Dynamics 365 +
Power Platform.
Customer engagement and ERP on Microsoft's stack - extended with Power Platform, Power BI, and Copilot Studio. One team for the entire Microsoft business apps surface.
The Full Microsoft Business Apps Surface
Customer engagement, ERP, and the Power Platform extension layer - covered by one team that understands how Dataverse ties it all together.
Customer Experience
Dynamics 365 Sales + Customer Insights on shared Dataverse - pipeline, Copilot for Sales, CDP, and real-time journey orchestration.
- Sales pipeline, forecasting, Copilot for Sales
- Customer Insights CDP + identity resolution
- Real-time event-driven journey orchestration
- LinkedIn Sales Navigator embedded in CRM
Service
Customer Service, Contact Center, and Field Service - omnichannel cases, voice + digital channels, work orders, and Copilot agent assist.
- Omnichannel case management + SLAs
- Contact Center with IVR and agent assist
- Field Service work orders + scheduling
- Copilot for Service deflection + KB grounding
Supply Chain
Supply Chain Management + Commerce - demand planning, warehouse, manufacturing, POS, and e-commerce on one operational backbone.
- Demand planning + statistical/ML forecasting
- Warehouse Management + RF scanning
- Manufacturing execution + finite scheduling
- Commerce (POS + e-commerce + B2B)
Finance
Finance, Project Operations, and Human Resources - close cycle, PSA, multi-country localizations, controls, and CFO dashboards.
- Multi-entity, multi-currency financials + close
- Project Operations PSA + revenue recognition
- Human Resources core + self-service
- Country localizations + statutory reporting
Business Central
All-in-one ERP for small and medium business - finance, sales, purchasing, inventory, projects, and Copilot in one cloud app.
- Finance, sales, purchasing, inventory in one app
- Jobs and project tracking
- Copilot for BC + bank reconciliation
- Shopify, Amazon, and POS connectors
Power Platform
Power Apps for custom UX, Power Automate for workflows, Power BI for analytics, Copilot Studio for agents - the extensibility layer.
- Canvas and model-driven apps on Dataverse
- Cloud and desktop flow automation
- Embedded Power BI dashboards
- Copilot Studio agents in Teams and Dynamics
A Path That Starts with An Honest Assessment
Discovery first, recommendation second, build third. We will not push Dynamics if it is not the right fit for your business.
Assess
Platform-fit assessment - is Dynamics the right answer, or would Salesforce / HubSpot serve you better? Honest recommendation either way.
Architect
Data model on Dataverse, integration plan with Microsoft 365 / Azure / external systems, security and licensing strategy.
Implement
Config, custom Power Apps where needed, data migration, training, UAT, and a cutover plan with clear acceptance criteria.
Optimize
Adoption monitoring, Copilot rollout, Power Platform extensions, and continued tuning based on real usage signals.
Three Scenarios Where Dynamics Fits
Anonymized results from recent Dynamics 365 and Power Platform engagements.
Switching from a scattered tool set
Challenge
Sales on one CRM, ticketing on another, marketing on a third - none of them connected. Half the team lives in Teams; the rest live in their tools.
Result
Unified on Dynamics Sales + Customer Service + Customer Insights, all surfaced inside Teams via Copilot for Sales and Copilot for Service. One vendor, one license relationship, one customer record.
Replacing an aging on-prem ERP
Challenge
Decades-old on-prem ERP, manual workarounds for financial close, no real-time visibility for the CFO. Vendor support sunset in 18 months.
Result
Business Central rollout in 12 weeks - finance, inventory, projects. Power BI dashboards for CFO real-time view. Integration to existing CRM via Dataverse, plus Power Automate flows for legacy systems we did not retire.
Custom UX on top of Dynamics
Challenge
Field service teams needed a mobile-first work order experience that Dynamics out-of-the-box did not give them. IT did not want to maintain a custom mobile app.
Result
Power Apps canvas app on Dataverse - mobile-first work orders, offline-capable, photo capture, signature. Power Automate flows for dispatch and approval. Zero custom code, fully maintained by the business team.
Why Teams Choose Us For Dynamics
Honest Platform-Fit Calls
We work across Salesforce, HubSpot, and Dynamics. That means we tell you when Dynamics is wrong for you - not just when it is right.
Dataverse Depth
Most Dynamics partners focus on a single app. We design at the Dataverse layer first, so Sales, Service, F&O, and your custom Power Apps share one clean data model.
Power Platform-Native
Power Apps and Power Automate are first-class, not afterthoughts. Most of the "we need a custom app" requests can be solved on Power Platform in days.
Migration Specialists
We have moved data in and out of Dynamics multiple times. Your data model and integration mapping is the work, not the tool. We do that part with the same care every time.
Microsoft Dynamics FAQs
Our Microsoft Partner application is in progress. While that completes we are delivering Dynamics 365 and Power Platform engagements using Microsoft Learn-certified engineers and the official solution playbooks. We will publish the partner designation on this page as soon as it is granted.
Three common cases: (1) you are already deep in Microsoft 365 / Teams / Azure and want one vendor relationship, (2) you need integrated ERP plus CRM (Finance & Operations + Sales), or (3) Power Platform extensibility is more valuable to you than Salesforce platform extensibility. We do the platform-fit assessment in the discovery call - no pressure to pick Dynamics if Salesforce is the better fit.
Yes. We have run migrations in both directions. The work is in the data model and integration mapping, not the tool - we do that part with the same care whether the target is Salesforce, HubSpot, or Dynamics.
Yes. Sales, Customer Service, Customer Insights on the engagement side; Finance & Operations and Business Central on the ERP side. We also handle the Dataverse and Power Platform layer that ties them together.
Copilot Studio is a strong fit for agents tightly bound to the Microsoft Graph (Outlook, Teams, SharePoint, Dynamics) - especially when your users live in Teams. We build there when that is the right fit, and recommend custom agents (Bedrock, Claude API, etc.) when the boundaries are wider.
Single-app Customer Engagement (Sales or Customer Service): 6-10 weeks. Multi-app engagement: 10-16 weeks. Business Central: 8-14 weeks. Finance & Operations is enterprise-grade and runs 4-9 months depending on scope. The discovery call produces a scoped fixed estimate.
Is Dynamics Right for You?
30-minute call. Walk through your current stack and we will give you an honest read on whether Dynamics, Salesforce, HubSpot, or something custom is the better fit.
Book Dynamics Discovery CallEvery app here is part of our full Dynamics 365 consulting practice - implementation, migration, and managed services from one senior team.