Microsoft Dynamics 365

Your UK Microsoft Dynamics 365 Partner

Dynamics 365 consultancy services, delivering CRM solutions for commercial businesses, charities, membership organisations, and not-for-profits.

Microsoft Dynamics 365 CRM consultancy

Microsoft Dynamics 365 is a market-leading CRM platform built on the .NET framework. It can be completely customised to fit your requirements, and receives regular updates and feature upgrades from Microsoft.

As a Microsoft Dynamics 365 partner, we’ll help you take full advantage of Dynamics 365 to transform your operations and unify your business applications. Our Dynamics 365 consultancy services support UK organisations of all sizes to get the maximum value from Dynamics 365.

Ready to create a CRM system tailored to you? Let’s make it happen, together.

Case Study

Helping the RAC transition to Dynamics 365

Find out how we helped the RAC to transition from an on-premise data management system to Microsoft Dynamics 365, delivering the functionality required for their Claims Department to quickly respond to their customers and to continue delivering a high-quality service.

Dynamics 365 Partners

Our Dynamics 365 consultancy services

  • ClickDimensions marketing automation
  • Dynamics 365 automation
  • Dynamics 365 CRM consultancy
  • Dynamics 365 custom development
  • Dynamics 365 Customer Engagement
  • Dynamics 365 Customer Service
  • Dynamics 365 Field Service
  • Dynamics 365 implementation
  • Dynamics 365 integrations
  • Dynamics 365 Marketing
  • Dynamics 365 Proof of Concepts (POC)
  • Dynamics 365 reporting
  • Dynamics 365 rescue projects
  • Dynamics 365 Sales
  • Dynamics 365 Support
  • Dynamics 365 updates and upgrades
  • Microsoft Dataverse
  • Microsoft Dataverse & Azure Synapse
  • .NET development
  • Power Platform

Examples of how our CRM consultants can help

Customisation

We can customise Dynamics 365 to your exact CRM requirements. We always maximise out-of-the-box functionality, but you might want additional development to fulfil your specific requirements and complement your internal processes.

Custom Reporting

Dynamics 365 provides powerful reporting and analytics capabilities. We’ll help you benefit from functionality such as pre-built reports, custom dashboards and Power BI to make data analysis quick and simple for non-technical users, helping inform decisions.

Integration

Microsoft Dataverse provides a unified data schema so apps and services easily integrate. This means Dynamics 365 and Microsoft 365 work seamlessly together, while we can use the Power Platform or custom development to integrate your other data sources.

Workflow automation

You’ll have unique workflows that you’ll need to perform in Dynamics 365. We help organisations extend Dynamics with bespoke automated workflows using Microsoft Power Automate and Power Apps.

Marketing automation

Dynamics 365 can also power your marketing campaigns. We’ll help you use ClickDimensions’s marketing automation platform, built on Dynamics 365, to help you connect with customers and reach your desired audiences

Dynamics 365 accelerator for charities

Evo 365 is our Dynamics 365 accelerators for charities, not-for-profit and membership organisations. Evo 365 will help you get industry-specific functionality from Dynamics 365 quickly, without extensive customisation.

  • Customisation

    We can customise Dynamics 365 to your exact CRM requirements. We always maximise out-of-the-box functionality, but you might want additional development to fulfil your specific requirements and complement your internal processes.

  • Custom Reporting

    Dynamics 365 provides powerful reporting and analytics capabilities. We’ll help you benefit from functionality such as pre-built reports, custom dashboards and Power BI to make data analysis quick and simple for non-technical users, helping inform decisions.

  • Integration

    Microsoft Dataverse provides a unified data schema so apps and services easily integrate. This means Dynamics 365 and Microsoft 365 work seamlessly together, while we can use the Power Platform or custom development to integrate your other data sources.

  • Workflow automation

    You’ll have unique workflows that you’ll need to perform in Dynamics 365. We help organisations extend Dynamics with bespoke automated workflows using Microsoft Power Automate and Power Apps.

  • Marketing automation

    Dynamics 365 can also power your marketing campaigns. We’ll help you use ClickDimensions’s marketing automation platform, built on Dynamics 365, to help you connect with customers and reach your desired audiences

  • Dynamics 365 accelerator for charities

    Evo 365 is our Dynamics 365 accelerators for charities, not-for-profit and membership organisations. Evo 365 will help you get industry-specific functionality from Dynamics 365 quickly, without extensive customisation.

Related services and technologies

Accreditations

Committed to the highest standards

Case Study

Building a bespoke animal management system on Dynamics 365

Discover how we built a bespoke donkey management system on Microsoft Dynamics 365 for The Donkey Sanctuary.

Companies we work with

  • A-GAS
  • Bailey
  • Buro Happold
  • ECB
  • esri
  • Essential Pharma
  • Fairtrade Foundation
  • GJE
  • Hills
  • Horseworld
  • Ian Williams
  • RAC
  • Edyn
  • St. Peter's Hospice
  • Suez
  • The Disabilities Trust
  • The Donkey Sanctuary
  • Unite Students
  • University Of Bristol
  • World Animal Protection
  • Ripple Effect

Related Resources