Get more out of Dynamics 365. Clean integrations, Power Platform apps, and Copilot where it earns its place.

The core financial management app in Dynamics 365, covering general ledger, accounts payable and receivable, fixed assets, cash and bank, budgeting, and financial reporting across multiple legal entities and currencies. We configure it to your chart of accounts and close process, then wire it into the systems that feed it.

• Configure chart of accounts, financial dimensions, posting profiles, and multi-entity, multi-currency ledgers to match your close
• Build subledger and bank integrations from billing, payment, and tax providers so journals post automatically instead of by hand
• Set up financial reporting, allocations, and consolidation, and expose the numbers in Power BI for finance and board packs

The operations app for procurement, inventory, warehouse, production, and planning, running the physical and cost side of the business against the same ledger as Finance. We configure the modules you run on and connect them to the warehouse, logistics, and product systems around them.

• Configure procurement and sourcing, inventory and costing, and master planning to your operating model rather than a template
• Set up warehouse management and the Warehouse Management mobile app, and integrate barcode, scanner, and 3PL or carrier systems
• Connect production, quality, and demand signals so planning, purchase orders, and stock stay in step with real demand

The CRM app for lead and opportunity management, quoting, pipeline, and forecasting, built on Dataverse and connected to Finance and Supply Chain for a quote-to-cash view. We configure it to how your team actually sells and connect it to the systems that own price and inventory.

• Configure lead and opportunity flows, product catalog, price lists, and quote-to-order so sales and fulfillment read the same data
• Build pipeline and forecast views, business rules, and sales automation with Power Automate to remove re-keying
• Integrate an existing CRM such as Salesforce or HubSpot where you are not replacing it, and sync accounts and orders cleanly

The case and service management app covering queues, SLAs, entitlements, knowledge base, and omnichannel support, on the same Dataverse platform as Sales. We configure the service model and connect it to the product and account data agents need to resolve cases.

• Configure case routing, queues, SLAs, and entitlements to your support tiers and response commitments
• Set up the knowledge base and, where it earns its place, Copilot draft responses and case summarization grounded in your data
• Integrate telephony, email, and product or billing systems so agents see the full account without leaving the case

The low-code layer of the Power Platform for building custom apps on Dataverse and automating flows across Microsoft 365 and third-party systems. We use it to replace the spreadsheets and manual handoffs that sit between your Dynamics modules and the rest of the business.

• Build canvas and model-driven Power Apps on Dataverse for the workflows Dynamics does not cover out of the box
• Automate approvals, notifications, and cross-system updates with Power Automate cloud flows and connectors
• Extend the platform with custom connectors and Azure Functions where a flow is not enough, and document what we build

Copilot is the AI assistance built into Dynamics 365 for routine lookups and drafting, and Dataverse is the shared data platform every app runs on. We configure Copilot against your data where it saves real time, and model Dataverse so apps, reports, and integrations read from one clean source.

• Configure Copilot for routine queries such as invoice lookups, order history, and record summaries, and leave it out where it does not help
• Model Dataverse tables, relationships, and security roles so Finance, Sales, and Operations share one governed source
• Build custom AI on top of Dynamics data with the same rigor as our production AI work when native Copilot is not enough