Dynamics 365 That
Unifies Sales, Service & Operations.

Yes — Salesforce to D365 migrations are one of our most common project types, particularly for organisations that are already invested in the Microsoft ecosystem (Teams, Outlook, Azure) and want native integration rather than connector-based bridge tools. The migration covers three workstreams: data migration (accounts, contacts, opportunities, activities, custom objects — with deduplication and data cleansing before import into Dataverse), process migration (recreating Salesforce automation rules, workflow triggers, and approval processes in Power Automate and D365 native automation), and user adoption (the training and change management programme that determines whether the migration succeeds or fails, regardless of technical quality). We run a parallel period where both platforms are live so no pipeline data is lost during transition, and we design the rollback plan before go-live.

Microsoft Dataverse (formerly Common Data Service) is the underlying data platform for all Dynamics 365 applications and Power Platform. It is a cloud-based, low-code data storage and business logic platform that stores all D365 data in a consistent, secure, and governed way. Dataverse matters because it is what makes D365's native integrations work — D365 Sales, Customer Insights, Customer Service, Field Service, and Finance all share the same Dataverse, so data entered in one application is immediately visible in all others without integration middleware. Power Apps, Power Automate, and Power BI connect to Dataverse natively, making them significantly easier to implement than equivalent tools on a non-Microsoft CRM. When we implement D365, designing the Dataverse data model correctly from the start is the single most important technical decision — it determines how well the system scales, how easy integrations are to build, and how reliable reporting becomes.

A single-App D365 implementation — D365 Sales for a company of 50-200 users, with no complex integrations — typically takes 8-14 weeks through our five-phase methodology. Multi-App implementations (Sales + Customer Service + Marketing) take 16-24 weeks. Enterprise implementations with ERP integration (SAP or Oracle), complex data migration from legacy systems, or Power Platform development take 6-12 months. The most common factor that extends timelines is organisational decision-making speed — getting sales leadership, IT, and marketing to agree on process definitions and data requirements takes time, and shortcuts taken here result in rework. We build that stakeholder alignment work into our Discover phase rather than treating it as a client responsibility.

Yes — Microsoft Copilot for Sales is embedded in D365 Sales and Outlook, and we configure it as part of every D365 Sales implementation. Copilot for Sales features we configure include: AI-generated email drafts that pull context from the CRM opportunity (no more manually writing the same type of email repeatedly), meeting preparation summaries that show the CRM history of an account before a call, call transcript recording and AI summarisation with automatic CRM activity log creation, opportunity scoring and next-best action recommendations, and natural language pipeline queries ("show me deals closing this quarter with no activity in 14 days"). We train sales teams on Copilot usage as part of our go-live training, which is critical — Copilot adoption is significantly higher when users understand it from day one rather than discovering it themselves months later.