Dynamics 365 CRM
Our core specialism. We implement, extend and support Dynamics 365 Sales so it works the way your business does — starting with what it already does out of the box.
- Implementation and configuration of Dynamics 365 Sales
- Form optimisation for cleaner, faster data entry
- Validation and automation to guide user input
- Custom tables, forms and views; plugins for back-end validation
- Custom APIs so third-party systems can integrate with your CRM
- Sales Insights setup and ongoing support and development
Power Platform
Low-code apps and automation that replace paper forms, manual workflows and ageing custom applications — built on the platform you're already licensed for.
- Power Apps for digital forms and custom business applications
- Power Automate workflows to route, approve and action work between departments
- Digitising paper-based processes end to end
- Proofs of concept to prove complex functionality before you commit
- Replacing legacy platforms such as Lotus Notes with Power Platform
Microsoft 365 & SharePoint
The foundations most organisations already pay for but rarely use well. We set them up properly and make sure your people know how to use them.
- SharePoint Online document libraries and lists
- Version history and structure in place of duplicate files
- Exchange Online and shared mailboxes for key roles
- Training for committees, teams and end users
- WordPress and simple web presence where it's the right fit
Migration & Integration
Moving onto the Microsoft platform from somewhere else, or connecting it to the systems around it, without losing what made the old way work.
- CRM migrations, including Salesforce to Dynamics 365
- Legacy decommissioning, including Lotus Notes to Power Platform
- Onboarding acquired businesses onto group systems
- Gap analysis: mapping existing objects, processes and customisations to their Microsoft equivalents
- Integrating Dynamics 365 with third-party and custom-built applications
- Data migration with reconciliation at every stage
Analysis & Advisory
Understanding the problem before choosing the solution. We work with the people who do the job to find out what's really getting in the way.
- Process analysis with end users
- Documenting existing systems and what each one is really used for
- Honest advice on what Dynamics 365 and the Power Platform do out of the box
- Evaluating existing customisations: retire, rebuild or replace
- Roadmaps from where you are to where you want the system to be
Support & Development
Ongoing help for the systems you already run — fixing pain points, adding capability and keeping the platform moving with the business.
- Ongoing Dynamics 365 and Power Platform support
- Continuous improvement driven by user feedback
- Small enhancements through to larger development pieces
- Post-go-live stabilisation and handover
- Flexible retainer or ad-hoc arrangements
