Dynamics 365
Your sales pipeline, customer relationships, and business processes — all in one platform. We implement, customise, and support D365 to fit how your business actually works, not the other way around.
Built around your business
Off-the-shelf CRM rarely fits out of the box. We configure Dynamics 365 around your actual sales process, your terminology, your workflows — so your team adopts it because it helps them, not because they have to.
Sales Pipeline Management
Track every deal from initial lead through to close. Custom stages, automated notifications, and pipeline views that give you an honest picture of where revenue stands.
Lead Management
Capture leads from web forms, email, and partner channels automatically. Qualify, assign, and track them through custom Business Process Flows that guide your team step by step.
Commission & Revenue Tracking
Custom commission calculation fields, automated revenue sync, and goal tracking aligned to your fiscal year. Know exactly where you stand against targets at any moment.
Process Automation
Business Process Flows that span the full lifecycle — from initial enquiry through quoting, order tracking, service activation, and post-sale follow-up. Nothing falls through the cracks.
Email & Activity Tracking
Automated email monitoring that captures partner notifications, updates records, and creates follow-up tasks without anyone lifting a finger.
Reporting & Dashboards
Custom views, dashboards, and reports that surface the numbers that matter. Pipeline by product line, commission forecasts, and performance against goals — all real-time.
How we work
Understand
We map your current sales process, pain points, and what "good" looks like for your team.
Configure
We build your D365 environment with custom entities, fields, views, and Business Process Flows.
Automate
We connect Power Automate flows, email integrations, and webhooks to eliminate manual data entry.
Support
Ongoing support, training, and iterative improvements as your business evolves.
Ready to get more from your CRM?
Whether you're starting fresh or have an existing D365 environment that needs work, we can help.
Let's Talk