Sales & service
Dynamics 365 CRM
Dynamics 365 Sales and Customer Service, configured around your pipeline and service.
Overview
We set up Dynamics 365 Sales and Customer Service around how your teams already work, so the system records the process instead of fighting it. Pipelines, cases and reporting are configured to match, not imposed from a template.
Built with
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Power Apps
- Power Automate
- Dataverse
Work covers the data model, sales stages and forecasting, queues, entitlements and service-level tracking, email and calendar integration, and connections to finance, marketing or line-of-business systems. Where the standard experience is not enough, we build model-driven app extensions and Power Automate flows rather than unsupported scripts.
Rollout is staged by team, with training aimed at the questions people actually ask, and we stay on for the first reporting cycle so the dashboards reflect reality. Your administrators get documentation for everything we change.
Why it matters
A CRM nobody updates is worse than none, because it looks authoritative and is wrong. Matching the system to real working practice is what makes the pipeline and the service numbers worth reading.
What we deliver
What you get.
- Sales pipeline and forecasting setup
- Case management and queues
- Email, calendar and system integration
- Dashboards and adoption training
Questions, answered.
Yes. We map contacts, accounts, opportunities and history from Salesforce, HubSpot, spreadsheets or an older Dynamics system, and reconcile the record counts with you.
As little as possible. We configure stages and fields to match your process, and only propose a change when the current habit causes a real problem.
No. We look at who needs to write records and who only needs to read them, and assign licences accordingly, so the cost matches the usage.
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