CRM That Works with
Your Microsoft Stack
Dynamics 365 setup and customisation for businesses already in the Microsoft ecosystem. Seamless integration with Outlook, Teams, and Azure.
Native
Microsoft Integration
Copilot
AI Insights
Power Platform
Automation
Capabilities
Everything You Need to Master Dynamics 365
From sales configuration and Outlook integration to Power Platform automation and AI insights — Dynamics 365 built for your Microsoft-first business.
Dynamics 365 Sales
Custom entities, business process flows, and opportunity management configured to match your sales methodology and team structure.
Outlook & Teams Integration
Full bi-directional sync with Outlook and Teams — emails tracked, meetings logged, and conversations linked to CRM records automatically.
AI-Powered Insights
Dynamics 365 AI and Copilot for Sales deliver predictive lead scoring, relationship health tracking, and next-best-action recommendations.
Power Platform & Azure
Power Automate workflows, Power BI dashboards, and Azure integrations that extend Dynamics 365 across your entire Microsoft ecosystem.
Custom Reporting
Power BI-connected dashboards and embedded analytics that give sales, marketing, and leadership real-time visibility into performance.
Ongoing Optimisation
Quarterly reviews, workflow refinement, and new feature rollouts so your Dynamics instance evolves as your business scales.
How It Works
From Assessment to Adoption
A structured four-step process that gets your Dynamics 365 instance live, integrated, and driving results across your Microsoft ecosystem.
Step 01
Assessment & Roadmap
We audit your Microsoft environment, map your business processes, and design a Dynamics 365 implementation roadmap aligned to your goals.
Step 02
Configure & Customise
Entities, workflows, security roles, and Power Platform integrations are built and tested in a sandbox before touching production.
Step 03
Migrate & Go-Live
Data is migrated from legacy systems, validated for accuracy, and deployed to production with user acceptance testing and training.
Step 04
Adopt & Scale
User training, admin enablement, and continuous improvement cycles ensure high adoption and long-term ROI from your investment.
Results
Measurable Impact
A well-implemented Dynamics 365 instance delivers measurable gains in productivity, adoption, and pipeline accuracy.
45%
Faster Deal Progression
2x
User Adoption Rate
50%
Less Context Switching
35%
Improvement in Forecast Accuracy
Ready to Unlock Dynamics 365?
Book a free assessment and we'll show you how Dynamics 365 can integrate with your existing Microsoft tools to transform your sales operations.
- Deep expertise across the Microsoft ecosystem
- Full data migration from legacy CRMs or spreadsheets
- Power Platform and Azure integration included
- Ongoing support with quarterly optimisation reviews
No commitment required. See results in 14 days.