Technology
Dynamics 365 implementation starts with the process you need to improve. Nemely helps you select and configure the right applications, connect customer information and prepare the people responsible for the work.
Application fit
A salesperson, a service representative and a project manager need different working views. We assess Sales, Customer Service and Project Operations against those responsibilities, then identify where information should be shared and where each team needs its own process.
Connected customer context
Dynamics 365 App for Outlook can link an email or appointment to a relevant account, opportunity or case. This is one practical connection to validate during implementation: can the right person find the customer context without recreating the conversation elsewhere?
Microsoft documentation example: the Dynamics 365 App for Outlook pane alongside a tracked email. This published example uses an older Outlook interface; appearance depends on the supported client and configuration.
Source: Microsoft LearnImplementation foundation
Sales and Customer Service use Dataverse, which provides business tables, relationships and access controls. Connections to ERP, specialist tools and other data sources still need deliberate design. Nemely defines migration rules, integration ownership and rollout support as part of the implementation.
How Nemely helps
We make the first release specific enough to test: a defined group of users, an agreed process and the integrations needed to complete it. That scope guides configuration, migration and adoption.
Use the standard application to walk through agreed tasks and record where configuration or an extension is required.
Build the essential integrations, trial the migration and test permissions across the roles involved in the release.
Prepare users for their actual tasks, check the first live handovers and give the operational team a clear support route.
FAQs
Applications such as Sales and Customer Service use Dataverse. The tables, environments and permissions you configure determine how information is shared. Other Dynamics 365 products and external systems may require separately designed integrations.
We start by testing standard capabilities against the agreed process. Where a requirement remains, we compare configuration, a supported extension and process change, including the effect on future maintenance.
Yes, when the shared data and integration dependencies make that practical. We define the initial users, migration boundary and handovers to teams that will continue working in existing systems.
The applications, teams, data migration, integrations and changes to standard processes determine the scope. We review licensing separately from implementation effort and agree testing, training and launch responsibilities. A schedule follows the agreed scope and access to the people making decisions.
Bring the business outcomes you want, the current applications and examples of the work that is difficult today. Include a process owner and someone familiar with the systems. Together we identify the first users, key dependencies and the decisions a pre-study or demonstration needs to resolve.
Explore the Microsoft capabilities
Microsoft is moving Dynamics 365, Power Platform and Dataverse updates to the AI at Work roadmap from September 2026. We use the current feature status when planning your solution, and evaluate previews separately before proposing them for production.
Explore Microsoft’s roadmap approachCapabilities reviewed 8 September 2026. Licensing, configuration, language and regional availability vary by feature.
Your next step
Tell Stefan which teams will use Dynamics 365 and what needs to work better between them. We can outline an application assessment and the information needed to scope a first release.
Contact us
Ideas to take with you
