Dynamics 365 Consultancy Services

For organisations already running Dynamics 365 that need an outside view. We show you what more your technology could do and help you get there, starting with the changes that pay back fastest.

Problems we find most often

The signs are familiar: manual workarounds, reports people don’t trust, licences nobody uses and storage bills that keep rising. We review how your system is set up and used, show you what’s holding it back, and recommend the fixes that should come first.

How we work with you

Advice you can act on

We align Dynamics 365 decisions with your business goals, so every change your team makes moves a priority forward.

Proven results

With 25+ years of experience and a 96% client retention rate, we’ve built our reputation on helping organisations get more from Dynamics 365.

Your team in control

Every project leaves your team stronger. Our consultants share what they know, building in-house skills to run and improve Dynamics.

Our consultancy services

ServerSys is a Dynamics 365 consultancy partner that reviews how you use your system and helps you get more value from it.

System review and roadmap

Your administrators and key users know where the system helps and where it gets in the way, so we start by listening to them. Their challenges often come down to Dynamics 365 adoption, and they set the direction for a plan that builds from the best opportunities.

Dataverse storage assessment

Storage bills rise every year unless someone manages them. We review your Dataverse consumption, archiving and retention settings, then show where you can cut costs. Clients often save thousands of pounds a year.

Dynamics 365 implementation services

We deliver quick wins first, then extend from there using a proven agile implementation approach. 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. We also help you set up personalised customer journeys with real-time engagement tracking, so your campaigns win more conversions and keep customers for longer.

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 slowed, we will help you recover the situation. Our consultants will diagnose the issues and put changes in place that return early value.

Client success stories

Alchemy Ingredients

Alchemy Ingredients Thumbnail Case Study

When its project faced difficulties, Alchemy turned to ServerSys to complete its Dynamics 365 migration.

Toyota GB

Toyota Thumbnail Case Study

A complex data migration to Dynamics 365 put Toyota GB in a position to use its AI capabilities.

HSS Hire

hss hire case study

We linked HSS Hire’s CRM to its other systems so its service teams share the same information.

Organisations that trust ServerSys

Toyota Logo - Proud Partnership with ServerSys
HSS Hire Logo
ODPA Logo
Healthcare rm Logo
Stellar Logo
British Marine Logo
Cifas Logo
chartered institute for securities and investment
Accredo Logo
Selwood Logo - Proud Partnership with ServerSys
Met Facilities
ProAV Logo

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 ServerSys delivered on every level.”

Operations Director at Mitie – leading UK facilities management provider

“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.”

Global Head of Operations at Tellimer – a global technology, information, and data provider

“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.”

MIS Group Project Manager at Altodigital – providers of workplace technology

Sector-specific Dynamics 365 consultancy

From consultancy to partnership

Many clients start with a focused project and stay with us afterwards.

Our managed services give you unlimited support tickets, monthly consultancy hours to improve your system and access to experienced Dynamics 365 consultants.

Start with a consultation

Contact us to discuss your goals and what you want to achieve with Dynamics 365. Complete the form below, and one of our consultants will be in touch.