Dynamics 365, set up around
your sales and operations.
Implementation, customisation and integration of Microsoft Dynamics 365.
Why it
matters.
Dynamics 365 can run sales, service, finance and operations in one place, but only when it is configured for how your teams actually work. We implement and extend it, connect it to the Microsoft tools you already use, and train your people so it gets used, not worked around.
What
we do.
- 01
Dynamics 365 Sales, Customer Service and Finance & Operations setup
- 02
Custom entities, workflows and Power Platform apps
- 03
Integration with Microsoft 365, Azure and third-party systems
- 04
Data migration, training and ongoing support
- 05
Power BI reports and dashboards on Dynamics data
- 06
Upgrades and migrations from Dynamics AX, NAV or CRM on-premise
What you
get.
Deliverables
- A configured Dynamics 365 environment
- Power Platform apps and automated workflows
- Integrations with Microsoft 365 and other systems
- Migrated and validated data
- Training sessions and user guides
Tools we work with
- Dynamics 365 Sales
- Customer Service
- Finance & Operations
- Business Central
- Dataverse
- Power Apps
- Power Automate
- Power BI
- Azure
How we
work.
- 01
Start from your teams’ daily work
We sit with sales, service and finance teams to see their daily work before configuring anything.
- 02
Use configuration and Power Platform before custom code
Most needs are met with configuration, Power Automate and Power Apps, keeping custom code for what truly needs it.
- 03
Train users and measure adoption after go-live
Users are trained on their own processes, and we track adoption after go-live to fix what slows them down.
Good fit
if…
You’re choosing or rolling out Dynamics 365, or your current setup has become hard to use and harder to change.
Common
questions.
Can you migrate us from Dynamics AX, NAV or an older CRM?
Yes. We plan the data and process migration, run it in stages, and reconcile the results before switching over.
Do we need custom development?
Often very little. Dynamics 365 and the Power Platform cover most needs with configuration, which is cheaper to run and easier to upgrade.
Can Dynamics 365 connect to our other systems?
Yes. We connect it to Microsoft 365, ERP, e-commerce and other line-of-business systems through standard connectors or custom APIs.
Ready when
you are.
Tell us what you’re working on. We’ll reply within one business day.
Talk to a Dynamics 365 consultant