I design and deliver Dynamics 365 Customer Service and Sales as one clear system, connected to the rest of your business and moved safely from whatever you run today.
I design and deliver Customer Service, Sales and Power Platform as one clear solution: standard features first, clean connections to your other systems, quality checks on every release, and your compliance needs built in from the start.
How I go about it
Understand the as-is
Your current systems, data and processes, mapped so everyone shares one picture.
Agree the to-be
What Dynamics 365 does as standard, what needs building, and why, agreed with your business.
Build with your team
Layered solutions, integrations and automated releases, built alongside your people.
Go live and hand over
Live with confidence, and documented so your team owns it from day one.
01 Standard first
Standard features, used well.
I use what Dynamics 365 already does well before building anything custom, on one coherent data model, so your system stays easier to run and to upgrade.
02 Integration
Connected to the rest of your business.
I connect Dynamics 365 to your other systems, such as SAP, finance, data platforms and messaging, with a clear owner for each link, written down for whoever comes next.
Drawn, then built
The model and the flows, on one page each.
An entity relationship diagram and a Power Automate integration with retries and error handling, from my Handbook’s case study.
Entity relationship diagramTap to enlargeIntegration with retriesTap to enlarge
03 ALM and quality
Every release passes the same gates.
Every release goes through the same automated checks, tests and approvals before it reaches your users.
04 Compliance by design
Regulation built in, with proof.
I build your regulatory needs in from the start, such as GDPR retention, audit trails and the right access for each role, so you can show you comply.
Selected programmes
660+
HealthcareA national healthcare service, for Microsoft · 2025 to 2026
Customer Service for 7,500+ users, rebuilt as native.
Avaya telephony, 100+ integrations and 660+ components rebuilt as native.
On time
Professional servicesA professional services firm, for Microsoft · 2022 to 2023
A redesigned implementation and SAP integrations.
With a 15-person team, to the date.
15
BankingA UK bank · 2020 to 2021
A multi-million-pound onboarding portal.
Architected and launched on Power Apps portals (now Power Pages), with 15 integration points.
Live
Public sectorEnvironment Agency · 2018 to 2019
A permit system, integrated with GovPay.
Dynamics 365, the customer portal and GovPay.
Ways to start
Starting, scaling or straightening out an estate.
Programme read
The as-is and to-be surfaced with your team, design risks named before they become production fires. 2 to 3 weeks, at a fixed scope.
