Dynamics 365 CRM
Dynamics 365 CRM Implementation & Customisation
Give your sales, service and marketing teams one view of every customer with Dynamics 365 CRM, configured around the way your teams really work.
- Sales, Service and Marketing
- Plugins and custom apps
- Outlook, Teams and ERP integration
What we offer
Dynamics 365 CRM services
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Dynamics 365 Sales
Leads, opportunities, forecasting and sales automation.
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Customer Service
Cases, SLAs, knowledge base and omnichannel support.
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Customer Insights & Marketing
Segments, journeys and campaign automation.
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Plugins & Custom Apps
C# plugins, PCF controls and model-driven apps.
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Power Automate Workflows
Approvals, notifications and hand-offs automated.
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Copilot in CRM
AI summaries, email drafts and insights for your teams.
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Implementation
A proven path to a successful go-live
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Assessment
We review your processes, current systems, licences and data before recommending a plan.
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Solution design
Fit-gap analysis, configuration plan and the few customisations that are truly needed.
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Configure & extend
Configuration, extensions and integrations, demoed to your team every two weeks.
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Data migration
Cleansed, mapped and validated data moved from your old systems.
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Training & go-live
Role-based training, user acceptance testing and a planned cut-over.
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Support & optimise
Post-go-live support, adoption tracking and continuous improvement.
Technologies
Tools and technologies we use
Platform
- Dynamics 365 Sales
- Customer Service
- Customer Insights
- Dataverse
Development
- C#
- .NET
- PCF
- JavaScript
- Power Fx
Integration
- Azure Functions
- Logic Apps
- Web API
Related
Related services
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Dynamics 365 Business Central
ERP for finance, inventory and operations.
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Dynamics 365 Finance & Operations
Enterprise ERP, implemented and extended.
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Dynamics NAV & AX Upgrades
Move legacy NAV and AX to the cloud.
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Power BI, Power Apps & Automate
Dashboards, low-code apps and automation.
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CRM Integration & Migration
Connect your CRM with the tools you use.
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BizTalk Development
Reliable integration between enterprise systems.
Explore
Client reviews
What clients say about working with us
Verified reviews from founders and CTOs on Clutch.
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Custom Software Development
Web-Based Coupon App Development
The work produced by the team was of exceptional quality.
Jon Thies
CTO, Model Rocket Feb 2022 – Mar 2023
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Custom Software Development
Mobile & Web Platform Development & Design
Silver Scintilla was responsive, respectful, and enjoyable to work with, quickly addressing any questions or requests.
DeShawn Brown
CEO & Founder, Lithios Jun 2021 – Nov 2022
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Custom Software Development
Web-Based HRM System Development
Silver Scintilla provided the best solution with scalable functionality, personalized features, and robust security.
Suheb Khan
Director, Collaborative Insight Technologies Jul 2020 – Jun 2022
FAQ
Dynamics 365 CRM: frequently asked questions
Straight answers to what clients ask us most.
Need advice for your project?
Every product is different. Talk to a senior engineer about your tech stack, timeline and team, and get honest advice on your next step.
Talk to an ExpertWhat is Dynamics 365 CRM?
It is Microsoft's customer relationship management platform, covering sales, customer service, field service and marketing on Dataverse.
Can you migrate us from Salesforce or another CRM?
Yes. We map, clean and migrate data and rebuild the processes you need in Dynamics 365.
Can Dynamics 365 CRM integrate with our ERP?
Yes. We connect it with Business Central, Finance & Operations, SAP or custom systems.
Do you provide user training?
Yes. Role-based training and documentation are part of every implementation.
Free discovery call
Have an idea? Let's turn it into AI-powered software.
Book a free discovery call with our experts. Share your idea and we will help you shape the scope, timeline and budget, under NDA.
- Free consultation
- NDA before we talk
- Transparent estimate