Dynamics 365 Consultancy Services

We offer guidance and technical expertise to help your business grow and operate more efficiently with Dynamics 365.

Strategic Consultancy for Dynamics 365 Success

We place a client-centric approach at the centre of what we do, ensuring we listen, understand your priorities, and explore your challenges. We will work with you to design solutions that deliver quick wins from your Dynamics 365 system and achieve the outcomes you want.

Strategic Advisors

We work as strategic advisors, not just technical implementers, aligning technology decisions with your business objectives.

Proven Results

Drawing on 25+ years of experience and a 96% retention rate, we’ve built our reputation on helping clients adapt and thrive.

100% Microsoft Focus

Our scalable solutions are built on the Microsoft platform to achieve sustainable growth and competitive advantage.

Our Dynamics 365 Consultancy Services

Comprehensive consultancy services to help you get greater value from CRM and the Microsoft Platform.

Strategic Planning & Technology Roadmaps

Transform your Dynamics 365 vision into an actionable plan. We'll assess your current situation, identify what's holding you back, and propose practical solutions. Our team will help you navigate Microsoft's evolving platform to ensure your strategy remains future-ready.

Cloud Migration Consultancy

Whether you need to transition from on-premises Dynamics CRM or an unsupported legacy system, we offer smooth data migration and process improvement. Our expertise includes migrating complex environments to the cloud-based Dynamics 365 while enabling clients to maintain business continuity.

Dynamics 365 Implementation Services

We deliver quick wins while building foundations for long-term success using proven agile implementation methodology. We will configure Dynamics 365 solutions to fit your unique processes and integrate with existing tools to simplify user adoption.

Dynamics 365 Customer Insights Consultancy

We'll help you implement Dynamics 365 Customer Insights to automate marketing campaigns. Our consultancy services include assistance in implementing personalised customer journeys with real-time engagement tracking to activate data-driven campaigns that increase conversions and customer lifetime value.

Dynamics 365 Web Portals

We build custom portals to connect your Dynamics 365 system and other key systems and services, such as ERP and payment processing providers. These websites give your customers a better self-service experience while making your operations more efficient.

Integrated Power Platform Solutions

You can cut costs and innovate faster by using Microsoft Power Platform tools with Dynamics 365. For example, our consultants design custom Power Apps to manage additional processes and help teams save hours each week by automating repetitive workflows with Power Automate.

Project Rescue

If your Dynamics 365 system isn't delivering the expected results or your project has stalled, we will help you recover the situation. Our consultants will diagnose issues and implement solutions that return early value for your business.

Client Success Stories

See examples of how we’ve helped organisations achieve impactful results.

Alchemy Ingredients

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When its project faced difficulties, Alchemy turned to ServerSys to complete its Dynamics migration.

Toyota GB

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We completed a complex data migration to Dynamics 365, enabling Toyota GB to harness AI.

HSS Hire

hss hire case study

How we integrated CRM solutions, enabling HSS to connect data and transform service to improve business outcomes.

Organisations That Trust ServerSys

With 25+ years of focused expertise and a 96% client retention rate, we are proud to work with organisations including:

Toyota Logo - Proud Partnership with ServerSys
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Stellar Logo
British Marine Logo
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chartered institute for securities and investment
Accredo Logo
Selwood Logo - Proud Partnership with ServerSys
Met Facilities
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What our clients say…

“We always recognised the transition process would be business critical, as our sales and marketing processes are dependent on robust systems being in place and operational – and Serverys delivered on every level.”

Mark Hazelwood, Operations Director, Miworld at Mitie.

“ServerSys was able to deliver a platform that was fully integrated with Dynamics 365 CRM, did not require an additional solution database, contained pre-built technology for authentication, content management and security and could be deployed via the cloud.”

Rob Elliott, Global Head of Operations at Tellimer.

“In the 13 years we have worked with ServerSys, we’ve never had a bad situation. Their support goes above and beyond anything we’d expect. Having this kind of relationship with a CRM partner is critical in today’s competitive landscape. We felt that we were in safe hands.”

Stuart Dennis, MIS Group Project Manager at Altodigital.

Sector-Specific Dynamics 365 Consultancy

Our deep sector knowledge helps us identify solutions that others overlook. Our specialist expertise includes:

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From Consultancy to Partnership

Ongoing Success Through Managed Services

Many clients begin with a focused consultancy project and then move to our managed services for continued access to Dynamics 365 consultants, developers, and technical support.

Our managed services provide ongoing strategic guidance, system improvements, and helpdesk assistance to ensure your Dynamics 365 system continues delivering value as your organisation evolves.

Start with a Consultation

Contact us to discuss your goals and current challenges. We’ll explore how ServerSys can help you get better results from Dynamics 365 and the Microsoft Platform. Please complete the form below, and one of our consultants will be in touch.