Dynamics 365, built for the Microsoft-ecosystem organization.

Both. Power Automate is part of nearly every Dynamics project we do, and we build model-driven and canvas apps where they fit.

Yes — via Dataverse, native connectors or custom API integration, depending on the systems and volume.

Often, if you're already standardized on Microsoft 365. The 30-minute audit confirms it against your stack and requirements.

Solutions, always. Customizations are built in a development environment, packaged into managed or unmanaged solutions, and deployed through environments — not edited live.

Yes — direct Dataverse connections or scheduled dataflows, depending on data volume and how current the reporting needs to be.

Early weeks cover entity design and business-rule discovery against your actual sales process; the middle stretch — usually the largest share of the timeline — covers Power Automate flow build, Dataverse configuration and ERP integration in parallel; the final phase is UAT, security-role validation and a staged go-live, often by business unit rather than all at once.

Generic quotes price per app or per user. We scope from Power Automate flow count, whether a custom Power Platform app is needed, and ERP/Dataverse integration depth — the three factors that actually separate a $15k deployment from a $250k one, confirmed against your Microsoft-stack setup on the call.

30 days of monitoring after go-live, including watching flows for failures under real volume and answering admin questions as your Power Platform-capable staff take over ownership. Retained support beyond that is priced separately by hours per month.

Natively with Microsoft 365, Teams and Power BI through Dataverse; with ERP systems (including other Microsoft products) via native connectors or custom API work; and with non-Microsoft tools through Power Automate connectors, scoping premium connector needs upfront so licensing is accounted for, not discovered mid-build.

We hand over a documented environment map (dev, test, production) and deployment process, and train your Power Platform-capable staff to promote solutions themselves. Teams without that capacity in-house often keep us on retainer specifically for solution deployments, which keeps the same ALM discipline in place long-term.

Yes, this is a common remediation project — auditing existing flows, establishing ownership and naming conventions, and consolidating or rebuilding the ones that are fragile or duplicative, without necessarily discarding flows that are working fine.

Internal IT teams are often strong on infrastructure and general Microsoft 365 administration but less experienced with Dataverse entity design and Power Platform ALM specifically — the two often work well together, with us handling the initial architecture and your IT team taking ownership of day-to-day administration afterward.

Data can be exported and migrated elsewhere, but a genuine platform switch after significant customization is a real project, not a quick move — which is exactly why the 30-minute audit exists upfront, to confirm Dynamics is the right fit before investing in a build.

Contained single-module deployments can land near three months, while multi-module projects with ERP integration or a legacy CRM migration often run six months or more. The largest variables are integration depth, data cleanliness and how many business units go live at once, so we phase go-live by unit rather than flipping everyone together.

On annual billing, Sales Professional is about $65 per user per month, Sales Enterprise about $105 and Sales Premium about $150, per 2026 pricing guides. Microsoft usually finalizes quotes through a partner, and premium connectors, Dataverse storage and Power BI can add cost, so the license line is rarely the whole bill.

Professional covers core sales management for smaller teams. Enterprise adds deeper customization, Power Platform extensibility and more advanced forecasting. Premium layers in AI-driven Copilot and intelligence features. The right tier depends on whether your process needs custom entities and integrations, which is a scoping question we answer during the audit.

Built-in dashboards cover standard pipeline and activity views. Power BI becomes worthwhile when you need to combine CRM data with finance or operations data, model custom measures or share governed reports across departments. We start with built-in views and add Power BI only where a specific question needs it, to avoid paying for unused licenses.

We review expected record volume, attachment use and audit-log retention during scoping, and compare that against the tenant's license-based storage allowance. Where the projection runs tight, we plan archiving or an add-on capacity purchase up front so a storage ceiling doesn't become an urgent, unbudgeted decision after go-live.

Yes. It's usually a structured move rather than a copy: assess customizations for cloud compatibility, retire deprecated features, migrate data through a staging environment and rebuild integrations that relied on on-premises access. We inventory what actually gets used before migrating, so dead customizations don't follow you into the cloud.