Microsoft Dynamics 365 CRM Solutions

Transform your customer engagement with Dynamics 365 to connect data, automate processes, and enable personalised, real-time marketing.

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Increase Performance With Dynamics  

With over 25 years of experience implementing business systems and focusing on CRM, ServerSys offers the expertise you need to increase efficiency and accelerate growth.

We specialise in Dynamics 365 CRM applications for sales, customer services, and marketing teams, and we provide consultancy services across the Microsoft Power Platform.

Find out how we can help you modernise processes, see a clearer view of your data and build stronger relationships.

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Our Dynamics 365 Services

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Implementation

We manage projects with an agile methodology – from understanding requirements and customisation to testing, training and support.

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 Support

Our UK support team goes beyond troubleshooting to increase value with strategic advice to improve Dynamics 365 performance.

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Managed Services

Make continuous Dynamics 365  improvement with access to advice and solutions from our specialist product experts and consultants.

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Training

Bespoke sessions covering user adoption and technical guidance to accelerate Dynamics knowledge transfer.

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Project Rescue

If Dynamics isn’t meeting your expectations, ServerSys will quickly get you back on track by resolving issues.

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Web Portals

We design portals integrated with D365 that provide personalised experiences to enhance engagement and efficiency.

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Top Benefits of Microsoft Dynamics 365

  • Secure Data – built on the trusted Microsoft Cloud, D365 provides enterprise-grade security and compliance capabilities out-of-the-box.
  • Flexible Pricing – only pay for what you need. Each app can be purchased individually to avoid unnecessary expense.
  • Regular updates – incremental weekly updates and two major release waves each year deliver new features and innovations.
  • Seamless integration – native integration with Outlook, Teams, SharePoint, and other familiar apps increases productivity and collaboration.
  • Scalable for growth – built on the Power Platform, Dynamics apps flexibly scale and adapt as your business grows.
  • Streamline workflows – increase efficiency with automated processes that apply your rules to qualify leads, handle cases, and drive desired outcomes.
  • Intelligent insights – with your data stored in one place, save time and gain actionable insights.
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What our clients say

“Thanks to ServerSys, we’ve transitioned to Dynamics 365 in a structured and positive way and now have a modern cloud-based solution already delivering measurable productivity gains, is highly adaptable and infinitely configurable, and will enable us to harness new technologies like AI in the future.”

Neil Spires, One Toyota Fleet Strategy, Motability & CRM Manager at Toyota (GB) plc.

Read the case study

“Migrating to Microsoft Dynamics was probably the smoothest transition I have ever completed. ServerSys went out of their way to make everything work perfectly. It’s comforting to know that we have experts working alongside us who will go the extra mile.”

Stuart Dennis, MIS Group Project Manager at Altodigital.

Read the case study

“It’s true to say Dynamics has changed how we work. Users are very positive, and we now have a single sight of every client interaction across the business. Plus, we’re now harnessing our new reporting capabilities to make better business decisions.”

Daryl Hine, Chief Operating Officer at Stellar Asset Management.

Read the case study

Reasons to Choose ServerSys

  • 96% client retention reflects our commitment to long-term partnerships.
  • 25+ years of experience supporting CRM and business solutions.
  • 100% focus on Dynamics 365 CRM and the Microsoft Cloud Platform.
  • Microsoft CSP Tier-1 Partner means we have direct access to Microsoft engineering and support teams.
  • Specialisations including integrations, project rescue and custom web portals.
  • Proven track record of increasing CRM adoption and productivity.
  • Commitment to knowledge sharing and increasing in-house expertise.
  • Proactive optimisation and continuous improvement with ongoing strategic guidance.
Why partner with us
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Our Dynamics 365 CRM Apps

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Microsoft Dynamics 365 Sales

Accelerate sales with relationship intelligence, automation, contextual insights and productivity-boosting capabilities.

Accelerate your sales
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Dynamics 365 Customer Service

D365 Customer Service includes capabilities to deliver personalised, omnichannel service that increases satisfaction.

Earn customers for life
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Dynamics 365 Customer Insights

Respond to customer interactions in real-time with personalised messages that boost engagement and conversions.

Real-Time Marketing

Frequently Asked Questions

What types of reporting and dashboards are included?

In addition to its inbuilt dashboards, Dynamics 365 natively integrates with Power BI to embed interactive visuals and insights within the user interface.

ServerSys will work with you to understand your reports needs to create reports, charts and dashboards that enable you to monitor your key metrics in real-time and gain actionable insights.

How quickly can ServerSys implement Dynamics?

Our agile approach means that we can have you up and running with Dynamics 365 in just a few weeks rather than months.

We follow a proven process that focuses on driving rapid time-to-value. Once your system is deployed, we will continue to support you by making continuous improvements to enhance your user experience and respond to new requirements.

Can D365 integrate with my other business systems?

Our integration experts are proficient in connecting Dynamics 365 with other applications and data sources through Microsoft Dataverse. We can connect your backend systems, including ERP, import data, and build custom workflows between Dynamics 365 and other platforms. Learn more about how Dynamics can enable you to create a 360° customer view.

How is Dynamics 365 licensed?

Dynamics 365 uses a role-based licensing model. You only pay for the specific apps and features your users need. Licensing options include Enterprise and Professional levels. User licenses can be structured on monthly or annual terms per user.

ServerSys can advise you to ensure user groups are adequately licensed to avoid overspending. Learn more about Dynamics licensing.

What is Dynamics 365 Business Central?

Business Central is Microsoft’s finance and Enterprise Resource Planning (ERP) solution for small and medium-sized organisations.

While financial and supply chain management are at its core, Business Central also includes basic CRM capabilities. Read our comparison between D365 Sales and Business Central.

Enquire now

Let us customise a Dynamics 365 solution tailored to your unique workflows and goals. Please complete the form below, and one of our consultants will follow up.