About Microsoft business applications
Dynamics 365 is Microsoft’s family of business applications for sales, customer service, field service and customer insights.
The Microsoft platform
Dynamics 365 Sales
Pipeline, forecasting and relationship management, with Copilot summaries and agents that qualify leads and research accounts.
Dynamics 365 Customer Service
Omnichannel case management, knowledge and routing, with agents for case management, customer intent and quality evaluation.
Dynamics 365 Field Service
Work orders, scheduling and a mobile app for technicians, all connected to the customer record.
Dynamics 365 Customer Insights
Customer data unified into profiles and segments, with marketing journeys you can create using Copilot.
What we deliver on Microsoft
Dynamics 365 implementation
Sales, Customer Service, Field Service and Customer Insights configured around your processes.
CRM rescue
Struggling Dynamics 365 systems reviewed, simplified and brought back on track.
Power Platform solutions
Apps and Power Automate flows that fill the gaps around Dynamics 365 without heavy custom code.
Copilot & AI agents
Copilot and Dynamics 365 agents switched on and tuned, plus custom agents built in Copilot Studio.
How a Dynamics 365 project runs
-
Discover
Process workshops, a licence review and a data audit, so the scope is clear before anything is built.
-
Design
A solution that uses standard Dynamics 365 features first, with custom work only where it adds real value.
-
Build & migrate
Configuration, integration and data migration in sandbox environments, with your team testing as we go.
-
Launch & improve
User training and go-live, then continuous improvement as Microsoft ships each release wave.
Who it suits
Organisations already on Microsoft 365
Mid-sized and enterprise teams
Field and service businesses
Complex service processes
Regulated industries
Businesses outgrowing a basic CRM
Common questions
Do we need Microsoft 365 to use Dynamics 365?
No, but it helps. Dynamics 365 works on its own, and it works closely with Outlook, Teams and Microsoft 365 Copilot if you have them.
Which Dynamics 365 licences do we need?
It depends on who uses the system and how. We review your users and processes and recommend the right mix of licences.
What we solve with Microsoft
- Overview Field Service Scheduling, tracking, IoT and job-to-cash for teams who work on the road.
- Overview Sales Pipeline visibility, lead follow-up, quoting and account growth.
- Overview Marketing Automation, multichannel campaigns, audience insight, reputation and ROI.
- Overview Customer Support One inbox for every channel, faster resolution, kept promises and real reporting.
- Overview Portals Self-service portals that cut calls, emails and paperwork.
- Overview Data Intelligence & Reporting Trusted reporting, clean connected data, forecasting and data modelling.
- Overview AI Agents Customer-facing, sales and internal AI agents, built on your own data.
- Platforms Microsoft Dynamics 365