Services · Microsoft Dynamics 365 · Microsoft 365

Teams, Outlook and SharePoint wired into the CRM.

Q: Can we use Dynamics inside Teams?

Yes. Records open in Teams, meeting notes are tracked to the deal, and a channel can be linked to an account or an opportunity so the conversation and the record stay together.

Q: Where should documents live?

In SharePoint, against the record. Dynamics integrates with SharePoint so each account, opportunity or case has a document location with versioning and permissions, instead of attachments stuck in the CRM database.

Q: Do you handle security and compliance?

Yes, the baseline is part of the work. Multi-factor authentication, conditional access, data loss prevention and retention policies are configured and documented, and admin roles stay with your IT team.

Q: We already have Microsoft 365. Why do we need help?

Because the integration and the baseline are rarely done. Most tenants have the licences but not the configuration. The CRM runs on its own, documents are scattered and security is default. The work is in joining it up.

Microsoft 365 set up and integrated with Dynamics 365: email and meetings tracked from Outlook, Dynamics inside Teams, documents in SharePoint against the record, and the identity and security configuration that holds the estate together.

For companies that already pay for Microsoft 365 and want it to behave like one system rather than a collection of apps.

Get in touch All Dynamics 365 services

Built for: Companies on Microsoft 365 that want their CRM, documents and collaboration to behave as one estate.
Typical timeline: Outlook and Teams integration in two to three weeks. SharePoint document management and tenant hardening in four to eight.
What you own: Your tenant, with the configuration documented and the admin roles left with your IT team.
Rated: 4.7 / 5 from 23 Google reviews

200+ companies across the US and the UAEFrom a first store to a listed developer

What you get

What we do across Microsoft 365.

Integration first, because adoption of the CRM depends on it, then the document, identity and security configuration around it. Our Microsoft 365 services cover SharePoint sites, permissions and migration, set up so people can find what they need.

Explain your project

Outlook and Exchange integration
Emails and meetings tracked to Dynamics records from Outlook, with server side sync and the Dynamics app in the inbox.
Reps update the CRM without leaving their inbox.
Teams integration
Dynamics records in Teams channels and chats, meeting notes tracked to the deal, and collaboration on the record.
The deal conversation and the deal record are the same place.
SharePoint document management
Documents stored in SharePoint against the account, opportunity or case, with versioning and permissions that follow the record.
Every document is where the record is, with history.
Entra ID and identity
Single sign-on, conditional access, groups and roles that map to Dynamics security.
One identity, one sign-in, one place to remove access.
Tenant configuration and security
Multi-factor authentication, data loss prevention, retention and the baseline that keeps the tenant defensible.
The estate passes a security review without a scramble.
Power Automate across Microsoft 365
Approvals in Teams, documents generated into SharePoint, notifications where people look.
The small processes between apps stop needing email.

Who this is for

Three situations where Microsoft 365 integration changes adoption.

A CRM that lives on its own is a CRM people forget to open. These are the integrations that change that. SharePoint holds the documents and Teams integration brings them into the conversation, so files stop living in email.

Reps live in Outlook and never open the CRM

With tracking from Outlook and Dynamics in the inbox, the CRM fills itself from the work they already do.

The inbox updates the CRM.

Documents are everywhere

Proposals in email, contracts on desktops, versions nobody can find. SharePoint against the record ends the hunt.

Documents on the record.

The tenant has grown without a baseline

Users, groups, guests and sharing settings nobody reviewed. Identity and security configuration brings it under control.

A defensible baseline.

Four steps to one Microsoft estate.

01Review the tenantIdentity, groups, sharing, security baseline and what is already integrated, with a short list of risks and gaps.
02Integrate the CRMOutlook, Teams and SharePoint are connected to Dynamics and tested with a pilot team on real records.
03Harden and automateConditional access, data loss prevention and retention are configured, and the approvals that live in email move to Teams.
04Hand overDocumentation, admin roles with your IT team and a retainer for the changes that follow.

How we work together

Three ways to buy Microsoft 365 work.

Microsoft 365 licensing is yours. Our fee covers integration, configuration and the security baseline. Clients usually come to us for Microsoft 365 services that include Teams integration with the business systems they already use.

Fixed scope

A defined implementation with a deadline

We agree what the system has to do, write it down with a price and a date, and deliver exactly that. Changes are priced before they are made, not discovered on the invoice.

Written scope and acceptance criteria
Fixed price and delivery date
A sandbox you can open every week
30 days of fixes after go-live

Get in touch

Dedicated team

An estate that keeps evolving

Named consultants and developers who work your hours, join your standups and stay on your tenant. You direct the backlog; we own the quality of what ships.