Dynamics 365 Tailored to Your Operations
Microsoft Dynamics 365 combines CRM and business applications that work closely with Microsoft 365, Teams and the Power Platform.
Xirgosoft configures and extends Dynamics 365, migrates your data and connects it with the systems around it.
We help you get a setup that matches your processes and is easy to maintain.
Dynamics 365 in a Microsoft-Centred Business
Microsoft Dynamics 365 is the strongest fit for organisations that already live in Microsoft 365. Sales and service teams can work with customer data from Outlook and Teams, and the Power Platform lets you build apps, automations and dashboards on top of the same data in Dataverse.
We configure Dynamics 365 Sales and Customer Service to match your processes: tables and forms, business process flows, security roles, views, dashboards and queues. Where you need custom behaviour, we extend with Power Apps, Power Automate, plug-ins and integrations, choosing the simplest tool that meets the requirement so the solution remains maintainable.
Migration and integration are part of the project. We import data from existing CRMs or spreadsheets with careful mapping, and connect Dynamics 365 to ERP, finance, telephony and email systems. We also set up Power BI reporting so managers can see pipeline and service performance in one place, and we train your teams to use the system in their daily work.
What We Deliver
Sales & Customer Service Setup
Pipelines, cases and permissions configured.
Power Platform Extensions
Apps and automation built with Power Apps and Power Automate.
Data Migration
Move records from your existing CRM or spreadsheets.
Microsoft 365 Integration
Outlook, Teams and SharePoint working with your CRM.
Custom Development
Plugins and extensions where configuration is not enough.
Reporting with Power BI
Dashboards over Dynamics data.
Key Benefits
Works With Microsoft 365
Use Outlook, Teams and SharePoint alongside your CRM data.
Power Platform Extensibility
Build apps and automations with low-code tools on the same data.
Role-Based Security
Fine-grained roles and access keep sensitive data protected.
Unified Customer View
Sales and service share one customer record.
Power BI Reporting
Create dashboards that combine CRM and business data.
Scalable
Add apps and users as your organisation grows.
How It Works
Discovery & Scope
We map your processes, data and goals.
Design & Configure
We design the solution and configure it to fit.
Migrate & Integrate
We move your data and connect your other systems.
Train & Go Live
We train your team and support the launch.
Real-World Use Cases
Microsoft-Centric Company
Keep sales activity inside Outlook and Teams.
Customer Service Team
Handle cases with shared history and SLAs.
Sales Operations
Standardise pipelines and forecasting.
Common Challenges We Solve
Fragmented Customer Data
We consolidate customer information into Dynamics 365 and connect the systems around it.
Over-Reliance on Spreadsheets
We replace manual tracking with structured records, flows and dashboards.
Complex Security Needs
We design business units, roles and teams that match your organisation.
Customisation Overreach
We prefer configuration and Power Platform first, with custom code only where it is needed.
Why Choose Xirgosoft
- Implementation built around your real processes
- Data migration and integrations handled for you
- Training and documentation for your team
- Support after go-live
Our Process
- DiscoveryWe understand your business, workflows and goals.
- Planning & DesignWe define the solution, integrations and timeline.
- Build & IntegrateWe develop, configure, migrate data and test thoroughly.
- Launch & SupportWe go live, train your team and provide ongoing support.
Technologies & Platforms
Who This Is For
- Organisations standardised on Microsoft 365
- Sales teams that live in Outlook and Teams
- Customer service teams managing cases and queues
- Companies wanting low-code extensions
- Businesses integrating CRM with Microsoft finance or ERP tools
What Is Included
- Discovery and solution design
- Dynamics 365 configuration
- Power Apps and Power Automate extensions
- Data migration
- Integrations and Power BI reporting
- Training and support
Frequently Asked Questions
Which Dynamics 365 apps do you work with?
We start with the apps you need, typically Sales and Customer Service, and extend from there.
Can you integrate Dynamics 365 with our ERP?
Yes. We integrate through APIs, Dataverse and connectors.
Can you migrate data from another CRM?
Yes. We map, clean and import data with validation.
Do you offer support after launch?
Yes. We provide ongoing support and improvements.
Which Dynamics 365 apps do you implement?
We typically start with Sales and Customer Service and extend with the Power Platform. We can discuss other apps based on your needs.
Can you migrate from our current CRM?
Yes. We map, clean and import data with validation and test runs.
Do you use Power Apps and Power Automate?
Yes. They are often the simplest way to add custom screens and workflows.
Can Dynamics 365 integrate with our ERP?
Yes. We integrate through Dataverse, APIs and connectors.
Plan your Dynamics 365 rollout.
Talk to our experts today for a free consultation and quote.