Microsoft Dynamics 365
It's not just software. It's a family—and you only take what you need.There are about ten apps with this name. They don’t have the same purpose, price, or underlying project. This page is designed to help you figure out which one is right for you—in three minutes and without any technical knowledge.
Four questions are key. The product name comes later.
No one starts out knowing whether they should work in Sales or Customer Service. People come in with a problem. Answer these four questions: they’re almost always enough.
"How many customers do we really have?"
If three people come up with three different numbers from three different systems, the problem is neither sales nor service: it’s that no one knows what a customer is.
"What's the status of this case, and who last worked on it?"
If the pipeline exists only in a spreadsheet and in the minds of two people, and if the forecast is an internal negotiation, then it’s the sales team that needs to be equipped.
"Who is handling this request, and by when?"
If requests are sent to a shared inbox and the promised turnaround time isn't tracked anywhere, that's the file you need to create.
"He's calling. Do we know who it is yet?"
If the agent switches between two screens, if the call leaves no record, and if the telephony system and customer service don't provide the same number, it's the conversation that should be linked to the customer.
Do several of these questions resonate with you? That’s normal, and it’s no reason to take on everything at once. Start with the one that costs the most right now, and add the next one once the first one has proven itself.
The Same Four Questions, at a Glance
The starting point is always the same: a problem that you notice. The four approaches are not mutually exclusive—they complement each other, in whatever order you choose.
The Switching Table
For each application: who it is intended for, what it replaces, and what needs to be in place before installing it. The first four lines are the ones we implement.
| Application | Who in the company | What it replaces | Must-haves | At our place |
|---|---|---|---|---|
| Customer Insights, Data, and Journeys | Marketing, management, and everyone who manages based on numbers | The reconciliation workbook and the email tool linked to an exported list | Identified sources, and someone to decide what counts as a duplicate | Posted today |
| SalesLe CRM | Salespeople and those who do forecasting | The pipeline spreadsheet and the negotiated terms in a local file | A sales process that can be described—even if it's imperfect | Posted today |
| Customer Service: Cases | After-sales service, support, and sales administration | The Shared Folder and the Claims Tracking Spreadsheet | Categories of requests and deadlines that you agree to meet | Posted today |
| Contact Center: Channels | The team that answers phone calls and chat messages | The call console separate from the customer record | A robust telecommunications system and a defined routing plan | Posted today |
| Field Service: Service Calls | Teams that visit clients on-site | The Service Schedule at Your Fingertips | An existing fleet or maintenance contracts | On a contract basis |
| Project Operations: Projects | Service companies that bill on a project basis | Project tracking and billing are handled separately | Cost Accounting That Makes Sense | On a contract basis |
| Business CentralManagement | Finance, Purchasing, Inventory | The CurrentERP | A profession other than ours | We connect |
The last column is the most useful of the five. We support four applications, and we’re upfront about it; when it comes to finance and supply chain management, we integrate with what you already have rather than trying to replace it. A company that says “no” is believed when it says “yes.”
Just one database—and that's the whole point
Four applications purchased separately from four different vendors cost less upfront, but are much more expensive to integrate. Here, they write to the same location: no nightly sync, no export files, no second source of truth.
Dataverse
One customer, one record. The sales representative, the agent, and the campaign all view the same record, and any changes made by one benefit the others.
Once decided
Who can see what is determined at the data level and applies to all applications that access it—including those you'll add later.
What the publisher didn't anticipate
Your customizations are built alongside it, on the same foundation, using Power Apps. Updating the editor won't break anything.
The license is not the budget
The price listed per user is the easiest part to figure out and the least significant. The real costs come from data migration, connections, and the time your teams spend on the project. We provide cost estimates for all three.
And what comes on top of that
Three pages that aren't Dynamics apps, but that change how useful they are in everyday use.
Microsoft Copilot
The summary you no longer have to write, the answer you’ve already prepared, the research that pays off. Both within apps and in everyday work.
The Copilot Page The agentsCopilot Studio
Assign an entire task to an agent: a scope, permissions, a time when the agent hands off the task, and someone to supervise the agent.
The page Copilot Studio Custom-madePower Apps
The process that nothing can capture, the calculation that exists only in your mind, the app that the field opens on his phone.
The page Power AppsStill on the fence? That's a good sign.
Describe your situation in a few lines: what the problem is, the systems you currently have in place, and what you want to have resolved within twelve months. We’ll tell you which app to start with—and if none of them is the right fit, we’ll let you know that, too.
Preparing the proposal is free of charge. Design studies and audits are included in the scope of work. Three agencies: Renens, Sion , and Châtel-Saint-Denis ; a Microsoft partner for sixteen consecutive years, with more than 784 implementation projects since 1995.
Wanting to install everything in the same year
The four applications complement each other, so it’s tempting to launch them all at once. It’s the kind of project that takes eighteen months, involves the entire company, and is never quite finished.
One app, one team, one measurable result —then on to the next. It seems slower on paper, but it’s always faster in reality.