Microsoft Dynamics 365 CRM Experts
We implement, customise, and integrate Microsoft Dynamics 365 to give your business a unified view of customers, streamlined sales processes, and powerful AI-driven insights.
Service Overview
Microsoft Dynamics 365 is Microsoft's enterprise-grade CRM and ERP suite that brings together sales, customer service, field service, marketing, finance, and operations in one connected platform. Deep integration with Microsoft 365, Teams, Azure, and Power Platform makes it the natural choice for businesses already in the Microsoft ecosystem. Delphi WebTech provides certified Dynamics 365 implementation, customisation, Power Automate workflow development, and ongoing managed services.
Key Business Benefits
Microsoft Ecosystem Integration
Native integration with Microsoft 365, Teams, Outlook, SharePoint, and Azure.
Copilot AI Built In
Microsoft Copilot surfaces insights, drafts emails, and summarises interactions automatically.
Unified Sales & Service
Sales and customer service teams share a single view of every customer relationship.
Power Platform Extension
Extend with Power Apps, Power Automate, and Power BI without custom development.
Enterprise Security
Azure AD, role-based access, and compliance tools meet enterprise and regulatory standards.
Scalable Licensing
Modular licensing lets you start with what you need and expand as your business grows.
Core Features & Capabilities
Dynamics 365 Sales Setup
Lead, opportunity, and quote management with AI-guided selling and forecasting.
Customer Service Module
Case management, SLA tracking, knowledge base, and omni-channel support.
Power Automate Workflows
Automate complex business processes across Dynamics, Microsoft 365, and third-party apps.
Custom Entities & Fields
Model your specific business data structure within Dynamics 365.
Power BI Integration
Advanced analytics and executive dashboards connected to your Dynamics data.
Third-Party Integrations
Connect Dynamics 365 to ERP systems, e-commerce platforms, and marketing tools.
Industries We Serve
Our Implementation Process
Discovery & Assessment
We analyse your current systems, goals, and requirements to build a tailored roadmap.
Strategy & Planning
We design a solution architecture and project plan with clear milestones and KPIs.
Implementation
Our certified experts configure, build, and integrate the solution to your specification.
Testing & QA
Rigorous testing ensures everything works flawlessly before going live.
Launch & Support
We go live with your solution and provide ongoing support, training, and optimisation.
Frequently Asked Questions
Microsoft Dynamics 365 is an integrated suite of business applications from Microsoft covering CRM (Sales, Customer Service, Field Service) and ERP (Finance, Supply Chain, Operations) in one connected platform.
A Dynamics 365 Sales implementation typically takes 6–12 weeks. Larger deployments including Finance and Operations can take 4–9 months depending on complexity.
Yes. Dynamics 365 has native integration with Microsoft Teams, allowing users to view customer records, collaborate on deals, and make calls directly from Teams.
Yes. We migrate from Salesforce, HubSpot, Zoho, and legacy systems to Dynamics 365, ensuring full data integrity and minimal business disruption.
Microsoft Copilot is an AI assistant built into Dynamics 365 that summarises customer interactions, drafts email responses, surfaces key account insights, and assists with data entry automatically.
Ready to Get Started?
Book a free 30-minute strategy call and discover how Delphi WebTech can transform your business with Microsoft Dynamics 365 CRM.
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