Dynamics 365 CRM
Implementation, migration, customisation and support for Dynamics 365 Sales — from cleaner forms and validation to plugins, Custom APIs and Sales Insights.
Dynamics 365 & Power Platform Consultancy · Teesside · Worldwide
Clear thinking for complex IT systems.
We help organisations get the most from Microsoft Dynamics 365, the Power Platform and Microsoft 365 — migrating from legacy systems, extending CRM, automating manual processes and supporting what you already run. Practical advice, senior consultants, out-of-the-box first.
MicrosoftDynamics 365, Power Platform and Microsoft 365 specialists
Standard firstOut of the box before bespoke — custom work only where it earns its place
Any sizeFrom multinationals to volunteer-run clubs
WorldwideBased in Teesside, working across time zones
What we do
Microsoft Dynamics 365 and Power Platform, done properly
We specialise in the Microsoft business platform — CRM, low-code apps, automation and Microsoft 365 — and bring the wider systems experience to make it fit your organisation.
Power Platform
Power Apps and Power Automate solutions that digitise paper forms, automate hand-offs between departments and replace ageing custom applications.
Microsoft 365 & SharePoint
SharePoint document management, Exchange Online and shared mailboxes, set up properly and with the training your people need to actually use them.
Migration & Integration
Moving from Salesforce, Lotus Notes and other legacy platforms onto Microsoft, and integrating Dynamics 365 with the third-party systems around it.
Analysis & Advisory
Process analysis with end users, gap analysis, proofs of concept and honest advice on what the platform does out of the box before anything bespoke is built.
Support & Development
Ongoing support and development for the systems you already run — working with the business to fix pain points and take the platform where you want it to go.
Selected work
Projects we've delivered
Examples of the problems we've been trusted to solve, across sectors and time zones.
Salesforce to Dynamics 365 Sales migration
Onboarded a newly acquired business onto a multinational chemicals group's Dynamics 365 Sales platform. A structured gap analysis, customisations evaluated and rebuilt only where they earned their place, and an out-of-the-box focus throughout.
Digitising paper forms and manual workflows
Replaced hand-completed forms and inter-departmental paper trails with SharePoint Online and Power Apps forms, automated with Power Automate — cutting manual data entry, duplicate records and the delay between departments.
Lotus Notes to Power Platform proof of concept
Documented a chemical manufacturer's Lotus Notes estate, mapped each solution to an out-of-the-box Microsoft 365 replacement, and built a proof-of-concept Power App to prove the complex custom functionality could be reproduced.
Modernising IT for a volunteer-run football club
Automated subscription collection with a new membership system, set up SharePoint and shared Exchange mailboxes for the committee, and launched a WordPress site for parents — cutting the admin load on volunteers.
Extending Dynamics 365 CRM for a third-party web solution
Extended a financial investment company's CRM with new tables, forms and views, plugin-based validation, and Custom APIs that their custom-built web solution calls directly.
Dynamics 365 Sales support and development
Ongoing support and development for a pharmaceutical sales team — cleaner forms for faster data entry, validation and automation to guide input, and Sales Insights set up to help the team sell.
Why Clairity
Based in Teesside. Trusted worldwide.
We're an independent Microsoft consultancy with roots in the North East of England and clients ranging from multinational manufacturers to local community organisations.
- Specialists, not generalists. Deep Dynamics 365 and Power Platform expertise, backed by broad experience of the systems around them.
- Out of the box before bespoke. We understand what the platform already does, so you only pay for custom development that genuinely adds value.
- Senior people, start to finish. The consultant you meet at the pitch is the one who does the work.
- Led by your pain points. We work with the people who use the system every day to understand what's really getting in the way.
- Built to last. We design systems your own team can understand, run and evolve long after we've gone.
Where we work
Head office — Teesside, UKServing the North East and the wider UK in person.
International engagementsRemote-first delivery with on-site visits wherever the work needs us.
Working across time zonesStructured around your working day, not ours.
Got a systems problem that needs clear thinking?
Tell us what's going on. The first conversation is free, and always useful.