Dynamics 365 – Connected Business Applications
Unify sales, service, finance, and operations on a scalable platform designed to grow with your organisation
What Dynamics 365 Delivers
Dynamics 365 is a modular suite of business applications that supports sales, customer service, marketing, finance, supply chain, commerce, and project delivery. Each app targets a distinct business function but shares the same data and platform, giving every team a consistent view of operations.
Position Dynamics 365 on your site as the operational backbone of the organisation—deeply integrated with Microsoft 365, the Power Platform, and other core systems.
Core Business Areas
Group solutions around value—not individual modules
Customer Relationships & Growth
Sales and marketing applications that manage pipelines, campaigns, and customer journeys—with complete visibility of every interaction.
Service & Field Operations
Customer and field service solutions for case management, scheduling, resource planning, and multi-channel service delivery.
Finance & Supply Chain
Finance and operations applications to manage budgets, invoicing, inventory, and logistics with real-time financial and operational insight
Projects & Delivery
Project-focused applications that support planning, delivery, cost control, and billing—keeping delivery teams and finance aligned.
Dynamic 365 Services
Solution Vision & Roadmap
Create clarity around how Dynamics 365 fits and how to adopt it safely.
- Define goals such as single customer view, real-time financial reporting, or reduced handoffs.
- Recommend apps, integrations, licensing, and phased delivery aligned to industry and scale.
Implementation & Configuration
Translate the roadmap into live business applications.
- Configure entities, forms, workflows, and security based on real business processes.
- Integrate Dynamics 365 with Microsoft and non-Microsoft systems for cohesive data.
- Build role-based experiences so every user sees only what’s relevant.
Process Design & Automation
Make Dynamics 365 a process hub—not just a data repository.
- Standardise core journeys like lead-to-cash, order-to-invoice, and case-to-resolution.
- Implement workflow automation to streamline cross-team collaboration.
Reporting, Analytics & AI
Turn operational activity into guidance and decision support.
- Surface dashboards, reports, and KPIs directly within Dynamics 365.
- Leverage built-in intelligence for risk prediction, opportunity insights, and suggested next actions.
Adoption, Support & Continuous Improvement
Maintain momentum as the business evolves.
- Tailored training for end users, administrators, and internal champions.
- Regular optimisations, health checks, and feature expansion.
- Governance frameworks to ensure environments remain secure, compliant, and maintainable.
How We Work with Our Client
Discover
- Assess current systems, processes, and challenges.
- Prioritise the Dynamics 365 apps that will create the fastest impact.
Design
- Define data models, security, and process flows that reflect real-world operations.
- Map user journeys across sales, service, finance, and operations.
Deliver
- Configure, integrate, and migrate data into Dynamics 365.
- Test with users, refine the experience, and launch with training and communication.
Improve
- Monitor adoption, performance, and evolving requirements.
- Extend capabilities with new modules and features as maturity increases.
Why Choose Us
Outcome-led approach
We prioritise tangible results—faster sales cycles, smoother service operations, stronger cash flow—not just ticking feature boxes.
Cross-platform expertise
Deep knowledge of both CRM and ERP capabilities and how they connect across the Microsoft ecosystem
Flexible engagement
From focused, high-impact projects to long-term partnership models that scale with your business.
This positions your practice as the strategic partner that helps organisations transform Dynamics 365 into a connected, intelligent operating layer—supporting sustainable growth and smarter decision-making.
