Dynamics 365 CRM that your teams actually use
We implement, customise and support Dynamics 365 so every lead, customer and service request lives in one connected system.
The CRM apps we implement
Dynamics 365 Sales
Manage leads, opportunities and pipelines in one place, with forecasting, quotes and Outlook integration.
Dynamics 365 Customer Service
Resolve cases faster with routing, SLAs, a knowledge base and omnichannel support across email, chat and phone.
Dynamics 365 Field Service
Schedule technicians, manage work orders and assets, and give field teams a mobile app that works offline.
Dynamics 365 Customer Insights
Unify customer data and run personalised email and SMS journeys based on real behaviour.
Business outcomes, not just software
A CRM only pays off when people use it. We design around your real processes and train every role.
- One view of every customer across sales, service and field teams
- Accurate pipeline and forecasts for management
- Faster case resolution with clear SLAs
- Less manual data entry through automation and Copilot
- Dashboards in Power BI for real-time decisions
- Secure, role-based access to your data
How we help
Consulting & health check
Requirements, licence planning, or a review of an existing system with clear recommendations.
Implementation & customisation
Configuration, custom entities, forms, business rules, plug-ins and Power Apps extensions.
Data migration
Clean, mapped migration from Excel, legacy CRM, Zoho or Salesforce, validated before go-live.
Integration
Connect ERP, accounting, website forms, WhatsApp and other systems through connectors and APIs.
Training & adoption
Role-based training, guides and go-live support so teams switch with confidence.
Support & enhancements
Monthly support plans for fixes, updates and new features after go-live.
Our Dynamics 365 implementation approach
A clear five-step approach that keeps scope, budget and your team aligned.
Discover
Workshops with your team to map processes, pain points and goals.
Design
A solution blueprint, scope and plan you approve before we build.
Build
Configuration and development in short sprints with regular demos.
Launch
Data migration, testing, user training and a supported go-live.
Evolve
Ongoing support and improvements as your business grows.
Frequently asked questions
How long does a Dynamics 365 CRM implementation take?
A focused first phase for one team (for example Sales) typically takes 6 to 12 weeks. Larger multi-department rollouts are planned in phases so you see value early. We confirm timelines after the discovery workshop.
Which Dynamics 365 app is right for us?
Dynamics 365 Sales suits teams managing leads and deals; Customer Service suits support desks handling cases; Field Service suits businesses with technicians on site; Customer Insights suits marketing and customer data. Many clients start with one and add more later.
Can you migrate our data from Excel, Zoho, Salesforce or an older CRM?
Yes. We map, clean and migrate accounts, contacts, opportunities, cases and history, and validate the result with your team before go-live.
Do you help with licences?
We help you choose the right licence mix for each user role so you do not over-buy. Licences are purchased through Microsoft or a licensing partner.
Will Dynamics 365 work with Outlook, Teams and our ERP?
Yes. Dynamics 365 works natively with Outlook, Teams and Excel, and we integrate it with ERP and other systems through standard connectors or APIs.
Planning a Dynamics 365 project?
Share your requirements and we will send you a clear quote and proposal.