A Dynamics 365 Sales implementation for one team usually takes 6 to 10 weeks. A larger rollout involving sales, customer service, multiple business units, and ERP or marketing integrations can take three to six months. The timeline depends on the project scope and the quality of your existing data. 2 things strongly affect delivery time: clear decision-making and clean data. Unclear requirements and outdated records can slow down the project. We also use phased rollouts, so your first team can start working in Dynamics 365 while we continue development for the rest of the company.

Training also affects how quickly your team gets value from the CRM. Short sessions tailored to each role are more effective than one long demonstration. We schedule training close to go-live and provide follow-up sessions once people start using Dynamics 365 in their daily work.

Yes. We migrate accounts, contacts, leads, deals, cases, activities, notes, and files while preserving the relationships between records. We also transfer owners, dates, and relevant history, so your sales reps can access the customer information they need from day one.

Automations require separate attention. Salesforce Flows, Apex code, and HubSpot workflows don’t transfer automatically, so we rebuild them using Power Automate or custom plugins. Before the final migration, we run test migrations and compare record counts and totals with your team.

Migration is also a good opportunity to clean up your data. We merge duplicate accounts, archive inactive contacts, and review old opportunities before moving them. This helps your team start using Dynamics 365 with more accurate, relevant information from day one.

For Business Central and Finance & Operations, we start with Microsoft’s built-in integration options, such as Dataverse integration or dual-write. For NetSuite, SAP, and other ERPs, our Dynamics 365 integration services use APIs, Azure Logic Apps, or middleware, depending on your systems and data volumes.

The first step is deciding which system owns each data type: customers, products, prices, and orders. Once those rules are clear, quotes can become ERP orders, and invoice statuses can flow back into the CRM. For more details, read our article on CRM and ERP integration.

We also plan for integration errors. If the ERP goes offline or a record fails validation, the integration can retry the request and alert your admin. This makes problems easier to spot and resolve before they disrupt your team’s work.

Start with Power Platform whenever it can handle the requirement. Business rules, automated flows, and form settings are easier for admins to maintain and generally simpler to manage during updates. Most standard sales and customer service processes can be handled without custom code.

Custom development makes more sense for complex calculations, large data volumes, real-time checks, or custom interface elements. If a process involves several departments or systems, our business process automation experts can help determine which parts belong in Dynamics 365 and which should be handled elsewhere.

Whichever approach you choose, we document every flow, rule, and plugin, including its purpose and owner. This gives your admins the information they need to handle smaller changes without waiting for a developer or starting a new project. It saves both time and budget.

Yes. Many companies purchase licenses through a Microsoft partner or reseller and work with us on implementation, integrations, and custom development. Our Microsoft Dynamics 365 consulting services complement their work, and we coordinate environments, security settings, and release plans with everyone involved.

If you need additional developers within your own team, our dedicated Dynamics 365 developers can work from your backlog under the guidance of your CRM lead. This works well for long-term development roadmaps where you want technical knowledge to stay in-house and close to the people using the system.

Before work starts, we agree on who handles licensing, configuration, development, testing, and approvals. Clear responsibilities prevent duplicated work, make it easier to coordinate changes and upcoming releases, and help everyone know exactly who to contact when something in the CRM needs attention.