What We Deliver

Complete Microsoft Dynamics 365 services.

Strategy, implementation, integration, adoption, and long-term optimization are delivered as one connected engagement.

01

Dynamics 365 consulting

Dynamics 365 consulting delivered with a clear roadmap, integrated delivery, and measurable operational outcomes.

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02

CRM implementation

CRM implementation delivered with a clear roadmap, integrated delivery, and measurable operational outcomes.

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03

Finance and operations

Finance and operations delivered with a clear roadmap, integrated delivery, and measurable operational outcomes.

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04

Customization and extensions

Customization and extensions delivered with a clear roadmap, integrated delivery, and measurable operational outcomes.

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05

System integration

System integration delivered with a clear roadmap, integrated delivery, and measurable operational outcomes

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06

Data migration

Data migration delivered with a clear roadmap, integrated delivery, and measurable operational outcomes.

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Problems We Solve

Technology aligned with real operating needs.

We focus on the process, adoption, information, and customer problems behind the platform—not only the configuration.

01

Disconnected systems and duplicate work.

We improve integration, information flow, ownership, and process consistency.

02

Low adoption and unclear workflows.

We simplify user journeys, roles, automation, training, and governance.

03

Limited visibility into performance.

We connect data, reporting, and operational measures to leadership decisions.

our process

Clarity first. Momentum throughout.

01

Discover

Understand goals, users, systems, and constraints.

02

Define

Shape the roadmap, architecture, and success measures.

03

Design

Create workflows, roles, integrations, and experience.

04

Implement

Configure, build, migrate, and integrate the solution.

05

Adopt

Test, train, document, and support organizational change.

06

Optimize

Measure performance and improve the platform over time.

Core Capabilities

One delivery model from strategy through optimization.

  • Dynamics 365 consulting
  • CRM implementation
  • Finance and operations
  • Customization and extensions
  • System integration
  • Data migration

representative work

Enterprise delivery shaped around outcomes.

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Dynamics 365 Consulting

A unified customer and operations platform for a multi-division organization.

Discovery, solution design, implementation, integration, adoption, and reporting delivered as one connected program.

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Business Impact

One source of truth. Better adoption. Clearer reporting.

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Technology Ecosystem

Platforms connected around your business.

Tools and integrations are selected around your environment, requirements, security, and long-term operating model.

Dynamics 365

Dataverse

Power Apps

Power Automate

Power BI

Azure

Microsoft 365

SharePoint

Teams

SQL Server

Faq

What to know before we begin.

01

Which Dynamics 365 applications are relevant to our organization?

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The right combination depends on whether the priority is sales, customer service, field service, finance, supply chain, projects, or other operations. We map business processes and reporting needs before selecting modules. The objective is to implement the capabilities that support real workflows, not every feature available in the platform.

02

Can Dynamics 365 be customized without creating upgrade problems?

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Yes. We favor configuration, Dataverse, Power Platform, supported extensions, and modular integrations before heavily customized code. When custom development is required, it is documented and tested against platform updates. This approach protects business fit while reducing unnecessary technical debt.

03

How do you approach data migration into Dynamics 365?

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We identify source systems, owners, required records, relationships, history, duplicates, and quality issues. Data is cleansed, mapped, transformed, tested, and reconciled through trial migrations before final cutover. The migration plan also defines archived data and information that should not be moved into the new system.

04

Can Dynamics 365 integrate with Microsoft 365 and other business systems?

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Yes. Dynamics can connect with Outlook, Teams, SharePoint, Power BI, Power Apps, Power Automate, Azure services, and external applications. We define which system owns each process and data element. Integrations are designed around the user workflow so employees do not have to move information manually between disconnected tools.

05

How do you support user adoption after implementation?

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Adoption work can include role-based process design, pilot groups, champions, training, guidance, support, and usage reporting. Users are involved early enough to validate the workflow. We also simplify screens, views, automation, and terminology so the system reflects how each role actually works.

START A CONVERSATION

Ready to move your Microsoft Dynamics 365 initiative forward?

Tell us about your current environment, priorities, challenges, and target outcomes. We will help define the right path.

EMAIL sales@mwestdigital.com CALL469-468-2480

VISIT6136 Frisco Square Boulevard
Frisco, Texas 75034

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