We combine Microsoft expertise with sector knowledge , proven governance and a people-first approach. That means fewer surprises, stronger adoption and solutions that deliver long-term value.
FormusPro delivers CRM, ERP, Data and AI, cloud platforms and digital transformation services for mid-sized and large organisations.
FormusPro is a UK Microsoft Solutions Partner, founded in 2008, specialising in CRM and customer engagement, ERP and finance, Data and AI, infrastructure and cloud platforms, and wider digital transformation services. We help mid-sized and large organisations improve how they manage relationships, finance, operations, information and technology.
Some clients come to us with a clear requirement. Others know something isn’t working but don’t know which technology will solve it. You don’t need to start with a particular system or follow a prescribed transformation journey. We’ll begin with the problem creating the most pressure and build out from there.
FormusPro brings together specialists across business applications, data, AI, infrastructure and digital delivery.
Each area solves different problems. However, they create even more value when the underlying systems, data and processes work together.
Strong relationships depend on your staff having the right information when they need it.
Our CRM and Customer Engagement solutions help organisations manage relationships across sales, service, marketing and everyday communication. That relationship might involve a customer, member, donor, student, patient, citizen, supplier or service user. The terminology changes, but the central need remains the same.
People expect organisations to understand their history, preferences, needs and previous interactions.
FormusPro creates connected CRM solutions that give teams a consistent view of those relationships.
We work across the Dynamics 365 business application family and Microsoft Power Platform.
Finance teams need accurate information, reliable controls and a clear view of organisational performance.
Our ERP and Finance solutions connect financial management with purchasing, sales, projects, stock, manufacturing and wider operations.
FormusPro primarily delivers Microsoft Dynamics 365 Business Central for mid-sized and growing organisations. Business Central brings core business processes into one connected ERP environment. It reduces dependence on spreadsheets, disconnected finance packages and repeated manual work.
FormusPro has delivered dozens of successful Business Central projects.
For organisations with more complex requirements, FormusPro also works across Dynamics 365 Finance and Supply Chain Management.
An ERP project doesn’t need to transform every department at once. An organisation might begin with finance and reporting. It could then add purchasing, projects, CRM, stock management or automated workflows. Each addition builds on the platform and information already in place.
Every organisation creates data. Far fewer organisations trust it, connect it or use it consistently.
Our Data and AI solutions help organisations turn information into reporting, insight, automation and practical AI. Search interest often begins with AI. However, useful AI relies on accessible information, appropriate permissions and clear business context.
FormusPro helps organisations build those foundations whilst pursuing opportunities that deliver value now.
An organisation might start with a reporting problem and later use that same data within Copilot. Another might begin with an AI use case that exposes gaps in information, access or governance. There’s no fixed starting point. The business problem determines what needs to happen first. Data also connects the other pillars.
Business applications only work when the technology beneath them remains secure, available and resilient. Our Infrastructure and Cloud Platform solutions help organisations design, modernise and manage those foundations.
FormusPro takes a technology-agnostic approach to infrastructure.
We hold genuine expertise across Microsoft Azure, Red Hat OpenShift, Ansible and enterprise Linux. We also work across cloud, hybrid and on-premises environments.
This work might sit beneath a wider Microsoft business application environment. It might also support other critical systems and workloads.
A CRM, ERP or AI project may expose infrastructure weaknesses that need attention.
Equally, an infrastructure project may create the secure foundation required for future application, data or AI work.
Technology doesn’t deliver change by itself.
Organisations also need clear requirements, effective delivery, reliable integrations, careful testing and confident users.
Our Digital Transformation Services bring together the practical capabilities needed throughout that journey.
FormusPro supports organisations through:
Large transformation programmes often take too long to show results.
The scope grows, requirements change and users wait months before experiencing anything useful.
FormusPro often takes a more focused approach.
We identify the immediate problem and build a minimum viable product around it. That MVP provides useful functionality without trying to solve everything at once.
For example, an organisation might begin with a CRM that centralises customer or member information.
Are you unhappy or unsure of your current CRM or ERP system performance? Think it could do better? You aren’t alone.
Try out our Dynamics 365 System Health Check and revive your CRM performance by finding out how you could improve your solution, a minor tweak could enhance your performance!
Do you feel stuck down the rabbit hole with your current transformation project? Perhaps you’re having issues with your current partner?
Be it Dynamics 365, the Power Platform, Azure, AI or something completely different, we know we can help. Choosing a new partner may be the best solution.
One of Microsoft’s greatest strengths lies in its connected ecosystem.
Dynamics 365, Business Central, Microsoft 365, Power Platform, Fabric, Azure and Copilot share common integration, identity and data capabilities.
Organisations don’t need to buy or implement everything at once.
They can choose the component that addresses today’s priority and add others as their needs develop. Think of the ecosystem as a set of building blocks.
Each block delivers its own value. Their shared foundations also let them form something larger over time. The important part is planning those connections from the beginning.
Designed to give you peace of mind, support means you have the option of passing complex, or troublesome CRM, ERP or AI issues over to us to guide you to the result you desire.
You can then leave it with us to find a solution to the issue and resolve it as soon as possible.
Continue to improve and streamline your intelligent business system to shape your future.
No company wants to be locked into a system that can’t grow and flex. Our Continuous Improvement Packages were created to support you and ensure you’re constantly evolving.
People come to FormusPro for many different reasons. Some need a new system. Others have working technology but know it should deliver more. There’s no required starting point.
We help organisations understand their current position, define priorities and choose a realistic way forward.
This includes:
The output should give decision-makers a clear next step, not another report that sits unread.
FormusPro designs and delivers systems around real organisational processes.
Our system build services include configuration, development, data, integrations and user experience.
We build focused MVPs and larger transformation programmes.
In both cases, the solution should solve today’s problem without blocking tomorrow’s plans.
A system needs to work reliably before people depend on it.
FormusPro supports testing, data migration, launch planning and user preparation.
Our automated testing services help organisations test repeatable browser-based processes more efficiently.
Our software training helps users understand the system within the context of their roles.
Requirements don’t stop changing after launch.
FormusPro provides Microsoft technical support across business applications and connected technology.
Our continuous improvement services help organisations add capabilities and refine processes over time.
We also provide project rescue when an existing programme has stalled or lost direction.
Most organisational problems don’t remain within one system or department. A customer service issue might involve CRM records, order information and financial status.
A finance process might depend on project data, customer information and external approval systems. A Copilot project might expose problems with permissions, duplicated documents or disconnected data.
FormusPro helped The Duke of Edinburgh’s Award centralise and automate licensing, grant management and activity-provider approval.
That wider relationship includes several connected projects rather than one oversized implementation.
Dynamics 365, Dataverse, Power Automate, Customer Voice, DocuSign, SharePoint and Azure integrations all support different needs.
For example:
Each project solves a defined problem. Together, they create a more connected digital environment.
FormusPro helped the Soil Association recover £300,000 in Gift Aid in one day.
We rebuilt the submission process with automated validation that achieved complete HMRC acceptance.
This project shows the value of focusing on one clearly defined process with a measurable outcome.
The Soil Association Food For Life transformation simplified processes and introduced self-service through Dynamics 365 and Power Pages.
The solution connected internal relationship management with an external digital experience.
FormusPro helped Farncombe Estate replace Sage 200 with Microsoft Dynamics 365 Business Central. The implementation simplified financial reporting across its luxury hospitality businesses and created a stronger platform for growth.
Our customer success stories cover CRM, Business Central, Power Platform, integrations and wider digital transformation.
FormusPro has helped organisations improve their technology since 2008.
Our teams bring together business understanding and technical expertise across Microsoft’s connected ecosystem.
Clients choose FormusPro because we:
We don’t expect clients to know which Microsoft product they need before speaking to us.
That’s part of our job.
What makes FormusPro’s approach different?
We combine Microsoft expertise with sector knowledge , proven governance and a people-first approach. That means fewer surprises, stronger adoption and solutions that deliver long-term value.
How flexible are your services?
Very. You can start small and expand later, choose remote or on-site delivery, and scale services up or down as your organisation evolves.
Can you take over if we already have another partner?
Yes. Whether you need a one-off health check, project rescue or ongoing support, we can step in and help without disrupting your existing investment.
How do your services support long-term adoption?
We focus on people as well as technology. Training, continuous improvement and support ensure systems remain useful and staff stay engaged long after go-live.
Do you provide end-to-end services?
Yes. We can take you from discovery and design through build, training, go-live, support and continuous improvement. You can also engage us for one-off services if that’s what you need.
What sectors do you work in?
We specialise in NonProfit, Public Sector, Membership, Professional Services, Private Healthcare, Clean Energy and Manufacturing & Distribution, but our methods apply across many industries. You can see some of our sector solutions for more examples.
Do you only work with Dynamics 365?
No. We work across the full Microsoft Tech Stack, including Dynamics 365, the Power Platform, Data & AI, Fabric, Purview and even offer custom development.
Can I combine different services?
Yes. Many organisations use a mix of services, such as consultancy followed by a build, or support combined with continuous improvement. We’ll create a package that fits your goals.
How do I know which service I need?
It depends on your current situation. If you’re starting fresh, you may need a system build. If your project has stalled, project rescue could help. If you’re live but want more value, support , health checks or continuous improvement may be right. We’ll h elp you choose.
What do we mean when we say “What We Do”?
“What We Do” is the collection of services FormusPro offers across the Microsoft Tech Stack and custom development work. It covers everything from system builds and consultancy to ongoing support, training and continuous improvement.
We first embarked on a digital transformation journey with Anthony Nolan back in 2012. With a range of implementations and solutions over the years, this transformation is constantly evolving.
Anthony Nolan wanted to move their Dynamics 2016 On-Premise solution into Dynamics 365 Online. This would mean less reliance on internal servers to maintain and run the platform. They would also benefit from the Microsoft Update process, continuously making new features available.
They chose FormusPro as their Microsoft Solutions Partner to deliver this project.
To find out about how we create systems around the Microsoft D365 platform or to ask us about the specific industry focused digital management systems we create, get in touch.
Tel: 01432 345191
A quick call might be all you need, but just in case it isn’t, we’re happy to go a step further by popping by to see you.
We travel all over the UK.
Just ask.