From Manchester, we implement Dynamics 365 CRM for financial, professional services and public-sector organisations. For ten years we've worked on the customer-facing side of Microsoft's business applications, and a good part of our job is translation.
Microsoft renames things regularly and its licensing has layers, so most of our conversations start with a map: which app does what, which base and attach licences suit which roles, and when a Team Members licence is all someone needs. Still looking for Dynamics 365 Marketing? It now lives on as Customer Insights – Journeys, and we'll explain what changed and what didn't. Getting this clear early saves money and spares you awkward rework later.
From there we build practical CRM: sales pipelines that reflect how your teams genuinely sell, journeys that respect consent and UK GDPR, and service desks with sensible queues, routing and service-level agreements. Because your people already live in Outlook and Teams, we make sure Dynamics 365 works inside them rather than becoming yet another tab to check. We work across the UK and wider EMEA with banks and building societies, advisory and legal firms, charities, housing associations and public bodies.
What we do
- CRM implementation with Dynamics 365 Sales
- Customer Insights – Journeys
- Service desk set-up
- Teams and Outlook integration