Dynamics 365 CRM
Dynamics 365 Customer Engagement is Microsoft’s CRM suite. It covers Sales, Customer Service and Field Service and runs on Dataverse, the same data platform as the Power Platform.
We implement, extend and rescue Dynamics 365 Customer Engagement. That covers clean data models, sensible security and automation people actually use, with nothing customised for its own sake.
What you get
The results this work is designed to deliver.
- One view of every customer, deal and case
- Pipelines and SLAs that report themselves
- Fewer clicks for the people doing the work
How we help
Pick one, or combine them. Most work starts small and grows.
Have a specific need?Describe it in a few lines →
Implementation
Discovery, solution design and rollout of D365 Sales, Customer Service and Field Service, configured before customised.
Customisation & extension
Plugins (C#), PCF controls, web resources, business process flows and Dataverse model design.
Migration
From spreadsheets, Salesforce, legacy CRM or on-premises Dynamics, with mapped, validated and reconciled data.
Health check & rescue
An audit of an existing org covering performance, security roles, technical debt and adoption, plus a prioritised fix list.
Where it pays off
Lead-to-cash visibility
Qualify leads, track opportunities and hand over to delivery without re-keying data.
Omnichannel support desk
Cases from email, web and chat with routing, SLAs and a knowledge base.
Typical scenarios. Every engagement starts from your own process.
Tools we use
Dynamics 365 CRM: common questions
Which Dynamics 365 apps do you work with?
We focus on Dynamics 365 Customer Engagement: Sales, Customer Service and Field Service, together with the underlying Dataverse platform and Power Platform extensions.
Can you fix an existing Dynamics 365 system?
Yes. Our health check reviews performance, security roles, customisations, plugins and adoption, then gives you a prioritised fix list. We can carry out the fixes or support your team.
Can you migrate us from Salesforce or spreadsheets?
Yes. We map, cleanse and migrate accounts, contacts, opportunities, cases and history, with reconciliation reports so you can prove that nothing was lost.
Other services
- 01 Agentic AI Custom AI agents that act in your systems, with guardrails and humans in the loop.
- 02 Copilot & Cowork Make Microsoft 365 Copilot, Copilot Studio and Cowork useful with your own data.
- 04 Power Platform Apps, automation and portals on Dataverse, governed and built to last.
- 05 Systems Integration Connect CRM, telephony, ERP and line-of-business systems so data flows without re-keying.
- 06 Infra & DevSecOps Secure Azure foundations and pipelines that ship safely, every time.
Have a process that should run itself?
Tell us what you are trying to fix. You get an honest answer on whether, and how, Microsoft and AI can help, usually within a working day.