Dynamics 365 Sales
Lead and opportunity management, sales sequences, forecasting and relationship insights configured to your sales process, with Outlook and Teams integration that keeps reps working in familiar tools.
Microsoft Dynamics 365 Services
Dynamics 365 Solutions Connected to Your Microsoft Ecosystem
RixlSoft implements and extends Dynamics 365 Sales, Customer Service and Field Service, then connects them with Power Platform, Power BI, Microsoft 365 and Azure so customer data flows across the tools your teams already use.
8wks
Typical time to a first Dynamics 365 release
35%
Target cut in manual process steps
3x
Target faster reporting with Power BI
Microsoft Dynamics 365Dynamics & Power Platform
Tech we use
20+ tools
Dynamics 365Power BIMicrosoft Azure.NET
TypeScript
MuleSoft
Apache Kafka
Postman
DocuSign
Twilio
BigQuery
Databricks
Snowflake
OpenAI
Python
GitHub Actions
GitHub
Jira
Playwright
TerraformMicrosoft Dynamics 365
CRM That Works Where Your Teams Work
For organisations standardised on Microsoft, Dynamics 365 turns Outlook, Teams, SharePoint and Excel into parts of a single customer platform. RixlSoft configures Dynamics 365 apps around your sales, service and field operations, then uses Power Automate, Power Apps and Power BI to automate routine work and surface the insights managers need, without switching tools.
Our engineers also handle the harder parts: custom plugins, Dataverse modelling, Azure-based integrations with ERP and legacy systems, and secure identity and access through Microsoft Entra ID. Every solution is packaged for repeatable deployment and documented for your internal team.
- Sales, Service and Field Service apps
- Power Platform automation and apps
- Power BI dashboards and analytics
- Deep Microsoft 365 and Azure integration
8wksTypical time to a first Dynamics 365 release
What We Offer
Microsoft Dynamics 365 Services
Comprehensive capabilities covering every stage of your Microsoft Dynamics 365 journey — delivered by senior specialists.
Dynamics 365 Customer Service
Case management, omnichannel routing, knowledge articles, SLAs and customer portals configured so agents resolve issues faster and supervisors monitor queues and service performance in real time.
Dynamics 365 Field Service
Work orders, scheduling, resource optimisation, mobile technician apps and asset tracking that coordinate field teams, reduce travel time and improve first-time fix rates across service territories.
Power Platform and Power Automate
Power Automate flows, model-driven and canvas Power Apps, and Dataverse extensions that digitise approvals, onboarding, inspections and other operational processes around your Dynamics 365 data.
Power BI Analytics
Power BI dashboards and embedded reports built on Dynamics 365 and wider business data, giving leaders trustworthy pipeline, service and operational metrics with drill-down detail.
Microsoft 365 and Azure Integration
Integrations with Outlook, Teams, SharePoint, Azure Functions, Logic Apps and Service Bus that connect Dynamics 365 securely to ERPs, e-commerce platforms, data warehouses and custom applications.
Why RixlSoft
Why Choose Us for Microsoft Dynamics 365
Senior engineers, transparent delivery and AI-first thinking — the difference between shipping software and building an asset.
Ecosystem Thinking
We design Dynamics 365 as part of your wider Microsoft stack, reusing licences, identity and data you already own instead of adding parallel tools.
Low-Code Where It Fits
Power Platform handles routine automation quickly, while our engineers write plugins and Azure services only when low-code cannot meet reliability or performance needs.
Enterprise Security
Role-based security, business units, Entra ID single sign-on and data loss prevention policies are designed in from the start to satisfy governance requirements.
Flexible Global Delivery
Remote-first teams with overlapping hours for US, UK, GCC and European clients deliver Microsoft expertise at a cost that suits mid-market budgets.
Our Process
How We Deliver Microsoft Dynamics 365
A proven, transparent process with clear deliverables at every stage — so you always know what's done, what's next and why.
01
Discovery and Fit-Gap
We map your processes against standard Dynamics 365 capabilities to identify what works out of the box, what needs configuration and what requires custom development.
Fit-Gap AnalysisProcess MapsLicence Guidance
02
Solution Architecture
We design the Dataverse model, security roles, environments, integration approach and application lifecycle strategy across development, test and production environments.
Solution DesignEnvironment StrategyIntegration Plan
03
Configure and Extend
Apps, forms, views, business rules, Power Automate flows and custom plugins are built iteratively, with regular demos to key users for feedback.
Managed SolutionsPower Automate FlowsSprint Demos
04
Migrate and Validate
Data from legacy CRMs and spreadsheets is cleansed and imported, integrations are tested end to end, and users complete structured acceptance testing.
Migration ReportIntegration TestsUAT Sign-Off
05
Deploy and Support
Automated solution deployment to production, user training, hypercare and a roadmap for Power BI reporting and further automation after launch.
Deployment PipelineTraining GuidesSupport Roadmap
Technology Stack
Tools & Platforms We Master
Proven, production-grade technology chosen for your requirements — never for hype.
Dynamics 365Power BIMicrosoft Azure.NETTypeScriptMuleSoftApache KafkaPostmanDocuSignTwilioBigQueryDatabricksSnowflakeOpenAIPythonGitHub ActionsGitHubJiraPlaywrightTerraformEngagement Models
Flexible Ways to Work Together
Choose the model that matches your scope, budget and pace — and switch as your needs evolve.
Fixed-Scope Implementation
A defined Dynamics 365 rollout for one or more apps, with agreed milestones, deliverables and a predictable budget.
Discuss this modelDedicated Team
A dedicated group of Dynamics 365 and Power Platform specialists who extend your solution across successive releases.
Discuss this modelManaged Support
Monthly support for administration, updates, new flows, reports and user requests, with agreed response times and reporting.
Discuss this modelIndustries
Industries We Serve
Enterprises
Modernization at scale
Logistics & Ops
Supply chain & route optimization
Energy & Utilities
Smart grid & monitoring systems
Healthcare & Pharma
Digital health & clinical platforms
Real Estate Tech
PropTech, CRM & valuation tools
Telecom
Network tools & customer portals
FAQs
Frequently Asked Questions
Everything you need to know about our Microsoft Dynamics 365 services. Can't find an answer? Talk to our team.
Ask an ExpertWhat does a Dynamics 365 implementation typically cost?
Costs depend on which apps you deploy, the number of users and business units, the degree of customisation, integrations with ERP or legacy systems and data migration volume. A single-app rollout is a contained fixed-scope project, while multi-app programmes with Field Service and Azure integrations are larger. We quote after a fit-gap assessment.
How long does it take to implement Dynamics 365?
A focused Sales or Customer Service implementation usually reaches a first production release in eight to twelve weeks. Field Service, complex integrations or multi-country rollouts extend timelines to several months. We deliver in phases, starting with the highest-value processes so users benefit early and feedback shapes later stages.
Should we use Power Platform or custom code?
We start with Power Automate, Power Apps and business rules because they are faster to deliver and easier for your team to maintain. Custom plugins, Azure Functions or .NET services are used for high-volume processing, complex logic or integrations needing strict reliability. The goal is the simplest solution that will remain dependable over time.
Can Dynamics 365 integrate with our ERP and other systems?
Yes. We integrate Dynamics 365 with ERPs, e-commerce platforms, billing, telephony and custom applications using Dataverse APIs, Azure Logic Apps, Service Bus and Functions. Integrations include error handling, retry logic and monitoring so failures are visible and recoverable rather than silently corrupting data between systems.
Who owns the solution and what happens after go-live?
All managed solutions, source code, flows, Power BI reports and documentation belong to you and live in your Microsoft tenant. After go-live, we offer hypercare followed by optional managed support covering administration, Microsoft release updates, new automation and reporting enhancements, with agreed response times for issues.
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Learn moreReady to start your Microsoft Dynamics 365 project?
Book a free discovery call. We'll map your goals, suggest the right approach and give you a clear estimate — no obligation.
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