Customer engagement
Dynamics 365 Sales, Customer Service, Contact Center, and Customer Insights — pipeline, cases, omnichannel service, and customer data on one platform.
Solutions · Business Applications
Dynamics 365 Enablement
Dynamics 365 delivers when it is implemented and run well — but many projects overrun, then drift once the implementation partner leaves: customizations go untested against each new release, changes wait weeks, and data ends up in spreadsheets. Symetriz sets Dynamics 365 up end to end and runs it for you, connected to your Azure estate, for a predictable monthly fee.
The problem
What holds Dynamics 365 projects back
Projects that overrun
Implementations run over time and budget when processes aren't mapped before configuration starts.
How we fix it: Fit-gap discovery and phased delivery with a decision at each stage.
Nobody owns it after go-live
The implementation partner moves on, and no one in-house knows how the system was built.
How we fix it: A managed service run by a team that knows your build.
Untested customizations
Platform updates arrive on Microsoft's schedule, not yours — and custom code nobody has tested against them is where surprises come from.
How we fix it: Every wave tested in a sandbox with automated regression tests first.
Small changes take weeks
Customizations are exported and imported by hand, so even small changes queue up and go wrong.
How we fix it: CI/CD pipelines from the first sprint.
An island of data
Customer and finance data is exported to spreadsheets, cut off from Teams, Outlook, and your other systems.
How we fix it: Integration with your services, Microsoft 365, and Power BI.
Unpredictable support bills
Pay-per-ticket support costs spike every time something breaks.
How we fix it: A predictable monthly fee, with small improvements included.
The solution
Dynamics 365 set up right, then run for you
- End-to-end setup with CI/CD from sprint one — environments, security, data migration, integration, go-live
- Extended with your own services, custom React apps, Teams, Outlook, and Power BI
- Managed after go-live for a predictable monthly fee, not per ticket
The apps we stand up
Start with the one application that fixes today's problem. The rest share the same Dataverse and security model when you are ready for them.
Field Service & Project Operations
Work orders, scheduling, mobile technicians, and project-based delivery from quote to invoice, tied back to the customer record.
Finance & operations
Dynamics 365 Finance and Supply Chain Management for larger organizations, or Business Central for growing ones that need ERP without an ERP-sized programme.
End-to-end setup, in phases you can see
Delivered along Microsoft's Success by Design stages, with a decision record at each one rather than a single go-live gamble.
- 1Initiate
- Discovery & fit-gap
- Licence sizing
◆ Decision gate
- 2Implement
- Environments & security
- Configuration & integration
◆ Decision gate
- 3Prepare
- Data migration rehearsals
- UAT & training
◆ Decision gate
- 4Operate
- Go-live & hypercare
- Managed service
Discovery & fit-gap
Map your processes against what Dynamics 365 does out of the box, decide what to configure versus extend, and right-size licences before anyone signs.
Environment strategy
Separate development, test, UAT, and production environments with clear ownership and capacity planning, so nobody configures directly in production.
Security model & identity
Business units, security roles, and teams designed around how you actually work, with sign-in, conditional access, and admin roles through your existing Entra ID.
Data migration
Accounts, contacts, open cases, products, and opening balances extracted, cleansed, de-duplicated, and loaded in rehearsed runs before the cutover weekend.
Integration
Connections to your ERP, e-commerce, email, and line-of-business systems through Power Automate, Logic Apps, or Service Bus — chosen by volume and failure handling, not habit.
Testing, training & go-live
Scripted user acceptance testing, role-based training for the people who will use it daily, a rehearsed cutover plan, and hypercare in the weeks after launch.
CI/CD from day one, for a faster time to market
Most Dynamics 365 projects promote changes by hand-exporting solutions between environments. We build the delivery pipeline in the first sprint, so every change after that ships faster and safer.
Source-controlled solutions
Customizations, flows, and plug-ins unpacked into Git with the Power Platform CLI, so every change is reviewed, versioned, and traceable to a work item.
Automated build & quality gates
Pipelines in Azure DevOps or GitHub Actions build managed solutions, run the Power Apps solution checker and unit tests, and stop a bad change before it reaches test.
One-click promotion across environments
The same artifact deployed from dev to test, UAT, and production with approvals and environment-specific settings — no manual exports, no missed components.
Finance & operations packages too
X++ builds and deployable packages for Finance and Supply Chain produced by pipeline and promoted to sandbox and production on a schedule you control.
Automated regression testing
Key business journeys scripted as automated tests that run on every deployment — and again against each Microsoft update before it reaches production.
Rollback & release visibility
Every production release versioned and reversible, with release notes generated from the pipeline so the business knows what changed and when.
Extended to fit how you already work
Out of the box gets you most of the way. The rest is integrating with the services you already run and meeting people in the tools they live in.
- Dynamics 365on Dataverse
- Your APIs & services
- Custom React apps
- Entra ID
- Microsoft Teams
- Outlook
- Power BI & Fabric
Your own services, plugged in
Your APIs and microservices connected through the Dataverse Web API, webhooks, Azure Service Bus, custom connectors, and virtual tables — so data can stay in the system that owns it.
Custom React applications
Purpose-built React apps for the journeys the standard interface doesn't fit — field, partner, or kiosk — signing in with Entra ID and reading and writing Dynamics 365 data directly.
React components inside Dynamics 365
Custom controls built with the Power Apps component framework in React, embedded in forms and views where a standard field or grid is not enough.
Microsoft Teams integration
Dynamics 365 records opened, shared, and discussed in Teams, with chats and meetings linked to the customer or case, and approvals and alerts delivered where people already are.
Outlook integration
The Dynamics 365 App for Outlook and server-side sync with Exchange Online, so emails, meetings, and contacts are tracked against the right record without copy and paste.
Extensions that survive upgrades
Plug-ins, custom APIs, and components kept within Microsoft's supported extension points and shipped through the same CI/CD pipeline, so they stay compatible as the platform updates.
Part of your Azure estate, not beside it
Most Dynamics 365 partners stop at the application boundary. The data, identity, and integration around it is where Symetriz already works.
Power BI analytics & dashboards
Power BI reports and dashboards on your Dynamics 365 data, embedded in the app and in Teams, with data flowing into Microsoft Fabric or your lakehouse so CRM and ERP join everything else — no spreadsheet exports.
Governance across the platform
Managed environments, data loss prevention policies for Power Platform, and Microsoft Purview coverage, so low-code growth stays inside guardrails.
Copilot & agents, deliberately
Copilot and the Dynamics 365 agents for sales, service, and finance switched on where they pay back — with the data access and review steps decided first.
Run as a managed service after go-live
Dynamics 365 keeps evolving on Microsoft's schedule. A system nobody owns after launch falls behind; a managed one keeps pace.
- Update announcedRelease notes reviewed
- Impact checkAgainst your build
- Sandbox testingRegression suite runs
- Users briefedWhat changes, for whom
- Live in productionNo surprises
Update readiness
Each Microsoft update reviewed against your configuration, run through the automated regression suite in a sandbox, and rolled out with your users told what changes — before it arrives, not after.
Monitoring & user support
Integration health, failed flows, storage capacity, and licence use watched continuously; user questions and incidents handled with a named team that knows your build.
Continuous improvement
A monthly allowance for small enhancements, new reports, and process changes, plus a quarterly review of adoption and what to switch on next.
Ready when you are
Planning Dynamics 365, or stuck with one nobody owns?
Tell us which apps you are considering or already run, and we will scope an end-to-end setup or a managed-service takeover — starting with a fit-gap, not a licence quote.