Our Services

Dynamics 365 expertise.
Every step forward.

Move from CRM ambition to everyday impact. Our ex-Microsoft engineers deliver Dynamics 365 implementation, customization, Power Platform and managed support for government organizations and businesses across the USA and Canada.

Your Microsoft delivery partnerUSA + CANADA
ONE CONNECTED PLATFORMFrom first idea
to everyday impact.
⚙️

Build a CRM foundation around clear requirements, reliable data and the way your team works. Our Dynamics 365 implementation services cover discovery, solution design, configuration, integration, data migration, testing and launch preparation.

We agree the scope and delivery milestones with your stakeholders, then validate the solution through demonstrations and user acceptance testing. Training, documentation and go-live support help your people adopt the platform confidently. For government projects, procurement, access and environment requirements are considered during planning.

✓Requirements analysis & functional specification
✓Data migration & validation
✓User acceptance testing (UAT)
✓Go-live support & hypercare
✓End-user training & documentation
01

A Clear Path to Go-Live

Discovery → design → build → test → launch

Bring requirements, data, training and stakeholder decisions into one coordinated Dynamics 365 implementation plan.

🔧

Improve an existing CRM without forcing your organization into unnecessary complexity. Our CRM customization and development services adapt Dynamics 365 through business rules, workflows, plugins, custom interfaces and integrations.

We assess what can be achieved through standard configuration before introducing custom code. Each change is considered alongside security roles, maintainability, testing and future updates. The goal is a practical system that reduces manual work, gives users clearer information and supports the processes your organization needs.

✓Custom plugins & server-side code
✓Canvas Apps & PCF controls
✓Business process flows & workflows
✓Custom dashboards & views
✓Third-party system integrations
02

CRM That Fits Your Work

Configure → extend → integrate

Improve the workflows and interfaces your people use every day, with maintainability considered from the start.

📱

Connect everyday work with Power Apps, Power Automate, Power BI and Power Pages. Our Power Platform development services help teams replace spreadsheets, coordinate approvals, build useful dashboards and create digital experiences around existing data.

We design applications with the right users, permissions and data connections in mind. Whether you need an internal request app, an approval workflow or a public-facing portal, we help define the use case, develop the solution and prepare your team to manage it. Governance and environment planning are part of the conversation.

✓Canvas & Model-Driven App development
✓Power Automate workflow automation
✓Power BI reporting & dashboards
✓Power Pages web portals
✓AI Builder integration
03

Connected Apps & Automation

Power Apps · Automate · BI · Pages

Turn a defined operational problem into a practical application, workflow, dashboard or portal.

🎧

Keep improving after go-live. Our Dynamics 365 managed support combines incident handling, platform maintenance, health reviews and planned improvements, with 24/7 support available within the agreed engagement.

We work with your team to prioritize requests, investigate recurring issues and plan changes that support adoption and performance. Monthly on-site visits provide time to review progress, hear from users and identify the next improvements. Support coverage, response arrangements and responsibilities are defined together before the engagement begins.

✓24/7 system monitoring & alerting
Incident response arrangements agreed in scope
✓Monthly performance optimization
✓Quarterly health check reports
✓On-site visits minimum monthly
04

Support Beyond Launch

Review → resolve → optimize

Keep your CRM useful as users, processes and priorities change, with support arrangements agreed together.

🎧

Government CRM Solutions

Give public-sector teams a clearer view of requests, cases and service delivery. Our government CRM solutions use Dynamics 365 and Power Platform to support constituent engagement, case management, approvals, reporting and cross-team coordination.

We work with program owners, technical teams and procurement stakeholders to understand the operating environment. Access controls, documentation, data handling and applicable security requirements are scoped early. Our government solutions page explains how we approach delivery and the information available to support procurement discussions.

✓Constituent enquiries & case management
Program workflows & approval processes
Role-based access planning
Operational reporting & service visibility
Stakeholder discovery & user training
05

Public-Service Priorities

Cases · constituents · service delivery

Build a shared view of requests and program activity, with access, documentation and procurement needs scoped early.

🎧

Turn a broad modernization goal into a delivery plan your stakeholders can evaluate. Our business analysis consulting identifies the processes, requirements and decisions that should guide your CRM investment.

We facilitate discovery workshops, map current and future workflows, document user needs and help prioritize a practical backlog. You receive a shared understanding of scope, dependencies and acceptance criteria before development gathers pace. This service supports new implementations, project recovery, platform improvements and long-term CRM roadmaps for government and business teams.

Requirements workshops & process mapping
Current-state assessment & gap analysis
Prioritized roadmap & delivery backlog
✓User stories & acceptance criteria
Stakeholder alignment & change planning
06

Decisions Before Development

Discover → prioritize → roadmap

Give stakeholders a clear view of requirements, dependencies and acceptance criteria before delivery accelerates.

Plan the Right Next Step for Your CRM

Tell us what needs to change, the systems you use today and the outcomes your team is working toward. We will help you identify a practical starting point, whether you need Dynamics 365 consulting, a focused development project or ongoing support.