Microsoft Solutions

Get more from the Microsoft tools you already pay for.

Dynamics 365, Power Platform, Power BI and Microsoft 365, implemented properly around your processes, extended where it adds value, and supported long after go-live.

Start a conversation Explore by sector
  • Dynamics 365
  • Power Platform
  • Power BI
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Across sectors

Microsoft platforms, shaped to your sector.

Choose a sector to see what this looks like day to day.

Public sector

Case management residents and staff can rely on

Dynamics 365 and Power Pages for casework, grants and licensing, with portals that let residents apply and track progress online.

  • Case and grant management
  • Resident self-service portals
  • Performance reporting in Power BI

Higher education

Admissions and student journeys on one platform

Applicant portals, admissions workflows and enquiry management on Dynamics 365 and Power Platform, connected to your student systems.

  • Admissions portals on Power Pages
  • Enquiry and applicant CRM
  • Offer and enrolment workflows

Utilities

Field service and customer operations, joined up

Field Service scheduling, work orders and mobile apps for engineers, with every customer contact in one place.

  • Field Service scheduling
  • Mobile apps for engineers
  • Customer service and complaints

Real estate

Lettings, sales and property management in one CRM

Dynamics 365 for applicants, properties, tenancies and maintenance, with a self-service portal for landlords and tenants.

  • Applicant and property matching
  • Tenancy and maintenance cases
  • Landlord and tenant portals

Professional services

Pipeline, projects and clients in one view

Sales pipeline, client records and project delivery on Dynamics 365, with Power BI showing utilisation and revenue.

  • Opportunity and bid tracking
  • Shared client records
  • Utilisation and revenue reporting

What we deliver

What we deliver on Microsoft

Choose what you need. A short discovery confirms the scope, the plan and the cost.

  • Dynamics 365 CE

    Sales, Customer Service and Field Service configured around your processes.

  • Power Apps & Dataverse

    Apps on a well-designed data model that scales beyond the first use case.

  • Power Automate

    Approvals and workflows with proper error handling and monitoring.

  • Power Pages

    Secure portals for customers and partners on your Dataverse data.

  • Power BI

    Governed reporting with one version of the truth.

  • Governance & ALM

    Environments, DLP, source control and release pipelines done properly.

In practice

Customer service on Dynamics 365

A typical example of the change we make. Every engagement is shaped around your process.

Before

  • Cases tracked in a shared mailbox
  • No single view of the customer
  • Managers chase updates for reports
  • Knowledge kept in personal folders

After

  • Cases routed automatically by type and priority
  • One customer record across teams
  • Live service dashboards in Power BI
  • Shared knowledge base in the agent view

Agents spend their time helping customers, not searching for information.

Example engagement

Connected CRM on Dynamics 365

Representative engagement ยท Microsoft solutions

The challenge
Sales, service and account data spread across disconnected tools, leading to duplicated effort and broken hand-offs.
What we delivered
Dynamics 365 configured around the client's processes, integrated with finance and Microsoft 365, with training and managed support.
The outcome
One customer record, clearer pipeline visibility and consistent hand-offs between teams.

Microsoft Solutions CRM & Operations on Dynamics 365 All case studies

Is this right for you?

Who it is for, and where our scope ends.

Plain answers before you get in touch, so you know what to expect and what to bring.

Who it is for

  • Organisations adopting or expanding Dynamics 365, Power Platform, Power BI or Microsoft 365
  • Teams with an existing Dynamics 365 or Power Apps implementation that is under-used or struggling
  • IT and operations leads who need governance around citizen-built apps and automations

Where our scope normally ends

  • Microsoft licence purchasing and tenant billing, which stay with you or your licensing partner
  • Replacing Microsoft products with non-Microsoft tools. If another product is a better fit we say so
  • Day-to-day user administration unless a support agreement covers it

What we plan for in every project

Integration
We connect Dynamics 365 and Power Platform to finance, websites and non-Microsoft systems through connectors, APIs and Azure services.
Security and data
We configure roles, environments and data policies deliberately, and keep production changes behind a controlled release process.
Accessibility
Power Pages and custom screens are designed with WCAG 2.2 in mind; standard Microsoft interfaces follow Microsoft's own accessibility support.
Maintenance and support
Environment strategy, solution management and release processes keep upgrades manageable. Health checks and support are available after go-live.

What we need to scope it

  1. Which Microsoft products you license and which teams use them
  2. What works, what does not, and any known pain points
  3. Integrations and data you need to bring in
  4. Governance, security and compliance requirements
  5. Your timescale and who will own the system internally

Not everything has to be ready. Send what you have and we will help with the rest. Start a conversation

Further reading: Five signs your Dynamics 365 rollout needs a health check

Questions

What clients usually ask.

Something else on your mind? Ask us directly

Technologies we use

  • Dynamics 365 Sales
  • Customer Service
  • Power Apps
  • Power Automate
  • Power Pages
  • Dataverse
  • Power BI
We already have Microsoft 365. What else do we need?

It depends on the process. We review what you own first and only recommend extra licences when they are justified.

Can you fix an existing Dynamics 365 implementation?

Yes. We review health, simplify customisations and plan improvements without starting again.

Can Power Platform connect to non-Microsoft systems?

Yes, through standard and custom connectors, APIs and Azure integration services.

How do you govern citizen-developed apps?

Environment strategy, DLP policies, a centre of excellence and clear ownership for each app.

Related

What should your Microsoft setup do for your team?

Tell us what you own and where work gets stuck. We will show you what is possible.

Start a conversation info@devdex.co.uk