Dynamics 365, configured first and coded where it pays
We implement and extend Dynamics 365 Customer Service, Sales and custom model-driven apps, connect them to the rest of your systems, and look after them once they are live.
What it covers
What it is
Dynamics 365 is Microsoft’s family of business applications for customer service, sales, and case and grants management. It runs on Dataverse, so the data model, security and business rules you set up are shared with Power Apps, Power Automate and Power Pages.
A good fit when
- Several teams handle cases, applications, grants or customer requests
- You already use Microsoft 365 and Entra ID
- Your current CRM has been customised beyond what anyone can safely change
- You need an audit trail and role-based security
How we work with Dynamics 365
New implementations
Discovery, data model, security roles, forms, views and processes, configured before anything is coded.
Extending what is there
Plugins, custom APIs, PCF controls and Azure Functions where configuration stops being enough.
Integration
Connections to finance, identity, legacy databases and websites through Azure Service Bus, Logic Apps and APIs.
Health checks and performance
Reviews of plugins, flows, solution layers and API usage on live platforms, with a prioritised list of fixes.
Dynamics 365 in practice
One Dynamics 365 platform in place of several CRMs
Read the success storySeveral on-premise CRMs and a bespoke customer portal consolidated onto one Dynamics 365 platform, connected through Azure Service Bus and Logic Apps, and taken through to Authority to Operate.
OutcomeOne platform for grant management, delivered on schedule, with monitored integrations.
Cutting Dataverse load without cutting features
Read the success storyA production Dynamics 365 platform that slowed after a cross-tenant migration, traced to duplicate plugins, overlapping flows and polling integrations, then fixed in order of value.
Outcome40% fewer Dataverse API calls, 60% fewer flow runs, transactions 30 to 50% faster, and no throttling at peak.
Common questions about Dynamics 365
Do you work on existing Dynamics 365 environments, or only new ones?
Both. We can start from a new environment or pick up one that has been live for years, including environments built by someone else.
What is the difference between Dynamics 365 and Power Apps?
Dynamics 365 apps such as Customer Service and Sales are ready-made applications built on Dataverse. Power Apps lets you build your own apps on the same platform. Many solutions use both.
Can Dynamics 365 connect to our other systems?
Yes. We usually integrate through Azure Service Bus, Logic Apps, Azure Functions or the Dataverse API, so each system keeps its own job and data moves reliably between them.
Related services
Microsoft Dynamics 365 and Azure
Dynamics 365 and Power Platform builds, Power Pages portals, Dataverse, and Azure integration, identity and migration.
Learn moreSupportManaged support and platform services
Hypercare, incident response, patching and SLA-based support for the platforms we build or inherit.
Learn moreDeliverDigital transformation and project delivery
Strategy, roadmaps, business cases, architecture, PMO and agile delivery, including projects that have stalled.
Learn moreAlso see: Power Platform, Microsoft Dataverse, Microsoft Copilot