Strategy 365 can assist in a variety of ways from full scale roll-out strategies of Dynamics 365, to assisting you with your existing solution.  Or you might just need a bit of customisation, development, or advice.  Whatever your requirements, we are here to help.

Expert Dynamics 365 (CRM) Implementation

Once you have decided that Dynamics 365 is right for your business, it is vital that it is implemented correctly. A poor deployment can result in project delays, spiralling costs and frustrated users.

By partnering with Strategy 365, you can ensure that best practice methods are followed and that you are guided every step of the way through to a successful CRM system roll-out. We will discuss your project goals and gather detailed business requirements before beginning any CRM implementation. We can also ensure that any required integration with your existing business software platforms are accommodated with our data management services.

As the project progresses, you can be sure of high levels of communication to provide peace of mind that everything is running smoothly and your stakeholders’ high expectations will be met.

Find out how Strategy 365 can help you

Simply complete the form below with a little information on the Dynamics 365/CRM project you are looking to implement and one of our experts will be in touch to discuss potential options with you.

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Top 10 tips for a successful CRM project

Get an Exec sponsor

Keep it simple

Data is key

Business Project not IT

Involve the users

Change means training

Implement in phases

Appoint a CRM Project Manager

Collaboration is key

Work with a quality Microsoft partner

Dynamics 365/CRM Project Implementation Methods

Project implementation to suit your business needs

When it comes to the delivery methodology that we use for your Dynamics 365 project, it is entirely your choice, but we will of course explain the differences between them and advise accordingly, so that you can make a choice that is the best fit for your business and the specific project.  We offer both a traditional ‘waterfall’ approach or a more ‘agile’ approach, however, we have found that in most cases the agile approach has proved to deliver better results all round, for our clients.

Our agile techniques (taken from SCRUM, KANBAN and RAD) have been proven to deliver tangible working software, sooner, and in a more cost effective manner.  This then allows for the incremental deployments to bed in quicker and further shape the remainder of the project.


A traditional, sequential design process where progress flows through the phases of diagnostics/analysis, design, development, deployment and operation.


A modern approach to project management, where an iterative approach is taken and the project is completed in small sections, reducing risk and improving overall visibility and engagement.

How can we help?

I need help lowering my Microsoft user license costs

I’m looking for Microsoft Dynamics 365 training

I need ongoing support with Microsoft Dynamics 365