Dynamics 365 is Microsoft's integrated business application suite - combining CRM (Sales, Customer Service) with ERP (Business Central, Finance & Operations) and the Power Platform. For organisations already invested in Microsoft 365, it offers deep integration with Outlook, Teams, and SharePoint that standalone CRM platforms cannot match.
Lead and opportunity management, sales process automation, and AI-powered insights configured for your sales team - with deep integration to Outlook, Teams, and Microsoft 365.
Case management, knowledge base, omni-channel routing, and SLA configuration for customer service teams - with a unified agent console that surfaces full customer history.
Dynamics 365 Business Central implementation for financial management, supply chain, inventory, and project management - connected to your CRM for a unified business view.
Extend Dynamics 365 with Power Apps, Power Automate, and Power BI - building custom applications, automated workflows, and management dashboards without heavy custom development.
Both are enterprise-grade platforms. Dynamics 365 is typically the stronger choice when you are already a Microsoft shop - heavily using Microsoft 365, Azure, Teams, and Power BI - as the native integrations reduce friction significantly. Salesforce is typically preferred when you need the broadest ecosystem of third-party apps, deeper out-of-the-box CRM features, or when you are not invested in the Microsoft stack. We are platform-agnostic and will give you an honest recommendation based on your specific situation.
Yes. Salesforce to Dynamics 365 migration is one of the most common migrations we handle. We export data from Salesforce (including all custom objects, attachments, and activities), map it to the Dynamics data model, and load it using Microsoft's data import tools and APIs. We include a full reconciliation report after migration.
Yes. We offer monthly managed support retainers for Dynamics 365 - covering user management, configuration changes, report creation, workflow maintenance, and system monitoring. Retainer clients also benefit from priority response times and access to our broader development and integration team when needed.
Whether you're evaluating Dynamics 365 or ready to start, our team will help you select the right modules, scope the implementation, and deliver it without surprises.