Microsoft Dynamics 365 Services

Design, implement, and optimize Microsoft Dynamics 365 for measurable business impact

Align Dynamics 365 with your operating model, not the other way around
Modernize fragmented CRM/ERP estates into a coherent Dynamics 365 platform
Drive user adoption, automation, and analytics that move core KPIs

When our Microsoft Dynamics 365 services are right for you

Designed for leaders who need Dynamics 365 to underpin growth, efficiency, and customer experience—not just replace legacy systems.

You are consolidating fragmented CRM or ERP systems

You want to rationalize multiple tools into a coherent Dynamics 365 platform without disrupting core operations.

You need a practical Dynamics 365 roadmap

You have licenses or pilots in place but lack a clear, prioritized plan linked to business outcomes and capacity.

You want to modernize finance, supply chain, or field operations

You see Dynamics 365 as a lever to streamline core processes, not just a like-for-like system replacement.

You are struggling with adoption and data quality

You have Dynamics 365 live, but usage is inconsistent, processes are workarounds, and reporting cannot be trusted.

You need Dynamics 365 integrated into your wider ecosystem

You must connect Dynamics 365 with identity, data platforms, line-of-business apps, and external partners securely.

You want to unlock analytics and automation on top of Dynamics 365

You plan to use Power Platform, AI, and automation to extend Dynamics 365 and need a solid foundation to build on.

You are planning a global or multi-entity rollout

You need a scalable template, governance model, and rollout approach that respects local variations.

You require strong risk and compliance management

You operate in regulated markets and must ensure Dynamics 365 aligns with security, privacy, and audit requirements.

You want a long-term Dynamics 365 partner, not just implementers

You value ongoing optimization, support, and strategic input as your business and platform evolve.

Use cases

Where Microsoft Dynamics 365 delivers outsized value

B2B Technology

Unifying sales, marketing, and service on Dynamics 365

Replaced three disconnected CRM tools with Dynamics 365 Sales, Customer Service, and Marketing. Standardized pipelines, automated lead routing, and introduced a single customer view, improving forecast accuracy and reducing lead response time.

Manufacturing

Modernizing finance and operations with Dynamics 365

Implemented Dynamics 365 Finance and Supply Chain to consolidate global ledgers, inventory, and procurement. Streamlined order-to-cash and procure-to-pay, enabling real-time margin visibility across plants and regions.

Utilities & Field Services

Field service optimization with connected scheduling and assets

Deployed Dynamics 365 Field Service with resource scheduling, work order automation, and mobile technician workflows. Integrated IoT alerts to trigger proactive maintenance, cutting truck rolls and improving SLA adherence.

Financial Services

Customer service transformation with omnichannel and knowledge

Rolled out Dynamics 365 Customer Service with omnichannel routing, knowledge base, and case management. Integrated with core systems to surface account data in-context, reducing handle time and improving first-contact resolution.

Retail & eCommerce

Data-driven decisioning with Dynamics 365 and Power Platform

Connected Dynamics 365 data into Power BI and automated workflows via Power Automate. Built executive dashboards for merchandising and inventory, and low-code apps for store operations, enabling faster pricing and replenishment decisions.

How we work

A pragmatic, business-first approach to Dynamics 365

We combine architecture, implementation, and change enablement to ensure Dynamics 365 becomes a core business platform—not just another system of record.

Discover business drivers and current estate

Clarify strategic objectives, pain points, and KPIs across sales, service, finance, and operations. Assess your current CRM/ERP landscape, licenses, integrations, and data quality to define realistic constraints and opportunities.

Design the target operating model and Dynamics 365 blueprint

Map value streams and key processes, then design how Dynamics 365 modules, data model, and integrations support them. Prioritize capabilities into a phased roadmap that balances impact, risk, and change capacity.

Implement, integrate, and secure the platform

Configure Dynamics 365 modules, extend with Power Platform where appropriate, and integrate with core systems (identity, finance, line-of-business, data). Establish security, compliance, and environment strategies aligned to your governance model.

Migrate data and industrialize processes

Cleanse and migrate critical data, rationalize legacy customizations, and standardize workflows. Introduce automation, approvals, and role-based experiences that reduce manual effort and improve data reliability.

Drive adoption, insights, and continuous improvement

Equip users with role-specific training, in-app guidance, and support. Stand up reporting and analytics, embed feedback loops, and iterate on configuration and automation based on usage and performance metrics.

Business Outcomes

A clear, phased Dynamics 365 roadmap tied to business KPIs
Reduced system sprawl and technical debt across CRM/ERP estates
Higher user adoption through fit-for-purpose processes and UX
Reliable data foundation for reporting, AI, and automation
Faster time-to-value from new Dynamics 365 investments

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