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Dynamics 365

Connect Finance, Operations, Sales and Service with Dynamics 365.

Unlock the full potential of your organization with Microsoft Dynamics 365, bringing together intelligent ERP and CRM capabilities across finance, supply chain, operations, sales, customer engagement, commerce and beyond. XEETEK combines Microsoft’s powerful business applications with industry expertise, AI, automation and advanced analytics to connect processes, improve decision-making and drive sustainable growth — from strategy and implementation to integration, innovation and continuous optimization.

In short

The right Dynamics 365 application for each business need.

Different organizations need different systems. We help you assess requirements, choose the appropriate ERP or CRM applications, connect the data and processes that need to work together, and deliver a practical rollout roadmap.

The application family

Eleven applications, one data model

Dynamics 365 comes in two halves that share the same customer, vendor and item records — the customer engagement applications that win and keep a customer, and the finance and operations applications that run the business. You licence what you need now and add the rest when you are ready, not all of it on day one.

Customer engagementWin and keep a customer
Microsoft Dataverse One customer, one vendor, one item record — shared by every application above and below
Finance and operationsRun the business
D3
Customer engagement

Dynamics 365 Sales

Pipeline, opportunities and forecasting on Dataverse — with AI drafting the follow-up, summarising an account before a call and surfacing the deals that have quietly stopped moving.

Talk to us about Sales
CI
Customer engagement

Customer Insights

One unified customer profile and the journeys built on it, so marketing is acting on the same record that sales and service are looking at rather than a separate list.

Talk to us about Customer Insights
CS
Customer engagement

Customer Service

Case management with generative AI drafting responses and summarising history, so an agent opens a case already briefed instead of reading six months of email.

Talk to us about Customer Service
CC
Customer engagement

Contact Center

Voice, chat and digital channels as a cloud contact centre, routed on what the customer actually wants rather than on how far they get through a menu tree.

Talk to us about Contact Center
FS
Customer engagement

Field Service

Scheduling, work orders and mobile execution for engineers on site — with IoT signals able to raise the job before the customer picks up the phone.

Talk to us about Field Service
D3
Finance and operations

Dynamics 365 Finance

General ledger, payables, receivables, fixed assets and financial reporting for multi-entity groups, with the month-end close run as a managed process rather than a scramble.

Talk to us about Finance
SC
Finance and operations

Supply Chain Management

Procurement, inventory, warehousing, production and planning — with demand and supply visibility far enough ahead that a disruption is a decision, not an incident.

Talk to us about Supply Chain Management
PO
Finance and operations

Project Operations

Quote to resourcing to time capture to revenue recognition, so project margin is known while there is still time to act on it rather than after invoicing.

Talk to us about Project Operations
HR
Finance and operations

Human Resources

Employee records, organisation structure, leave and benefits on the same platform as finance — and alongside XEE HRMS where the region needs more than the standard model.

Talk to us about Human Resources
CO
Finance and operations

Commerce

Retail across store, online and call centre as one operation: one price list, one promotion engine and one inventory position behind every channel.

Talk to us about Commerce
BC
Finance and operations

Business Central

A complete ERP for mid-sized organisations — finance, sales, purchasing, inventory and projects in a single application, implementable in months rather than years.

Talk to us about Business Central

Select an application to read what it does — all eleven share the same records.

Our scope

What a Dynamics 365 engagement covers

01Fit-gap analysis

Across Finance, Supply Chain, Sales, Service, Project Operations and Business Central

02Solution design

One customer, vendor and item master on Dataverse

03Configure first

Customisation only where the process earns it

04Data migration

Reconciled opening balances and a rehearsed cutover

05Integration

To the systems you are keeping, through Dataverse and Power Automate

06Copilot and agents

Switched on inside finance, sales and service — not beside them

07Training and hypercare

Through the first close or the first peak season

08Managed support

A continuous improvement backlog you prioritise

Outcomes

What changes once it is live

What changes for the teams doing the work — and for the people reading the reports.

  • AI-powered insights, Copilot and intelligent automation to accelerate productivity and decision-making.
  • Connected business processes across finance, operations, sales, customer service and project management.
  • Greater financial visibility, control and performance across companies, departments and markets.
  • Smarter supply chain, procurement, inventory, manufacturing and distribution operations.
  • Stronger customer relationships through integrated sales, marketing, field service and customer engagement.
  • End-to-end expertise from XEETEK, covering strategy, implementation, integration, optimization and ongoing support.

Find out what you already own.

Most organisations are paying for more Microsoft capability than they use. We will tell you which parts are worth switching on first.

Discuss Your Dynamics 365 Requirements