Dynamics 365 System Build

System Build using the Microsoft Technology Stack, is an affordable, customisable, user-friendly solution supported by us, to work harder for you.

FormusPro pride ourselves on being able to meet any challenge. If your business is big or small, your needs simple or complex, we have a design and implementation plan that works for you.

Perhaps your company is expanding, or you’ve been eyeing up the many benefits of having good business software. Whatever the reason, you’re at the most exciting stage of the journey – a new system.

 

discussing your strategy

Why Are We A Good Fit?

We know that our formula works, but we don’t expect your organisation to be like any other. This means that regardless of the challenges involved in building you the perfect system, we’ll fit our process to meet your needs.

This could be your first system, you might be replacing legacy software, or looking to integrate with an existing ecosystem. We have the experience and expertise to make it work.

Do It Your Way

We know that the success of a system implementation can often be in how it’s managed. Because of this, we’ve made sure it’s one of our specialist subjects.

However, your new system could be part of a larger project, or perhaps you’re looking for a partner that is able to work alongside the in-house resource you already have.  Whatever the reason, we appreciate that you might not need us to handle everything for you.

Our involvement in the build of the system can be as much or as little as you require. We can manage the whole process through every stage, or just provide the technical resource you need to fill the gaps. Our experts can fit into the roles you need, follow the methodologies you use, and tightly integrate with your internal processes.

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let your solutions work for you

Our Involvement

Our involvement in the build of the system can be as much or as little as you require. We can manage the whole process through every stage, or just provide the technical resource you need to fill the gaps. Our experts can fit into the roles you need, follow the methodologies you use, and tightly integrate with your internal processes.

Options Available 

We have two options available when it comes to new system implementations.

Managed and Un-Managed  Both follow the same phases in the diagram but with different levels of support.

Managed is suited to you if you are looking for a brand-new system, project managed and built with minimal involvement. 

Un-Managed is more suited if you’re looking for a system where your company takes a more active involvement in the system build. 

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How It Works - Managed

A system build where you can expect to see a reduced involvement from your side, we work together but a majority of the workload will be with us. 

Kick-Off & Scoping

We like to begin things with a kick-off call to introduce some of the key people who will be doing the scoping, development and support of your new system. We want you to know you’re in good hands.

Our process for scoping a new system is fine-tuned but flexible. We know how to unearth and understand the intricacies of your business processes and translate them into effective software. We’ll get to know what makes your business tick.

Design Review

After one or more visits we’ll begin to define the requirements of your new system. At this stage we’ll discuss them with you and grade them with MoSCoW, weighing them against budget and time constraints. At this point we work out the approach that’s best for you, looking at options such as phased deliveries.

Preparation, Build & Governance

The final requirements are translated into technical tasks inside of the Azure DevOps software. Super-users from your business are nominated to have access to DevOps for insight into the development process. We then begin our agile development cycles to complete the build of your system with regular playbacks to ensure that the requirements are being satisfied effectively.
To keep you fully informed through the whole development process we’ll hold regular governance calls. During these calls we’ll update you with our progress and give you opportunity to provide feedback or raise any questions you might have. We think it’s important that you feel part of the project at every stage.

Testing, Sign-Off & Training 

As development finishes and your system begins to take its final form, you have opportunity to test for suitability and feed-back any minor changes before the system go-live.

With your system nearly ready to go, we work out a Training Plan that ensures your users are confident and effective in using it from the moment they have access.

Go-Live and Support

Your system is finished and supporting your business; however, the journey doesn’t end there. We provide a variety of Support plans to best fit your size and needs, ensuring that you’re never without a helping hand. Furthermore, businesses evolve and grow, and your system should too. We can continue to develop and expand on its functionality with future phases and our Continuous Improvement packages.

 

Frequently Asked Questions

System Build

  • Do you provide documentation after the build?

    Yes. We deliver clear technical and user documentation so your team can understand the system setup, processes and any customisations.  

  • What happens if our requirements change mid-project

    Change is common. Our governance process allows for controlled adjustments, so new needs are captured, assessed and factored into the project without derailing
    timelines.
     

  • Can a System Build include AI and automation?

    Absolutely. Most projects include Power Automate flows, AI-driven insights and Copilot features to reduce manual work and deliver smarter decision-making. 

  • How secure will our new system be?

    Security is built into every System Build. We follow Microsoft’s best practices, apply role-based access controls and design solutions that comply with industry and
    regulatory standards.
     

  • Do we need Microsoft licences before starting a build?

    Not necessarily. We can advise on the best licensing options and help you acquire them at the right stage, so you’re not paying for unused licences before your
    system is ready.
     

  • What’s the difference between agile and waterfall delivery?

    Agile breaks work into short, iterative phases with regular feedback, whilst waterfall follows a sequential, step-by-step plan. We’ll recommend the right approach based on your project’s size, complexity and culture. 

  • Can you work alongside our in-house IT team?

    Yes. We regularly collaborate with internal IT departments, providing specialist Dynamics knowledge while your team retains overall control and oversight. 

  • What’s data migration and how do you handle it?

    Data migration is the process of moving information from your old systems into the new Dynamics 365 environment. We use proven tools and testing methods to ensure your data is accurate, secure and ready to use on day one. 

  • How involved do we need to be during the build?

    Your input is essential to shape requirements and validate progress. We’ll make the process collaborative but not overwhelming, so it works around your team’s availability.  

  • Can we start small and expand later?

    Of course. Many clients choose to begin with a core build and then phase in additional modules, features or integrations as their needs evolve. 

  • Do you support us after go-live?

    Yes, we offer post-implementation support and managed services. You’ll have access to expert help whenever you need it, plus proactive monitoring and updates. 

  • Will the solution be future-proof?

    Yes. We design builds with scalability in mind, so your system can grow with you and adapt as Microsoft releases new features and updates. 

  • How do you manage project risks?

    We follow proven governance frameworks, with regular checkpoints and transparent reporting. This ensures potential risks are spotted early and mitigated
    quickly.
     

  • Do you provide training as part of the system build?

    Absolutely. Training and knowledge transfer are built into every project so your team can confidently use and maintain the system after go-live.  

  • Can you integrate Dynamics 365 with our existing systems?

    Yes. We frequently integrate Dynamics 365 with finance packages, membership platforms, marketing tools and other line-of-business systems to ensure smooth
    data flow.
     

  • How much does a System Build cost?

    Costs depend on scope, integrations and the level of customisation needed. We’ll provide transparent estimates before work begins and keep you updated throughout the project. 

  • What makes FormusPro’s System Build approach different?

    We combine Microsoft expertise with sector knowledge, clear governance and a strong focus on user adoption. That means fewer surprises, lower risk and solutions that deliver lasting value. 

  • What delivery approaches do you offer?

    We can work to fixed-price projects, phased delivery or agile iterations… whichever best suits your goals, budget and internal resources. 

  • How long does a typical System Build take?

    Timelines vary depending on complexity, but most projects run between a few weeks for smaller builds and several months for more complex, multi-department solutions. We’ll scope and agree a delivery plan with you up front.  

  • What is a System Build?

    A System Build is the process of designing, configuring and deploying a tailored Microsoft Tech Stack solution to match your organisation’s needs. It covers everything from discovery and planning through to training and go-live support. 

Local Goverment Authority

The LGA required a solution that would allow them to update Oscar records to feedback to the Oscar API when required. It also needed to dedupe historical records, with auditing and replace their old legacy code with added member functionality to improve organisational front end searchability.

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Speak To An Expert

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.

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