Implement Dynamics 365
With Confidence.
A secure, scalable and business-focused Dynamics 365 implementation — from discovery and solution design through configuration, custom development, data migration, integration, testing and go-live support.
End-to-end Dynamics 365 implementation
A successful implementation requires more than configuring Dynamics 365. It requires a clear understanding of your business processes, users, data, integrations, security requirements and future roadmap.
Our implementation services bring these areas together into a structured delivery process — supporting the complete lifecycle or specific stages of an existing programme.
Dynamics 365 implementation services
From discovery and requirements through to go-live and adoption.
Discovery & Requirements
Business objectives, user requirements, functional and technical requirements, security and integration requirements — using standard capabilities before introducing customisation.
Solution Design & Architecture
Dataverse architecture, data model, security architecture, integration architecture, Power Platform and Azure architecture, environment strategy and ALM/DevOps.
Configuration
Tables, forms, views, dashboards, business rules and process flows, queues, SLAs, security roles and model-driven apps — designed around your business processes.
Custom Development
C# plugins, custom APIs, JavaScript/TypeScript, PCF controls, custom pages, Power Apps, Power Automate and Azure Functions — purposeful, maintainable extensions.
Data Migration
Source-system assessment, data mapping, transformation, cleansing, migration, validation, reconciliation and cutover — deciding what to migrate, archive or retire.
Integration
ERP, finance, websites, e-commerce, payment providers, marketing and line-of-business systems — using Dataverse APIs, Power Automate, Azure Functions, Logic Apps and Service Bus.
Security & Governance
Security roles, business units, teams, access models, field-level security and Power Platform governance — designed around your organisational structure.
Testing & Quality Assurance
Unit, functional, integration, data validation, security and user acceptance testing, plus regression testing to protect existing functionality.
Deployment & Go-Live
Environment preparation, solution and configuration deployment, cutover planning, production validation, go-live support and hypercare.
Application-specific implementation
We implement individual Dynamics 365 applications or a broader customer engagement platform.
Sales
Lead and opportunity management, pipeline, forecasting and AI-assisted sales processes.
Customer Service
Case management, queues, SLAs, knowledge management, omnichannel and Contact Center capabilities.
Field Service
Work orders, scheduling, resource management, bookings, inspections and mobile workforce.
Customer Insights
Customer data unification, profiles, segmentation, journeys and personalisation.
Our Dynamics 365 implementation approach
We adapt the delivery methodology to the size and complexity of your project.
Discover
Define
Design
Build
Integrate
Migrate
Test
Deploy
Adopt
Optimise
Phased Dynamics 365 implementation
Not every organisation needs to implement everything at once — deliver business value progressively.
Core CRM
Accounts, contacts, leads, opportunities, activities, core security and reporting.
Customer Service
Cases, queues, SLAs, knowledge and customer service processes.
Integration
ERP, website, payment systems, external applications and data warehouse.
Automation
Power Automate, business process automation, notifications and approvals.
AI
Copilot, AI-assisted processes, AI agents, intelligent search and knowledge retrieval.
Why choose MS Dynamics Consulting?
Dynamics 365 expertise
Our core focus is Microsoft Dynamics 365 and the wider business applications ecosystem.
Full technology stack
Dynamics 365 combined with Dataverse, Power Platform, Azure and AI capabilities where appropriate.
Technical implementation capability
Configuration, custom development, integrations, data migration, DevOps and architecture.
Business-focused delivery
We build around your processes and objectives rather than simply implementing features.
Scalable architecture
Future requirements, integrations, security, maintainability and growth considered from the start.
Flexible engagement
End-to-end implementation or working alongside your existing team on specific delivery areas.
When should you consider a Dynamics 365 implementation?
A Dynamics 365 implementation may be appropriate whether you are replacing a legacy CRM, implementing for the first time, consolidating systems, or extending an existing environment.
Discuss Your Implementation Requirements- Replacing a legacy CRM or moving from another CRM platform
- Implementing CRM for the first time
- Consolidating multiple customer systems
- Modernising an existing Dynamics CRM solution
- Introducing Sales, Customer Service or Field Service
- Connecting CRM with ERP and other systems
- Extending Dynamics 365 using Power Platform Introducing AI and Copilot capabilities
Explore related Dynamics 365 services
Pair implementation with these complementary 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.