01 — The problem
Why this usually goes wrong.
Dynamics 365 is most valuable inside the Microsoft stack, and most confusing in its licensing.
Dataverse designs made in a hurry limit Power BI, security and automation later.
Apps
Microsoft Dynamics 365 apps we implement
Scope
What the engagement covers
Dataverse model
Tables, columns, relationships and business rules designed for your entities, with solutions packaged for managed deployment.
Microsoft 365 integration
Outlook and Teams integration, server-side email sync, SharePoint document storage and single sign-on through Entra ID.
Power Automate & plugins
Cloud flows for most automation. C# plugins or Azure Functions where performance or transaction rules require it.
Power Apps
Model-driven apps for internal teams and canvas apps for focused tasks such as site visits or approvals.
Power BI reporting
Sales and service dashboards on Dataverse data, with row-level security matching your CRM roles.
Migration
From Dynamics CRM on-premises, Salesforce or other CRMs into Dataverse, with lookups preserved.
Method
How we deliver it
01
Envision
Licence review across Microsoft 365 and Dynamics, plus requirements workshops.
02
Design
Dataverse model, security roles and environment strategy (dev, test, prod).
03
Build
Solutions developed and moved between environments with pipelines.
04
Adopt
Training inside Outlook and Teams, where your users already work.
Straight answer
Is Dynamics the right fit?
Dynamics gives the most value when you’re deep in Microsoft already. If you’re on Google Workspace with no Power BI, another CRM will usually be simpler and cheaper.
Licensing across Dynamics, Power Apps and Microsoft 365 is complex. We map users to the right licence types before build, because it changes what can be built.
Plugins and Azure Functions are custom code with deployment pipelines. We set those up properly so your IT team can maintain them.
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Solutions in your tenant
- Plugins and pipelines in your repository
- Dataverse model document
- Licence map
FAQ
Questions we get about Dynamics 365
Can Dynamics 365 work inside Outlook and Teams?
Yes. Users can track emails and meetings, view CRM records in Outlook, and collaborate on records in Teams, with single sign-on through Entra ID.
What is Dataverse?
Dataverse is the data platform underneath Dynamics 365 and Power Apps. Designing it properly decides how well automation, security and Power BI reporting work later.
Can you migrate from on-premises Dynamics CRM?
Yes. We assess customisations, retire what’s obsolete, upgrade solutions to Dataverse and migrate data with lookups and ownership intact.
Do you build Power BI reports on CRM data?
Yes. We model Dataverse data for Power BI and apply row-level security so each user sees the same records they can see in the CRM.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Where we work
Microsoft Dynamics 365 by market
Tax treatment, e-invoicing and working weeks differ by country. These cover what changes in each.
Enquire
Talk to us about Microsoft Dynamics 365 CRM implementation.
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