Business Applications
Dynamics 365
Bring customer data, sales, service and operations together, with specialists who'll tell you how much Dynamics you actually need. Valto scopes, implements, migrates and supports Dynamics 365 for organisations replacing ageing CRM systems, consolidating disconnected tools or improving an implementation that isn't delivering. Our specialists manage every stage, from discovery and licence modelling through to configuration, data migration, adoption and ongoing support.
Trusted by organisations like yours
Make better decisions with connected business data
Most organisations don't set out to run their customer relationships across four systems. It happens gradually - a CRM bought years ago, a spreadsheet someone built to fill a gap, a service inbox, a reporting tool that pulls from all three and reconciles none of them. The cost shows up as duplicated admin, contested numbers and decisions made on stale data. Valto starts by working out what your organisation actually needs. Our consultants review your existing systems, processes and reporting before recommending a Dynamics 365 footprint — which applications, which licence types, and which existing tools can be retired. Sometimes the right answer is less Dynamics than you expected, supported by Power Platform. The result is a connected environment your teams use because it fits how they work, rather than an implementation that becomes another system people route around.
What can Valto implement?
Our consultants assess your processes, data and reporting requirements before recommending which Dynamics 365 applications fit - and which of your existing systems they can replace.
Sales and CRM
Manage leads, opportunities and customer relationships in one place, with pipeline visibility your sales team maintains because the process fits how they sell.
Customer service and case management
Track enquiries, cases and interactions through to resolution, with routing, SLAs and reporting that show where service time is actually going.
Legacy CRM replacement and data migration
Move from an ageing or unsupported CRM with your history intact. We handle data mapping, cleansing, migration and validation, and we're honest about what shouldn't come across.
System consolidation and licence rationalisation
Replace overlapping tools with a single connected platform, and reduce what you're paying for systems that do the same job twice.
Operational and project visibility
Bring data together across departments to improve reporting, resource planning and decision-making, connecting Dynamics to the operational systems around it.
Existing environment health checks
Inherited a Dynamics implementation that's underused, over-licensed or heavily customised? We assess what's there and give you a prioritised route forward.
Our Dynamics 365 services
Understand where Dynamics 365 can deliver value
Through structured discovery sessions, we review your existing systems, processes and business objectives to identify where Dynamics 365 can have the greatest impact. The result is a clear roadmap aligned to your priorities, users and long-term goals. This is also where we model licensing. Dynamics 365 licence types vary considerably in cost and capability, and getting the mix right at the outset is usually the difference between a platform that pays for itself and one that becomes a line-item people question.
Why work with our Dynamics 365 specialists?
Experienced Dynamics and Power Platform specialists
Work with consultants who understand Dynamics 365 alongside Dataverse, Power Apps, Power Automate and Microsoft 365, so recommendations aren't limited to what Dynamics alone can do.
Right-sized recommendations
We scope the footprint your organisation needs rather than the largest one available, including where Power Platform is the better answer than another Dynamics licence.
Licensing modelled and rationalised
We model licence types and volumes before implementation, and identify overlapping systems that can be retired.
Adoption treated as delivery, not an afterthought
Training, change management and rollout planning are part of the project, because a CRM nobody updates is worse than the spreadsheet it replaced.
Fixed and transparent scope
Our clearly defined proposals give you confidence in the approach, deliverables and cost before work begins.
Configuration over customisation
We build environments that stay supportable and upgradeable, rather than solving today's requirement in a way that constrains you in three years.
“Excellent Power Platform partner for our CRM overhaul... The impact has been significant. We've seen around a 20% efficiency gain across our team, saved thousands in licensing costs by consolidating old systems, and our ways of working are far more streamlined than before.”
Common Dynamics challenges we solve
Expertise for the issues that make CRM projects difficult
Dynamics projects rarely fail on the technology. They struggle over data nobody wanted to clean, customisation that made sense at the time, and a rollout where the people expected to use it were told rather than involved. Our consultants surface these during discovery rather than allowing them to become problems after go-live. We help organisations address:
- Customer data duplicated and contested across several systems
- Legacy CRM data with years of inconsistency behind it
- Licences bought for people who don't need that level of access
- Heavy customisation that blocks upgrades and inflates support costs
- Reporting that produces different numbers depending on who runs it
Turn Dynamics 365 capability into business value
Dynamics 365 provides the platform. Valto provides the expertise to apply it where it counts. Our consultants help organisations target investment at the outcomes the business is measured on.
How we deliver Dynamics 365 projects
Our simple five-step process is clear and transparent from start to finish. From understanding your systems, data and objectives, through to designing, delivering and supporting a platform your teams will use.
1Discovery
Understand your systems and priorities
We work with stakeholders to understand your existing systems, processes and objectives, identifying where Dynamics 365 can deliver the greatest business value and which tools it can replace.
2Solution design
Define the right fit
Together we define requirements, user journeys and data structures, agreeing the licence model and what will be configured rather than customised.
3Build & configuration
Deliver a connected platform
Our consultants configure and implement Dynamics 365 applications, integrations and automations, and migrate your data with mapping, cleansing and validation built into delivery.
4Launch & adoption
Empower your users
Successful projects depend on adoption. We support training, change management and rollout planning to help teams embrace new ways of working with confidence.
5Optimisation & support
Keep ahead
As your business evolves, we enhance functionality, improve reporting, review licence allocation against real usage and identify new opportunities to extend the value of Dynamics 365.
We're one of the UK's few Microsoft partners to hold all Microsoft Solution Partner designation badges, across all Solution Partner designation pathways. For our clients, that means access to specialists who understand how customer data, operations, reporting and automation work together. Whether you're implementing Dynamics 365 for the first time or improving an existing environment, we help organisations build solutions that support better decision-making, stronger customer experiences and long-term growth.
Why organisations choose Valto
Connected, across Microsoft
Dynamics 365 works best as part of a wider platform
Dynamics rarely sits on its own. It shares data with Microsoft 365, depends on Dataverse, is extended by Power Apps and Power Automate, surfaces through portals in Power Pages, and increasingly feeds Copilot. Valto brings together expertise across all of it. That allows our consultants to decide where a requirement is best met - a Dynamics licence, a Power App, an automation, or a change to a process - rather than defaulting to the one product in front of them. By aligning Dynamics with your data, automation and security, we help create a connected Microsoft platform that supports how the business runs today and is ready for what you adopt next.
Case study · Spencer West
Transforming revenue management with Power Platform
- 43% reduction in manual effort
- Enhanced financial visibility
- Improved revenue accuracy
The team driving you forward
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Learn more about how Dynamics 365 can support your business objectives.
Free Dynamics 365 consultation
Ready to get more from Dynamics 365?
Whether you're considering Dynamics 365 for the first time, replacing an ageing CRM, or trying to improve an implementation that isn't delivering, start with a conversation with specialists who'll tell you what you need rather than what's easiest to sell.
Dynamics 365 specialists
Speak directly with consultants who design and deliver Dynamics solutions every day.
Practical advice
Clear recommendations focused on business outcomes, not technical jargon.
Honest scoping
Understand the licence model, the implementation cost and where existing systems can be retired, before you commit.