Dynamics 365

One Customer Record. Every Team. Copilot in Every App.

One Customer Record. Every Team. Copilot in Every App.

One Customer Record. Every Team. Copilot in Every App.

Dynamics 365 brings sales, service, field and marketing onto one customer record. We implement the customer engagement apps one at a time, so each one pays off before the next begins.

Includes

Sales

Customer Service

Contact Center

Field Service

Customer Insights

How We Help

Four Ways We Work on Dynamics 365.

Four Ways We Work on Dynamics 365.

Whether you are starting, stuck or moving, the work begins with what you need now.

01

New implementation

One app, one team, live in weeks. Then the next app on the same foundation.

When

You are replacing spreadsheets, an old CRM or a shared inbox.

02

Health check and rescue

An independent review of a system that is not delivering, with a prioritised list of fixes.

When

Users work around the system, or every change takes months.

03

Migration

From Dynamics CRM on-premises, Salesforce or legacy tools to Dynamics 365, with data, history and integrations.

When

Your current CRM is at end of life, or too expensive to keep.

04

Copilot enablement

Copilot switched on where it pays off, with data cleaned and permissions checked first.

When

You have Dynamics 365 and want AI to do more than demos.

Health Check

Know What Is Wrong Before You Spend More.

Most Dynamics 365 projects do not fail. They slowly stop being used. Our health check scores your system on six areas and shows which fixes bring the biggest return.

Two-week review with your admins, key users and data

A score per area, backed by evidence, not opinions

A prioritised fix list with effort and impact

Migration

Move Without Losing Your History.

Move Without Losing Your History.

Customers, deals, cases and years of notes move with you. So do the integrations your teams depend on.

Dynamics CRM on-premisesUpgraded to the cloud, with old customisations cleaned up
SalesforceObjects, history and automations mapped to Dynamics 365
Spreadsheets and legacy toolsCleaned, de-duplicated and structured on the way in
Dynamics CRM on-premisesUpgraded to the cloud, with old customisations cleaned up
SalesforceObjects, history and automations mapped to Dynamics 365
Spreadsheets and legacy toolsCleaned, de-duplicated and structured on the way in
Dynamics CRM on-premisesUpgraded to the cloud, with old customisations cleaned up
SalesforceObjects, history and automations mapped to Dynamics 365
Spreadsheets and legacy toolsCleaned, de-duplicated and structured on the way in

Dynamics 365

Everything your teams rely on, in one place.

Accounts, contacts and full activity history

Open deals, cases and work orders

Business rules rebuilt the standard way

Integrations with your ERP and other systems

How the Move Works

Map. Rehearse. Switch.

Step 1

Map

Every table, field, customisation and integration gets a place in the new system, or a decision to leave it behind.

Step 2

Rehearse

Full test migrations on copies of your data, until the numbers match and key users sign off.

Step 3

Switch

A planned cut-over with a rollback plan. On Monday morning, users log in to the new system.

FAQ

Dynamics 365 Questions

Dynamics 365 Questions

What teams usually ask before they start.

Still have questions? We’re here to help.

Do we need to implement all the apps at once?

No. Most clients start with one app for one team. Because every app shares the same data and security, the next one builds on the first instead of starting over.

Do you implement Dynamics 365 Finance or Business Central?

Can you take over a project another partner started?

Which licences do we need?

Is Copilot included?

Get Started

Start With One App.

Start With One App.

Start With One App.

A 30-minute call to find the Dynamics 365 app with the fastest return for your team.

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