Microsoft Dynamics 365 integration and development.
Integrations, extensions and the Power Platform automation around Dynamics 365 Finance & Operations, Business Central and the customer engagement apps — scoped by an analyst who has implemented and supported it, and built by our engineers.
What we do
- Integrations
- Dynamics 365 connected to the systems around it — industry ERPs such as Epicor LumberTrack, warehouse and payroll systems, e-commerce and EDI partners — through supported APIs, data entities and Dataverse, with the failure cases designed in.
- Extensions, not modifications
- Changes built as extensions rather than edits to the standard product, so Microsoft’s regular updates stay routine instead of turning into projects.
- Power Platform automation
- Power Automate flows and Power Apps for the gaps the standard product leaves, built with the same discipline as code: versioned, tested, documented and owned by someone.
- Customer service and CRM
- Case and service processes, routing and escalation, and conversational agents that handle the routine questions and hand the rest to a person.
- Reporting
- Reports moved off legacy tools onto SQL Server Reporting Services or a modern platform, on data that finance and operations both trust.
- Upgrades, rollouts and migration
- Upgrades and new-site rollouts delivered through requirements, test strategy, user acceptance testing and training, with the data migrated and reconciled.
Where it usually hurts
If one of these sounds familiar, it is the kind of problem we are called in for.
- Dynamics 365 runs finance well, and the operation still runs on spreadsheets beside it.
- A Power Automate flow someone built in an afternoon now runs a critical process, and nobody owns it.
- Earlier customisations make every update a project of its own.
- Orders are re-keyed between Dynamics and the industry system the plant actually uses.
- Service requests arrive by email, phone and chat, and the CRM only sees some of them.
Where this experience comes from
Our lead analyst's career history, described by sector — not an Elarion client list. More on the About page.
- Business analyst on a Dynamics 365 CRM implementation at a global retailer: end-to-end process mapping, workflow automation with conversational agents, integrations with downstream services, and user acceptance testing through to stabilisation.
- Senior business analysis across Dynamics 365 and Epicor LumberTrack at a multi-mill forest products company: supply chain, order management, logistics and invoicing, with Power Automate, Power Apps and SQL automation.
- ERP upgrades and enhancements delivered through the full lifecycle — requirements, solution design, test strategy, user acceptance testing, deployment and support — including rollouts to newly merged mills.
- Microsoft Certified: Dynamics 365 Fundamentals (ERP and CRM).
Often alongside an industry ERP.
Dynamics 365 frequently runs finance while an industry system runs the operation. The LumberTrack page shows how we work across the two.
Questions buyers ask
- Do you replace our Dynamics partner?
- Usually not. Most Dynamics 365 customers have a Microsoft partner for licensing and the core configuration. We work alongside them on the integrations, extensions, automation and analysis around it.
- Power Automate or custom code?
- Power Automate when the flow is simple and lives inside the Microsoft estate; custom code when the logic is complex, the volume is high or the audit trail has to hold. Either way it is versioned, documented and owned.
- Can you work with Dynamics 365 and another ERP at the same time?
- Yes, and it is common. Dynamics often runs finance while an industry system runs the operation. The integration between them is specified so that every record has one owner.
Further reading
- Off-the-shelf or custom software? How to decideThe default should be to buy.
- Replacing spreadsheets with software, without losing what worksThe spreadsheet running your operation is not the problem.
Related services
Working in Microsoft Dynamics 365?
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