Microsoft Dynamics 365
Dynamics 365,
configured for
the way you work.
Connect sales, service, finance and project teams with applications shaped around your processes and existing systems.
Consulting · Implementation · Integration · Support
Your processes. Your people. A connected plan.
Start where you are.
Choose the applications around the work.
Start with the teams and processes you need to improve.
Project Operations
Coordinate project sales, resources, delivery and billing.
Explore Project Operations
Not sure which applications fit? Talk through your process
Explore the wider Dynamics 365 suite.
Choose the operations, people and customer experiences you want to connect.
Supply Chain Management
Shape Dynamics 365 Supply Chain Management around the way you plan, purchase, make, store and fulfil.
Explore Supply Chain ManagementCommerce
Connect stores, digital channels and fulfilment with Dynamics 365 Commerce shaped around how your customers buy.
Explore CommerceHuman Resources
Bring employee records, leave requests and HR programmes into a connected workspace, configured around your policies and the people who use them.
Explore Human ResourcesBusiness Central
Connect finance, sales, purchasing and stock in Business Central, with a scope that fits how your growing business operates.
Explore Business CentralContact Center
Bring voice, digital conversations and human support into an experience shaped around your customers.
Explore Contact CenterConnected workflows
Keep the context. Make the handover.
See how sales, delivery and service can share the information they need.
Customer workspaceNorthstar Engineering
Equipment service agreement
Customer context
- Current owner
- Delivery team
- Agreement
- Equipment service
- Documents
- Proposal and scope
Handover activity
- Opportunity confirmedSales
- Scope shared with deliveryDelivery
- Service history availableCustomer service
Next action
Confirm delivery owner
Ready for reviewData flows, permissions and approval steps are designed for your chosen applications.
Illustrative example: review how sales, delivery and customer service share customer context.
Implementation
A clear plan.
Visible deliverables.
Know what happens before go-live—and what your team receives.
- 01
Discover and plan
Agree scope, data and priorities.
You receive: Solution blueprint - 02
Configure and connect
Set up apps, roles and integrations.
You receive: Configured solution - 03
Test and prepare
Validate migrated data and train users.
You receive: Test results and readiness checklist - 04
Launch and support
Plan cutover and hand over ownership.
You receive: Launch runbook and support plan
- Business scenarios tested
- Data validated
- Users prepared
- Support owners agreed
Extend the platform
Work with the tools
your team already uses.
Extend Dynamics 365 with useful apps, workflows, reporting and agreed integrations.
Power Apps- Power Automate
- Power BI
- Microsoft 365
- Azure & APIs
Give AI a useful job.
- Summarise customer context
- Prepare a response for review
- Find relevant business knowledge
Capabilities depend on the application, licensing, permissions and data.
After go-live
Support that stays with the system.
Keep users supported, investigate issues and plan controlled improvements.
L1 · User help
Help with access, navigation and everyday use.
L2 · Application support
Investigate configuration and application issues.
L3 · Engineering
Resolve integration and custom-code issues.
Discuss a support planScope, coverage and response expectations are agreed together.
Before we start.
- Which applications do we need?
- We map your processes and recommend the apps that fit.
- Can we keep our existing systems?
- We assess integrations, permissions and data ownership.
- What shapes the estimate?
- Application scope, users, migration, integrations and support. Plan your CRM data migration.
What should your team be able to do better?
Start with one process. We’ll help shape the next step.
Talk through your projectName and email to start.