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Dynamics 365 & business applications

Dynamics 365, Business Central and the Power Platform sit at the intersection of technology and business process. Sales, service, finance, operations - implemented well, they're transformative; implemented badly, they're an expensive CRM.

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What it is

Microsoft's family of business applications, covering CRM, ERP (both enterprise-grade Dynamics 365 Finance & Operations and SMB-focused Business Central), customer service, field service and a low-code platform for building apps and automation on top of the same data.

What's typically inside

  • Sales and Customer Service
  • Finance and Operations (enterprise ERP)
  • Business Central (ERP for small and mid-sized businesses)
  • Field Service and Project Operations
  • Power Apps and Power Automate
  • Dataverse as the shared data backbone
  • Power BI for embedded analytics

Where it shows up

Common use cases

  • Sales and customer service modernisation
  • Finance and operations transformation on Dynamics 365 or Business Central
  • Replacing ageing accounting or ERP systems (Sage, QuickBooks, NAV/GP) with Business Central
  • Power Apps and Power Automate for internal automation
  • Integration with Microsoft 365 and Azure data

Working with a partner

The role of a managed support partner

Business application partners combine functional consultants and developers - they understand the process change and the technical implementation, and they support both after go-live. The right partner depends on scale: Business Central specialists for SMB ERP migrations, Dynamics 365 F&O partners for larger, more complex transformations.

Diligence

Questions to ask any partner

  • Q.How many customers in our sector and at our size have you taken live?
  • Q.Are you primarily a Business Central or Dynamics 365 F&O partner, and why is that the right fit for us?
  • Q.How do you balance functional design and technical fit?
  • Q.What does post go-live support actually include?
  • Q.How do you avoid customisation that's expensive to maintain?

Watch out for

Common pitfalls

  • Picking F&O when Business Central would have done the job (or vice versa)
  • Customising heavily before understanding the standard product
  • Underestimating change management with finance and ops teams
  • Treating it as 'just a CRM project' run by IT alone
  • No clear data model or integration plan with Microsoft 365

Often adopted to address

Business needs this fits

Scaling your IT as you grow Making sense of AI in your business

Related solutions

Often deployed alongside

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Ready when you are

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FAQs

Common questions, answered.

Still unsure about something? Drop us a note and we'll get back to you the same day.

Talk to us about your IT needs

Most of our network is Microsoft-led, but the best Dynamics 365 partners are also pragmatic about adjacent tools where it makes sense. We'll match you to a partner who fits your stack, not just the licence.

Related insights

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