Transforming customer engagement with Dynamics 365 CRM

Transform Customer Engagement With Microsoft Dynamics 365 CRM

Leading UK partner for Microsoft Dynamics 365 consultancy, development & support services

About Microsoft Dynamics 365 CRM Solutions

Supercharge your operations with Microsoft Dynamics 365 CRM solutions from Akita. As a leading Microsoft developer, we assist organisations with implementation and provide consultancy and support to ensure a healthy return on investment. We’re even recognised as a Crown Commercial Supplier for our Microsoft Dynamics CRM and ERP solutions.

Microsoft Dynamics 365 has the functionality to automate many of the standard processes that currently waste valuable time. This enables organisations to create more efficient workflows and adopt a more streamlined approach to general operations.

With our in-house expertise in SharePoint, Power Platform and wider Microsoft 365 solutions, we offer a comprehensive service to cover all aspects of your business needs.

Speak to one of our experts about a Dynamics 365 CRM or ERP implementation today:

Discuss CRM Requirements

Speak to one of our CRM consultants today:

What Are The Advantages of Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 benefits organisations by centralising and standardising functions and operations within a single platform.

With a single location for information and one standardised way of working, processes become faster, reporting becomes easier, and patterns and trends become visible.

As a result, organisations can adapt procedures to better fit each other, making for more streamlined operations.

Whether it’s accurate sales pipeline data or a complete record of customer service interactions, Dynamics 365 offers a single source of truth. Dynamics 365 CRM consolidates customer data from various sources, providing a comprehensive view of customer interactions and preferences. This allows organisations to make informed decisions and tailor their marketing efforts to meet the specific needs of their customers.

dynamics 365 marketing screen

Better collaboration is also a major benefit within Dynamics 365. Teams that were previously disconnected, now have instant access to shared data and reporting on the go, helping them have smarter engagements and work more efficiently.

Microsoft Dynamics 365 CRM plays a strategic role in fostering customer loyalty and driving business growth. By providing deep insights into customer behaviour and preferences, organisations can create more targeted and effective marketing campaigns. This personalised approach helps build stronger relationships with customers, increasing their loyalty and retention.

Akita Dynamics 365 CRM consultants

Why Choose Akita For Dynamics 365 CRM?

Akita Intelligent Solutions is a leading developer of business applications and digital transformation solutions. And as a premier provider of Microsoft Dynamics 365 CRM solutions, our consultants and developers have successfully delivered a large number Microsoft CRM projects for organisations globally.

Every organisation is unique, with its own set of challenges, requirements, and goals. So we deliver each Dynamics 365 CRM project tailored to an organisation’s needs. Our process begins with a thorough assessment of your specific needs and objectives. We then design and implement a customised CRM solution that aligns perfectly with your business processes and enhances your customer relationship management capabilities.

Our commitment to providing personalised service ensures that your Microsoft CRM system not only meets but exceeds your expectations. We provide ongoing support and training to help your team fully leverage the system’s capabilities, ensuring you get the maximum return on your investment.

We also stay up-to-date with the latest advancements in Dynamics 365 CRM technology, allowing us to offer cutting-edge solutions that drive efficiency and growth as well as better value for our customers.

Comprehensive Dynamics 365 CRM Services By Akita

We offer a comprehensive suite of Dynamics 365 CRM services designed to support organisations at every stage of their CRM journey. Our services include:

Lady receiving CRM consultancy

We begin with an in-depth consultation to understand your business requirements, challenges, and goals. Our experts assess your current systems and processes to identify areas where a Microsoft CRM solution could add value and drive improvements.

Akita CRM technician

Our experienced team manages the entire implementation process, ensuring a smooth and seamless transition to Dynamics 365. We handle everything from project planning and system configuration to data migration and testing, minimising disruption to your daily operations.

CRM Expert

We tailor Dynamics 365 CRM to fit your unique business needs. This includes customising workflows, dashboards, and reports to ensure the system aligns with your specific processes and objectives. Our goal is to create a solution that enhances efficiency and supports your strategic goals.

Completing training

To ensure your team can fully leverage the capabilities of Dynamics 365 CRM, we provide comprehensive training programs. Our training sessions are tailored to different user roles within your organisation, ensuring everyone is equipped with the knowledge and skills to use the system effectively.

One of the key advantages of Dynamics 365 CRM is its seamless integration with other Microsoft products, such as Office 365, Power BI, and Azure. This integration capability allows for a unified platform that enhances collaboration, improves data accessibility, and provides powerful analytics and reporting tools. Upon implementation, Akita ensures your Dynamics 365 CRM system is fully integrated with your existing Microsoft ecosystem, maximising the value of your technology investments, and enabling a more connected and efficient business environment.

Dynamics 365 sales screen

Tailoring Dynamics 365 CRM To Your Business Needs

We specialise in customising Microsoft CRM systems to meet the unique needs of various business sectors. Our tailored solutions enhance key areas such as sales, marketing, customer service, and field service.

For sales, we customise workflows and dashboards to streamline sales processes, improve lead management, and boost conversion rates. In marketing, we integrate advanced tools for campaign management, customer segmentation, and analytics to drive targeted marketing efforts.

For customer service, we configure the CRM to provide a unified view of customer interactions, enabling faster issue resolution and higher customer satisfaction. In field service, we tailor the system to optimise scheduling, resource management, and mobile access, ensuring efficient service delivery.

Dynamics 365 CRM Implementation Process

Our approach to Dynamics 365 CRM implementation ensures a seamless transition and minimal disruption to your business operations. Here’s a step-by-step guide to our process:

Initial Consultation And Assessment

We start with a thorough consultation to understand your business needs, processes, and goals. This assessment helps us design a customised implementation plan tailored to your specific requirements.

Project Planning And Design

Our team develops a detailed project plan outlining timelines, milestones, and resource allocations. We design the system configuration to align with your business processes, ensuring optimal performance and user adoption.

Data Migration

Accurate data migration is crucial for a successful implementation. We carefully transfer your existing data to the new Dynamics 365 CRM system, ensuring data integrity and continuity throughout the process.

System Integration

We integrate Dynamics 365 CRM with your existing systems and Microsoft products, such as Office 365 and Power BI, to create a unified platform. This integration enhances collaboration, data accessibility, and overall efficiency.


We tailor the CRM system to fit your unique business needs, customising workflows, dashboards, and reports to support your specific processes and objectives.

System Testing and Validation

Rigorous testing is conducted to ensure the system functions as intended. This includes unit testing, integration testing, and user acceptance testing (UAT) to identify and resolve any issues before the system goes live.

User Training

Comprehensive training programs are provided to ensure your team can effectively use the new system. We offer tailored training sessions for different user roles, ensuring everyone is equipped with the necessary skills and knowledge.

Go-Live And Hypercare

During the go-live phase, our team provides hands-on support to ensure a smooth transition. We monitor the system closely and address any immediate issues. After the system is live, we offer ongoing support and maintenance to ensure continued efficiency and performance.

d365 sales customisation
Case Study

Driving Success With Dynamics CRM 365

Read about how we worked with an apprenticeship training provider to deliver a Dynamics 365 ecosystem that improves efficiency and productivity
Man working on computer receiving Dynamics 365 support

Continuous Support And Dynamics 365 Evolution

We offer comprehensive ongoing support and maintenance services to ensure your system remains efficient, reliable, and up-to-date. Our dedicated support team is available to address any issues, perform regular system updates, and provide performance optimisations, ensuring your Dynamics 365 CRM continues to operate at peak performance.

As market demands and business needs evolve, Akita helps your organisation adapt and grow with your Dynamics 365 CRM solution. We work closely with you to identify new requirements and opportunities for improvement. Our team assists in implementing additional features, customising workflows, and integrating new tools to keep your CRM system aligned with your strategic goals. By continuously evolving your Dynamics 365 CRM, we ensure it remains a powerful tool that supports your business’s ongoing success and growth.

FAQs: Microsoft Dynamics 365 CRM With Akita

What industries can benefit the most from Dynamics 365 CRM?

Dynamics 365 CRM is versatile and can benefit a wide range of industries, including manufacturing, retail, finance, healthcare, professional services, and more. Its customisable features make it suitable for any business looking to improve customer relationship management and operational efficiency.

How does Dynamics 365 CRM integrate with other Microsoft products?

Dynamics 365 CRM integrates seamlessly with other Microsoft products such as Office 365, Power BI, and Azure. This integration provides a unified platform that enhances collaboration, data analysis, and overall productivity by allowing easy access and sharing of information across different tools.

Can Dynamics 365 CRM be customised to fit specific business processes?

Yes, Dynamics 365 CRM is highly customisable. At Akita, we tailor the system to fit your unique business processes, including custom workflows, dashboards, and reports. This ensures that the CRM solution aligns with your specific operational needs and strategic goals.

How does Akita ensure data security during the migration to Dynamics 365 CRM?

Akita employs robust data security measures during the migration process to ensure the integrity and confidentiality of your data. We use secure data transfer protocols and perform thorough testing to verify the accuracy and completeness of the migrated data.

What kind of training does Akita provide for Dynamics 365 CRM users?

Akita offers comprehensive training programs tailored to different user roles within your organisation. This includes hands-on training sessions, virtual tutorials, and detailed interactive online resources to ensure that all users are comfortable and proficient with the new system.

How does Dynamics 365 CRM help improve customer service?

Dynamics 365 CRM improves customer service by providing a unified platform for managing customer interactions, offering real-time data access, and automating routine tasks. This enables service representatives to resolve issues more quickly and effectively, leading to higher customer satisfaction.

CRM consultants working together

Empower Your Organisation With Dynamics 365 CRM

To discuss a Dynamics 365 CRM project with one of our experts, contact us:

Call us on: 0330 135 8042

Email us on:

Or alternatively complete our contact form below and a member of the team will reach out:

Transforming customer engagement with Dynamics 365 CRM
CRM Dynamics 365

Get In Touch

Complete our form to start a conversation with one of our Dynamics 365 experts: