Microsoft Dynamics 365: CRM and ERP implementation
Microsoft Dynamics 365 is Microsoft’s platform for managing clients, sales, service and administration on the same data. We configure it, customise it and integrate it with your systems. As a Microsoft Cloud Solution Provider we also handle licences and support.
- Implementation and customisation
- Migration from other CRMs and from Dynamics NAV
- Integrations with existing systems
- Business Central, Power Platform and Power BI
- Support and evolution
What we do on Dynamics 365
From process analysis to the evolution of the system.
Implementation
Process analysis, configuration of forms, lists and workflows, roles and permissions, user training.
Customisation
Fields, rules, automation and dedicated development where standard configuration is not enough. As a Microsoft partner we also develop our own applications.
Migration
Mapping, cleansing and transfer of historical data from another CRM or from Dynamics NAV, with a final check.
Integrations
Connections with your ERP, billing, website, marketing and external systems.
Business Central
Microsoft’s ERP for sales, purchasing, accounting and warehouse, connected to the CRM.
Power Platform and Power BI
Internal apps, automated flows and reports on the same data as the CRM.
When the CRM is not enough
Signs that the CRM in use slows work down instead of supporting it.
The CRM is there, but barely used
Operators work in spreadsheets because the system does not follow their processes.
Data in too many places
Clients, contracts and activities are split between the CRM, email, ERP and files.
The current system no longer copes
Layered customisations, blocked updates, rising maintenance costs.
Dynamics NAV to be replaced
The ERP works, but it is stuck on a version that no longer receives development.
What you receive
Besides the configured CRM, everything needed to use it and make it evolve.
Analysis document
Processes, data and integrations, with agreed priorities.
Test environment
To try the system before it reaches users.
Verified migration
Data checked before and after the switch.
Training and manuals
For those who use the CRM every day and for those who administer it.
Ongoing support
Fixes, updates and new features when processes change.
Dynamics 365 for energy retailers
In the free energy market the CRM must follow contracts arriving from different agencies and channels, multi-step procedures and sales networks to monitor.
Frequently asked questions
How long does a Dynamics 365 implementation take?
It depends on the number of processes to cover, the integrations and the amount of data to migrate. The duration is set in the project plan, after the analysis.
Can data be brought over from the current CRM?
Yes. Data is mapped, cleaned of duplicates and transferred, including historical information on clients, contracts and activities.
Does Dynamics 365 integrate with our ERP?
Dynamics 365 has APIs and connectors: in most cases integration is possible. During the analysis we check what the system in use makes available.
Is it better to move to Business Central or stay on Dynamics NAV?
NAV no longer receives development. Business Central is its direct successor, in the cloud or on premises, and keeps the logic users are accustomed to.
Do you also supply the licences?
Yes, as a Microsoft Cloud Solution Provider. Licences are sized on actual users and can be adjusted over time.
Does the CRM in use really help your work?
Tell us how you use it today and what does not work.
Request a CRM review