Dynamics 365 setup
Sales and Customer Service apps, security roles and business units.
🪟 Microsoft Dynamics 365
Dynamics 365 connected to the Microsoft tools you use
If your company lives in Outlook and Teams, Dynamics 365 can feel like home. We set up Dynamics 365 Sales and Customer Service, automate approvals with Power Automate and give leaders Power BI dashboards that update on their own.
CRM
Microsoft Dynamics 365
A good fit for
- Companies standardised on Microsoft 365
- Teams already using Power BI
- Organisations with Business Central or another Microsoft ERP
7+ years
building and fixing CRM systems
4.99 rating
from 969 reviews on Fiverr
Top 1%
of talent on Upwork
🧰 What we do
What we do on Microsoft Dynamics 365
Power Automate
Cloud flows for approvals, record updates and Outlook or Teams alerts.
Power BI
Sales and service dashboards and scheduled reports.
Model-driven apps
Custom tables, forms and apps on Dataverse for processes the standard apps do not cover.
Integrations
ERP, accounting and custom systems through APIs and connectors.
License right-sizing
Full versus Team Member licenses and capacity reviewed against real usage.
🗺️ How we work
Plan, build, then stay with you
Every Microsoft Dynamics 365 project starts with a short call and a written scope. You know what will be built, by when and for how much before any work starts.
We learn how your business really works, then map out a CRM roadmap that fits your goals, your team and your budget.
What you get
- Discovery workshop
- Process and data audit
- Roadmap with a clear quote
Setup, data migration, automation and integrations, configured so your team spends less time on admin and more time with customers.
What you get
- Configuration and data migration
- Automation and integrations
- Testing and a smooth go-live
Training, improvements and ongoing support after go-live, so your system keeps up as your business grows.
What you get
- Team training and how-to videos
- Reports and dashboards
- Ongoing admin and support
🔗 Integrations
Microsoft Dynamics 365 connected to the rest of your tools
- Outlook and Teams
- Business Central
- SharePoint
- Power BI
- LinkedIn Sales Navigator
- Custom APIs
🧭 Related
You may also need
💬 FAQ
Microsoft Dynamics 365 questions, answered
Something else on your mind? Ask us on a free call.
Often. Many users only need Team Member or lighter licenses. We review usage and recommend the right mix.
Dynamics fits Microsoft-heavy companies and pairs well with Business Central. Salesforce has a larger app ecosystem. We work with both and compare honestly.
Yes, using the built-in integration or custom flows when you need more control.
Yes. Power Apps and Dataverse are a good fit for internal tools that need the same data as your CRM.