Microsoft Dynamics 365 Implementation Services

Whether you’re adopting Dynamics 365, migrating from another CRM, or replacing a partner who didn’t deliver, we’ll tailor an implementation around your priorities.

When Organisations Contact Us

We work with organisations across multiple industries, typically with 25 to 500 Dynamics 365 users.

These are the situations where we most often help:

First
Dynamics Project

Organisations ready to move beyond spreadsheets or basic CRM applications.

CRM
Migrations

Teams moving from Salesforce, legacy systems, or disconnected processes.

Off-track
Implementations

Businesses where a previous project stalled or underperformed.

Complex
Integrations

Connecting Dynamics 365 to ERP, supply chain or other third-party systems.

How We Implement Dynamics 365

Every project starts with your priorities. We will understand your organisation first, then deliver a tailored system quickly and expand it. Our agile approach keeps projects focused and adaptable.

01

Scoping & Priorities

We work with your stakeholders to understand your processes, data, and what needs solving first. This shapes our prioritised plan for your project.

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02
02

Design & Build

We map your priorities to Dynamics 365 capabilities and work in short iterative cycles, so you see progress early and shape the solution as it develops.

03

Data Migration & Go-Live

We bring data across from your existing systems and support your team through the transition, focusing on adoption so your system delivers value from week one.

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04
04

Expand Based on Real Usage

Once your team is working with the system, their feedback and usage shape what comes next. Additional capabilities and integrations are added where the evidence supports it.

Ready to discuss your implementation? Let’s start with your priorities.

Book a call

Client Testimonial

“ServerSys restored our faith in IT suppliers and 100% rescued our project. When it comes to technical knowledge and the ability to communicate with and listen to users – they’re in a league of their own.”

Director at Alchemy Ingredients – manufacturers of cosmetic formulations

Read the case study

Dynamics 365 Apps We Implement

We focus exclusively on Microsoft Dynamics 365 CRM applications and the Power Platform. That specialism means our consultants know these products thoroughly and will configure them to match how you work.

Dynamics 365 Sales icon

D365 Sales

Manage your pipeline, automate follow-ups, and give sellers the visibility they need to focus on the right opportunities.

Accelerate your sales
Dynamics 365 Customer Service icon

D365 Customer Service

Deliver consistent service across channels with case management, knowledge bases, and routing that adapts to your support model.

Earn customers for life
Dynamics 365 Customer Insights icon

D365 Customer Insights

Build personalised customer journeys with real-time engagement tracking that connects directly to your sales data.

Real-Time Marketing
power-platform-icon

Power Platform

We will use Power Apps, Power Automate, and Power Pages to extend your system with custom apps, automated workflows, and self-service portals.

Extend your system

Why Organisations Choose ServerSys

CRM is what we do

We do not spread across ERP, hosting or Business Central. Our consultants work with Dynamics 365 CRM and the Power Platform. That focus means we have seen most challenges before and can move quickly.

Senior UK consultants

You’ll work with experienced people from scoping through to go-live and beyond. We do not hand projects to junior or offshore staff after the sales process.

A system that earns adoption

We prioritise the capabilities your team need from day one. A focused system that people adopt quickly delivers more value than a feature-rich but under-utilised system.

Proven across industries

We have delivered Dynamics 365 implementations for organisations including Honda, Toyota, Hill Dickinson and British Marine, spanning automotive, professional services, healthcare, and membership sectors.

Client Feedback

“It’s comforting to know that we have experts working alongside us who will go the extra mile. The level of service ServerSys provides is outstanding.”

MIS Group Project Manager at Altodigital – workplace technology providers

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Frequently Asked Questions

How long does a Dynamics 365 implementation take?

It depends on scope and complexity. A focused project for a single team can be delivered in weeks. Multi-department rollouts, including data migration and third-party integrations, typically take several months. We deliver a focused initial system quickly so that teams see value early, then expand from there.

What does a Dynamics 365 implementation cost?

Cost varies based on the number of users, complexity, and the scope of data migration or integration work. We provide a clear estimate after an initial scoping consultancy. Because we deliver in phases, you control how the project scales.

Can you migrate data from our existing systems?

We bring data across from Salesforce, HubSpot, Zoho, Pipedrive and more, as well as legacy CRMs, spreadsheets, ERP systems, and other business applications. Clean, well-structured data from day one affects adoption and determines the accuracy of actionable insights your team can rely on.

What happens after go-live?

We provide ongoing support through our managed services, covering technical queries, system changes, new feature configuration and strategic guidance as your needs evolve.

What if our current Dynamics 365 system is not performing?

We are experienced in taking over implementations that are not delivering expected results. Our consultants will review your system, identify what needs to change, and get it back on track, with a focus on delivering early payback.

Do you work with organisations outside the UK?

We are UK-based and most of our clients are UK organisations. We can support projects with international requirements, but our strength lies in our accessibility through working hours.

Let’s Talk About Your Dynamics 365 Project

Tell us about your organisation, your priorities, and where you are with Dynamics 365. We’ll give you an honest view of what’s realistic and how we can help.

Call us now on 0203 884 3804, email hello@serversys.com or complete the contact form below, and we’ll follow up.