Dynamics aligned to how you actually sell
Microsoft Dynamics 365 aligned to your sales and service process, integrated with the wider estate.
Where Dynamics earns its place.
Dynamics succeeds when the process is agreed first and the configuration follows. Integrated with Microsoft 365 and your ERP, it becomes the customer record the whole business can use.
Process before fields
Stages and exit criteria agreed with sales leadership.
Connected to the estate
ERP, email and reporting joined up.
Adoption measured
Usage and hygiene tracked after go-live.
What businesses use it for.
Sales pipeline management
Stages, forecasting and activity tracking that management can rely on.
Customer service
Case management, SLAs and knowledge integrated with the customer record.
Field and operations
Scheduling and work orders connected to finance and inventory.
What we do with it.
Implementation
Process design, configuration, data migration and enablement.
- Process workshops
- Configuration and security roles
- Data migration
Integration
Connect Dynamics with ERP, marketing and support systems.
- ERP integration
- Power Platform automation
- Dataverse APIs
Adoption and reporting
Training, hygiene rules and pipeline reporting that gets used.
- Enablement
- Data hygiene rules
- Pipeline dashboards
How delivery runs.
- Step 01
Assess
Understand the current state, constraints and the outcome that justifies the work. Current-state review · Requirements and success criteria · Costed target design
- Step 02
Build
Deliver in short increments with review points the business can act on. Incremental delivery · Automated testing · Documentation as we go
- Step 03
Operate
Monitor, support and hand over so the platform survives the project team. Monitoring and alerting · Runbooks and training · Optional managed support
What it sits alongside.
Dynamics 365
- Sales
- Customer Service
- Field Service
Power Platform
- Power Automate
- Power Apps
- Dataverse
Analytics
- Power BI
- Pipeline reporting
Where we apply it most.
Practices that deliver this work.
Where we deliver this.
- India
- KSA
- UAE
- Oman
- Qatar
- USA
- UK
Proof from comparable engagements.
How we think about this work.
Take the detail with you.
Lucidspire company profile
Capabilities, delivery model and engagement options in one document.
Questions we are asked first.
Ready to build with it?
Talk to us
Share your Dynamics brief
Tell us the outcome you need. We will come back with the approach, the shape of the team and the timeline.
Talk to us