04 / PLATFORMS

CRM, ERP and collaboration that fit how your teams work.

We implement, customize and support Dynamics 365 and SharePoint, and connect them to Microsoft 365, so people work in one place instead of five.

Your platform review includes01–05
  • Map of your current processes✓
  • Fit-gap against the platform✓
  • Licensing recommendation✓
  • Data migration plan✓
  • Phased estimate✓
Delivered as a written report and a walkthrough with your team.
What changes for you

One place to work. One version of the truth.

01A full view of every customer

Sales, service and marketing see the same history, so nobody asks a customer the same question twice.

02Processes that run themselves

Approvals, reminders and handoffs happen automatically, with a record of who did what.

03Documents people can find

Structured libraries, search and permissions that match how your organization is set up.

What we deliver

Configured first, customized where it counts.

We use standard features wherever they fit, so upgrades stay simple.

A / CRM

Dynamics 365 CRM

  • Sales and customer service
  • Marketing journeys
  • Mobile access
B / ERP

Dynamics 365 ERP

  • Finance and operations
  • Inventory and supply chain
  • Reporting
C / COLLABORATE

SharePoint

  • Intranets
  • Document management
  • Records and retention
D / AUTOMATE

Workflow

  • Power Automate flows
  • Teams and Outlook integration
  • Approvals
How an implementation runs

Adoption is part of the project.

01 — DISCOVER

Map your processes

How work really flows today, team by team.

02 — DESIGN

Fit the platform

Standard features first. Customize only the real gaps.

03 — MIGRATE

Bring your data

Clean, map and move records, then verify them with your team.

04 — ADOPT

Train and support

Role-based training, then support after go-live.

Built with

The right tool for each job.

Dynamics 365 SalesDynamics 365 Customer ServiceDynamics 365 FinanceSupply Chain ManagementBusiness CentralSharePoint OnlinePower AutomatePower AppsDataverseMicrosoft Teams
Questions

Before you ask.

More answers on the FAQ.

Which Dynamics 365 apps do we need?

The review recommends the apps and licences that match your processes, and nothing more.

Can you take over an existing implementation?

Yes. We start with a health check and fix what's blocking your teams before adding anything new.

Can you migrate from another CRM or from file shares?

Yes. We map, clean and migrate your records and documents, then verify the result with your team.

How is the work priced?

The review is free. After it, you get a fixed-scope proposal for each phase, based on what we found.

Business Platforms

See how your processes fit the platform.

The platform review is free and you keep the findings, whoever you choose to build with.

Book a free assessment→