Full-lifecycle Dynamics 365 services — from licensing guidance through post-go-live optimization.
Tenant provisioning, environment configuration, security roles, business units, and Power Platform integration setup.
Migrate from QuickBooks, Sage, NetSuite, spreadsheets, or legacy databases. Full validation, deduplication, and reconciliation included.
Business process flows, approval chains, automated notifications, custom entities, and Power Automate cloud flows tailored to your operations.
Interactive dashboards, embedded Power BI reports, custom views, and real-time analytics for every department.
Connect to Microsoft 365, Teams, SharePoint, Outlook, third-party apps, and custom APIs. Full Dataverse and Azure integration.
User provisioning, license management, security audits, release wave updates, performance tuning, and monthly health reports.
Each Dynamics 365 app solves a specific business challenge. Here's what we configure for the most popular modules.
Your complete financial and operations backbone. We set up your chart of accounts, bank feeds, AP/AR workflows, inventory management, and multi-entity consolidation — all inside Dynamics 365.
Multi-currency, dimensions, allocations, recurring journals, intercompany postings
Vendor management, purchase orders, 3-way matching, payment journals, 1099 reporting
Customer invoicing, payment terms, aging reports, dunning letters, credit limits
Item tracking, bin management, pick/pack/ship, reorder points, assembly BOMs
Project budgeting, time sheets, WIP calculation, job costing, resource allocation
Bank feed imports, auto-matching rules, payment reconciliation, cash flow forecasts
Full CRM pipeline — leads, opportunities, quotes, and orders. We configure your sales process stages, AI-driven lead scoring, and Outlook/Teams integration so reps never leave their inbox.
Web-to-lead capture, auto-assignment rules, qualification criteria, duplicate detection
Custom stages, weighted forecasting, competitor tracking, win/loss analysis
Email drafts, meeting summaries, next-best-action, relationship health scoring
Product catalog, price lists, discount tiers, quote-to-order conversion, e-signatures
Omnichannel support hub — cases, knowledge base, SLAs, and entitlements. We set up queues, routing rules, and self-service portals so your support team resolves issues faster.
Auto-creation from email/web, priority routing, parent/child cases, merge duplicates
Response/resolution timers, escalation rules, entitlement channels, holiday calendars
Article lifecycle, AI-suggested articles, portal search, version tracking, feedback ratings
Live chat, SMS, social messaging, voice channel, unified agent desktop, sentiment analysis
Dispatch, schedule, and track field technicians with real-time visibility. We configure work orders, asset management, IoT alerts, and mobile-first experiences for your crews.
Service tasks, products used, inspection checklists, customer sign-off, booking statuses
Drag-and-drop scheduling, resource optimization, travel time, skill matching, crew dispatch
Equipment tracking, service history, warranty dates, barcode/QR scanning, IoT alerts
Offline-capable, photo capture, GPS tracking, turn-by-turn navigation, time entry
Moving from another platform? We have battle-tested playbooks for every common migration scenario.
Chart of accounts mapping, customer/vendor import, open invoice migration, historical balances. Typical timeline: 4-6 weeks.
GL structure conversion, multi-company consolidation, custom report re-creation, payroll data mapping. Timeline: 6-10 weeks.
Saved search → Power BI conversion, SuiteScript → Power Automate, custom record migration, role-based access mapping. Timeline: 8-12 weeks.
Object-to-entity mapping, Apex → Power Automate, report/dashboard recreation, email template migration. Timeline: 6-10 weeks.
Dynamics 365 + Power Platform = limitless automation. We build custom solutions that extend your Dynamics environment.
A proven 6-phase methodology that keeps projects on-time and on-budget.
Stakeholder interviews, current-state mapping, pain point analysis, requirement documentation, success metrics definition.
Entity/field design, security model, integration architecture, data migration strategy, environment plan (Dev → UAT → Prod).
App setup, business rules, workflows, custom views, dashboards, Power Automate flows, and any AL/JavaScript extensions.
Data cleansing, transformation, trial loads, UAT test scripts, regression testing, performance validation, sign-off gate.
Role-based training sessions, quick reference guides, cutover plan execution, hypercare support during first 2 weeks post-go-live.
Monthly health reviews, release wave adoption, new module rollouts, continuous improvement sprints, user adoption metrics.
We connect Dynamics 365 to your entire tech stack for seamless data flow across the organization.
Dynamics 365 is versatile — and we customize it for your specific industry requirements.
Microsoft licensing can be confusing. We help you choose the right mix to maximize value and minimize cost.
We'll audit your user roles and recommend the optimal license mix — often saving 20-40% vs. giving everyone full licenses.
After go-live, we stay with you. Choose the support tier that matches your needs.
Submit a ticket and our Dynamics 365 team will reach out within one business day.