Dynamics 365 CRM Implementation
We implement the Dynamics 365 customer engagement apps — Sales, Customer Service, Field Service and Project Operations — so your commercial teams work from one view of the customer.
Applications we implement
Dynamics 365 Sales
Lead and opportunity management, quoting, pipeline visibility and forecasting for your sales team.
Dynamics 365 Customer Service
Case management, queues, SLAs, knowledge base and omnichannel support for service teams.
Dynamics 365 Field Service
Work order management, scheduling, dispatch and mobile access for engineers in the field.
Dynamics 365 Project Operations
Project quoting, resourcing, time and expense capture and project accounting.
Power Platform extensions
Power Apps, Power Automate and Power BI to extend CRM without heavy customisation.
ERP integration
Connecting CRM with Business Central or Finance & Operations so orders, customers and invoices stay in step.
How we approach CRM
CRM projects succeed or fail on user adoption. We keep the first release focused on the processes your teams use every day, then extend once people are working in the system.
- Process workshops with sales and service teams
- A first release scoped to core day-to-day work
- Clean, de-duplicated data at go-live
- Dashboards and reports agreed up front
- Role-based training and adoption tracking
- Ongoing support and enhancement
Want your customer data in one place?
Talk to us about a Dynamics 365 CRM implementation or a phased rollout alongside your ERP.