Can you rescue projects started by another partner?

Yes. Many of our rescues involve taking over projects where another partner has struggled. We provide fresh expertise, strong governance and sector knowledge to restore confidence.

How do we get started with a project rescue?

The first step is a conversation. We’ll listen to what’s gone wrong, carry out a quick assessment and propose a practical way forward.

What is a project rescue?

Project rescue is the process of taking a struggling or stalled technology project and getting it back on track. At FormusPro, we review what’s gone wrong, stabilise delivery and create a plan that ensures your Microsoft Tech Stack project succeeds.

Dynamics 365 CRM | FormusPro

What Is Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 is a suite of business applications that includes powerful CRM capabilities for sales, customer service, customer insights and field service.

Rather than treating a CRM as a standalone database, the organisations we work with can now connect all these capabilities around shared customer information and business processes.

That means a sales team can understand previous interactions. A service team can see relevant customer history. Marketing teams can use relationship data to create more relevant journeys. Managers can use connected information to understand performance and identify opportunities for improvement.

The right Dynamics 365 CRM solution depends on how your organisation works, the relationships you manage and the outcomes you need to achieve.

FormusPro helps organisations determine which Dynamics 365 capabilities they need, how they should work together and where other Microsoft technologies can add value.

How Does Dynamics 365 Improve Customer Engagement?

Customer data only creates value when people use it appropriately.

Dynamics 365 provides different applications for different parts of the relationship, whilst the wider Microsoft technology platform can connect information and processes between them.

Dynamics 365 Sales

Dynamics 365 Sales helps teams manage prospects, leads, opportunities and accounts through structured sales processes.

Teams can record interactions, plan follow-up activity and understand the history of an opportunity. The goal is not simply to record sales activity. It is to give people the information they need to have better conversations and make better decisions.

See Microsoft Dynamics 365 Sales

D365 Customer Insights

Dynamics 365 Customer Insights helps organisations understand audiences and create more relevant customer journeys.

Teams can use customer data, interests, behaviours, and preferences to create more targeted communications. Move away from sending the same message to everyone and towards communications that reflect different needs and stages of the relationship.

See D365 Customer Insights

D365 Customer Service

Dynamics 365 Customer Service helps service teams manage enquiries, cases, customer history and knowledge.

When service teams can see relevant context, they can spend less time searching for information and more time resolving the issue. Connected customer information also helps organisations identify recurring problems and improve the services they provide.

See D365 Customer Service

Dynamics 365 Field Service

For organisations delivering services away from the office, Dynamics 365 Field Service extends customer engagement into field operations.

Engineers and field teams can access relevant information, manage work, and update records while delivering services on-site. That helps connect what happens in the field with the broader customer relationship, driving a single source of truth.

See D365 Field Service

Frequently Asked Questions

Microsoft Dynamics 365 CRM & Customer Engagement

Is Microsoft Dynamics 365 a CRM system?

Yes. Microsoft Dynamics 365 includes several applications that provide CRM and customer engagement capabilities.

Dynamics 365 Sales supports sales and opportunity management. Dynamics 365 Customer Service supports enquiries and cases. Dynamics 365 Customer Insights supports customer data and customer journeys. Dynamics 365 Field Service supports services delivered at customer locations.

Organisations can use individual applications or connect several around shared data and processes.
What is the difference between Microsoft CRM and Dynamics 365?

Microsoft Dynamics CRM was Microsoft’s earlier CRM product. Microsoft later evolved its CRM capabilities into the broader Dynamics 365 family of business applications.

Today, organisations typically use Dynamics 365 applications such as Sales, Customer Service, Customer Insights and Field Service to support different aspects of CRM and customer engagement.
Do we need every Dynamics 365 CRM application?

No. The right combination depends on your organisation, users, processes and goals.

Some organisations may need sales CRM. Others may need customer service, customer insights or field service. Larger organisations may benefit from connecting several applications.

The objective should be to implement the capabilities that solve genuine business problems, rather than deploying technology simply because it is available.
How long does a Dynamics 365 CRM implementation take?

There is no standard implementation timeframe.

A focused CRM project can be significantly simpler than a programme involving several applications, complex data migration and multiple integrations.

The main factors include scope, data quality, integrations, number of users, process complexity, customisation and organisational readiness.

A phased implementation can help organisations deliver priority capabilities sooner while creating a foundation for future development.
Can Dynamics 365 integrate with our existing systems?

Yes. Dynamics 365 can connect with other Microsoft services and a wide range of business applications.

The appropriate integration approach depends on the systems involved, the information that needs to move, how frequently it needs to move and the organisation’s security and governance requirements.

The important question is not simply whether two systems can connect. It is whether the integration improves the business process.
How do you migrate data into Dynamics 365?

Data migration normally starts with understanding the existing information.

Organisations should identify which data needs to be retained, assess its quality, resolve duplicates and map it to the new CRM structure.

The migration approach then needs to account for testing, validation, security and governance.

Not every record from a legacy system necessarily needs to move into the new CRM.
How do you encourage people to use a new CRM?

Adoption starts before implementation finishes.

Users need to understand why the organisation is changing, how the CRM will help them and how their day-to-day work will change.

Good CRM adoption also depends on sensible processes, usable interfaces, relevant training and accessible support.

The system should make important work easier rather than simply adding another administrative task.

What Is Microsoft Dynamics 365 CRM?

CRM Is More Than A Sales Database

How Does Dynamics 365 Improve Customer Engagement?

Dynamics 365 Sales

D365 Customer Insights

D365 Customer Service

Dynamics 365 Field Service

Automate Repetitive CRM Processes

Use AI And Copilot Where It Adds Value

Build A Single Customer View

Connect Your CRM With The Rest Of Your Organisation

CRM Migration: Moving From Legacy Systems

What Does A CRM Implementation Involve?

Strategy and requirements

Data

Processes

Integration

Security and governance

Adoption and training

Continuous improvement

Implementation Partner

CRMs For Different Types Of Organisations

Commercial organisations

Public services

Healthcare

How We Approach CRM Projects

1 – Understand

2 – Design

3 – Implement

4 – Adopt

5 – Improve

Why Choose FormusPro For Your Dynamics 365 CRM Project?

Organisations We Help

Further Reading

Anthony Nolan