Microsoft organisations implementing CRM and service
Build sales, customer service, field service, case, account, activity, knowledge, and customer workflows.
Sales, Customer Service, Field Service, finance and operations, Dataverse, Power Platform, integrations, migration, and governance
Microsoft Dynamics 365 services
Rokad implements, extends, integrates, and operates Microsoft Dynamics 365 and Dataverse across customer, service, field, operations, Power Platform, and enterprise systems.
Platform fit / 01
Designed for teams with a specific platform requirement.
Dynamics 365 applications connect customer and operational processes with Dataverse, Microsoft 365, Power Platform, Azure, and enterprise systems. Rokad designs the data, process, extension, integration, identity, environment, solution, release, security, and adoption architecture around the selected applications.
Enterprises connecting operations and Power Platform
Integrate finance and operations, Dataverse, Power Apps, Power Automate, Microsoft 365, Azure, and external systems.
Teams modernising legacy Dynamics implementations
Reduce unsupported customisation, improve solutions, data, permissions, integrations, automation, release, and governance.
Implementation risks / 02
The platform problems Rokad is prepared to solve.
Dynamics applications and Dataverse are designed separately
Customer, service, product, finance, operations, identity, and integration records duplicate or conflict.
Customisation bypasses the solution lifecycle
Tables, forms, plugins, flows, apps, environment variables, connections, and security changes cannot be promoted safely.
Microsoft ecosystem integration lacks one owner
Teams, Outlook, SharePoint, Azure, Power Platform, Dynamics apps, and external systems evolve without shared governance.
Platform capabilities / 03
What Rokad can implement and operate.
01
Dynamics 365 application, process, data, licence, security, integration, and implementation assessment
02
Sales, Customer Service, Field Service, and selected finance and operations workflows
03
Dataverse tables, relationships, forms, views, model-driven apps, business rules, plugins, and custom APIs
04
Power Apps, Power Automate, approvals, connectors, custom connectors, portals, and Power Platform integration
05
Microsoft 365, Teams, Outlook, SharePoint, Azure, identity, reporting, and Copilot-related integration
06
ERP, finance, product, inventory, service, data, middleware, file, event, and external-system integration
07
Migration, solutions, environments, DevOps, testing, security, monitoring, training, and managed support
Implementation system / 04
The architecture behind a dependable platform delivery.
Dynamics application model
Accounts, contacts, leads, opportunities, cases, work orders, products, activities, organisations, and processes.
Dataverse and Power Platform
Tables, security, apps, forms, views, plugins, flows, portals, connectors, solutions, and environment configuration.
Microsoft integration
Identity, Microsoft 365, Teams, Outlook, SharePoint, Azure, analytics, data, files, and application services.
Enterprise operations
Finance, ERP, inventory, product, service, middleware, data ownership, reconciliation, releases, support, and governance.
Use cases / 05
Where this platform creates practical leverage.
Dynamics 365 Sales implementation
Configure customer, lead, opportunity, activity, product, quote, forecast, approval, reporting, and sales operations.
Customer and field service platform
Coordinate cases, knowledge, routing, entitlements, work orders, assets, scheduling, technicians, parts, and communication.
Dataverse business application
Build custom tables, model-driven apps, plugins, flows, portals, APIs, security, reporting, and integrations.
Dynamics integration and modernisation
Connect applications and replace unsupported customisation with governed solutions, APIs, flows, plugins, and Azure services.
Architecture / 06
Platform-specific engineering decisions and boundaries.
Dataverse is a governed enterprise data boundary
Define table authority, ownership, security, relationships, events, synchronisation, history, and lifecycle across applications.
Solutions carry all deployable change
Package tables, apps, flows, plugins, connection references, environment variables, roles, and dependencies for promotion.
Integration uses the appropriate Microsoft layer
Select Dataverse, Power Platform, Azure, APIs, events, virtual tables, files, or middleware from latency, volume, ownership, and reliability.
Quality and governance / 07
Production controls are part of the implementation.
Data and process integrity
Records, ownership, states, approvals, deduplication, validation, reconciliation, and system-of-record boundaries are explicit.
Governed customisation
Configuration, extensions, code, integrations, environments, permissions, and release controls preserve platform maintainability.
Adoption and operation
User roles, training, support, reporting, administration, change management, and platform ownership are part of delivery.
Delivery / 08
A controlled path from assessment to operation.
Assess
Clarify the business outcome, current systems, platform constraints, data, integrations, risks, ownership, and measurable acceptance criteria.
Design
Define the platform architecture, workflow or storefront model, extensions, integrations, security, environments, and migration sequence.
Implement and validate
Build in controlled increments with testing, stakeholder review, observability, documentation, and platform-specific quality controls.
Launch and operate
Deploy safely, transfer ownership, monitor production behaviour, support users, and improve the implementation using operational evidence.
Typical platform deliverables
Dynamics application, Dataverse, Power Platform, integration, licence, security, and risk assessment
Process, data, solution, application, identity, integration, environment, and operating architecture
Production Dynamics configuration, Dataverse apps, plugins, flows, portals, APIs, and extensions
Microsoft 365, Azure, ERP, finance, product, service, data, and external integrations
Migration, testing, solution deployment, security, monitoring, training, and release controls
User, administrator, developer, operations, governance, and handover documentation
Engagement models / 09
Use the delivery structure that matches the platform work.
Assessment and roadmap
A bounded review of the current platform, requirements, gaps, risks, architecture, and an executable next-stage plan.
Fixed-scope implementation
A defined integration, migration, storefront, application, workflow, or platform outcome with explicit acceptance criteria.
Embedded platform specialists
Specialists working alongside internal product, engineering, operations, marketing, data, or enterprise teams.
Managed platform evolution
Ongoing maintenance, releases, integrations, support, optimisation, governance, and roadmap execution after launch.
Related platforms and services / 10
Compare adjacent platforms or continue into the wider system.
01
Salesforce
Enterprise CRM, service, portals, custom applications, data, automation, and integrations.
02
Odoo
Modular ERP and business applications with custom modules and integrated operational workflows.
03
Zoho
Business suite covering CRM, operations, finance, analytics, automation, and custom applications.
01
Software development
Custom applications, backends, integrations, APIs, marketplaces, and enterprise systems.
02
Cloud and DevOps
Cloud architecture, delivery automation, observability, security, reliability, and platform operation.
03
Data engineering
Pipelines, platforms, warehouses, analytics engineering, BI, and governed data operations.
FAQ
Microsoft Dynamics 365 services
Platform scope, ownership, licences, data, integrations, security, migration, and long-term operation are clarified before delivery.
01Can Rokad build custom applications on Dataverse?
Can Rokad build custom applications on Dataverse?
Yes. We can develop tables, relationships, security, model-driven apps, plugins, custom APIs, flows, portals, reports, and integrations.
02Can Dynamics 365 integrate with Microsoft 365 and Azure?
Can Dynamics 365 integrate with Microsoft 365 and Azure?
Yes. We can integrate identity, Teams, Outlook, SharePoint, Power Platform, Azure services, data platforms, APIs, and monitoring.
03Can existing Dynamics customisation be modernised?
Can existing Dynamics customisation be modernised?
Yes. We assess legacy workflows, code, plugins, forms, integrations, data, permissions, solutions, and support status before staged replacement.
04Can Rokad provide ongoing Dynamics support?
Can Rokad provide ongoing Dynamics support?
Yes. Managed support can cover users, security, data, apps, flows, plugins, integrations, solutions, releases, incidents, and roadmap changes.
Microsoft Dynamics 365 · Enterprise software development
Connect Dynamics 365, Dataverse, Power Platform, and enterprise operations under one architecture.
Rokad can implement the applications, build custom Dataverse capabilities, integrate Microsoft and external systems, and establish governance.
Contact / 05
Bring us the difficult technology problem.
Tell us what you need to build, improve, procure, deploy, or operate. We will respond with a practical next step.