• Support center
Logo

© Alrights reserved
by Cognuitive

MS Dynamics 365 Services

We implement Microsoft Dynamics 365 like an engineering system.

Our process mapping is clear, our data is clean, our integrations are controlled, and our outcomes are measurable.

Contact Us Now

Dynamics 365 CRM (Customer-facing operations)

CRM in Dynamics 365 is a set of apps used to run Sales, Customer Service, Field Service, and Marketing workflows. We build it to match how your team actually works without turning it into a fragile “custom code museum”.

Typical outcomes:

  • One source of truth for leads to opportunities to quotes to orders
  • Standardized pipeline stages and forecasting you can trust
  • Customer support queues, SLAs, escalation paths, and knowledge base
  • Field teams scheduling, work orders, mobile forms, and parts tracking

What we implement

Sales

Lead routing, opportunity stages, quotes, approvals, territory rules, forecasting

Customer Service

Case intake, queues, SLAs, entitlement rules, omnichannel-ready setup

Field Service

Work orders, scheduling, technician mobile experience, asset history

Data Model

Accounts/contacts hierarchy, custom entities, relationship rules, validation

Security

Business units, role-based access, field-level security, audit logging

Dynamics 365 “FinOps” (Finance & Operations / enterprise ERP workloads)

In many orgs, “FinOps” here refers to Dynamics 365 Finance / Supply Chain / operations-grade ERP capabilities (not cloud cost FinOps). This layer runs money + inventory + procurement + production + projects.

Typical outcomes:

  • Controlled financial posting with auditability and approvals
  • Inventory accuracy and traceability across locations
  • Procurement workflows with vendor governance
  • Real reporting for finance and operations, not spreadsheet archaeology

What we implement

Finance

Chart of accounts, dimensions, AP/AR, cash & bank, fixed assets, budgets

Procurement

Vendor onboarding, purchase requisitions/orders, approvals, invoice matching

Inventory & supply chain

Inventory & supply chain items, cost methods, warehouses, transfers, replenishment rules

Operations controls

Role segregation, posting profiles, document management, audit trails

Integrations

E-commerce/OMS, warehouse systems, 3PL, banking, tax engines, EDI

Business Central (mid-market ERP done properly)

Business Central is Microsoft’s ERP built for small-to-mid sized companies that need strong finance + operations without the overhead of large enterprise ERP.

When we recommend Business Central

    • You want an ERP that is structured, but not heavy
    • You need finance + purchasing + inventory + basic manufacturing/project accounting
    • You want faster deployment and lower total complexity

What we implement

Finance

Finance setup, approvals, purchasing, inventory, sales, job costing

Procurement

Extensions (only where needed), reporting, and migration from legacy accounting tools

Integrations

Integrations with CRM, Shopify/WooCommerce, payment gateways, shipping tools

Power Platform (automation + apps + analytics on top)

Power Platform is Microsoft’s toolkit for building internal apps and automations faster:

  • Power Apps: Forms/apps for internal workflows
  • Power Automate: Approval flows, integrations, notifications, RPA where required
  • Power BI: Dashboards and semantic models
  • Power Pages: Secure external portals (partners/customers) when appropriate


We use Power Platform to reduce “custom dev” where low-code is safer, faster, and maintainable while still applying engineering discipline (environments, versioning, testing).

Our implementation approach (how we avoid failed deployments)

Phase 1. Discovery (process + data + system reality)

  • Map current workflows (sales, finance, inventory) and define the target workflow
  • Identify compliance requirements (audit, approvals, data retention)
  • Data audit: sources, ownership, quality, duplicates, missing keys

Phase 2. Solution Design

  • Entity/data model design, security model, integration architecture
  • Environment strategy (Dev/Test/UAT/Prod), ALM plan, release cadence
  • Reporting plan (KPIs, dimensions, drill-down requirements)

Phase 3. Build & Configure

  • Configuration first; customization only when it truly adds value
  • Integrations using APIs where possible (not brittle scraping)
  • Automation and validation rules to prevent bad data entry

Phase 4. Migration, Testing & Go-live

  • Data migration with reconciliation rules (finance requires proofs)
  • UAT scripts aligned with real business scenarios
  • Go-live with hypercare and handover documentation

Deliverables

What You Get

  • Power BI dashboards (or the semantic model for your BI team)
  • Configured Dynamics 365 environment(s) + security roles
  • Admin runbooks, training material, and support plan
  • Data migration package + reconciliation reports
  • Integration services + monitoring/logging

FAQs

Only when configuration can’t solve it cleanly. Over-customization is the #1 long-term cost multiplier.
Yes ERP/CRM value comes from integration quality. We design for reliability, retries, and audit logs.
Yes, including mapping, cleaning, de-duplication strategy, and migration proofs for finance.

Work with us

We would love to hear more about your project

Let’s talk

Full-stack product studio: AI/ML, custom software, embedded/IoT, and Microsoft ERP/CRM. We design, build, and operate production systems with security, observability, and measurable results.

Information

Contact Us

South Millway, Mississauga, ON L5L 3T8, Canada

© 2014 – 2026 | Alrights reserved by Cognuitive

Email

Have a project in your mind?

Contact Us

09 : 00 AM - 10 : 30 PM

Monday – Saturday

© 2014 – 2026 | Alrights reserved by Cognuitive

Email

Have a project in your mind?

Contact Us

09 : 00 AM - 10 : 30 PM

Saturday – Thursday