Maximize your business potential with Microsoft Dynamics 365

Q: What Dynamics 365 modules do you implement in the UK?

We implement the full range of Dynamics 365 modules including Sales, Customer Service, Field Service, Finance, Business Central, Supply Chain Management, Marketing (Customer Insights — Journeys), Customer Insights — Data, Project Operations and Human Resources. All implementations are tailored to UK SMBs and nonprofits.

Q: Can Dynamics 365 replace our existing CRM system?

Yes. We handle CRM migration projects from Salesforce, HubSpot, Sage CRM, Act!, Zoho, Microsoft Access databases and bespoke legacy CRMs into Dynamics 365. Our migration service includes data mapping, cleansing, transformation and validation to ensure a clean, accurate go-live.

Q: Is Dynamics 365 suitable for small businesses in the UK?

Yes. Dynamics 365 Business Central and Dynamics 365 Sales Professional are specifically designed for small and medium-sized businesses. We help UK SMBs select the right licence tier, configure the system for their size and budget, and scale as they grow — without paying for features they don't need.

Q: Do you offer Dynamics 365 for nonprofits and charities in the UK?

Yes. We specialise in Dynamics 365 for UK nonprofits and charities, including donor management, case management, volunteer tracking, grant management and impact reporting. Microsoft offers heavily discounted and free Dynamics 365 licences for registered nonprofits through the Tech for Social Impact programme.

Q: How do you approach a Dynamics 365 implementation?

We follow a structured agile delivery approach: Discovery & Scoping, Solution Design, Configuration & Development, Data Migration, User Acceptance Testing (UAT), Training, Go-Live and Hypercare Support. We use Microsoft's Success by Design framework to reduce risk and ensure quality. Typical SMB implementations take 6–12 weeks.

Q: What is the difference between Dynamics 365 and Dynamics 365 Business Central?

Dynamics 365 Business Central is Microsoft's ERP solution for SMBs, covering finance, supply chain, inventory, sales and project management in a single application. The broader Dynamics 365 suite includes specialist CRM apps (Sales, Customer Service, Field Service, Marketing) and enterprise ERP (Finance, Supply Chain). We help UK businesses choose the right combination for their needs.

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Empower your business growth with Microsoft Dynamics 365

Microsoft Dynamics 365 offers a comprehensive suite of cloud-based applications that empower organisations to streamline operations, optimise processes, and enhance customer experiences.

How we can help?

At MS Dynamics Consulting we specialize in Microsoft Dynamics 365 implementation and customisation services to help you leverage the full potential of this platform and achieve your business goals.

Microsoft Dynamics 365 applications to empower your business

Explore the applications below to learn more about how they can empower your business.

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales is a customer relationship management (CRM) tool that helps organizations manage their sales processes and improve customer engagement.

Microsoft Dynamics 365 Customer Service

Microsoft Dynamics 365 Customer Service is a customer relationship management (CRM) tool that helps organizations manage their customer service operations and improve customer satisfaction.

Microsoft Dynamics 365 Contact Center

Microsoft Dynamics 365 Contact Center is an AI-powered cloud contact centre solution that helps organisations deliver intelligent, omnichannel customer service across voice, chat, email, and social channels.

Microsoft Dynamics 365 Field Service

Microsoft Dynamics 365 Field Service is a customer relationship management (CRM) tool that helps organizations manage their field service operations and improve field service delivery.

Microsoft Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations is a customer relationship management (CRM) tool that helps organizations manage their project operations and improve project delivery.

Microsoft Dynamics 365 Customer Insights

Unify customer data into 360° profiles and activate personalised real-time journeys across email, SMS, voice and web — with AI segmentation, Copilot-assisted content, and native integration with Dynamics 365 Sales and Customer Service.

Microsoft Dynamics 365 Finance

Improve financial agility, control and insight — with AI-powered cash flow forecasting, automated invoice capture, multi-entity consolidation, global tax management and Copilot from forecast to close.

Microsoft Dynamics 365 Supply Chain Management

Build a resilient, agile and connected supply chain — with AI-powered demand forecasting, advanced warehouse management, multi-site manufacturing, transportation planning and Copilot-driven supplier automation.

Microsoft Dynamics 365 Business Central

AI-powered all-in-one ERP for small and mid-size businesses — connecting finance, sales, purchasing, inventory, manufacturing and projects in one cloud application trusted by 50,000 companies worldwide.

How Our Engagements Work

A proven four-step process built around your business — from understanding your current state to supporting you long after go-live.

Discovery & Assessment

We map your current processes, identify inefficiencies, and align the right Dynamics 365 modules to your specific business goals.

Solution Design & Configuration

We configure and customise your Dynamics 365 environment — selecting modules, defining workflows, and planning data migration.

Migration, Training & Go-Live

We migrate your data securely, integrate with existing systems, and train your team thoroughly for a confident go-live.

Optimise & Ongoing Support

We monitor adoption, fine-tune the system, and deliver continuous managed support as your business evolves.

Microsoft Dynamics 365 FAQs

Here are some common questions about Microsoft Dynamics 365 and our consultancy agency's services.

Microsoft Dynamics 365 is a suite of cloud-based business applications that help organizations manage and streamline various aspects of their operations, including sales, customer service, finance, operations, and marketing. It combines ERP (Enterprise Resource Planning) and CRM (Customer Relationship Management) capabilities into one integrated platform.

Dynamics 365 offers several benefits, including improved productivity, enhanced customer engagement, streamlined business processes, better data visibility and analytics, scalability to support business growth, and seamless integration with other Microsoft products like Office 365 and Azure.

Our consultancy agency offers a range of services tailored to meet your organization's needs, including business process analysis and consulting, implementation and customization of Dynamics 365 modules, data migration and integration, user training and support, ongoing maintenance and optimization, and assistance with upgrade paths and version transitions.

The duration of a Dynamics 365 implementation project can vary depending on factors such as the complexity of your business processes, the scope of the implementation, the number of modules being deployed, the readiness of your organization for change, and the level of customization required. Typically, implementations can range from a few months to a year or more.

Our consultancy agency offers ongoing support and maintenance services to ensure the smooth operation of your Dynamics 365 system post-implementation. This includes troubleshooting and issue resolution, user training and assistance, periodic system health checks, performance optimization, and access to updates and new features released by Microsoft. We also provide consulting services to help you leverage the full potential of Dynamics 365 as your business evolves.

Scroll each panel to explore our Dynamics 365 expertise.

CRM Applications

Dynamics 365 Sales

Lead and opportunity management, AI-powered sales insights, predictive scoring, pipeline analytics, LinkedIn Sales Navigator integration and Copilot for Sales. We configure Sales Professional and Sales Enterprise for UK field sales teams, inside sales operations and account management functions.

Dynamics 365 Customer Service

Omnichannel case management across email, chat, voice, SMS and social. SLA configuration, entitlements, knowledge base, routing rules, AI-suggested articles and Power Virtual Agents escalation. Full Customer Service Professional and Enterprise implementations.

Dynamics 365 Field Service

Work order management, resource scheduling (Universal Resource Scheduling), mobile technician app, IoT asset monitoring, preventive maintenance and customer asset tracking. Ideal for UK facilities management, utilities, engineering and healthcare equipment servicing.

Dynamics 365 Marketing / Customer Insights

Real-time customer journeys, segmentation, lead scoring, event management, email and SMS marketing automation. Customer Insights — Data for unified customer profiles and CDP implementation. Full Outbound Marketing migration to real-time journeys.

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ERP Applications

Dynamics 365 Business Central

All-in-one ERP for UK SMBs covering general ledger, accounts payable and receivable, bank reconciliation, Making Tax Digital (MTD) VAT submissions, budgeting, fixed assets, inventory management, purchase orders, sales orders, warehouse management and project billing.

Dynamics 365 Finance

Enterprise financial management with multi-entity, multi-currency and multi-tax support. Cash flow forecasting, AI-driven payment predictions, electronic invoicing, regulatory reporting and global compliance for mid-market and enterprise UK organisations.

Dynamics 365 Supply Chain Management

Production planning (MRP/MPS), warehouse management (WMS), transportation management, quality control, asset management and IoT-driven predictive maintenance for UK manufacturing, logistics and distribution businesses.

Dynamics 365 Project Operations

Project costing, resourcing, time and expense management, project billing, profitability analysis and Microsoft Project integration for UK professional services firms, consultancies and agencies.

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Implementation & Support

Implementation Methodology

We use Microsoft's Success by Design framework combined with agile sprint delivery: Discovery, Solution Design, Configuration, Data Migration, UAT, Training, Go-Live and Hypercare. Transparent project plans, regular stakeholder updates and UK-based project management.

Customisation & Development

Custom Dataverse entities and relationships, Power Fx business rules, server-side plugins (C#), JavaScript web resources, PCF controls, custom API endpoints, ribbon customisation and solution layering. We build what's needed without over-customising.

Data Migration

Data extraction, profiling, cleansing, transformation and load from legacy CRM and ERP systems into Dynamics 365. We use the Dynamics 365 Data Import Wizard, SSIS, Kingswaysoft adapters and custom migration tooling for complex migration scenarios.

Managed Support

Post go-live retainer support: break-fix, enhancement requests, release wave update testing, user training and proactive health checks. UK-based support desk, Monday–Friday 09:00–18:00 GMT with emergency escalation options.

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Whether you're starting fresh or improving an existing system — our Microsoft-certified consultants are here to help. No obligation, no hard sell.

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