Microsoft Dynamics 365
Powerful, scalable CRM and marketing automation for organisations that need enterprise‑grade processes, clean data, and operational clarity.
We implement, automate, and integrate Microsoft Dynamics 365 to streamline sales, marketing, and service across your organisation , with governance, security, and scalability built in.
Dynamics 365 CRM Implementation
A simple, scalable, and fully customised CRM that increases productivity, improves data quality, and simplifies sales. We design your Dynamics 365 solution to match how your teams work today, and how you’ll scale tomorrow.
Pipeline Setup & Sales Process Configuration
We design a structured, stage‑gated pipeline that mirrors your sales journey.
- Clearly defined stage exit criteria and qualification rules to reduce leakage
- Probability models and forecast categories for accurate revenue projections
- Business rules and field validations to keep data consistent
- Optional: Territory management and round‑robin lead assignment for fair distribution
Data Model Governance & System Architecture
Build a CRM that remains clean as you grow.
- Well‑designed entities, relationships, and meta‑data standards
- Naming conventions, picklists, and validation controls for consistency
- Role‑based security and field‑level permissions for compliance
- Solution layers for safe deployment and change control across environments (DEV/UAT/PROD)
Lead & Opportunity Lifecycle Framework
A unified model for the lead‑to‑revenue journey.
- MQL → SQL → Opportunity transitions with clear acceptance criteria
- Sales methodologies supported (BANT, MEDDIC, SPICED)
- Routing & handover rules between SDRs, AEs, and AMs
- Duplicate detection, merge policies, and data stewardship workflows
Sales Productivity Tools & Automation
Reduce admin; increase selling time.
- Guided selling via Playbooks, task templates, and timeline prompts
- Automated follow‑ups, reminders, and SLA timers
- Document automation (quotes, proposals) and electronic signatures
- Teams & Outlook integration for activity sync and in‑context collaboration
Reporting, Dashboards & Forecasting Insights
Real‑time visibility for reps, managers, and leaders.
- Pipeline health, win‑rate, cycle time, and stage conversion dashboards
- Manager roll‑up forecasts with overrides and commentary
- Sales activity productivity (touches per deal, next‑best‑action)
- Data quality dashboards for ongoing governance
Dynamics 365 Marketing Automation
Automated, scalable programs that personalise engagement, accelerate nurture, and strengthen retention, built in Dynamics 365 Marketing (or integrated best‑of‑breed platforms).
01.Journey Automation
Trigger the right message at the right time.
02.Lead Scoring Models
Prioritise the right buyers.
03. Segmentation Framework
Stay relevant at scale.
04. Email & SMS Automation
Personalised communication, compliant by design.
05.Marketing Insights & Attribution
Measure what actually drives pipeline.
Dynamics 365 Integrations
Unify your sales, marketing, finance, operations, and support data. We build robust, secure integrations that eliminate silos and create one source of truth.
