Solution Capability · 5.2
Configure, extend, integrate, and improve Dynamics 365 around customer, service, sales, and operational processes.
Dynamics implementations underperform when business processes are unclear, customizations become difficult to maintain, integrations are incomplete, data is inconsistent, and users rely on spreadsheets or parallel tools.
Dynamics 365 product owners
Sales, service and operations leaders
Microsoft enterprise architecture teams
Power Platform and integration teams
Organizations connecting Dynamics with Microsoft 365, ERP, AI, and analytics
Assess process, configuration, customization, data, integration, security, reporting, adoption, and support.
Simplify the target process and prioritize improvements.
Use standard capability where it fits and custom extension where it adds clear value.
Integrate with Microsoft 365, Power Platform, ERP, data, and external systems.
Test, migrate, train, release, and operate the solution.
Sales and customer management.
Customer service and case management.
Field or operational workflows.
Power Platform extensions.
Reporting and analytics.
AI-assisted knowledge and service.
Dynamics 365 applications, Dataverse, Power Apps, Power Automate, Power BI.
Microsoft 365, Teams, SharePoint, and Azure.
Business Central, ERP, APIs, databases, and external systems.
Security & Governance
Role-based access, environment strategy, data governance, integration security, audit history, release management, segregation of duties, and AI oversight are built into delivery.
A readiness workshop is the fastest way to find out if this is the right starting point.
