20+ years delivering Dynamics solutions
Get Dynamics 365 working the way you need
Your customer data isn't structured.
Your teams lack visibility.
Everything feels very manual.
Your Dynamics 365 investment isn’t delivering.
SSW fixes that! We tailor and connect Dynamics 365 so it fits your business, not the other way around, bringing your sales, service, and marketing teams onto the same page.
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Why Dynamics 365 configuration is critical to your success
Often businesses jump into Dynamics 365 expecting instant clarity and ROI, only to find the default configuration doesn’t reflect their unique business processes. When screens, fields, and workflows don’t align with how your teams operate, adoption drops quickly and the power of the platform is wasted.
Each organisation is as unique as a fingerprint! We understand this and tailor your environment to match how you work.
The end result is a system that feels natural to your people. This drives better customer insights, consistent processes, and a CRM your teams actually trust.
Workflow automation
Automate repetitive workflows so your teams can focus on meaningful work. By automating tasks, approvals, and handovers, Dynamics reduces manual effort, removes bottlenecks and ensures every step of your process happens consistently.
Capture information with a user friendly UI
Capture all essential customer information through a clean, intuitive interface. We customize your solution so you can enter the right data quickly, ensuring teams record accurate and complete details.
A Single Source of Truth
Dynamics centralizes all customer interactions, communications, sales activity, cases, and history in one place. This gives your team complete visibility and reduces duplication, confusion, and lost information.
Increased Team Accountability
With assigned tasks, SLAs, workflows, and activity tracking, every team member knows their responsibilities, which improves collaboration and removes ambiguity.
Tech wisdom from the trenches
At SSW, we’ve been building enterprise projects for thirty years: We're thought leaders in software architecture, and document all our learning for free on the SSW Rules and SSW TV.
5 min
Do you allow multiple options rather than forcing a best fit?
In this video, Piers Sinclair shows us how to manage skills within the SSW Dynamics365 CRM
4 min
Every client deserves a Team! Link Microsoft Teams with your CRM eg. Dynamics 365, SalesForce
Do you link your customers in CRM to their respective Teams?
10 min
Searching employee skills - Frenchman exposes all 🤫 (AD vs SharePoint vs Dynamics 365 CRM)
Do you know how to make the most of your active directory? SSW Chief Architect Adam Cogan talks with SSW Solution Architect Jean Thirion about how to take advantage of extending AD with Microsoft SharePoint.
Frequently Asked Questions
Dynamics 365 Modules
Talk to us about your Dynamics project
Connect with our Account Managers to discuss how we can help.
