Dynamics 365, upgraded, extended and connected.
Upgrades from older versions, portals, integrations and custom development, each delivered as a defined piece of work for a quoted price.
What we have delivered on Dynamics.
From older versions, and from other CRMs
We have upgraded clients from Dynamics CRM 2011 and 2013 to Dynamics 365, and moved others across from different CRM products using import tools we built ourselves.
A front door for the people outside
Portals for foster carers to keep their diaries, for event attendees to register and check in, and for candidates to register with a recruiter.
Connected to everything else you run
Public wifi, membership cards, marketing platforms, a survey platform, Elasticsearch and web forms, including a custom Zapier connector.
Plugins, workflows and flows
Custom plugins, workflows and Power Automate flows: weekly reports that build and email themselves, and a plugin that helps categorise incoming email.
Personal data kept within the law
Solutions that collect consent from contacts at each stage and keep it current, and that keep candidate data legitimate and up to date.
Dynamics 365 for Sales, made to fit
New forms and views, data brought in from other systems, and a link to your marketing solution, so the sales team has a CRM that matches how it works.
When the system has become hard to change.
If every release is a risk and nobody is sure what is in production, the problem is rarely the platform. It is the way changes are built, tested and released. We put that right: environments, source control, pipelines, automated tests and a release process.
Delivery put right →Proof
A team with no unit tests taken from 0 to 90 per cent coverage.
Solution imports cut from two hours to 40 minutes for a team of thirty developers.
Dynamics 365 projects.
Visitors, wifi and membership in one CRM
An upgrade to Dynamics 365, secure access over the internet, and public wifi sign-ins and membership cards feeding straight into the CRM.
A portal where foster carers keep their diaries
An upgrade from Dynamics CRM 2011 to Dynamics 365, then a portal on top of it for foster carers to log diaries and receive support.
From older CRMs to Dynamics 365, with fast CV search
Migrations from earlier Dynamics versions and other CRMs, with GDPR handling for candidate data, fast CV parsing, search, and candidate portals.
Event registration, check-in and GDPR consent
An upgrade to Dynamics 365, a portal for event attendees to register and check in, automated data imports and a GDPR consent solution.
Dynamics 365 Sales, made to fit the business
New forms and views, data brought in from other systems, a link to their marketing platform, automated weekly reports and a custom plugin for email.
Start with a delivery health check.
One to two weeks on your Dynamics 365 or Power Platform estate, ending in a written report and a costed plan.