Dynamics 365
Dynamics 365, configured around how your team actually sells.
Sales Hub deployment, Dataverse customization, security role design, and Power Automate flows. We make Dynamics fit your business so your team adopts it instead of working around it.
Custom-built and documented. Yours to keep.
Most Dynamics deployments fail the same way
The license gets bought, a generic instance gets stood up, and within a few months the reps are back in spreadsheets because the system does not match how they work. The data is messy, the reports do not add up, and nobody trusts the pipeline number.
We deploy Dynamics 365 the other way around: starting from how your business actually operates, then shaping the Sales Hub, the Dataverse model, the security, and the automation to fit it. The result is a CRM your team uses because it makes their job easier, and a pipeline leadership can trust.
Who it's for
Sales-driven businesses standing up Dynamics for the first time, and teams who already own it but never got it configured to fit. If your CRM is a chore instead of a tool, this is the fix.
What we build
Sales Hub deployment
A working sales platform configured to your pipeline: lead and opportunity stages, dashboards, and the views your reps and managers actually use.
Dataverse customization
Custom tables, columns, and relationships modeled to your business, so the data is clean and structured for reporting from day one.
Business units & security roles
Access designed around how your organization is structured, so people see what they should and nothing they should not. Critical for regulated and multi-team businesses.
Power Automate flows
Automation that removes the manual steps: routing, notifications, approvals, and integrations that connect Dynamics to the rest of your stack.
Frequently asked questions
We bought Dynamics but barely use it. Can you fix that?
Yes. This is the most common situation we walk into. We assess how your team actually works, reconfigure Dynamics around that, clean up the data model, and build the automations and dashboards that make it worth using. Adoption follows when the tool fits the work.
Can you design security roles for our structure?
Yes. We design business units and security roles so access maps to your org: who can see which records, which teams are walled off, and what each role can do. This matters most for regulated businesses and anyone with sensitive pipeline or customer data.
Do you build the automations too?
Yes. We build Power Automate flows for routing, notifications, approvals, and integrations with your other systems, so the manual busywork around the CRM disappears.
Will our reporting actually work afterward?
That is the point of getting the Dataverse model right. We structure the data so it reports cleanly, whether you report inside Dynamics or pull it into Power BI for richer dashboards.
Make Dynamics earn its license.
Book a 30-minute scoping call. We will tell you straight whether it is worth doing, how we would approach it, and give you a written quote.
Call (855) 737-9500 / (480) 573-3349
Email [email protected]
15-minute response on critical issues, 24/7. Onboarding in two to three weeks.