Dynamics 365 · UK
Dynamics 365 Consultancy for UK Organisations
Dynamics 365 Sales, Customer Service, and Field Service implemented properly, on the same Dataverse platform as your Power Apps, with one security model, one reporting layer, and no integration tax between them.
Sales
Pipeline and forecasting
Customer Service
Cases, SLAs, knowledge
Field Service
Scheduling and mobile
CRM Migration
Legacy system replacement
Our Services
What We Deliver
Dynamics 365 Customer Engagement implementation, migration, and extension, designed alongside the rest of your Power Platform estate rather than as an island.
Dynamics 365 Sales
Lead and opportunity management, pipeline stages that match how you actually sell, forecasting, quote generation, and Outlook and Teams integration your sales team will use without being chased.
Dynamics 365 Customer Service
Case management with entitlements and SLAs, omnichannel routing, knowledge base design, and self-service portals, with Power Automate handling the work behind each case.
Dynamics 365 Field Service
Work order management, resource scheduling, mobile engineer apps with offline support, asset history, and inventory, for organisations whose service happens on site.
CRM Migration & Data
Migration from Salesforce, legacy Dynamics, Access databases, or spreadsheets, with data profiling, deduplication, mapping, and iterative test migrations before cutover.
Copilot & AI Enablement
Copilot configured for sales and service teams, plus Copilot Studio agents handling tier-one queries and Azure AI where genuinely custom intelligence is required.
Reporting & Integration
Power BI dashboards across Dynamics 365 and your wider data estate, plus integration to finance, ERP, and line-of-business systems through Power Automate and custom connectors.
Choosing the Right Platform
Dynamics 365 or a Model-Driven Power App?
This is the question that decides your licensing bill for the next five years, so it is worth getting right before the first workshop.
| Consideration | Dynamics 365 | Model-Driven Power App |
|---|---|---|
| Best when | You will use the out-of-the-box process | Your process is genuinely bespoke |
| Functionality | Mature sales, service, and field capability included | You build what you need, nothing more |
| Licence cost | Higher per user, application-based | Lower per user, Power Apps licensing |
| Time to value | Faster if the standard model fits | Faster if the standard model does not |
| Data platform | Dataverse | Dataverse, the same platform |
| Upgrade path | Continuous Microsoft feature releases | You own the roadmap entirely |
Our honest position: plenty of organisations are sold Dynamics 365 when a model-driven Power App on Dataverse would have done the job for a fraction of the licence cost. Because we build both, we have no incentive to push you toward the more expensive answer. We will show you the licensing model for each before you commit.
How We Work
Our Implementation Process
01
Fit Assessment
Process workshops to establish how much standard functionality you will use, and whether Dynamics 365 is the right answer at all.
02
Design
Data model, security roles, business process flows, integration points, and licensing model agreed and documented.
03
Configure & Build
Configuration first, custom code only where genuinely needed, with managed solution ALM across environments.
04
Migrate & Test
Iterative data migration with reconciliation, plus user acceptance testing with the people who will live in the system.
05
Adopt & Support
Role-based training, go-live support, and a hypercare period before handover to steady-state support.
Dynamics 365: Frequently Asked Questions
Common questions from UK organisations evaluating or implementing Microsoft Dynamics 365.
Start the Conversation
Find Out Whether Dynamics 365 Is Right for You
Book a free consultation. We will walk through your process, model the licensing both ways, and tell you honestly whether Dynamics 365 or a Power App is the better investment.
