CRM Implementation
We help you plan, build and launch Microsoft Dynamics 365 around your processes, data and people, with automation and practical AI where they improve the work.
Starting fresh or replacing an existing CRM?
We shape the implementation around your priorities and existing setup.
Your CRM implementation
What’s included
From the way work happens today to the solution your team will use tomorrow.
Process → solution blueprint
01 / Designed around the work
Agree what needs to change and how your customer processes should work.
Connected CRM foundation
02 / Built to connect and scale
Connect Dynamics 365, Dataverse and Power Platform around the information and work your teams share.
UAT + readiness + launch
03 / Ready for real users
Test the complete process with users, including AI responses, permitted actions and human handovers where relevant.
The scope follows your goals, systems and people. We design how each capability fits the work, including security, testing and governance, before enabling it.
How we work
Agree goals, scope, responsibilities and the solution design.
Configure and connect the solution, with regular demonstrations and feedback.
Test processes, data and permissions, evaluate any AI-supported steps, train users and rehearse the move.
Support the launch, transfer knowledge and agree the next priorities.
What you take away
We agree the deliverables at the start so your team knows what to expect and what it will own.
Agreed goals, responsibilities and priorities
A documented solution and key design decisions
Data, integration and testing plans
Training and launch materials
An agreed support and improvement plan
FAQs
A few practical answers before we talk about your project.
Scope, teams, integrations, data migration, custom development, testing, training and rollout complexity affect both cost and timing. The time your team can contribute also matters. We work through these factors with you before agreeing the work and a realistic delivery plan.
A business sponsor, someone responsible for decisions, process experts, IT and data input, and users who can help test the solution. We agree responsibilities and the time needed as part of planning.
Yes. We can focus the first release on your most valuable processes, then agree what to add next. Microsoft 365 Copilot or an agent built in Microsoft Copilot Studio can be included where it serves a defined task. We confirm licensing, data access, quality checks and human review before agreeing the scope.
We start with what Dynamics 365 already supports and configure it around your needs. We recommend extensions where their business value justifies the added development and maintenance.
Yes, when migration is included in scope. We agree which data to move, who prepares it, how it maps to the new system and how to test it before launch.
We support the first days of use, transfer knowledge and responsibilities, and follow the support and improvement arrangements agreed for your project.
Start a conversation
Tell us about your current setup, the teams involved and what you want to improve.
Discuss your CRM project
Ideas to take with you
