Microsoft Dynamics Solutions

In a world of constant change, frequent innovation, and digital development, it’s important to stay one step ahead of the crowd. Arm your business with the Microsoft 365 suite and you’ll be ready for whatever is thrown your way. Use Microsoft Dynamics 365 to better understand your business, use real time insights to shape your organisation’s strategy, better understand your customers, and collaborate with your team wherever they are.

At Valto, we specialise in providing tailor-made Dynamics 365 services to businesses of all kinds. Our team can help transform yours, taking your company to the next level with a click of a button.

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Our 5 Step Process

Our simple 5 step process is clear and transparent from start to finish

Assessment and Workshop
1-2 Working Days
We begin by conducting a comprehensive review of your existing files and data. This thorough evaluation is essential to gain a clear understanding of the complete scope and volume of data that needs to be migrated to Microsoft 365. This initial step sets the foundation for a successful migration.
Prepare Your Data and Organise
3-5 Weeks
When focusing on the organisation of your data, take the time to meticulously arrange and categorise your files. Pay close attention to what access permissions are currently set and how this will transition. A well-organised structure is key to ensuring a seamless transition and efficient data management within Microsoft 365.
Start the Migration Process
1-2 Weeks
It's time to set the wheels in motion. Begin the migration process by moving specific departments or designated sections while keeping other areas intact on your current system. This selective approach ensures a smoother transition for those initial sections, allowing you to learn from and refine the process as you go.
Verify and Test
1-2 Weeks
Once the migration is completed, start on a thorough verification process. Confirm that all your files and data have been successfully and accurately transferred to Microsoft 365. Rigorously test accessibility and functionality to guarantee that everything functions as expected.
Training at Different Levels
2-3 Working Days
To maximise the benefits of Microsoft 365, consider implementing training at various organisational levels. This includes providing end users and IT admins with the knowledge and skills required to manage the environment. Additionally, explore the 'Train the Trainer' approach, empowering a designated in-house expert to guide both end users and IT administrators.

What exactly is Microsoft Dynamics?

Microsoft Dynamics 365 is a range of cloud-based applications for business, comprising enterprise resource planning (ERP) modules and customer relationship management (CRM) tools. The Dynamics suite also includes tools to help with artificial intelligence functionality as well as business productivity and strategy programs.

Features and Services of Microsoft Dynamics 365

Depending on the level of your Microsoft subscription or desired functionality, there are a number of Microsoft Dynamics 365 tools you can choose to incorporate. These include:

Collaboration

A cloud-based solution for multifunctional business applications. Business Central is the main hub for inter-team connectivity at your business. Connect your operational, sales, customer service, insight and finance teams for unrivalled supply chain management and productivity optimisation.

Commerce

Create a seamless, inviting and engaging customer experience that unites your core data and provides analysis and insights. Scale up or down depending on your demand, and combine offline and online, traditional and emerging modern shopping channels for a future proof approach to retail.

Customer Insights

A tool to help provide intelligent data on customer demographics and behaviour. Customer Insights integrates data from across the Dynamics 365 and Office 365 suites, plus third party resources. This tool also works with Microsoft Power BI for artificial intelligence insights into anticipated customer behaviour and can provide predictive forecasting.

Customer Service

For customer-facing businesses (particularly in the e-commerce sector), the Customer Service tool provides invaluable function across engagement, support and service elements. Combine with other apps and in-house data for a CRM tool that’s truly intuitive.

Field Service

Maintain consistency and be at the forefront of optimisation with Field Service. It combines automated prediction, analytics, optimisation, artificial intelligence and Internet of Things integration to equip you to provide the ultimate client experience. Capabilities include inventory management, scheduling, communication tools and operational insights.

Finance

Using data-led insights and artificial intelligence, you’ll be able to make the best financial decisions for your business. Predict and empower growth and intelligence using visible and corroborated data. Increase productivity with automated tasks, and use intelligent budget and control functions to keep everything running smoothly. A no-code service simplifies and streamlines any compliance requirements, allowing you to minimise costs and maximise profits.

Human Resources

Optimise and prioritise HR functions. Create a self service platform for your employees to find all the information they need, leading to a happier and more productive workplace. From benefits and annual leave to learning and certification programmes, optimise all HR operations for a consistent and data-driven experience.

Marketing

Keep your business ahead of your competitors with the most up to date and intelligent audience insights. The Marketing tool allows you to create personalised customer journeys based on data-led insights to bring the right customers to you. With analytics powered by artificial intelligence functions, you’ll be able to build a user-friendly interface that engenders trust and loyalty in your audience.

Project Operations

Optimise every element of your business projects for a complete, top level overview that encompasses everything from planning to payments. Automated functionality like budgeting, expenses and time tracking make sure your projects are as efficient as possible, taking out all the organisational hassle.

Sales

Make the most of the digital marketplace with intelligent insight and accurate customer behaviour prediction. Combining data from platforms across the Microsoft Office 365 suite, gain an enhanced view of your audience. Create personalised solutions scaled to your needs and automate previously time-consuming processes for a streamlined seller experience that feeds back to your customers.

Supply Chain Management

Make sure you’re always one step ahead with intelligent insights into demand and quality or compliance issues. Use artificial intelligence programs to plan and predict supply, and optimise warehouse management to minimise time to market for your products.

With Valto, you’ll be able to unlock the full potential of all the Microsoft Dynamics programs, with a tailor-made architecture for your business. Taking a top level overview of your company and goals, we’ll work with stakeholders and key personnel to create a tailor-made Dynamics infrastructure that streamlines your everyday workflow.

From initial consultation to longer-term upgrades, migrations and troubleshooting, let Valto handle it.

Why do I need Microsoft Dynamics at my business?

When it comes to choosing a CRM system for your business, you have a number of factors to consider – from usability and cost to functionality, versatility and durability. The wide range of Microsoft Dynamics applications makes it a great choice for companies of all kinds.

Cloud-based solutions are great, but if you’re operating multiple clouds for different functionalities, you’re not much better off than you were before. Microsoft’s integrated cloud platforms really are all in one – you can use them anywhere and on any device.

With Dynamics, you’ll be able to use elements like Field Service, Sales, Finance, Supply Chain Management and Customer Service on the go, combining and integrating data from other Microsoft and third party services in an instant. For example, use Dynamics to convert Microsoft Outlook into a an easy communication and client management tool.

Wondering how to combine Dynamics with Microsoft Teams, PowerApps or SharePoint? Experts in the Valto team will help, with everything from migration to troubleshooting and user data management.

Enhance Dynamics 365 with Microsoft AppSource and complement services like artificial intelligence prediction and automation with a library of custom built apps designed to work with the Microsoft system.

The marketplace offers hundreds of apps that offer additional functionality and business processes that go even further to enhance the already wide-ranging Dynamics platform. During your Dynamics migration and setup, Valto experts will talk you through the system and be able to recommend apps that can enhance your business.

Dynamics works seamlessly with the whole Microsoft suite, but is particularly useful in conjunction with the Microsoft Power Platform – which consists of PowerApps, Power BI and Power Automate (previously Microsoft Flow) – to create intelligent business processes and analyse data on the go, whenever you need it.

For example, use PowerApps to create a custom app for your business – perhaps for warehouse management or HR – and integrate your Dynamics 365 apps to simplify and automate virtually any process and update all your data.

Get Dynamics 365 for business, delivered by experts

Not sure where to start? Valto’s Dynamics 365 team knows the platform inside and out, and will take care of setting up your system from start to finish.

As a Microsoft Solutions Partner, there’s no issue we can’t resolve, no query we can’t answer. If you’re interested in enhancing your business with Dynamics 365, we’ll provide a full consultation to understand how you’ll use it and how best to align the platform with your goals. We provide migration from other CRM providers – including troubleshooting and integration – and full training once you’re set up and running. We also pride ourselves on our customer service, and will be just a call away if you have questions or need future guidance or training on Dynamics.

What Our Customers Are Saying

We trust Valto to manage our IT needs, and they consistently exceed our expectations. Their proactive approach to problem-solving has minimised disruptions and allowed us to focus on growing our business.

We've been used Valto's managed services for years. They've helped us scale our operations without the IT headaches. Their team is knowledgeable, responsive, and genuinely cares about our business.

Valto's managed services have not only saved us money but have also improved our IT infrastructure's reliability and performance. It's refreshing to work with a team that truly understands our unique needs.

The Team at Valto have been very supportive, super-efficient and although this has been a very complex challenge, internal feedback at Campbell Reith has been nothing but positive. Well done guys!

Campbell Reith

Valto took time to get to know us and design a solution for our unique needs as a business. We appreciated how they were flexible and didn't apply a standard solution to us, but instead worked with us to tailor it and design something really custom in the end. The end result was better than we ever expected and we would be thrilled to work with Valto again in the future.

Blair Parkinson, Inner Circle Consulting

From the start of the migration to Office 365 project through to completion, the Valto staff were helpful, informative and efficient. They all clearly had a very good understanding of Office 365 and its supporting products. Technical issues along the way were resolved with a high degree of competence and I would recommend them to anyone who is considering using their services.

Cliff Taylor, Remsdaq

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Microsoft Dynamics Solutions

Contact Form

Our 5 Step Process

Assessment and Workshop

Prepare Your Data and Organise

Start the Migration Process

Verify and Test

Training at Different Levels

What exactly is Microsoft Dynamics?

Features and Services of Microsoft Dynamics 365

Collaboration

Commerce

Customer Insights

Customer Service

Field Service

Finance

Human Resources

Marketing

Project Operations

Sales

Supply Chain Management

Why do I need Microsoft Dynamics at my business?

Get Dynamics 365 for business, delivered by experts

What Our Customers Are Saying

Blogs/Webinars

Power Automate Best Practices

Dougie Wood

Microsoft Ignite 2023 – Key Announcements

Jade Buckley

Valto Newsletter – November 2023

Jade Buckley

Our Core IT Services

Terms & Conditions

UK Offices

US Office