Key takeaways
- —Tato and Mavim built an integration for Dynamics 365 projects.
- —Mavim is where the plan you signed off on lives. Tato captures what happens in workshops.
- —Now what's said in a workshop updates the plan automatically.
- —The plan stays in sync with what's actually being built, without you having to chase it.
Someone on your board asks a question. It's a fair one: about a process, about a piece of scope, about whether something you discussed two months ago is still happening the way it was supposed to. You open your mouth to answer and realize you actually don't know.
You ask your project lead. They're not sure either. They'll have to check with the system integrator. The system integrator says they'll get back to you, then comes back a day later with a slightly fuzzy answer that mentions a workshop you weren't part of. By the time you have something close to a real answer, the board meeting is over and you've moved on.
Most of the time, the question you couldn't answer is about scope. And once you lose sight of scope, you don't get it back without a fight. By the time something feels off, the decisions have already been made and the work has already started.
Every D365 sponsor we've talked to recognizes this moment. It's not that things are going wrong. It's that the basic facts of your own project live in too many places (meeting notes, transcripts, someone's memory, half a Mavim page) and even when you ask the right question, getting a clean answer takes longer than it should.
That's the gap this integration closes.
What each tool does
Mavim is where the design of your Dynamics 365 project lives. How the business will run on D365, who owns each process, what's in scope. It's the official plan your steering committee approves.
Tato captures what happens in workshops. Every conversation, every decision, every change. It's the live record of what your project is actually doing.
Both tools are used on most large D365 projects. Until now, they didn't talk to each other. The plan sat in one system. The reality sat in another. And the basic facts of your project lived in the space between them, where they were nobody's job to keep current.
What the integration does
After a workshop, Tato reads the transcript. It pulls out the decisions inside: who owns what, what changed in scope, fit-gap choices, configuration notes. Then it proposes the updates in Mavim.
A consultant reviews, edits if needed, applies in a click. The plan you signed off on stays current with what's actually being decided in the room.
What used to take an hour of post-workshop documentation now takes about thirty seconds. And more importantly, it actually happens, every workshop, instead of getting deferred until someone finds the time.
Here's a short video walking through it: https://youtu.be/RIGtWSneQKg
Why it matters for you
When those changes go straight into the plan instead of waiting for someone to type them in later, scope stops drifting in the background.
Every decision made in a workshop, including the small ones that quietly shift scope, gets captured against the same structure your steering committee approved. The plan stays current with what's actually being built. When someone asks you what's in scope, what's out, who owns what, the answer is in one place, and it's up to date.
Scope stops being a question you can't answer and goes back to being a fact you can point to.
Want to see it?
If you're running a D365 project and want to talk about how this fits, book a call with our team.
