×MiMicrosoft Dynamics CRM Services
Microsoft Dynamics CRM services help companies already working in Outlook, Teams and Excel run sales and customer service on Dynamics 365. We configure, customise and integrate it around your process, then support your team after launch.
How we approach Microsoft Dynamics CRM services
Dynamics 365 is flexible, which is both its strength and its trap. Implementations get over-customised with too many entities and fields, business process flows that do not match how teams sell, and licences bought for features no one uses. Users find it slow and keep working from Outlook and spreadsheets instead.
We run discovery with sales and service leads, then configure Dynamics 365 Sales or Customer Service with only the fields and stages needed. We use Power Automate for routine steps, connect Outlook and Teams so activity logs itself, and build Power BI dashboards for managers. Data from your previous CRM or spreadsheets is cleaned and migrated. After launch we provide admin support, user training and small improvements as the team settles in.
- Processes mapped before anything is configured
- Clean, de-duplicated data migration
- Role-based training and support after launch
Working with Nians
One strategist owns your plan and brings in the specialists it needs. You hear from us every week, and every piece of work starts with an audit.
Why a Microsoft specialist matters
Our Microsoft specialists work in the platform every day, so setup, integrations and optimisation follow current best practice.
Compatibility check
We confirm how Microsoft fits your current stack before anything changes.
Integrations
Microsoft connected to your analytics, CRM and commerce tools so data flows both ways.
Safe migration
Coming to Microsoft from another tool? We plan the move so history, tracking and settings come with you.
What our Microsoft Dynamics CRM Services include
The usual building blocks. We drop what you don’t need and add what you do.
Requirements & process mapping
Your sales, finance and ops processes captured first.
Configuration
Pipelines, objects, permissions and automations set up.
Data migration
Clean, de-duplicated records moved safely.
Integrations
Website, marketing, accounting and support connected.
User training
Role-based training so adoption actually happens.
Post-go-live support
Hypercare, fixes and continuous improvement.
How we deliver
You see the plan before any work starts.
Requirements
Your sales, finance and operations processes captured first.
Configure
Pipelines, objects, permissions and automations set up.
Migrate
Data cleaned, de-duplicated and moved with checks at each step.
Train
Role-based training so people use the system from day one.
Support
Fixes and improvements after go-live, as real use shows gaps.
Platforms we use for this work
You may also be interested in
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
Is Dynamics 365 better than Salesforce or HubSpot?
What does Dynamics 365 licensing cost?
Which CRM or ERP is right for us?
Let’s plan your next stage of growth.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.