How long does a typical digital transformation project take?

We complete most implementations in 8–16 weeks, depending on your project's scope and complexity. We use agile methodology to deliver working solutions quickly, then iterate based on user feedback and evolving requirements. This approach ensures you see value immediately rather than waiting months for a 'big bang' implementation.

What makes ServerSys different from larger consultancies?

Direct access to senior specialists, faster implementation timelines, and a deep understanding of small and mid-market business challenges. We assign experienced professionals to work directly with you, not account managers or junior consultants who learn on your project.

Do you only work with Microsoft technologies?

Yes. Our 100% Microsoft focus allows us to deliver better results faster than generalist consultancies. This specialisation means deeper platform knowledge, proven integration expertise, and effectively utilising the Microsoft ecosystem for maximum business value.

What size companies do you typically work with?

Our expertise is optimised for companies with 50–500 employees. This size range benefits from enterprise-grade solutions while requiring the agility and personal attention that large consultancies cannot provide.

Why choose a digital transformation consultancy over a general consultancy practice?

Digital transformation consultancy requires specialised business process redesign, change management, and technology integration expertise.

Integrated Web Form Solution for Dynamics 365

Still Using Basic Forms?

Disconnected forms for applications, questionnaires and other data collection create bottlenecks that cost time and reduce accuracy.

External web forms often risk sync failures with Dynamics 365, but platform solutions like Microsoft Forms offer limited customisation. You’re left manually entering data, chasing incomplete information, and managing disconnected systems.

Integrated Dynamics 365 Web Forms That Work

Our web form solution links directly to your Dynamics 365 environment. When forms are submitted, data immediately flows into CRM to trigger workflows and update records in real-time.

You can create branded, multi-step forms that adapt to user responses using conditional logic.

With Dynamics integrated, specific field values can be pre-populated with data from related records, which reduces user effort and simplifies form completion.

From screening to assessments, publish forms that capture complete, accurate data and connect with your workflows.

Transform Your Data Collection

Modernise your form capture with automated workflows that enhance data quality and user experiences.

Eliminate Manual Data Entry

Capture information directly in Dynamics 365 with no retyping required. Completed forms are instantly accessible in CRM and can be configured to update related records.

Create Intelligent Forms

Personalise form questions by adapting to user responses. Ask follow-up questions, hide unnecessary fields, and guide users to increase completion rates.

Automate Your Processes

Trigger follow-up actions when forms are submitted. This could include routing applications, updating certification status, creating tasks, and sending automated notifications.

Ensure Data Quality and Compliance

Customise forms to enforce data standards with validation rules, mandatory fields, and standardised formats. Maintain audit trails of each form submission to simplify regulatory compliance requirements.

Generate Documents and Reports

Automatically convert form responses into personalised documents and reports. You can instantly apply collected form data to populate and share templates that deliver immediate value to people completing your forms.

Built for Dynamics 365 Users

Our integrated Dynamics 365 web form solution handles numerous data collection requirements, including:

Employee & Volunteer Applications: Streamline screening checks and onboarding with forms that update contact records and trigger background check workflows.
Environmental Compliance Reporting: Capture regulatory data with questions based on facility type and automatically update compliance records.
Professional Audits & Certifications: Conduct certification audits using forms that include response grids and document uploads to track compliance status.
Property & Tenant Management: Handle maintenance requests and tenant screening applications with forms that update property records and create service cases.
Healthcare & Clinical Assessments: Guide clinicians through questionnaires and patient evaluations with conditional pathways that score responses and update patient records.
Grant & Funding Applications: Handle multi-page applications for different funding programmes, including budget breakdown tables and capturing supporting documentation.

Web Form Features for Dynamics 365

Modernise your form capture with automated workflows that enhance data quality and user experiences.

Smart Form Logic

Conditional Questions: Show or hide form pages/fields based on previous answers.
Multi-Step Journeys: Break complex forms into manageable sections with progress bars.
Custom Field Types: Options include dropdown lists, checkboxes and radio button grids.

Dynamics 365 Integration

Pre-populate Fields: Pull data from Dynamics 365 related records to reduce user input.
Update Records: Configure form fields to update values on contacts, accounts, or custom tables.
Real-Time Sync: All data is written directly to Dataverse for immediate visibility in Dynamics.

Data Quality & Form Security

Address Validation: Integrate forms with Loqate for accurate address capture.
Field Validation: Set rules for email formats, phone numbers, and custom regex field validation.
Secure File Uploads: Allow people to attach documents, photos and other supported files.

Organisations That Trust Us

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

chartered institute for securities and investment

Frequently Asked Questions

How is this different from Microsoft Forms?

Microsoft Forms lacks advanced conditional logic and Dynamics 365 integration. Our solution provides native CRM integration, customised branding, and advanced logic that adapts to user responses – capabilities not available in basic form tools.

Can forms update existing Dynamics 365 records?

Yes. Forms can be configured to update specific fields on existing contacts, accounts, or custom entities. You can create new records and establish relationships between different Dynamics 365 tables.

Do users need Dynamics 365 licenses to complete forms?

Forms are published as public web pages that anyone can access. Users don’t need Dynamics 365 licenses or Microsoft accounts unless you specifically configure authentication requirements.

How are forms accessed and distributed?

Forms can be shared via generic links for anonymous submissions or unique links that identify specific users. You can also configure Microsoft Entra authentication for secure access when needed.

What happens to uploaded documents?

Files are stored securely in Azure Blob Storage and automatically organised in SharePoint. Documents can be linked to specific Dynamics 365 records for easy access and management.

Learn More

Start with a pilot to see results before expanding to additional forms. Our team will handle the technical setup and ensure integration with your workflows and data structure.

Experience how Dynamics 365 integrated web forms minimise data entry to accelerate your processes.

Request your demo

Custom Web Forms for Dynamics 365