Microsoft Solutions
Customer engagement on Dynamics 365, designed around how you sell and serve
Dynamics 365 Sales and Customer Service implementations planned around your processes, data, security model and integrations.
Business challenges
What organizations come to us with
Customer data spread across spreadsheets, inboxes and legacy CRM
Sales and service teams working from different versions of the truth
Manual follow-up, approvals and reporting
Capabilities
What IENVO provides
- Process mapping and Dataverse data model design
- Configuration of Sales, Customer Service and related apps
- Power Automate workflows and integrations with email, ERP and websites
- Data migration, security roles and reporting
Ideal for
- Organizations moving from a legacy or spreadsheet-based CRM
- Microsoft 365 users who want CRM inside the same identity and security model
- Teams needing structured case and pipeline management
Delivery roadmap
How this engagement is delivered
Each phase ends with named deliverables and an acceptance checkpoint you sign off. Select a phase to see activities, deliverables and your responsibilities.
Explore: Discover processes and data
Discover processes and data.
Activities
- Stakeholder interviews and workshops
- Review of current systems, data and documents
- Scope, risks and success measures
You receive
- Discovery findings
- Confirmed scope and priorities
- Risk and dependency log
Your responsibilities
Make stakeholders, documentation and system access available.
Design: Architect Dataverse, security and integrations
Architect Dataverse, security and integrations.
Activities
- Solution and data design
- Security, roles and integration design
- Backlog, estimates and release plan
You receive
- Solution blueprint
- Prioritized backlog
- Acceptance criteria
- Delivery roadmap
Your responsibilities
Review designs and approve key decisions.
Generate: Configure CRM, automate and integrate
Configure CRM, automate and integrate.
Activities
- Iterative build or configuration
- Integration and automated checks
- Sprint or milestone demonstrations
You receive
- Working increments
- Progress reports
- Updated backlog
Your responsibilities
Attend demos and give timely feedback.
Validate: Test, migrate, UAT
Test, migrate, UAT.
Activities
- Functional, integration and regression testing
- Data validation
- User acceptance testing
You receive
- Test evidence
- Defect log and fixes
- Release checklist and rollback plan
Your responsibilities
Provide UAT testers and sign off results.
Evolve: Deploy, train and support
Deploy, train and support .
Activities
- Deployment or rollout
- Training and documentation
- Hypercare and transition to support
You receive
- Live solution
- Training materials and runbooks
- Support handover
Your responsibilities
Prepare users for the change and nominate support contacts.
Engagement models
Ways to work with us
Fixed scope
For clearly defined deliverables, agreed after discovery.
Time & materials
For evolving requirements and advisory work.
Dedicated team
For long-term delivery capacity, governed by IENVO.
Managed services
For ongoing support, monitoring and enhancement.
Integration & security
Considerations we plan for
Security roles, business units and field-level security are designed in the architecture phase. Integrations use supported APIs and Dataverse connectors, with environment strategy and solution-based ALM.
Post-launch support
Hypercare after go-live, then optional managed support and enhancements under a defined service scope.
FAQ
Frequently asked questions
Do you handle data migration from our old CRM?
Yes, when it is in scope. Discovery assesses source quality and volume, and migration is rehearsed and reconciled before go-live.
Can you extend an existing Dynamics 365 environment?
Yes. We start with an assessment of the current configuration, customizations and solution layering before recommending changes.
Do you publish prices?
No. Every engagement is scoped after an initial conversation or discovery, and a proposal sets out scope, deliverables and phases.
Start a conversation
Tell us about your organization and what you need.
A consultant reviews every inquiry. The questions change with the type of inquiry so we can prepare properly for the first call.
- We review your inquiryA consultant matched to your service area reads it.
- Initial conversationA call to understand goals, constraints and stakeholders.
- Recommended next stepA discovery session, proposal or resource shortlist.
Prefer to talk? +1 469 751 2667 · +92 331 450 1447
Inquiry received · Ref
Thank you. We've received your details.
A confirmation with your reference number has been emailed to you. A consultant will be in touch.