Microsoft Dynamics 365
Enterprise ERP and CRM in the Microsoft Ecosystem
We implement and customise Microsoft Dynamics 365 — Business Central for finance and operations, and Customer Engagement (Sales, Service, Marketing) for CRM — deeply integrated with Office 365, Teams, and your existing Microsoft stack.
40%
Reduction in Finance Processing Time
3–6 Mo
Avg Implementation Timeline
99.9%
Platform Uptime SLA
100%
Microsoft 365 Native Integration
Dynamics 365 Implementation Aligned to Your Microsoft Ecosystem
For organisations already invested in the Microsoft ecosystem — Microsoft 365, Azure, Power BI, Teams — Dynamics 365 offers a CRM and ERP platform with deep integration advantages that no competing platform can match. The unified data model, Power Platform extensibility, and native Microsoft 365 integration make Dynamics the most coherent enterprise suite for Microsoft-first organisations.
We implement Dynamics 365 Sales, Customer Service, Finance, and Business Central — choosing the right Dynamics applications for your specific requirements and configuring them to your business process. We have delivered Dynamics implementations for businesses that have tried and failed with poorly scoped Dynamics projects before, and we understand the failure modes.
Our Dynamics implementations include Power Automate for process automation, Power BI for reporting, and Power Apps for lightweight custom applications that extend the core Dynamics functionality — the full Power Platform suite, not just the CRM layer.
- Dynamics 365 Sales, Service, Finance, and Business Central — full suite capability
- Power Platform included — Power Automate, Power BI, and Power Apps as standard
- Native Microsoft 365 integration — Teams, Outlook, and SharePoint connected
- Azure-hosted — security, compliance, and data residency aligned to your requirements
40%
Reduction in Finance Processing Time
Microsoft Dynamics 365 Capabilities
A complete suite — from initial workflow mapping through to production deployment and ongoing optimisation.
Business Central (Finance & Ops)
General ledger, accounts payable/receivable, fixed assets, purchasing, inventory, and project management.
Dynamics 365 Sales (CRM)
Opportunity management, sales forecasting, quota management, and AI-powered lead scoring.
Dynamics 365 Customer Service
Case management, SLA tracking, knowledge management, and omnichannel customer engagement.
Power Platform Development
Power Apps and Power Automate solutions extending Dynamics 365 capabilities without code.
Data Migration
Structured migration from legacy ERP or CRM with data mapping, cleansing, and validation.
Third-Party Integration
Connect Dynamics 365 to Shopify, Magento, external payroll, and specialist industry systems.
Power BI Reporting & Analytics
Custom Power BI dashboards embedded in Dynamics 365 for operational and financial insights.
Use Cases in Production
Real deployment patterns — the specifics vary per client, but the structure stays the same.
ManufacturingDynamics 365 Finance and Operations Implementation
A £80M manufacturer was on a legacy ERP system approaching end of support. They had complex manufacturing requirements — multi-site production, intercompany trading between 3 entities, and costing that tracked both standard and actual costs. Previous Dynamics project had been abandoned after 18 months.
Phased Dynamics 365 Finance and Operations implementation: core financials and manufacturing in phase 1, procurement and vendor management in phase 2, and sales and customer service integration in phase 3. Lessons from the abandoned project incorporated into the project governance structure.
- Go-live achieved within timeline and within 8% of budget
- Multi-entity financial consolidation automated — board pack generation time from 3 weeks to 3 days
- Production costing accuracy improved — actual cost variance to standard now tracked in real-time
Professional ServicesDynamics 365 Business Central for a Mid-Market Services Firm
A professional services firm with £25M revenue was on Sage 200 — functional for accounting but unable to provide the project profitability tracking, resource utilisation reporting, and CRM capabilities the business needed at its current scale.
Dynamics 365 Business Central implementation with the professional services module: project management with time and expense tracking, resource scheduling, milestone billing, and profit analytics. Power BI reports replacing 12 manually maintained Excel management reports.
- Project profitability now visible in real-time for all active engagements
- Management reporting time reduced from 3 days per month to automated daily refresh
- Resource utilisation visibility led to 6% improvement in billable hours per consultant
DistributionDynamics 365 Sales and Customer Service for a Distributor
A distribution business with 12 account managers was running CRM in a legacy system with no integration to their ERP. Account managers had no visibility of order history, stock availability, or account credit status when talking to customers — requiring calls to the back office for basic information.
Dynamics 365 Sales with a real-time integration to the ERP: account managers see order history, open invoices, credit limit, and live stock availability directly in the CRM. Outlook integration for email tracking. Teams integration for internal collaboration on accounts.
- Back-office call volume from account managers reduced 58% — information available in Dynamics
- Average call handling time reduced 3 minutes per call — no hold time while checking ERP
- Sales activity visibility improved — management can see pipeline and account coverage in real-time
Why Choose Us for Microsoft Dynamics 365
Native Microsoft Integration
Outlook, Teams, SharePoint, and Power BI connected natively — no middleware or custom connectors needed.
Copilot AI Built-In
Microsoft Copilot AI features in Dynamics 365 automate data entry, summarise records, and draft responses.
Global Compliance Ready
Multi-currency, multi-entity, GDPR and HMRC MTD compliant out of the box — built for global businesses.
Power BI Native Reporting
Embedded Power BI dashboards inside Dynamics 365 for real-time operational and financial reporting.
Our Delivery Process
A structured path from business process discovery through to live deployment and continuous improvement.
Requirements & Fit-Gap Analysis
Map business processes to D365 modules, identify gaps, and define customisation requirements.
Configuration & Development
System configuration, Power Platform development, integrations, and custom workflows.
Data Migration & UAT
Legacy data migration, cutover planning, and user acceptance testing with all key stakeholders.
Training & Go-Live Support
End-user training, hypercare support during go-live, and post-implementation optimisation.
Industries We Serve
Technologies We Use
Industry-proven tools chosen for performance, reliability, and long-term support.
Azure
Salesforce
AWS
ReactFrequently Asked Questions
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