Microsoft Dynamics CRM On Premise
Microsoft Dynamics CRM customisation
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.

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.

Microsoft Dynamics CRM customisation
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.



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,  them 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 CRM 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 and within relevant contexts.   It's also great at facilitating collaboration between staff, customers or suppliers.

Access our help for additional customisations or other enhancements whenever you need. By purchasing blocks of our time as Prepaid Assistance Hours you can draw down on your 'bank' of hours for adhoc or planned work over time. When you're running low, we'll let you know and you can top up your prepaid hours for the next round of enhancements. You're in control.

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

CRM for small business
January 30 2018 by Jane Davies

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time? 

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?

Our thinking

CRM for small business
January 30 2018 by Jane Davies

In the lifecycle of every business, there comes a point where you need to take the leap and invest in business enabling technologies. But when is the right time?