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.

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

// how it works

Typical engagement

WEEK 1-2

Discovery

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

WEEK 3-6

Build

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

WEEK 7-8

Ship

User testing, training, go-live, 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 project

Mid-market Sales + Service Rollout

Dynamics 365 Sales + Customer Service · Cross-region team

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.

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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