Do it your way

It doesn’t make sense  for one system to be instantly suitable for every business, right? Customisation is essential, but it takes expertise. 

We work with you to understand your business relationships, your processes, and the other systems you need CRM to integrate with – like your website, finance system, quoting engine, or portal. Then we set your CRM up just the way you need it. 

You could spend months of frustration and distraction from your real job trying to achieve what we can do for you in just hours or days.

Microsoft Dynamics CRM customisation
Productive people

Investing in customisation pays off in spades. If you’re in charge of organising your CRM, there’s an expectation that you’re going to make things easier for everyone.

If your CRM creates little (or big) annoyances every day, people won’t want to use it, and they’ll find other ways of doing things (or simply waste time complaining). If you invest in the right customisations, your people will be more productive and you’ll have the right oversight and dashboards to manage and grow your business.

Know who your superstars are, and who’s taking an easy ride.

Consistency and oversight

Left to their own devices, your people will find different ways of doing the same thing.

That’s where CRM comes into its own – taking your best practice processes and applying them consistently, so you have full visibility of activity, progress and pipeline. You’ll be able to identify bottlenecks, delays and people issues before they strangle your business.

Workflows for your custom processes are a breeze for us to set up – we’ve done thousands of them. We’ve also got plenty of experience for creating customised reports, views and dashboards for you.



To get your CRM Online up and running, you might need an Office 365 subscription with Microsoft Dynamics CRM Online added. If you're not already using Office 365, we can help to get you set up. Or if you are, we can make sure you’re on the right plan to take advantage of CRM and all the integrations with your email and calendars.

A portal allows you to give external people access to information in your CRM without granting full access. It’s a user friendly web interface that only shows information the user has rights to see or update. You can set up a portal for your customers (eg. to view progress updates) or business partners, so they can be self-sufficient and productive without compromising your CRM. 

Microsoft Power BI is a powerful partner to Microsoft Dynamics CRM, especially where you have multiple sources of data. It’s like having your dashboards on steroids. Power BI gathers additional sources and forms of data like website data, spreadsheets, and other databases to deliver business analytics that instantly answer burning questions about business performance in real time.  

Microsoft Dynamics and Microsoft SharePoint are perfect partners, working together to store and retrieve customer related documents and artefacts in real time. SharePoint stores a document once in a single location, and CRM allows it to be accessed from multiple places, within relevant contexts. SharePoint is also great at facilitating collaboration between staff, customers or suppliers.

ClickDimensions is a powerful third party marketing solution, which is embedded within your Dynamics CRM. Providing email marketing, web intelligence, lead scoring, campaign automation, nurture marketing, social discovery, form capture, surveys and more, ClickDimensions allows organisations to discover who is interested in their products, quantify their level of interest and take the appropriate actions.

Get in touch today Let’s talk about your CRM challenges.

Hopefully our website has given you a good idea about what we can do. Now, we’d love to hear from you. Call, email or use the form below. We look forward to talking about your specific situation, needs, and goals.

Our thinking

October 16 2017 by Jane Davies

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.

May 24 2017 by Jane Davies

Ok, it would be fair to say that as a Microsoft Partner, we’re firmly biased on the side of Dynamics 365. But hear us out. We’re asked this question a lot – why should we go with Dynamics over Salesforce?

March 03 2017 by Jane Davies

You won’t read this in any change management text book. It’s not taught in MBA courses. It’s a little irreverent, but it’s a healthy dose of the truth.

Our thinking

October 16 2017 by Jane Davies

One of the most compelling reasons CRM buyers are attracted to Dynamics CRM is convenience of integration with Outlook.