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.
Dynamics 365
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
The Apps
Each app solves a specific problem. Together, they share one record, so nobody in your company works blind.
Pipeline, forecasting and account management, with Copilot preparing meetings and follow-ups.
See the solution
Cases, queues, SLAs and knowledge, with AI summaries and drafted replies.
See the solution
Voice and digital channels with AI agents, working with your CRM and your telecom provider.
See the solution
Work orders, scheduling and a mobile app for technicians, from the call to the invoice.
See the solution
Unified customer profiles, segments and real-time journeys, with consent built in.
See the solution
Summaries, drafts and answers inside each app, using only the data the user can already see.
See Copilot
How We Help
Whether you are starting, stuck or moving, the work begins with what you need now.
01
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
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
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 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
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
Customers, deals, cases and years of notes move with you. So do the integrations your teams depend on.
Dynamics 365
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
Step 1
Every table, field, customisation and integration gets a place in the new system, or a decision to leave it behind.
Step 2
Full test migrations on copies of your data, until the numbers match and key users sign off.
Step 3
A planned cut-over with a rollback plan. On Monday morning, users log in to the new system.
FAQ
What teams usually ask before they start.
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
A 30-minute call to find the Dynamics 365 app with the fastest return for your team.
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