Microsoft Dynamics 365 Implementation Services

Your team can be working in Dynamics 365 within weeks. Each subsequent project phase is planned around what your business needs next.

When organisations contact us

We work with businesses across multiple industries, typically with 20-500 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

A Dynamics 365 project is behind schedule or never won people over.

Complex
Integrations

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

How we implement Dynamics 365

We learn how your teams work before we build anything. Then we deliver a first version quickly and build on it. Our agile approach keeps each phase small enough to change course.

01

Scoping & Priorities

We work with your stakeholders to understand your processes, data, and what needs solving first. That gives us a plan ranked by what matters most to your business.

01
02
02

Design & Build

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

03

Data Migration & Go-Live

We bring data across from your existing systems and prepare your own trainers to bring colleagues up to speed, so people work in the system from the first week.

03
04
04

Expand Based on Real Usage

Once your team is working with the system, their feedback and usage data decide what comes next. We add features and integrations where that evidence supports them.

Tell us what you need first, and we’ll show you where to start.

Book a call

Moving from Salesforce or an older CRM

A CRM move is your chance to leave old workarounds and duplicate records behind.

We agree with each team which processes to keep, then rebuild them in Dynamics 365. A data audit sets the scope. Everyday records go across first and older history can follow in stages, if required.

Nothing goes live until the migrated data has been checked against your old system.

Toyota (GB)’s fleet division left Sage CRM after more than a decade. As its CRM manager put it, “we knew the transition would not be a simple ‘lift and shift’ affair”. Together we reworked every process with users, and the new system went live after one weekend switch-over. Read the case study.

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.”

CRM Project Manager at Alchemy Ingredients – distributor of speciality chemicals

Read the case study

Microsoft products we implement

We configure each Dynamics 365 app and Power Platform product to match how your teams already work.

Dynamics 365 Sales icon

Dynamics 365
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

Dynamics 365
Customer Service

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

Improve Experiences
Dynamics 365 Customer Insights icon

Dynamics 365
Customer Insights

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

Real-Time Marketing
power-platform-icon

Microsoft
Power Platform

We’ll 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’ve worked with Dynamics for over 12 years, without spreading into ERP or hosting. In that time, our consultants have met most problems, so our projects 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

Read the case study

Frequently asked questions

How long does a Dynamics 365 implementation take?

A first phase for one team, such as sales, usually goes live within 6-8 weeks. Rollouts across several departments, with data migration and links to other software, take several months, and the largest can run to a year. Because we work in phases, each team starts using Dynamics 365 before the whole project ends.

What does a Dynamics 365 implementation cost?

It depends on how many teams and processes go into the first phase, how much data moves across, and how many other systems Dynamics 365 connects to. Licences are priced per user per month and billed annually. After scoping, we give you an estimate for each phase, so you can decide how far to go before committing to the next one.

Can you migrate data from our existing systems?

Yes, from Salesforce, HubSpot, older CRMs such as Sage CRM and GoldMine, spreadsheets and other business software.

How do we choose a Dynamics 365 implementation partner?

Meet the consultants who will do the work before you sign. Look for a plan that gets one team live early, so you can judge the partner on real results. Then check who supports your system after go-live, and whether they’ll understand your configuration and business.

What happens after go-live?

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

Should we choose Dynamics 365 or Salesforce?

Dynamics 365 tends to suit organisations that already use Microsoft 365 because it works within Outlook and Teams and uses the same Microsoft sign-in. Our comparison article sets out the differences in more detail.

What if our current Dynamics 365 system is not performing?

We often take over projects that another partner started. Our consultants review the setup, agree on what needs to change, and fix the parts that matter most to users first. Our project recovery page explains how. 

Do you work with organisations outside the UK?

Most of our clients are in the UK, and our team works UK hours. We can support projects with users in other countries when the project is run from the UK.

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.