Experienced
Dynamics 365 Consultants.
Experienced Microsoft Dynamics 365 consultants specialising in Customer Engagement, Power Platform, Dataverse, Azure and AI-powered solutions for complex business requirements.
What does a Dynamics 365 consultant do?
A Dynamics 365 consultant helps organisations determine how Microsoft Dynamics 365 can support their business processes, then translates those requirements into a practical technology solution.
The role can range from strategic advisory and architecture through to hands-on configuration and development, depending on your requirements.
- Business and technical requirements gathering
- Dynamics 365 product selection and solution architecture
- Configuration, custom development and Dataverse architecture
- Integration, data migration, security and governance
- Testing, deployment, user adoption and ongoing optimisation
Dynamics 365 consulting expertise
Our consultants support the wider Microsoft business application ecosystem.
Dynamics 365 Sales
Lead and opportunity management, account and contact management, sales automation, business process flows and sales dashboards.
Dynamics 365 Customer Service
Case management, queues and routing, SLAs and entitlements, knowledge management, omnichannel and Customer Service Workspace.
Dynamics 365 Contact Center
Digital channels, voice integration, chat and messaging, intelligent routing, Azure Communication Services and Copilot-assisted service.
Dynamics 365 Field Service
Work orders, scheduling, resource management, customer assets, inspections, mobile working and connected field service.
Dynamics 365 Customer Insights
Customer data unification, segmentation, customer journeys, marketing and engagement processes and personalisation.
Solution Architecture
Practical architectures spanning Dynamics 365, Dataverse, Power Platform, Azure, external systems and data and AI.
Functional and technical consulting
Dynamics 365 projects often require both functional understanding and technical expertise. Our consulting approach bridges the gap between business requirements and implementation.
Functional Consulting
Requirements gathering, business process analysis, solution workshops, process design, Dynamics 365 configuration, user journeys, business rules, forms and views, business process flows, security roles and reporting requirements.
Technical Consulting
Dataverse architecture, plugins and custom APIs, JavaScript/TypeScript, Power Platform development, PCF controls, Azure Functions, Service Bus, APIs, ALM, DevOps/CI-CD, performance and security architecture.
Dynamics 365 and Power Platform Consulting
Dynamics 365 is often only part of the overall Microsoft business application architecture. We design solutions combining Dynamics 365, Power Apps, Power Automate, Power Pages, Power BI, Dataverse, Copilot Studio, Azure and Azure AI.
Dynamics 365 Integration Consulting
Integrating with ERP systems, finance systems, websites and eCommerce, payment providers, data warehouses, customer portals, telephony platforms and third-party APIs using REST APIs, Dataverse Web API, Azure Functions, Service Bus, Logic Apps and API Management.
Data Migration Consulting
Data discovery, source-system analysis, mapping, cleansing, transformation, duplicate management, migration architecture, ETL, Dataverse loading, validation, reconciliation, testing and cutover planning.
Custom Development
Where standard functionality doesn't meet a requirement, we help determine the appropriate extension approach using plugins, custom APIs, JavaScript/TypeScript, PCF controls, custom pages, Power Apps, Power Automate and Azure Functions.
Dynamics 365 AI and Copilot consulting
AI is increasingly becoming part of Dynamics 365 and customer engagement solutions. We help organisations explore and implement AI capabilities using Microsoft Copilot, Copilot Studio, Azure OpenAI, Azure AI Search, AI-powered document processing, retrieval-augmented generation (RAG) and AI agents.
Discuss AI & Copilot Use Cases- Customer service assistance and knowledge retrieval
- Sales productivity and document processing
- Internal support and business process automation
- Intelligent, automated customer service processes
How our consultants can support you
You do not necessarily need a new implementation to benefit from Dynamics 365 consulting.
Existing Implementations
Reviewing environments experiencing performance issues, technical debt, complex customisations, integration problems or security concerns — with a prioritised roadmap for improvement.
New Projects
Understanding requirements, identifying suitable applications, defining the target solution, and developing an implementation roadmap before delivery begins.
Implementation Partners & Teams
Specialist technical capability alongside an existing delivery team — solution architecture, code and architecture reviews, technical troubleshooting and implementation rescue.
Our Dynamics 365 consulting approach
We adapt our involvement to the requirements of each organisation.
Understand
Business objectives, current systems, users and processes.
Analyse
Constraints, dependencies and opportunities within your environment.
Design
A practical solution architecture across applications, data, security and integrations.
Build
Configuration, development and integration where required.
Deploy
Testing, deployment, ALM, release management and go-live.
Optimise
Improving performance, functionality and adoption as requirements evolve.
Why work with MS Dynamics Consulting?
Dynamics 365 Customer Engagement expertise
Specialists across Sales, Customer Service, Contact Center, Field Service and Customer Insights.
Dataverse and Power Platform expertise
Extending Dynamics 365 using Power Apps, Power Automate, Power Pages, Power BI and Copilot Studio.
Azure integration expertise
Enterprise integration and complex system connectivity using Azure services.
AI & Copilot capabilities
Practical applications of Copilot Studio, AI agents, Azure AI and intelligent automation.
Functional and technical depth
Consultants who can look beyond an individual Dynamics 365 application to the wider technology ecosystem.
Flexible engagement models
Strategic advisory, hands-on delivery, or specialist support alongside an existing implementation partner.
When should you hire a Dynamics 365 consultant?
You may benefit from a Dynamics 365 consultant if you are evaluating Dynamics 365, replacing an existing CRM, starting a new project, or experiencing technical problems with an existing implementation.
Discuss Your Requirements- Evaluating Microsoft Dynamics 365 or replacing an existing CRM
- Starting a new Dynamics 365 project or planning a CRM migration
- Extending an existing Dynamics 365 implementation
- Integrating Dynamics 365 with other systems
- Experiencing technical problems or reviewing an inherited implementation
- Planning a Power Platform expansion or exploring Copilot/AI use cases
- Looking for specialist technical expertise for a major transformation
Explore related Dynamics 365 services
Consultant support pairs naturally with these Dynamics 365 services.
Frequently asked questions
Ready to simplify your operations?
Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.