Dynamics 365 CRM & Business Central
Unify sales, service, and operations with Dynamics 365
Legacy CRM and ERP systems create data silos and manual work. We configure, customize, and extend Dynamics 365 to match your unique processes, ensuring user adoption and measurable ROI.
Process-first configuration
We map your sales, service, and operations workflows before configuring Dynamics 365 - no forcing your business into a generic template.
Seamless integration
Connect Dynamics 365 with your existing ERP, accounting, and marketing tools via Azure Logic Apps, Power Automate, or custom APIs.
User adoption & training
Role-based security, guided tours, and hands-on workshops ensure your team embraces the new system from day one.
Scope
What you get
A typical engagement includes everything below. We scope up or down after discovery rather than guessing at the start.
- Dynamics 365 CRM (Sales, Customer Service, Marketing) setup
- Business Central financials, supply chain, and project management
- Custom entities, fields, forms, and views
- Automated workflows, business rules, and Power Automate flows
- Power BI dashboards and embedded reports
- Data migration from legacy systems
- User training and change management support
- Ongoing support and optimization retainer
Approach
Technology-neutral delivery
We don't push a fixed stack. After discovery, we recommend the technologies that best fit your requirements, team, and long-term maintenance - whether that's .NET, Java, Node.js, Python, Go, React, or something else. If your team already runs a specific stack, we work in it.
Technologies we use
How this engagement typically runs
- 01
Discovery
Map your sales, service, finance, and operations workflows — identifying gaps, manual work, and integration touchpoints.
- 02
Architecture
Design security model, data migration strategy, integration topology, and Power Platform governance framework.
- 03
Design
Configure sandbox with your processes; stakeholder walkthroughs; UAT scripts prepared before production deployment.
- 04
Build
Phased rollout: core entities → workflows → integrations → reporting. Automated testing via EasyRepro and Power Automate test engine.
- 05
Launch
Data migration rehearsal, cutover weekend, hypercare sprint, and admin training — no big-bang surprises.
- 06
Evolve
Quarterly health checks, release wave adoption, Power Platform COE setup, or managed support retainer.
What this looks like built
FAQ
Dynamics 365 CRM & Business Central - common questions
How long does a Dynamics 365 implementation take?
Can you integrate Dynamics 365 with our existing systems?
Do you provide training and support?
What about data migration from legacy CRM/ERP?
Do you work with Power Platform (Power Apps, Power Automate)?
Can you help with Dynamics 365 licensing optimization?
Keep exploring
Other services
Have a project in mind?
Tell us what you are trying to build. You will get a straight answer on feasibility, timeline and cost - and if we are the wrong fit, we will say so.