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Dynamics 365 done the way you wish the last partner had.

Sales, Customer Service, Marketing, and Dataverse customisation by people who've shipped D365 in the wild. Greenfield builds, rescues, and uplift programmes — without the bloated SI playbook.

Why senior matters here

D365 punishes mediocre delivery.

It's hard to find a CRM that gives you more leverage when it's set up well — or more pain when it isn't. Most rescue projects we take on were sold as eight-week deployments and ran for nine months.

Our pods are small, senior, and stay with you from discovery through to support. We use the standard Microsoft accelerators where they earn their place, write code where the platform doesn't reach, and hand over a system that future-you can actually maintain.

What we deliver

Built for the work — not for the deck.

Sales

D365 Sales implementations

Lead-to-cash flows, pipeline hygiene, AI lead scoring, and the kind of dashboards reps actually open. Includes Sales Copilot configuration.

Customer Service

Customer Service & Omnichannel

Case routing, SLA design, knowledge bases that work, and copilot-assisted reply drafting. Integrated voice via Azure Communication where it makes sense.

Marketing

Customer Insights — Journeys & Data

Real-time marketing journeys, segmentation, and the data unification layer that finally gives your campaigns a single customer view.

Dataverse

Dataverse data modelling

Schema that ages well. We model for the questions you'll ask in year three, not the form you're filling in today.

Integration

Integrations and migrations

Salesforce to D365, legacy CRM exits, ERP integration, and the data quality work that makes migrations succeed instead of slip.

Rescue

Rescue and remediation

Stalled or failed implementations — we'll do a one-week triage, give you an honest assessment, and either rescue it or recommend a clean rebuild.

How we work

A measured, honest path from idea to production.

01

Discover

Two-week discovery with the operators who'll use the system. Process mapping, data audit, and a written 'definition of done' both sides sign.

02

Design

Solution design grounded in real edge cases. Configuration over customisation by default — but never religiously.

03

Build

Fortnightly sprints with live demos. Real data in dev from day one so we surface integration pain early.

04

Adopt

Champion network, role-based training, and a structured hyper-care window. We measure adoption by usage telemetry, not survey smileys.

Where it lands

Patterns clients keep coming back for.

Cross-team Sales rollout

Multi-region D365 Sales for industrial and professional services clients. Pipeline standardisation, AI lead scoring, and the change story that gets reps to stop using their spreadsheet.

Customer Service modernisation

Replacing legacy ticketing with D365 Customer Service plus a grounded copilot — usually 30–50% case-handle improvement, and a knowledge base people maintain.

Customer Insights unification

Stitching together CRM, e-commerce, support, and product analytics into a single customer profile that drives next-best-action and journey design.

Outcomes you can defend

What good looks like.

  • A platform reps and agents actually open every day.
  • Data model that survives the next acquisition or reorg.
  • Honest cost-to-serve and cost-to-acquire metrics that boards can defend.
  • Integration pattern that doesn't fall over when ERP is upgraded.
  • Documented configuration, source-controlled and DevOps-deployable.
Frequently asked

The questions clients ask first.

We've been burned by a previous D365 partner. Where do you start?
With a one-week triage at our cost — we look at the build, talk to your operators, and write an honest assessment. Sometimes rescue is the right answer; sometimes it isn't. We say so either way.
Do you work with our existing Microsoft tenancy?
Yes. We work inside your tenant with your security posture. We don't bring our own environments unless you specifically ask for a sandbox-only proof of concept.
Can you handle Power Pages portals and customer-facing surfaces?
Yes — Power Pages, custom Next.js front-ends backed by Dataverse, or hybrid setups. We pick the right surface for the use case.
Will you customise heavily or stay close to out-of-the-box?
Configuration first, customisation second, and only when the platform doesn't reach. We document and source-control every deviation so you don't end up with a black-box build.

Let's scope a first conversation.

Tell us what you're trying to do. We'll come back with a point of view, not a sales pitch.