Microsoft Dynamics 365 implementation
Dynamics 365, built for the Microsoft-ecosystem organization.
aibrevo implements Dynamics 365 Sales and the Power Platform for teams already invested in Microsoft 365: entity design, business rules, Power Automate flows, and integration with the tools your organization already runs. Enterprise Dynamics projects commonly run 3–12+ months.
Who this is for
Enterprise and upper-mid-market teams that want Dynamics configured to their sales process, with Power Automate and the Power Platform used deliberately rather than piecemeal.
What we implement in Microsoft Dynamics 365
Entity & form design
Tables, relationships, business rules and forms shaped around your process — designed in Dataverse so relationships, cascading behavior and rollups are modeled correctly from the start rather than patched onto a generic template.
Power Automate
Cloud flows for routing, approvals, notifications and system-to-system sync, built with clear ownership and naming conventions so a flow doesn't silently stop running the day its creator leaves.
Power Platform
Model-driven or canvas apps where a custom interface serves the team better than the default, wired to the same underlying Dataverse tables rather than a disconnected data source.
Integrations
Dataverse and API connections to ERP, marketing and support systems, with premium connector requirements scoped explicitly so licensing surprises don't show up mid-project.
Migration
Data mapping and migration from a legacy CRM or from spreadsheets, staged through a non-production environment before touching live data.
Reporting
Dashboards, and Power BI where the analysis needs to go further — direct Dataverse connections or scheduled dataflows depending on data volume and how current the reporting needs to be.
Security roles & business units
Security roles mapped to actual org structure rather than copied from a template, with business units used deliberately where data segregation across divisions or regions genuinely matters.
ALM & solution lifecycle
Customizations built in a development environment, packaged into managed or unmanaged solutions, and promoted through environments with source control — never edited directly in production.
A typical Microsoft Dynamics 365 project timeline
Phase proportions are typical, not a guarantee — actual timing depends on data volume, integration count and how much of the data model is custom.
- Weeks 1–4 (Month 1)
- Discovery against your existing Microsoft 365 footprint, entity and business-rule design workshops with sales leadership, and an environment strategy decided up front — which sandboxes exist, who owns solution promotion.
- Months 2–3
- The largest share of the timeline: Power Automate flow build, Dataverse entity configuration, form and business-rule build, and Power Platform app development where a custom interface is needed — largely running in parallel with ERP and Dataverse integration work.
- Month 4
- Data migration into a non-production environment, ERP and third-party integration testing, security-role validation against the real org structure, and the start of UAT with actual end users rather than just IT.
- Months 5–6+
- UAT continues, solutions are promoted through environments via managed deployment rather than direct production edits, and go-live is staged by business unit or region. Enterprise projects with multiple modules or a legacy-CRM migration commonly extend past 6 months; a contained single-module deployment can land closer to 3.
Common Microsoft Dynamics 365 projects
- Dynamics 365 Sales implementation
- Power Automate flow build-out for approvals and routing
- Legacy-CRM to Dynamics 365 migration
- Power Platform app for a non-standard workflow
- Dynamics and ERP integration
Where Microsoft Dynamics 365 projects go wrong
Letting Power Automate sprawl outside IT's view
Business users build flows in their own environments with no naming convention or ownership record, and when someone leaves, dozens of flows silently stop running. Nobody notices until a process that used to happen automatically simply stops.
Skipping Dataverse relationship design for a quick canvas app
A canvas app gets wired straight to loosely related tables to save time, then breaks the first time someone needs a rollup or a cascading delete rule. Retrofitting proper relationships after the app and its users depend on the old structure is far more disruptive than designing it correctly first.
Treating security roles as a licensing checkbox
Security roles get copied from a template instead of mapped to the actual org structure, so users end up with access to records or fields well outside their team. This usually surfaces during an audit, not during a support ticket — which makes it worse.
Underestimating premium connector licensing
Flows that touch non-Microsoft services get built before anyone checks whether they require a Power Automate premium connector license, so a working prototype turns into a licensing conversation right before go-live rather than during initial scoping.
No environment strategy for solution promotion
Changes get made directly in the production environment because setting up a proper dev-to-test-to-production pipeline feels like overhead early on — until a bad customization can't be cleanly rolled back because there's no managed solution history to revert to.
What does Microsoft Dynamics 365 implementation cost?
Industry ranges for Dynamics 365 implementation run roughly $15k for a small deployment to $250k+ for a large multi-module enterprise project. We quote per project after a 30-minute call.
Certified across the platforms we implement
- salesforceCertified engineers
- HubSpotCertified engineers
- Dynamics 365Certified engineers
- ZohoCertified engineers
- PipedriveCertified engineers
- monday.comCertified engineers
- AirtableCertified engineers
- GoHighLevelCertified engineers
Our engineers hold certifications on all eight platforms we deliver. We work as an independent implementation firm — no reselling, no white-label, no offshore hand-off.More about the team →
How Microsoft Dynamics 365 compares
Microsoft Dynamics 365 implementation — FAQs
Do you work with the wider Power Platform, or only Dynamics?
Both. Power Automate is part of nearly every Dynamics project we do, and we build model-driven and canvas apps where they fit.
Can you integrate Dynamics with our ERP?
Yes — via Dataverse, native connectors or custom API integration, depending on the systems and volume.
Is Dynamics the right choice for us?
Often, if you're already standardized on Microsoft 365. The 30-minute audit confirms it against your stack and requirements.
Do you build in solutions, or configure directly in production?
Solutions, always. Customizations are built in a development environment, packaged into managed or unmanaged solutions, and deployed through environments — not edited live.
Can you connect Dynamics to Power BI for deeper analysis?
Yes — direct Dataverse connections or scheduled dataflows, depending on data volume and how current the reporting needs to be.
What does a typical Dynamics 365 project look like week by week?
Early weeks cover entity design and business-rule discovery against your actual sales process; the middle stretch — usually the largest share of the timeline — covers Power Automate flow build, Dataverse configuration and ERP integration in parallel; the final phase is UAT, security-role validation and a staged go-live, often by business unit rather than all at once.
How does aibrevo scope a Dynamics project differently than a generic quote?
Generic quotes price per app or per user. We scope from Power Automate flow count, whether a custom Power Platform app is needed, and ERP/Dataverse integration depth — the three factors that actually separate a $15k deployment from a $250k one, confirmed against your Microsoft-stack setup on the call.
What's included in post-launch support?
30 days of monitoring after go-live, including watching flows for failures under real volume and answering admin questions as your Power Platform-capable staff take over ownership. Retained support beyond that is priced separately by hours per month.
How does Dynamics 365 integrate with the rest of our Microsoft stack and other tools?
Natively with Microsoft 365, Teams and Power BI through Dataverse; with ERP systems (including other Microsoft products) via native connectors or custom API work; and with non-Microsoft tools through Power Automate connectors, scoping premium connector needs upfront so licensing is accounted for, not discovered mid-build.
Who owns the environment strategy and solution deployments after go-live?
We hand over a documented environment map (dev, test, production) and deployment process, and train your Power Platform-capable staff to promote solutions themselves. Teams without that capacity in-house often keep us on retainer specifically for solution deployments, which keeps the same ALM discipline in place long-term.
Other platforms we implement
Scope your Microsoft Dynamics 365 project
A 30-minute call with an engineer. You leave with a written read on your current setup and a clear recommendation — whether or not you hire us.
Book a 30-min call