Dynamics 365 Sales and Customer Service
Dynamics goes wrong when it is customised into a corner. We configure it against your operating model and stop there.
Overview
Dynamics 365 Sales and Customer Service with role-based security, Power BI reporting and SharePoint document management built in from the start.
- Discovery workshops
- 2 to 4 sessions
- Typical build
- 8 to 16 weeks
- Delivery
- Azure DevOps, QA releases
- Team led
- Up to 7 developers
- Pricing
- Projects from £9,000
Configured around how you sell.
Security that matches the org
Hierarchical security aligned to divisions and reporting lines, so directors, team leads and account managers each see what they should.
Reports from one dataset
Role-based Power BI analytics in place of the stock dashboards: one dataset model, DAX measures and roll-up totals.
Documents where the work is
Dynamics connected to SharePoint Online for case and matter documents, so files sit in a library instead of as record attachments.
Delivered through DevOps
Requirements tracked in Azure DevOps, a QA release for stakeholder feedback each iteration, and traceability from workshop to deployment.
Delivered work
We modernised the Sales CRM for a national logistics operator and were technical design authority on an enterprise case-management build for a UK public-sector regulator.
What it costs to start.
Starting prices and typical durations. We scope each project before we quote.
Dynamics 365 implementation
From £9,000 · 8 to 16 weeks
Who it suits.
A good fit
- Sales or service teams whose security model must reflect divisions and reporting lines.
- Organisations that want Dynamics, SharePoint and Power BI working together.
Not the right fit
- Anyone wanting Dynamics heavily customised. We configure against your operating model and stop there.
Common questions.
How long does an implementation take?
Discovery runs over 2 to 4 workshops. A typical build then takes 8 to 16 weeks, with projects starting from £9,000.
Will you customise Dynamics for us?
Only as far as your operating model needs. Dynamics goes wrong when it is customised into a corner, so we configure it and stop there.
Can you connect Dynamics to SharePoint and Power BI?
Yes. We connect SharePoint Online for case and matter documents and replace the stock dashboards with role-based Power BI reports.
Can it connect to Business Central?
Yes. We have built integrations that keep accounts, contacts, opportunities, quotes and orders in step between Dynamics 365 Sales and Business Central.
What usually comes with it.
Dynamics 365 Business Central
Replaces the spreadsheets a small finance team relies on, live in 4 to 6 months.
Power Platform
Apps with proper testing, release and ownership, plus custom code where low-code runs out of road.
Microsoft Fabric
Reporting built on one source of data, so the board sees one set of numbers.
Talk to the team that delivers it.
A free Cloud Modernisation Assessment shows what you pay for, what you use and what to automate first, with a straight answer on whether you need this yet.