Microsoft Dynamics 365

Make Dynamics 365 Work Better for Your Business.

Manage customer relationships, finance and operations more effectively with Microsoft Dynamics 365. Our specialists deliver implementation, development, integration and AI automation, backed by ongoing support or expertise alongside your team.

Applications We Work With

How We Help

Implement, Connect and Improve Your CRM and ERP

Implement Dynamics 365 around your business processes, connect customer and operational information, and introduce practical AI and automation, with ongoing development and support.

Customer Engagement (CRM)

Implement and configure Dynamics 365 for sales, customer service and field service processes.
Adapt forms, views, business rules and custom functionality.
Connect Dynamics 365 CRM with ERP, marketing, and other business systems.
Automate follow-ups, approvals and routine activities.
Maintain data quality, access controls and application reliability.

Business Central

Implement and configure Business Central around finance, purchasing, sales and inventory processes.
Extend functionality with AL development and tailored integrations.
Connect Business Central with CRM, logistics and other applications.
Support reporting, financial close and everyday operational issues.
Plan, test and support updates as your environment evolves.

Finance & Operations

Implement and configure Dynamics 365 Finance and Supply Chain Management around your operational requirements.
Extend applications with X++ development and custom functionality.
Connect finance and operations with CRM and external systems.
Support environment administration, troubleshooting and performance improvements.
Coordinate testing, deployments and application updates.

AI & Automation

Identify practical AI opportunities across CRM and ERP processes.
Configure relevant Dynamics 365 Copilot features.
Build Copilot Studio agents connected to business data and third-party systems.
Automate tasks, approvals and actions across connected applications.
Test, monitor and improve solutions with appropriate human oversight.

How It Works

A Clear Path to Better CRM and ERP

From a new implementation to improvements in your existing environment, we agree a delivery plan around your applications, business processes and priorities.

Discovery Call

Discuss your current systems, business requirements and priorities for implementation, improvement or integration.

Scope & Proposal

Agree the applications, deliverables, responsibilities, costs and timeline for your chosen engagement.

Access & Onboarding

Review existing applications or plan the setup for a new implementation, and arrange the environments and access needed for delivery.

Delivery Begins

Configure or develop the agreed solution, validate business processes with your users and coordinate deployment.

This is the right fit if…

You need to implement Dynamics 365 or adapt your existing applications to better fit your business processes.
Disconnected CRM, ERP and external systems create duplicate work.
You need specialist help with development and integrations.
You want AI agents and automation connected to Dynamics 365.
Updates and customisations need coordinated testing.
You need reliable application support or additional Dynamics 365 expertise for your team.

Flexible Engagements

Dynamics 365 Expertise for Your Next Stage

Implement a CRM or ERP application, improve your existing environment, or add Dynamics 365 specialists to your team. Choose the engagement that fits the work ahead.

Defined Projects

Deliver a defined CRM or ERP solution or improvement.

Agreed deliverables, costs and timeline

Implementation and configuration of agreed Dynamics 365 applications
Custom functionality for your sales, service, finance or operations processes
Integrations between Dynamics 365 and third-party systems
Data migration and validation for new or changing applications
Connected AI agents and business process automation
User acceptance testing, deployment and handover

Ongoing Development & Support

Keep your CRM and ERP applications dependable and evolving.

Agreed monthly capacity, coordinated by Scaleable

Resolve application issues affecting everyday business processes
Develop enhancements as operational requirements change
Maintain integrations and investigate data synchronization issues
Plan and test updates against existing customizations
Improve workflows, reporting and connected AI capabilities
Prioritise the backlog and report on completed work

Extend Your Team

Dynamics 365 specialists for your team.

Expertise matched to your applications

Functional consultants for agreed CRM or ERP applications
CRM developers for plugins, extensions and custom functionality
Business Central developers with AL expertise
Finance & Operations developers with X++ expertise
Specialists working under your team’s day-to-day direction
Agreed availability for your projects or delivery backlog

Any applicable platform licences, third-party subscriptions and usage costs are separate from our service fees.

Connected CRM & ERP

Bring customer and operational information together.

Tailored Functionality

Adapt applications to your business processes.

Planned Updates

Prepare and test changes across your environment.

Make Dynamics 365 Work the Way Your Business Needs.

Implement Dynamics 365, connect CRM and ERP processes, or introduce AI and automation. Let’s discuss the right next step for your business.