Microsoft Dynamics 365 services your sales and finance teams use Consulting, setup, upgrades, and support, so Dynamics 365 replaces the spreadsheets

Dynamics 365 is a family of apps: Sales, Customer Service, Field Service, Finance, Supply Chain Management, Business Central, and more. We help you pick the few you need and the right license for each person, since a sales manager and a warehouse clerk rarely need the same seat.

You end with a short plan: which apps, how many seats, what to build first, and what it'll cost each year.

We set up Dynamics 365 around the way your teams already sell, serve, and bill, and move your customer and order history across. Most first releases cover one process end to end, such as lead to order, before we add the next.

We plan each release with the people who'll use it, so the sales rep, the service agent, and the accountant each see a screen built for their job. Adoption is measured after launch: who logs in, and which records they still keep outside Dynamics.

Out of the box, Dynamics 365 fits about how most companies work, not how yours does. We add the fields, forms, business rules, and Power Apps your teams need, and keep custom code to the places configuration can't reach, so Microsoft's updates don't break it.

• Forms and views per role
• Business rules and approval flows in Power Automate
• Plugins in C# only where configuration can't do the job

Many companies still run Dynamics CRM 2016, AX 2012, or NAV on their own servers. We move them to Dynamics 365 in the cloud, clean the data on the way, and run the old and new systems side by side until the numbers match.

We connect Dynamics 365 to your website, your ERP, Outlook, Teams, and your billing system through Dataverse and Azure, so a change in one shows up in the others. Every integration is tested with real records before anyone relies on it.

Microsoft ships two major Dynamics 365 updates a year. We test each one against your setup before it reaches your users, fix issues, and add the next report or field when a team asks for it.

Most Dynamics 365 apps run only in Microsoft's cloud. Business Central and Finance and Operations can still run on your own servers, but you then manage the updates and lose cloud features such as Power Apps and Copilot. We usually recommend the cloud unless a regulation rules it out.

You likely do if customer, order, or inventory records live in several places and nobody trusts one number. A consultant sets the system up around your process from the start, which costs less than fixing a setup people have already stopped using.

We show working software every two weeks, against a plan you agreed in week 2. You see what's done, what's next, and the budget spent, and your users test each piece as it lands.

It depends on the apps, the number of users, and how many systems we connect. We start with a short assessment, then quote a fixed price for the first release, or a monthly fee for a team or for support.

Dynamics 365 runs in Microsoft's data centers, with encryption and access set by role in Entra ID. We set each person's access to the records they need, and turn on auditing so you can see who changed what.

Look for a firm that has built on the apps you're buying, keeps custom code to a minimum, and supports what it built after launch. Ask how they'll know whether your teams actually use the system six months later.

The CRM apps, Sales, Customer Service, and Field Service, run how you win and serve customers. The ERP apps, Finance, Supply Chain Management, and Business Central, run money, stock, and production. They share Dataverse and one sign-in, so a won deal becomes an order without retyping.