Services

Service we focus on

Prospect → qualify → propose → close → onboard → support — then extend with Power Platform, trust the data, and add intelligence.

1 · Marketing 2 · Sales 3 · Service 4 · Field 5 · Platform 6 · Data & AI

01 · Prospecting

Dynamics 365 Marketing

Attract and nurture demand before a salesperson ever picks up the opportunity — campaigns, lists, and scored leads that feed Sales cleanly.

  • Campaigns & journeys — multi-channel outreach tied to real segments
  • Leads & scoring — qualification rules that hand off ready pipeline
  • Marketing lists — consent-aware audiences across regions
  • Loyalty loop — nurture from supporting customers back into new demand

Typical engagements

  • · Lead-to-opportunity hand-off redesign
  • · Campaign & journey architecture on Dataverse
  • · Lead scoring models and marketing lists
  • · Consent, DLP, and brand-safe automation

Typical engagements

  • · Multi-country lead-to-close redesign
  • · Copilot-enabled seller experiences
  • · Forecasting & executive dashboards
  • · 12–18 month sales capability roadmaps

02 · Qualify · Propose · Close

Dynamics 365 Sales

From pipeline visibility to AI-powered deal acceleration — sales process design that matches your motion.

  • Sales process design — lead-to-opportunity, qualification, sequences, playbooks
  • AI & Copilot — seller agents, enrichment, conversation intelligence
  • Forecasting & analytics — pipeline health, scoring, Power BI dashboards
  • Integration & data — LinkedIn Sales Navigator, marketing alignment, ERP hand-off
Read the Sales insight

03 · Onboard · Support

Customer Service

Consistent, intelligent service at scale — cases, knowledge, omnichannel, and Contact Center experiences that hold up under load.

  • Case & knowledge — unified lifecycle, SLAs, escalation paths
  • Omnichannel — voice, chat, SMS, social, Teams with intelligent routing
  • AI-assisted agents — triage, suggested responses, quality monitoring
  • Service analytics — continuous improvement loops
Read the Customer Service insight

Typical engagements

  • · Omnichannel case & knowledge redesign
  • · Contact Center & intelligent routing
  • · SLA automation & Copilot agents
  • · Service analytics (FCR, CSAT, productivity)

Outcomes clients care about

  • · Higher first-time-fix rates
  • · Reduced travel via better scheduling
  • · Clearer technician mobile experience
  • · Audit-ready work order process at scale

04 · Fulfil in the field

Dynamics 365 Field Service

Service delivery that is scheduled, visible, and profitable — from the board to the technician’s mobile device.

  • Scheduling & resources — board, skills matching, utilisation, route optimisation
  • Work orders & mobile — lifecycle, offline app, guidance, notifications
  • Assets, IoT & inventory — preventive maintenance, truck stock, parts
  • Finance linkage — margins and inventory stay accurate
Read the Field Service insight

05 · Extend

Power Platform

Apps and automation that extend Dynamics 365 — without unnecessary complexity.

  • Power Apps — field / technician apps, dispatch & office tools
  • Power Automate — work-order events, notifications, process enforcement
  • Power Pages — secure customer and partner portals on Dataverse
  • ALM — environments, pipelines, solution layering
Read the Governance & ALM insight

Typical engagements

  • · Technician mobile app (canvas / model-driven)
  • · Work-order status & photo capture
  • · Approval & notification flows
  • · Power Pages customer / partner portals

06 · Trust

Data & Dataverse

Agents only create value on trusted data. We design Dataverse models, quality rules, and integrations so intelligence has a solid foundation.

  • Data models — entities, relationships, security roles
  • Data quality — ownership, validation, master data habits
  • Integrations — ERP, IoT, and external systems feeding CE
  • Governance — DLP, connectors, audit-ready access

Why this sits before AI

Copilot and custom agents amplify whatever is in the system. Clean processes and reliable Dataverse data turn AI into an accelerator — not a source of confusion.

07 · Intelligence

AI & Copilot Studio Agents

Practical AI on systems you already run — not science projects.

  • Work-order triage — priority and skills before a human looks
  • Dispatcher copilots — resource options and SLA risk
  • Technician assistants — guidance and knowledge retrieval
  • Insights agents — plain-language utilisation summaries

Connected journey

Marketing → Sales → Service → Field → Platform → Data → Agents. Each stage strengthens the next so intelligence lands on governed operations.

Across the journey

Governance, Security & Strategy

Environments, DLP, ALM, and living roadmaps — designed in from day one.

Environment strategy

Dev/Test/Prod, Managed Environments, pipelines, capacity.

Security & access

Dataverse roles, Entra ID, MFA, privileged access reviews.

DLP & connectors

Business-unit policies, connector governance, audit.

Roadmaps

Discovery, target operating model, 12–24 month plans. See Strategies.

Read the Governance & ALM insight

Custom Development

APIs, plugins, and integrations when the platform needs a bridge to the rest of your estate.

Discuss integration needs

Not sure where to start?

We can map your current Marketing → Sales → Service → Field lifecycle and show where Power Platform, data, and agents add value.

View Strategies Get in Touch