Technology

Dynamics 365 Implementation

ERP & CRM Implementation on the Microsoft Stack

What this service is

Dynamics 365 implemented around the way the business actually runs: finance, sales, customer service and field operations on one Microsoft data foundation, with reporting built in from day one.

What we deliver

  • Finance & operations

    Core financial management, supply chain and project operations configured and migrated onto Dynamics 365.

  • Sales & customer service

    CRM pipelines, case management and service processes unified with the ERP data they depend on.

  • Field service & retail

    Work orders, scheduling and retail operations supported on the same platform.

  • Data migration & integration

    Legacy ERP data migrated and validated; Dynamics 365 integrated with existing systems through APIs and integration layers.

  • Reporting on Dataverse

    Power BI and paginated reports built directly over Dynamics 365, so financial and operational visibility ships with the implementation.

Delivered as part of a scoped engagement under The Blueprint: diagnosis, design, execution with measurable milestones, and documentation so your team can operate the result.