FormusPro helped BOSS migrate from Salesforce to Dynamics 365 to align with their Microsoft offering, simplify data management and unlock automation across sales and marketing.
BOSS, a Microsoft Partner, wanted to move away from Salesforce and onto Dynamics 365 to better align their internal systems with the solutions they deliver to clients.
They also wanted to reduce reliance on disconnected tools like MailChimp and take advantage of the wider Microsoft ecosystem, including Customer Insights Journeys and Power Platform automation.
FormusPro delivered a fast, highly tailored Dynamics 365 implementation in under 15 days, replacing Salesforce and MailChimp with a connected platform built around Sales Hub and Customer Insights.
The result is a simpler, more joined-up system, with shared data across sales and marketing and improved visibility without complex integrations.
BOSS wanted to replace Salesforce with Dynamics 365 to better align with their Microsoft-focused offering and reduce reliance on disconnected tools.
A key priority was creating a single source of truth for sales and marketing data, removing the need for integrations between systems such as their CRM and email marketing platforms.
They also wanted to take advantage of automation and customer engagement capabilities within the Power Platform, particularly through Customer Insights Journeys.
FormusPro delivered a tailored Dynamics 365 Sales implementation, configured to reflect BOSS’s existing processes whilst also introducing improved structure and automation.
The solution included a custom opportunity process to match their sales lifecycle, alongside automated alerts sent to Microsoft Teams channels and email to keep teams informed in real time.
Reporting was designed to be accessible at multiple levels.
In-app reporting provided immediate visibility for users without the need for Power BI licences, whilst high-level Power BI dashboards delivered broader business insight.
Customer Insights Journeys was implemented to replace MailChimp, with training provided to enable BOSS to create and manage marketing journeys and forms using the same underlying data as their CRM.
BOSS now operates on a single, connected platform across sales and marketing, removing the need for disconnected tools and duplicated data.
The shift to Dynamics 365 means they’re now using the same technology internally that they recommend to customers, strengthening alignment between their internal operations and external proposition.
Automation and improved visibility have reduced manual effort and made it easier for teams to track activity and performance without relying on multiple systems.
BOSS is a UK-based Microsoft Partner focused on helping organisations get more from their technology, particularly across Microsoft business applications and cloud platforms.
They work with a wide range of clients to design, implement and support solutions that improve how teams operate, collaborate and deliver services.
Their approach combines technical delivery with a strong understanding of real-world business needs. Rather than just implementing systems, BOSS focuses on helping organisations use technology in a way that genuinely supports day-to-day operations and long-term growth.
As both a provider and advocate of Microsoft technologies, BOSS places a strong emphasis on credibility. The tools and platforms they recommend to customers are expected to stand up to real internal use. This was a key driver behind their decision to move away from Salesforce and onto Dynamics 365, ensuring their internal systems reflect the same ecosystem they deliver to clients.
Working with FormusPro on our Dynamics project was a genuinely positive experience.
From the outset, they took the time to understand our business, our challenges, and what we needed to achieve as we moved away from Salesforce and Mailchimp. Their approach was structured and focused on delivering real outcomes rather than unnecessary complexity.
The team guided us through the implementation of Dynamics 365 and Customer Insights with clarity and confidence, keeping the project on track and ensuring we were comfortable with each decision along the way. Communication was excellent throughout, and we always felt supported and well‑advised.
Since the move, we’re already seeing clear benefits. The new platform has streamlined how we manage data, marketing, and customer engagement, giving us far better visibility and control.
It’s a solid foundation for growth, and we’re looking forward to continuing to work with FormusPro as we build on this in the next phase.
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