CRM, ERP and workflow automation in one platform — Dynamics 365, implemented by people who understand how your business actually runs.
Dynamics 365 and Power Platform implementations — configured around your team’s real sales, service and operations workflows, not a generic template.
A CRM or ERP system is only valuable if your team actually uses it. We configure Dynamics 365 around how your business already works, migrate your existing data cleanly, and keep tuning the system as your processes evolve.
Many implementations we take over were originally set up by a generalist who followed the out-of-the-box wizard, then left the fields, pipelines and approval stages unchanged. Six months later the sales team is back in spreadsheets because the system doesn’t match how deals actually move through their pipeline. We start differently — mapping your existing sales stages, service SLAs and approval chains first, then configuring Dynamics 365 to fit them, not the reverse.
Because Microsoft Dynamics sits on the same Power Platform as the rest of your Microsoft 365 estate, we can also connect it directly to Outlook, Teams and SharePoint, so quotes, cases and customer records show up where your team already works instead of living in a separate silo they have to remember to check.
Off-the-shelf CRM implementations often fail because they force your team to change how they work. We start with your workflows first, and configure the platform to match — not the other way around.
Disconnected spreadsheets and inboxes also mean nobody has a single, trustworthy view of the pipeline, so forecasting becomes guesswork and handovers between sales and service lose context. A properly configured CRM gives leadership a live, accurate picture without chasing everyone for a status update.
The result is a system your team actually opens every day, instead of working around.
A clear, proven process — no surprises, no scope creep.
We map your current sales, service and operations processes.
Dynamics 365 set up around your real workflows, not a template.
Clean data migration from your legacy systems, validated before go-live.
Ongoing optimisation as your business and processes change.
Too many CRM rollouts fail because the platform was configured to match a generic demo, not how your sales and service teams actually operate. We start by mapping your real processes before we open the configuration screen.
Power Platform lets us extend Dynamics 365 with low-code apps and automations specific to your business, without expensive custom development or long delivery timelines.
We also stay involved after go-live. As your product range, sales process or service offering evolves, we adjust the configuration to match — rather than leaving you with a system that’s frozen exactly as it was on day one and slowly drifting out of step with how you actually operate.
Licensing that avoids overspend, secure collaboration and fast onboarding — the Microsoft 365 ecosystem, done properly from day one.
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Learn moreFor most growing businesses, yes. Spreadsheets don’t scale, don’t give visibility across a team, and don’t automate anything. Dynamics 365 replaces that patchwork with one connected system your whole team can see and trust.
A standard CRM rollout for a small-to-medium team usually takes 4–8 weeks from discovery to go-live, depending on how much data migration and customisation is involved.
Yes — it’s built to work natively with Microsoft 365, Teams and Power Platform, so your CRM data connects directly into the tools your team already uses daily.
Minimally — we configure the pipeline stages, fields and approval steps to match your existing sales process as closely as possible, so it feels like a faster version of how they already sell, not a foreign system imposed on top.
We expect it to. Ongoing support includes adjusting fields, workflows and automations as your business evolves, so the system stays aligned with reality instead of becoming outdated within a year.
Book a free IT assessment and we’ll show you exactly how this fits into your broader IT strategy.