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Microsoft Dynamics 365 Consulting

Implementation and automation of Dynamics 365 Sales and Customer Service, using Power Automate and Copilot.

Book a call What you get
  • Bilateral NDA protected
  • 100% client code & IP ownership
  • 2–4 week agile sprints
Microsoft Dynamics 365 Consulting

Microsoft Dynamics 365 Consulting: key facts

What it is
Insyrge implements and automates Microsoft Dynamics 365 Sales and Customer Service, using Power Automate for workflows and Copilot for AI assistance, and migrates data from other CRMs.
Who it is for
Organisations standardised on Microsoft 365 that want a CRM in the same ecosystem; Teams running Dynamics 365 that need it reconfigured or automated.
Main deliverables
Solution design, Sales and Customer Service setup, Power Automate flows, Copilot configuration, Data migration.
Works with
Outlook, Teams, Power Platform, ERP and accounting, marketing tools and other CRMs.
How it starts
A free 45-minute discovery call, then a written scope agreed before any build starts.
Ownership
You own the code, configuration and documentation. Ongoing support is optional.

Who it is for and the problems it solves

Who it is for

  • Organisations standardised on Microsoft 365 that want a CRM in the same ecosystem
  • Teams running Dynamics 365 that need it reconfigured or automated
  • Businesses moving to Dynamics 365 from another CRM

Problems it solves

  • Sales and service teams work in Outlook and Teams, but customer data is elsewhere
  • Dynamics 365 was set up with default forms and processes that do not fit
  • Manual steps remain because Power Automate flows were never built
  • Copilot is licensed but not configured for your data

What you get

Tested deliverables, included in this service

Clear milestones agreed in writing, with the code and configuration handed over to you.

  • 01

    D365 Sales and Customer Service setup

  • 02

    Power Automate flows

  • 03

    Copilot for Dynamics 365 configuration

  • 04

    Migration from other CRMs

What each deliverable includes

Solution design
Tables, forms, views, business process flows and security roles agreed in writing.
Sales and Customer Service setup
Apps configured for your pipeline and case process.
Power Automate flows
Automation across Dynamics 365, Outlook, Teams and other systems.
Copilot configuration
Copilot features enabled and configured where they fit.
Data migration
Data moved from your previous CRM and reconciled.
Training and documentation
Role-based training and admin guides.

The process

How an engagement runs

Scope and deliverables are agreed before any build starts.

  1. Step 01

    Discovery

    We review your goals, current setup and the tools involved.

  2. Step 02

    Plan

    Scope, deliverables and timeline agreed in writing before work starts.

  3. Step 03

    Build and test

    The solution is configured, checked against real scenarios.

  4. Step 04

    Handover

    Documentation and training so your team can run it day to day.

Typical timeline and what you receive at each phase

  1. Phase 01

    Discovery call

    Your current process, systems, data sources and users reviewed.

  2. Phase 02

    Blueprint sign-off

    A written design of configuration, automations, integrations and data migration.

  3. Phase 03

    Build in sprints

    Configuration and automation delivered in agile sprints, each demonstrated and tested.

  4. Phase 04

    Go-live and handover

    Data import, role-based training, documentation and an agreed support option.

Durations depend on scope and are set in the written proposal. Build work runs in 2–4 week sprints.

Platforms & capabilities

Tech this service works with

  • Microsoft Dynamics 365
  • Power Automate
  • Copilot
  • Workflow automation
  • Data migration

Typical integrations

  • Outlook and Teams

    Emails, meetings and collaboration on the record.

  • Power Platform

    Power Automate and Power BI.

  • ERP and accounting

    Customer, order and invoice data.

  • Marketing tools

    Lead and campaign data.

  • Other CRMs

    Migration sources.

Questions about Microsoft Dynamics 365 Consulting

Still unsure? Email info@insyrge.com

What is the difference between Dynamics 365 Sales and Customer Service?

Sales manages leads, opportunities and forecasting; Customer Service manages cases, queues and service levels. Many organisations use both on the same customer data.

What is Power Automate used for in Dynamics 365?

It runs automated flows such as approvals, notifications and record updates across Dynamics 365, Microsoft 365 and other connected systems.

Can you configure Copilot for Dynamics 365?

Yes. We enable and configure Copilot features relevant to your process, such as summaries and email drafting, subject to your licensing.

Can you migrate to Dynamics 365 from another CRM?

Yes. We map data, migrate it in test cycles and reconcile record counts at cutover.

Do you integrate Dynamics 365 with non-Microsoft systems?

Yes, through connectors and APIs, with error handling and logging.

Do we own the configuration?

Yes. It lives in your environment and is documented.

How do we start?

Book a free 45-minute call to review your environment and goals.

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