Extending and integrating Microsoft Dynamics 365
Microsoft Dynamics 365 is a family of business applications covering CRM, finance, supply chain and operations. It fits organisations standardised on Microsoft tools that need enterprise-grade CRM or ERP.
Dynamics 365 integrates closely with Microsoft 365, Power Platform and Azure, and shares a common data platform that makes cross-department reporting easier. Licensing is complex and can be costly, and implementations benefit from strong process design before configuration starts. Our focus is usually the edges: integrating Dynamics with websites, portals, ecommerce and bespoke systems, and building extensions where configuration is not enough. Smaller businesses may find HubSpot or Odoo more proportionate.
What we build with Microsoft Dynamics 365
- API and Dataverse integrations
- Custom extensions and plugins
- Portal and website connections
- Data migration and mapping
- Azure-based integration services
Microsoft Dynamics 365 questions
Can Dynamics 365 connect to our ecommerce store?
Yes. We sync orders, customers, stock and pricing between Dynamics and your store, usually through Azure-based integration services with retries and logging.
Is Dynamics 365 right for a small business?
It can be, but licensing and setup effort are significant. Smaller teams often get more value from lighter CRM or ERP tools.
Can you build custom features in Dynamics 365?
Yes. We extend it with custom tables, forms, Power Automate flows and plugins, following Microsoft's extension model so updates do not overwrite your changes.
Can you migrate our data into Dynamics 365?
Yes. We clean and map data from your existing CRM or ERP, load it in stages and reconcile records and balances with your team before switching over.
How do Dynamics 365 updates affect our customisations?
Microsoft updates the platform regularly. Extensions built on supported methods usually carry over, and we test changes in a sandbox before updates reach production.
Can Dynamics 365 work with the Power Platform?
Yes. It shares Dataverse with Power Apps, Power Automate and Power BI, so you can build apps, automate processes and create reports on the same data.
How do you control access to data in Dynamics 365?
Through security roles, business units and teams linked to Entra ID, so staff see only the records and functions their role requires.
Can Dynamics 365 connect to our other business systems?
Yes. We use its APIs, Dataverse and Azure integration services to connect warehouse, finance, HR and bespoke systems with monitoring and retries.
How do you report on Dynamics 365 data?
With built-in dashboards for day-to-day views and Power BI for deeper analysis, combining Dynamics data with other sources where needed.
Dynamics 365 or Salesforce?
Dynamics 365 is often a natural fit for organisations already standardised on Microsoft 365 and Azure. Salesforce has a broad ecosystem of its own, so we compare them against your processes.
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