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Microsoft CRM Implementation Partner. End-to-End D365 CRM Setup, Data Migration and Go-Live Support.


Dynamics 365 CRM is a strong choice for UK businesses wanting to unify sales, marketing and customer service on the Microsoft platform. Getting the implementation right from the start determines how quickly your team adopts it and how much value you get from day one.

 

Advantage Business Systems is a certified Microsoft Solutions Partner with a structured approach to Dynamics 365 CRM implementation. We handle everything from scoping and data migration through to configuration, training and go-live support, so your project runs on time and your team hits the ground running. Book a free CRM project review today.

The Results You Can Expect
Up and Running Faster

Our structured CRM implementation process reduces risk and gets your team productive quickly, with a clear timeline agreed before work begins.

Your Data, Migrated Cleanly

We handle CRM data migration end-to-end, mapping, cleansing and validating your existing records so nothing is lost and your new system starts with clean data.

Configured for How You Work

Dynamics 365 CRM is configured to match your sales process, pipeline stages and reporting needs, not left at default settings your team has to work around.

Full User Training Included

Every CRM implementation includes user training tailored to your team's roles, so adoption is high from the start and your investment pays off faster.

Go-Live Without the Risk

We run parallel testing and a structured go-live process, so your team switches to the new CRM system with confidence and no disruption to live business.

A Partner After Go-Live

We stay on as your Dynamics 365 CRM partner after implementation, supporting your team and helping you expand what the platform can do for your business.

How We Deliver These Outcomes


Free CRM Project Review

We start with a free review of your requirements, current systems and data, and give you a clear implementation scope before any commitment is made.

Scoping and Solution Design

We define your Dynamics 365 CRM configuration in detail: pipeline stages, fields, automation, integrations and reporting, mapped to how your team actually works.

Data Migration

Your existing CRM or contact data is mapped, cleansed and migrated to Dynamics 365, with validation checks to confirm accuracy before go-live.

Configuration and Build

We configure and build your Dynamics 365 CRM environment to the agreed specification, with regular checkpoints so you can review progress throughout.

Testing, Training and Go-Live

Your team tests the system with real scenarios before switching over. We run user training ahead of go-live so everyone is ready on day one.

Post-Implementation Support

After go-live we support your team through the transition and continue as your Dynamics 365 CRM partner, helping you get more from the platform over time.

A CRM Implementation Partner You Can Trust


A Dynamics 365 CRM implementation is only as good as the partner delivering it. You need certified specialists who understand the platform and a team that will still be there when questions come up after go-live.

Advantage Business Systems is a Microsoft Solutions Partner, accredited across Business Applications, and Cyber Essentials certified, so your data is handled securely throughout. We have delivered Dynamics 365 CRM implementations across sales, marketing and customer service functions for UK businesses, and we continue to support those customers today.

Microsoft Solutions Partner Cyber Essentials

 

Is Now the Right Time to Implement Dynamics 365 CRM?

It is the right time to consider a Dynamics 365 CRM implementation if you are:

  • Using spreadsheets or a legacy system to manage your sales pipeline and customer data
  • Looking to move to Dynamics 365 CRM and want a structured, low-risk implementation
  • Switching from another CRM and need your data migrated cleanly to D365
  • Running Dynamics CRM on-premise and considering a move to the cloud version
  • Wanting your CRM fully integrated with Microsoft 365, Teams and Outlook
  • Looking for a certified Microsoft CRM implementation partner with a proven process
  • Wanting full user training included so your team gets up to speed quickly
  • Ready to book a free CRM project review and get a clear implementation plan
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How We Deliver These Outcomes

We needed a Dynamics partner. Advantage stood out with clear communication and a simple, fixed package that made everything straightforward.

Andrew @ Charterfields

The partnership with Advantage has been transformative, helping us use Dynamics 365 fully and demonstrate clear, measurable impact for fundraising.

Jon @ The Brain Charity

Our initial conversation with Advantage was exceptional. They understood our needs and gave us confidence as a long-term partner for implementation and support.

Nick @ NCUB

We’re delighted with the CRM integration Advantage delivered, on time and within budget, with excellent communication and responsiveness throughout. Highly recommended.

Faisel @ Fair Finance

Book Your Free CRM Project Review

Ready to implement Dynamics 365 CRM? Book a free, no-obligation project review. We'll scope your requirements and give you a clear implementation plan.