CRM & Automation

Dynamics 365

Implement and customize Dynamics 365—Sales, Customer Service, Field Service, or Business Central—connected to Dataverse, Power Platform, and Azure, so your CRM and ERP work as one system, not two.

Connected CRM and ERP implementation and support.

Dynamics 365 services by Integr8e
Built for outcomesDynamics 365
CRM & ERP,
one platform
Sandbox-tested
releases
Dataverse-first
architecture
01

Quick answer

What are Dynamics 365 development services?

Dynamics 365 development services implement and customize Microsoft's CRM and ERP modules—Sales, Customer Service, Field Service, Business Central, Finance, and Supply Chain Management—including custom plugins, workflows, Power Platform integration, and data migration.

  • Dynamics 365 Sales, Customer Service & Field Service
  • Business Central, Finance & Supply Chain Management
  • Custom plugins, workflows & Power Platform integration
  • Data migration from legacy CRM, ERP & spreadsheets

Business outcomes

Built to connect your CRM and ERP into one system.

Integr8e approaches dynamics 365 as a business capability—not an isolated technical task. Priorities stay connected to the users, operations and results behind the work.

01

CRM and ERP as one system

Connect Dynamics 365 Sales, Customer Service, or Field Service with Business Central, Finance, or Supply Chain Management instead of running disconnected tools.

02

Less manual work between teams

Automate handoffs between sales, service, and finance with plugins, workflows, and Power Automate instead of duplicate data entry.

03

Reporting people trust

Build Power BI dashboards on governed Dataverse data instead of duplicated exports and conflicting spreadsheets.

04

A platform built to change

Extend Dynamics 365 with custom plugins, Power Platform apps, and Azure integrations without losing supportability as requirements grow.

What we deliver

Dynamics 365 development services covering CRM, ERP, and integration.

One connected team covers the decisions and delivery work needed to move from uncertainty to a dependable outcome.

01

Dynamics 365 CRM implementation

Configure and customize Sales, Customer Service, and Field Service around your pipeline, case, and dispatch processes.

02

Dynamics 365 ERP & Business Central

Implement Business Central, Finance, or Supply Chain Management for organisations that need connected operational and financial data.

03

Custom plugin & workflow development

Build custom plugins, business rules, and automated workflows when native configuration can't support a requirement.

04

Power Platform & Dataverse integration

Extend Dynamics 365 with Power Apps, Power Automate, and Power BI on the shared Dataverse data model.

05

Integration & data migration

Connect Dynamics 365 to Azure services, third-party systems, and legacy CRM or ERP platforms, and migrate data with validated mapping and reconciliation.

06

Licensing & module guidance

Assess which Dynamics 365 modules and licensing tiers fit your team size, process, and budget before implementation begins.

Is this the right fit?

Best suited for sales, service, finance, and operations teams implementing or extending Dynamics 365 CRM (Sales, Customer Service, Field Service) or ERP (Business Central, Finance, Supply Chain Management) modules.

Not every challenge needs the same team or solution. We start by testing the business case, current constraints and fastest credible route to value—then recommend a scope that fits the evidence.

Discuss your requirements

Delivery architecture

A controlled path from module selection to governed release.

The plan adapts to your context, while short feedback loops and visible milestones keep the engagement controlled.

  1. 01

    Discover

    Map current CRM and ERP processes, systems, data, and where Dynamics 365 modules and licensing fit the requirement.

  2. 02

    Architect

    Define the Dataverse data model, module configuration, integration points, and security model.

  3. 03

    Build

    Configure modules and develop custom plugins, workflows, or Power Platform extensions matched to the requirement.

  4. 04

    Test & rehearse

    Validate business logic, permissions, integrations, and data migration against representative scenarios in a sandbox.

  5. 05

    Launch & support

    Deploy through a governed release process, then monitor adoption and provide ongoing enhancement support.

Technology context

Tools chosen around the problem—not the trend.

We select platforms against security, scale, team fit, integration needs and the full cost of ownership.

  • Dynamics 365 Sales
  • Dynamics 365 Customer Service
  • Business Central
  • Dataverse
  • Power Platform
  • Power BI
  • Azure
  • Power Automate
  • REST APIs
  • SQL Server

Related expertise

Complex initiatives often cross disciplines. Explore closely related capabilities or let us recommend the smallest effective team.

Frequently asked questions

Answers about dynamics 365.

Need an answer specific to your environment? Share the context and our team will help you identify a practical next step.

What are Dynamics 365 development services?

Dynamics 365 development services implement and customize Microsoft's CRM and ERP modules—Sales, Customer Service, Field Service, Business Central, Finance, and Supply Chain Management—including custom plugins, workflows, Power Platform integration, and data migration.

What's the difference between Dynamics 365 and Dynamics 365 Business Central?

Dynamics 365 covers a family of CRM and enterprise ERP modules, including Sales, Customer Service, Finance, and Supply Chain Management. Business Central is a separate, lighter ERP product built for small and mid-sized businesses that need core financial and operational management without full enterprise ERP complexity.

How much does Dynamics 365 development or customization cost?

Cost depends on which modules are involved, how much native configuration versus custom plugin development is needed, and whether data migration is included. We scope the requirement first and provide a fixed estimate rather than a generic per-module rate.

How long does a Dynamics 365 implementation or customization take?

A focused customization covering one module typically takes two to six weeks. Programmes covering multiple CRM and ERP modules, custom plugin development, or legacy data migration take longer. Timing is confirmed after mapping the requirement and current systems.

Which Dynamics 365 CRM module do we need—Sales, Customer Service, or Field Service?

Sales suits pipeline and opportunity management, Customer Service suits case management and support, and Field Service suits scheduling and on-site work orders. Many organisations use more than one; we confirm the right combination during discovery based on your processes and teams.

Can Dynamics 365 integrate with Power Platform and Power Automate?

Yes. Dynamics 365 shares the Dataverse data model with Power Platform, so Power Apps, Power Automate flows, and Power BI reports can read and write the same governed data without building a separate integration layer.

What's the difference between customizing and configuring Dynamics 365?

Configuration uses Dynamics 365's built-in tools—fields, forms, business process flows—without code. Customization extends this with custom plugins, workflows, or Power Platform components when business logic or integration requirements exceed what configuration alone can support.

Can Dynamics 365 replace both our CRM and ERP systems?

Yes, for organisations that adopt both the CRM modules (Sales, Customer Service, Field Service) and an ERP module (Business Central, Finance, or Supply Chain Management) on the same Dataverse platform. We assess whether a combined rollout or a phased approach fits your current systems and risk tolerance better.

Start with the outcome

Let's make your dynamics 365 initiative concrete.

Tell us what needs to change, who it affects and where the current approach falls short. We'll help shape a sensible next step.

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Project brief

Tell us what you want to build.

Share the essentials and we'll take it from there.