Dynamics 365 setup
Your sales process configured in Dynamics 365 before users arrive.
- Business process flows and stages
- Security roles and business units
- Forms, views and fields
- Dashboards for sales managers
Microsoft Dynamics 365 setup & management
setup · admin · automation
Microsoft Dynamics 365 CRM Management
We configure Dynamics 365 Sales, administer it month to month, and automate it with Power Automate.
- Dynamics 365 setup — Your sales process configured in Dynamics 365 before users arrive.
- Ongoing administration — Weekly admin for users, configuration and data.
- Power Automate — New automation built as flows, and classic workflows moved across.
- Integrations — Dynamics 365 connected to email, calling and data sources.
From $100 a month Month to month, no minimum term
Works with 
40,000 API requests per user per 24 hoursMicrosoft recommends flows over classic workflowsFlows run asynchronouslyAccess through security rolesWritten scope and price before you start
What we do on Microsoft Dynamics 365
Microsoft Dynamics 365 setup, management and automation
Pick one of them or all of them.
Ongoing administration
Weekly admin for users, configuration and data.
- User and security role changes
- Form, view and report requests
- Duplicate detection rules and clean-up
- Monthly environment review
Power Automate
New automation built as flows, and classic workflows moved across.
- Cloud flows for notifications and approvals
- Classic workflow migration
- Real-time logic handled correctly
- Request usage kept within allowances
Integrations
Dynamics 365 connected to email, calling and data sources.
- Outlook and Exchange email sync
- Call logging from your dialer
- Data imports
- Integration monitoring
Onboarding
How we start on Microsoft Dynamics 365
Including how access is granted in Microsoft Dynamics 365.
-
Tell us what you need
Setup, administration, flows or a migration.
-
A user with the right security roles
You create a user for us and assign only the security roles the work needs.
-
Build in a sandbox environment
Changes and flows built and tested in a sandbox environment before production.
-
Handover or monthly admin
With ongoing admin, requests are handled every week.
Real situations
When teams bring us in on Microsoft Dynamics 365
Old workflows nobody can explain
Classic workflows from years ago still run beside newer logic, and records change unexpectedly.
What we doWe document what each one does and move what is still needed into Power Automate or real-time logic, tested first.
Reps avoid using Dynamics
Forms are cluttered, so sales people keep notes elsewhere and the data is incomplete.
What we doWe simplify forms, views and business process flows around the way your team sells.
Outlook knows more than the CRM
Emails, meetings and Teams conversations hold information that never reaches Dynamics.
What we doWe connect them with Power Automate and check the flows keep running.
From Microsoft Dynamics 365’s own documentation
- Classic workflows Microsoft recommends building new automation as Power Automate flows rather than classic Dataverse workflows, and reviewing existing classic workflows for replacement. Source ↗
- Real-time logic Power Automate flows run asynchronously; classic real-time workflows run synchronously. Logic that must happen before a record saves cannot simply be copied into a flow. Source ↗
Release management
Microsoft updates Microsoft Dynamics 365 on its schedule, not yours
Platform updates arrive continuously, and some change how forms, flows and security roles behave. The work is the same as on any enterprise CRM: know what is coming, switch it on in a sandbox environment first, and test what you depend on before it reaches users.
- 01Read the notes against your orgOnly the changes that touch objects, flows and permissions you actually use.
- 02Regression-test in a sandbox environmentRecord-triggered automation, validation rules and the reports leadership reads.
- 03Decide what to switch on earlyEnable in the sandbox first, then production on a date you choose.
- 04Tell the team what changes on screenOne short note before release weekend, not a support queue after it.
Cost
Microsoft Dynamics 365 management is priced by org, not by the hour
One monthly fee for Microsoft Dynamics 365, with no minimum term.
From
$100/month
The starting price, for a single org with light admin needs. Several orgs, heavy automation or regulated environments are scoped higher, and you get the exact figure in writing.
Not included — so there are no surprises
- Your Microsoft Dynamics 365 licences and seat costs — billed to you directly
- Custom Apex, LWC or equivalent development beyond configuration
- Data migration from another system
- Building new integrations — that is a separate one-off project
Your price in writing within 2 working days.
Microsoft Dynamics 365 limits
The Microsoft Dynamics 365 limits that decide how it should be run
From Microsoft Dynamics 365’s own documentation, with sources.
Microsoft Dynamics 365 — documented limits
| Limit | Value | Applies to |
|---|---|---|
| API requests | 40,000 per 24 hours | Per paid Dynamics 365 user licence (not Team Member) source ↗ |
| Multiple licences | Allowances add up | e.g. two paid licences = 80,000 requests source ↗ |
| What counts as a request | Includes plug-ins and classic workflows | Any client or endpoint source ↗ |
| Real-time logic | Classic real-time workflows run synchronously | Power Automate flows cannot source ↗ |
One paid licence
Two paid licences
Source: Microsoft Learn — request limits and allocations.
Checked September 2026. Plans change.
Free download
The CRM clean-up checklist
12 checks to find duplicates, dead deals and broken automations, and stop them coming back.
Dialers that integrate with Microsoft Dynamics 365
Integrate Microsoft Dynamics 365 with your dialer
Still typing call notes into Microsoft Dynamics 365? We connect Microsoft Dynamics 365 to any of these 22 dialers, phone systems and AI voice agents once, so every call, outcome and recording lands on the right contact. A one-time setup, with no monthly fee from us.
From the blog
Further reading
CRM
Why your CRM is full of duplicates, and how to stop new ones
Duplicates come in through forms, imports, integrations and manual entry. Here is how to clean up what is there, and close the doors so they do not come back.
CRM
HubSpot vs Pipedrive for a small sales team
Pipedrive is built around the pipeline; HubSpot around one shared database for sales and marketing. A practical comparison of the limits and quirks that decide it.
Integrations
How to log every call from your dialer in your CRM
Every call on the right contact, with the outcome, the rep and the recording, and nobody typing notes afterwards. What to connect, how to match callers, and what to test.
Questions
Microsoft Dynamics 365 CRM management — common questions
Should we still build classic workflows in Dynamics 365?
Microsoft recommends creating Power Automate flows instead of classic Dataverse workflows for new automation, and reviewing existing classic workflows for replacement.
Can Power Automate replace real-time workflows?
Not directly. Power Automate flows run asynchronously, while classic real-time workflows run synchronously, so logic that must complete before a record saves needs a different approach.
What are the API request limits in Dynamics 365?
A user with a paid Dynamics 365 licence (excluding Team Member) gets 40,000 requests per 24 hours, and allowances from multiple paid licences add together. Plug-ins and classic workflows count toward it.
How do you get access to our Dynamics 365 environment?
Through a user in your environment with security roles limited to the work in scope, so access can be reviewed or removed like any other user.
How much does Microsoft Dynamics 365 management cost?
From $100 a month. The exact price depends on users, volume and what needs setting up, and you get it in writing within 2 working days, without giving us access.
Is there a minimum term?
No. It is month to month with 30 days’ notice.
Free 30-minute call · no obligation
Talk to us about Microsoft Dynamics 365
Thirty minutes on what you need from Microsoft Dynamics 365, whether it is on this list or not.
- Dynamics 365 setup — Your sales process configured in Dynamics 365 before users arrive.
- Ongoing administration — Weekly admin for users, configuration and data.
- Power Automate — New automation built as flows, and classic workflows moved across.
Microsoft Dynamics 365Setup & management
Scope and priceIn writing, within 2 working days
No minimum term30 days’ notice
✓ FREE SCOPE CALL · NO COMMITMENT
Book a Free 30-Minute Call
Get a custom integration plan for your exact CRM + Dialer stack.
📅 Pick a Time
📧 Leave My Email
Pick any slot that suits you. The calendar opens in a new tab and shows times in your own timezone; Calendly sends the invite.
See available times →Nothing suitable there? Use the email tab and we will offer times that work.
🔒 No spam · Zero commitment · Secure & private
✓
You’re booked!
Check your inbox for the confirmation.
We’ll review your stack before the call so we walk in with a plan.
We value your privacy
Analytics cookies only with your OK. Cookie Policy
We use essential cookies to make this website work. With your permission, we would also like to use analytics and marketing cookies to understand how the site is used and improve it. You can change your mind at any time from Cookie settings at the bottom of every page. Cookie Policy
Cookie settings
Choose which cookies we can use. Strictly necessary cookies are always on because the website needs them. Your choice applies to this browser and lasts 6 months. Read our Cookie Policy for full details.
Always on
Needed for the website to work and to remember your cookie choices. These cannot be switched off.
| Name | Purpose | Duration |
|---|---|---|
| wr_consent | Remembers your cookie choices so we do not ask again on every page. | 6 months |
| wordpress_*, wp-settings-* | Keeps site administrators signed in. Only set if you log in to the site. | Session to 1 year |
| __cf_bm, _calendly_session | Set by Calendly, and only once you open the booking calendar, so the scheduler works and your booking is kept with you. | Session to 30 minutes |
Remember choices you make on the site, such as not showing the same message again during your visit.
We do not use any functional cookies at the moment. If we add them, they will only run after you agree.
Help us understand which pages are useful and where visitors get stuck, using anonymous, combined statistics.
| Name | Purpose | Duration |
|---|---|---|
| _ga | Tells apart one visitor from another so we can count visits, without identifying anyone. | 2 years |
| _ga_* | Keeps the state of a visit, for example which page it started on. | 2 years |
Measure whether our adverts work and show you more relevant adverts on other websites.
We do not use any marketing cookies at the moment. If we add them, they will only run after you agree.