// Dynamics 365 Consulting

Dynamics 365 implementations that finance, sales and ops actually use.

From Sales and Customer Service to Finance & Operations and Business Central. Implementation, customization, and tight integration with Power BI, Power Apps, and the wider Microsoft stack.

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// What we deliver

Dynamics 365, fully wired into your Microsoft stack.

Most Dynamics deployments stall because they live in their own silo. We treat Dynamics as one piece of a connected Microsoft platform — Power BI on top for reporting, Power Automate for cross-system workflows, Dataverse and Azure underneath.

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Sales & CRM setup, customization, and lead-to-cash workflows
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Customer Service case management and omnichannel routing
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Finance & Operations configuration, GL/AP/AR, and reporting
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Business Central deployments for mid-market companies
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Marketing & Field Service setup and process design
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Power BI & Power Automate integration on top of Dynamics data
// How it works

Typical engagement

Weeks 1-2

Discovery

Process mapping, module selection (Sales / Service / F&O / BC), and licensing audit.

Weeks 3-6

Build

Configuration, customization, data migration, and Power Platform integration.

Weeks 7-8

Test

User testing, training, UAT cycles, security setup.

Week 9+

Ship

Go-live, training, runbook, and post-launch support.

// Stack

Tools & technologies

Dynamics 365 Sales Customer Service Finance & Operations Business Central Marketing Field Service Dataverse Power Automate Power BI
// Example case

A real project

Dynamics 365 Sales + Customer Service · Cross-region team

Mid-market Sales + Service Rollout

Sales and Customer Service modules deployed for a multi-region team, with custom case routing, automated approval flows via Power Automate, and a Power BI executive dashboard layered on top of Dataverse for pipeline visibility. Replaced a spreadsheet-based forecasting process and consolidated CRM data across three regional teams.

// FAQ

Common questions

Business Central or Finance & Operations — which do I need?
Business Central fits mid-market companies (10-500 employees). Finance & Operations is built for enterprise scale and complex multi-entity structures. We help you decide during discovery.
Can you integrate Dynamics with our existing Power BI?
Yes — Dataverse and the Dynamics Common Data Service are first-class Power BI sources. We typically build a semantic model on top so executives get clean dashboards rather than raw Dynamics views.
Do you handle data migration from legacy CRM/ERP?
Yes — migrations from Salesforce, HubSpot, NetSuite, QuickBooks, and legacy on-prem systems are part of the work. Mapping, cleansing, and validation included.
// Related services
Power BIPower BI Microsoft FabricMicrosoft Fabric Power AppsPower Apps Power AutomatePower Automate Dynamics 365Dynamics 365 AzureAzure

Ready to start?

30 minutes. No sales pitch. Just an honest conversation about whether we're a fit and how we'd approach your problem.

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