Microsoft Dynamics 365 · Certified Implementation Partners

End-to-end D365 delivery
you can rely on, fully.

Our certified architects and consultants bring deep, hands-on expertise across the entire Microsoft Dynamics 365 CRM stack — from initial discovery through to post-go-live optimisation and managed support.

✦ Microsoft certified team 10+ years D365 delivery All CRM modules Agile & waterfall delivery UK-based consultants
At a glance
120+
D365 implementations delivered
15+
Microsoft certifications held
98%
On-time delivery rate
6
D365 modules we specialise in
Sales Customer Service Field Service CI Journeys CI Data Power Platform
Core Skill Set

Our implementation specialisms

From discovery through to go-live and beyond, our team holds the expertise to deliver every dimension of a successful Dynamics 365 implementation.

Discovery & Requirements
Solution Architecture
Configuration & Customisation
Data Migration
Integrations
Go-Live & Hypercare
Reporting & Analytics
Training & Adoption
Discovery & Requirements

We begin every engagement with a structured discovery phase — running stakeholder workshops, mapping your current-state business processes, and identifying gaps between how you work today and how D365 can support your goals. The output is a detailed requirements specification and prioritised backlog that drives every delivery decision, ensuring no surprises downstream.

Stakeholder workshops Process mapping (BPMN) Gap analysis Use-case definition Requirements specification Backlog creation Scope definition

What we deliver

Current-state process maps
Future-state solution vision
Functional requirements document
Prioritised product backlog
Project scope & exclusions register
Risk & assumptions log

Typical duration

2–4 weeks depending on scope
3–6 workshops (remote or on-site)
Dedicated Business Analyst assigned
Output reviewed & signed off before build
Solution Architecture

Our certified solution architects design scalable, future-proof D365 solutions — covering entity and data modelling, security and access design, integration architecture, environment strategy, and ALM pipeline design. Every architectural decision is documented, peer-reviewed, and pressure-tested before a single line of configuration is touched.

Data & entity modelling Security role design Environment strategy Integration blueprints ALM & DevOps pipelines Solution layering Scalability review

What we deliver

Solution architecture document
Entity relationship diagrams
Security & access matrix
Integration architecture blueprint
Environment & release strategy
Technical risk register

Architect credentials

MB-700 certified solution architects
Peer design review on every project
Microsoft best practice aligned
Upgrade path considered at design stage
Configuration & Customisation

From out-of-the-box configuration to complex plugin development and PCF controls, we deliver exactly the right level of customisation — always with maintainability and Microsoft best practices front of mind. We follow a configuration-first principle, only resorting to custom code when platform capability genuinely falls short, and we document every customisation for long-term supportability.

Forms & views Business rules Power Automate flows Custom plugins (C#) PCF components Solution layering Business process flows Canvas & model-driven apps

What we deliver

Fully configured D365 environment
Custom plugin library (documented)
Power Automate flow suite
Customisation register
Developer handover notes
Source control & ALM pipeline

Our principle

Configuration-first approach always
Customisation only where needed
Upgrade-safe solution patterns
Every customisation reviewed & tested
Data Migration

We design and execute end-to-end data migrations from legacy CRM platforms, spreadsheets, or ERP systems into Dynamics 365 — including extract, transform, deduplication, and load (ETL) pipelines with full reconciliation reporting and business sign-off at each stage. Clean, validated data in the new system from day one.

ETL pipeline design Source-to-target mapping Data cleansing rules Deduplication KingswaySoft / SSIS Dataverse Web API Migration reconciliation

What we deliver

Source-to-target field mapping document
Data cleansing & transformation rules
Migration scripts & ETL pipelines
Dry-run reconciliation report
Business sign-off at each stage
Rollback & contingency procedure

Sources we migrate from

Salesforce & legacy CRM platforms
Excel & Access databases
ERP systems (SAP, Navision, GP)
Bespoke in-house systems
Integrations

We connect Dynamics 365 to your wider technology landscape — ERP, marketing platforms, telephony, ecommerce, finance systems, and bespoke applications — using Azure Integration Services, Dataverse APIs, and Power Platform connectors. Every integration is designed for resilience, monitored in production, and fully documented for ongoing support.

Azure Service Bus Azure Logic Apps Dataverse Web API Power Automate REST & SOAP APIs Middleware design Event-driven architecture OAuth 2.0 / Azure AD

What we deliver

Integration architecture document
Azure / middleware configuration
Error handling & alerting framework
Integration test results
Monitoring & alerting runbook
API authentication & security setup

Common integrations

Microsoft 365 / Teams / SharePoint
ERP systems (SAP, Business Central)
Telephony & CTI platforms
Marketing platforms & ecommerce
Go-Live & Hypercare

A structured go-live is the difference between a smooth cutover and a crisis. We manage UAT facilitation, regression testing, production environment preparation, cutover execution, and a dedicated hypercare period — providing intensive support to stabilise your platform and give your users the confidence they need immediately after launch.

UAT facilitation Test script authoring Regression testing Cutover planning Production deployment Hypercare support Defect triage & resolution

What we deliver

UAT test scripts & sign-off pack
Go-live readiness checklist
Cutover runbook (step-by-step)
Production release notes
Hypercare support log & resolution
Lessons learned & handover report

Hypercare coverage

Dedicated hypercare team for 2–4 weeks
Same-day defect triage
User query first-line support
Transition to managed support
Reporting & Analytics

We build meaningful CRM reporting — from embedded D365 dashboards and personalised views to full Power BI solutions connected live to Dataverse — ensuring your leadership team and front-line managers have the insight they need, without ever leaving the platform. Every report is designed around your KPIs and validated against business requirements.

Power BI report development Dataverse connectors D365 dashboards & charts Paginated reports KPI framework design Self-service analytics Data refresh scheduling

What we deliver

Full Power BI report suite
Embedded D365 dashboards
Report specification document
Data refresh schedule
User guide & training session
Report governance documentation

Report types

Sales pipeline & forecast
Service case & SLA dashboards
Activity & productivity reports
Executive leadership dashboards
Training & Adoption

We design role-based training programmes that give every user exactly the knowledge they need — no more, no less. From train-the-trainer sessions and structured e-learning materials to post-go-live drop-in clinics and adoption monitoring, we ensure high CRM adoption from day one and sustain it well beyond launch.

Role-based training design Train-the-trainer User guides & quick-reference cards E-learning content Drop-in clinics Adoption tracking Change management

What we deliver

Training needs analysis
Role-based training packs
Quick reference cards per role
Trainer certification & sign-off
Adoption metrics & report
Knowledge base articles

Our approach

Role-based: only what each team needs
Practical, scenario-led sessions
Empowering your internal trainers
Adoption tracked & reported
Delivery Methodology

How we deliver your D365 implementation

A structured five-phase framework that gives you visibility, control, and confidence at every stage — from initial discovery through to long-term optimisation.

01
Discover

Stakeholder workshops, process mapping, gap analysis, and requirements specification to define the solution vision and agree scope before build begins.

2–4 weeks
02
Design

Solution architecture, data modelling, security design, integration blueprints, and environment strategy — all peer-reviewed and formally approved.

2–4 weeks
03
Build

Iterative configuration, customisation, and integration development in sprint cycles with regular stakeholder demos and a running definition of done.

6–16 weeks
04
Test & Deploy

Structured UAT, regression testing, data migration execution, and a managed production cutover — with a documented rollback plan in place.

2–4 weeks
05
Optimise

Post-go-live hypercare, adoption tracking, wave release management, and ongoing managed support — keeping your CRM evolving with your business.

Ongoing
Module Coverage

D365 modules we specialise in

Our consultants hold active certifications and hands-on project experience across all core Dynamics 365 CRM modules and the wider Power Platform ecosystem.

Sales

End-to-end sales process automation — from lead capture and qualification through opportunity management, forecasting, and quote generation.

Pipeline & opportunity management
Lead scoring & routing
Sales forecasting
Copilot for Sales

Customer Service

Omnichannel case management, SLA enforcement, knowledge base, and agent productivity tools that drive faster resolution and higher satisfaction.

Case management & queues
SLA configuration
Knowledge base
Omnichannel routing

Field Service

Work order management, resource scheduling, mobile workforce enablement, and IoT asset monitoring for organisations with on-site service delivery.

Work order & scheduling
Resource optimisation
Mobile app configuration
Remote assist integration

Customer Insights — Journeys

Real-time marketing automation, segment-based journey orchestration, event management, and lead nurturing from first touch to sales handoff.

Journey orchestration
Segment & audience design
Email & SMS campaigns
Lead scoring & nurture

Customer Insights — Data

Customer Data Platform implementation — unifying profiles from disparate sources, enrichment, AI-driven segmentation, and predictive analytics.

Unified customer profiles
Data source ingestion
AI segmentation & churn prediction
D365 & Power BI integration

Power Platform

Automation, low-code app development, and analytics extending D365 capability — Power Automate, Power Apps, Power BI, and Dataverse at the core.

Power Automate flows
Canvas & model-driven apps
Power BI report development
Dataverse architecture
Credentials

Microsoft certifications held by our team

Every consultant on your project holds active Microsoft certifications relevant to their delivery role — so you can trust the expertise behind every recommendation.

MB-210
Dynamics 365 Sales Functional Consultant
Associate · Microsoft Certified
MB-230
Dynamics 365 Customer Service Functional Consultant
Associate · Microsoft Certified
MB-240
Dynamics 365 Field Service Functional Consultant
Associate · Microsoft Certified
MB-700
D365 Finance & Operations Apps Solution Architect
Expert · Microsoft Certified
PL-400
Microsoft Power Platform Developer
Associate · Microsoft Certified
PL-600
Microsoft Power Platform Solution Architect
Expert · Microsoft Certified
All Microsoft certifications listed are held by active members of our delivery team and are renewed in line with Microsoft's annual certification renewal requirements. Certificates are available on request.
Delivery Track Record

What our clients experience

Typical outcomes reported by organisations who have chosen us as their D365 implementation partner — measured across all engagements in the last three years.

98%
On-time delivery
Across all implementation projects completed in the past three years, 98% were delivered on or before the agreed go-live date.
2 wks
Average onboarding
From contract signature to active discovery phase — our structured kickoff and onboarding process gets your project moving in under two weeks.
30%+
User adoption uplift
Clients consistently see meaningful adoption improvements following our role-based training and change management programmes.
Zero
Surprise wave breaks
With our proactive release management approach, no client on managed support has experienced an unplanned wave-related platform outage.
120+
Implementations delivered
Over 120 D365 CRM implementations across sectors including financial services, healthcare, professional services, and retail.
99.5%
Client satisfaction
Based on post-project client surveys, 99.5% of clients rated our team as meeting or exceeding expectations on delivery quality and communication.
Let's Talk

Ready to discuss your D365 project?

Tell us about your organisation, your current platform, and what you're looking to achieve — and we'll put together a tailored proposal within two business days.