and markets a 15+ year average consultant tenure, with no disclosed external institutional funding, parent company, or M&A activity in the source material.

Name

Caf2Code

Legal name

Caf2Code LLC

Website

https://caf2code.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Caf2Code is a Harrisonburg, Virginia-based Microsoft Solutions Partner that implements and integrates Dynamics 365 (F&O, CE, Power Platform, Copilot) for mid-market and enterprise customers in manufacturing, distribution, retail, and construction.

Ownership category

akta.pro rank

Product category

ERP Implementation Consulting

NAICS

Custom Computer Programming Services (541511), Computer Systems Design and Related Services (54151)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Services-Management Services (8741)

akta.pro primary industry

AI Integration & Orchestration Platforms (Connectors, Workflow, iPaaS for AI) (HDAEANAI)

akta.pro secondary industries

B2B/EDI & Partner Integration (BPAMAOAJ), iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

Keywords

• Dynamics 365 implementation
• ERP consulting services
• Power Platform development
• Enterprise integration services
• Dynamics 365 AI solutions

Headquarters

HQ city

Harrisonburg

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Dynamics 365 Implementation Services: ERP implementation consulting services for Microsoft Dynamics 365 Finance & Operations, Customer Engagement, and Power Platform. Services include net-new implementations, complex rescue missions, system optimization, and ongoing support. Revenue is generated through professional services engagements typically structured as time-and-materials or fixed-phase arrangements.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

Caf2Code is a Microsoft Solutions Partner that implements, integrates, and extends Microsoft Dynamics 365 ERP for mid-market and enterprise clients. Its core offerings cover Dynamics 365 Finance & Operations, Customer Engagement (CRM), Power Platform, and Applied AI/Copilot solutions, plus enterprise integration architecture connecting D365 to Salesforce, Shopify, EDI/BAI2, and 3PL/WMS systems. Engagements are senior-architect-led and structured around net-new implementations, rescue missions, ongoing optimization, and change management.

Product overview

Caf2Code is a Microsoft Solutions Partner specializing in Dynamics 365 ERP implementations and consulting services. Their portfolio centers on the Microsoft Dynamics 365 ecosystem comprising four interconnected pillars: Dynamics 365 Finance & Operations (F&O) — the core ERP backbone handling global financials, supply chain, manufacturing, and warehousing; Dynamics 365 Customer Engagement (CE/CRM) — for sales, project operations, and marketing automation with native quote-to-cash integration to F&O; Microsoft Power Platform — low-code apps (Power Apps), workflow automation (Power Automate), and BI dashboards (Power BI) glued together on Dataverse; and Applied AI & Copilot — practical AI built into the ERP including D365 Copilot activation, custom Azure AI Foundry agents (RAG, multi-agent systems), and AI Builder. Caf2Code also delivers enterprise integration architecture services connecting D365 to Salesforce, Shopify, 3PL/WMS systems, EDI/BAI2, and other SaaS/on-premise platforms via Dual-Write, Azure Service Bus, OData APIs, and Power Automate. The company serves manufacturing (discrete, process, mixed-mode), distribution/3PL, retail (B2B, B2C, POS), and construction verticals, with services spanning net-new implementations, rescue missions, change management, data migration, and AI readiness assessment.

Differentiator

Problem solved

Functional benefit

Products and services

• Dynamics 365 Finance & Operations Implementation Implementation and architecture of Microsoft Dynamics 365 Finance & Operations ERP for multi-entity consolidations, complex costing models, global supply chains, and regulatory compliance, including GovCon and regulated manufacturing environments. Targets mid-market and enterprise organizations needing a unified ERP backbone spanning global financials, manufacturing, and supply chain.
• Dynamics 365 Supply Chain Management Implementation Configuration of the D365 SCM module covering Master Planning (MRP), Warehouse Management (WMS), Manufacturing, Inventory Costing, and Landed Cost. Configured for discrete, process, and lean manufacturing with multi-site operations across manufacturing and distribution clients.
• Dynamics 365 Customer Engagement Implementation Implementation of D365 Sales, Project Operations, and Marketing automation with quote-to-cash native integration to F&O, sales-first UX design, and duplicate detection / validation logic. Delivered for revenue teams needing sales cycle acceleration and data integrity controls.
• Dynamics 365 Field Service Implementation Implementation of the D365 Field Service module for scheduling, dispatch, and on-site service delivery, integrated with D365 Customer Engagement and Finance & Operations for service organizations with field-based workforces.
• Microsoft Power Platform Implementation Implementation of Power Apps (custom mobile and web apps), Power Automate (workflow orchestration), and Power BI (real-time dashboards) with Center of Excellence governance, Dataverse-native architecture, and frontline-first UX adoption focus. Has delivered 50+ Power Platform solutions and engaged 3,000+ frontline workers.
• Applied AI and Copilot Solutions Engineering of AI capabilities inside D365 including Copilot activation, Copilot Studio agents, custom Azure AI Foundry deployments (RAG, multi-agent systems), and AI Builder. Solutions are grounded in Dataverse and Azure Data Lake with strict role-based security and have produced 8+ LLM deployments in production and 12+ custom RAG systems.
• Enterprise Integration Architecture Design and implementation of multi-system integration architecture using Dual-Write (real-time CE↔F&O sync), Azure Service Bus (event-driven pipelines), OData v4 endpoints, custom REST APIs with OAuth 2.0, Power Automate, and EDI 850/856/810/940/943/944/945 and BAI2 formats. Integrations are designed from sprint one rather than added at the end of an implementation.
• D365 Implementation Services End-to-end Dynamics 365 implementation engagements from net-new deployments to complex rescue missions, using an out-of-box-first configuration methodology with X++ custom development where justified, structured change management, and hypercare post-go-live support. Owner-led and senior-architect driven throughout the engagement.
• AI Readiness Assessment 12-question diagnostic tool scoring user adoption, AI literacy, data hygiene, and integration health across five domains, delivered via web form with personalized report generation. Used to evaluate an organization's preparedness for Applied AI and Copilot initiatives before engagement.
• Consulting and Advisory Services Senior architect-led advisory engagements including stakeholder alignment workshops, role-based training programs, SOP-level process documentation, go-live readiness assessments, and hypercare support windows for organizations running or transitioning to Dynamics 365.

Quantifiable outcome

• 100% customer retention rate
• +3 more outcomes

Named customers1 record

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability10 records

Feature5 records

Partnerships

Five partnerships are on record, tiered core and standard.

• Microsoft (Dynamics 365 Ecosystem)coreImplementation/ SI/ Consulting PartnerCaf2Code operates as a Microsoft Solutions Partner specializing exclusively in the Dynamics 365 ecosystem. They implement Finance & Operations, Customer Engagement, Power Platform, and Azure AI solutions. The partnership is centered on Microsoft Copilot, Azure AI Foundry, and the broader D365 technology stack.
• SalesforcecoreTechnology or IntegrationSalesforce is integrated with Dynamics 365 Customer Engagement through bidirectional API sync. The integration connects CRM and ERP data across systems, enabling unified customer and financial data management.
• ShopifystandardTechnology or IntegrationShopify e-commerce platform integrates with D365 Finance & Operations for order and inventory synchronization, enabling omnichannel retail operations.
• EDI / BAI2 Trading PartnersstandardTechnology or IntegrationElectronic Data Interchange standards (EDI 850, 856, 810, 940, 943, 944, 945) and BAI2 banking formats integrated with D365 for B2B transaction automation with trading partners.
• 3PL / WMS ProvidersstandardTechnology or IntegrationThird-party logistics providers and warehouse management systems integrated with D365 Supply Chain Management for advanced warehousing operations, transportation management, and inventory synchronization.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• PowerObjects (HCLTech): Microsoft Power Platform and Dynamics 365 CE specialist, now part of HCLTech. Comparable because of its deep Power Platform and CRM focus - directly overlapping Caf2Code's CE / Power Platform / Applied AI pillars.
• Hitachi Solutions: Global Microsoft Solutions Partner specializing in Dynamics 365 ERP, CE, and Power Platform implementations. Most directly comparable to Caf2Code's core service offering, with overlapping vertical focus on manufacturing and distribution and similar integration architecture patterns.
• Sikich: US mid-market technology and business consulting firm with a dedicated Microsoft Dynamics 365 practice spanning F&O, CE, and Power Platform. Comparable as a similarly-sized competitor chasing the same middle-market manufacturing and distribution D365 implementation spend.
• Aleran Software Solutions: Boutique Microsoft Dynamics 365 / Business Central implementation partner focused on mid-market ERP, CRM, and integration projects. Closely comparable in size, delivery model, and Microsoft-stack specialization to Caf2Code.
• Arbela Technologies: Microsoft Dynamics 365 / Power Platform implementation partner with manufacturing and distribution vertical depth. Similar boutique delivery model and D365 F&O/SCM/CRM focus as Caf2Code.
• Rand Group: Microsoft Dynamics 365 ERP and CRM implementation consultancy serving manufacturing and distribution mid-market. Comparable in service portfolio (F&O, CE, Power Platform, integrations) and senior-led delivery style.

Broad incumbents

• Avanade: Joint Accenture-Microsoft venture and largest pure-play Microsoft Dynamics 365 / Azure SI globally. Comparable because it delivers the same Dynamics 365 F&O, CE, Power Platform, and Copilot implementations Caf2Code targets, but at vastly greater scale across enterprise and global rollouts.
• Crowe LLP: Large accounting and advisory firm with a Microsoft Dynamics 365 ERP practice targeting mid-market and enterprise clients. Comparable as a broader professional services incumbent that competes for the same D365 implementation RFPs as Caf2Code.
• RSM US: Large US professional services firm with a Microsoft Dynamics 365 practice serving mid-market manufacturing, distribution, and retail clients. Competes with Caf2Code for the same D365 F&O and CE engagements, though at materially greater scale.
• BDO Digital: Technology advisory arm of BDO focused on ERP modernization including Microsoft Dynamics 365. Comparable as a broader incumbent consultancy competing in the same mid-market ERP implementation market as Caf2Code.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• Xtwitter.com/caf2code
• LinkedInlinkedin.com/company/caf2code

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Caf2Code