Dynamics 365
Designed around how your business actually works
Take control of sales, service and customer data with Microsoft Dynamics 365. Implemented, optimised and supported by Avrion.
Dynamics 365 is one of the most powerful business platforms on the market. But power alone does not deliver results. Without the right structure, configuration and strategy, it quickly becomes complex, underused and difficult to scale.
Avrion helps organisations design, implement and evolve Dynamics 365 around real business processes. Not generic templates. Not one-size-fits-all setups. Systems that support how teams actually sell, serve and operate.
Digital Transformation
on your Terms.
Schedule a structured discovery conversation that will help define priorities and reduce risk.
What Dynamics 365 really gives you
At its core, Dynamics 365 is a connected platform that brings together sales, customer service, operations and customer data into a single, intelligent system.
Used properly, it allows you to:
- Gain full visibility across the customer lifecycle
- Align sales, service and operational teams
- Make better decisions using real-time insight
- Automate manual processes without losing control
- Scale without constantly rebuilding systems
Used badly, it becomes just another CRM that teams avoid.
The difference is not the software. It is how it is implemented.
The Avrion approach to Dynamics 365
We do not start with features. We start with understanding how your business works.
Before any configuration takes place, we focus on:
- Your commercial and operational objectives
- Existing systems, data and constraints
- How teams actually work day to day
- Where complexity exists and where it does not need to
Only then do we design a Dynamics 365 setup that fits your organisation, today and as it grows.
Our role is to remove friction, reduce risk and ensure the platform delivers long-term value.
Dynamics 365 modules we support
Dynamics 365 is modular by design. Avrion helps you implement the modules you need, in the right order, without over-engineering.
Dynamics 365 Sales
Create a sales system that supports revenue growth, forecasting accuracy and pipeline visibility. From lead management to opportunity tracking and reporting, we configure Sales to reflect your sales process, not force your team to adapt to the system.
Dynamics 365 Customer Service
Deliver consistent, high-quality customer experiences without increasing complexity or h eadcount. We design service workflows, case management and automation around your service teams, helping you resolve issues faster and improve customer satisfaction.
Dynamics 365 Customer Insights
Turn disconnected data into a unified view of your customers. Customer Insights helps you understand behaviour, predict outcomes and personalise engagement. Avrion ensures insights are actionable, not overwhelming.
Built for growth
Digital transformation is most powerful when aligned with growth ambitions
Avrion supports organisations that want to:
- Strengthen sales and commercial control
- Improve financial visibility
- Reduce operational overhead
- Increase automation
- Prepare infrastructure for scaling
Creating a connected digital foundation that evolves with the business.
We can support:
- Subscription models
- Client engagement platforms
- Partner ecosystems
- Service differentiation
- Operational transparency
Avrion is developing a dedicated platform to showcase the various types of portals and their benefits, bringing structured portal development into a scalable product environment.
This will provide organisations with faster deployment, deeper integration and the ability to extend long-term.
Already using Dynamics 365?
Many organisations are not getting full value from their existing setup.
Our Business Health Check identifies:
- Configuration issues
- Adoption challenges
- Data and reporting gaps
- Opportunities to simplify and improve performance
It is a practical, low-risk way to understand what is working and what is not.
Planning a new implementation or major change?
If you are evaluating Dynamics 365, migrating from another system, or planning to scale, a structured discovery conversation is the right place to start.
We help you:
- Clarify requirements
- Avoid common pitfalls
- Make informed licensing and architecture decisions
What do our customers say?
“We have experienced a huge shift in the efficiency of the business with the all-round delivery of service.”
Tracey Hammond – Dengie“I’m using Power BI a lot more now than I did when we started with creating refreshable dashboards for the Senior Leadership Team and other management levels showing different elements of the business. We are doing this by implementing the data warehouse built by Avrion, which is very handy. I love Power BI and think it is such a great tool that every business can have/use as it turns your raw data into a story that shows different aspects from the company over time.”
Dan Costin – Restore Datashred““The reason why I like working with Jon is because he always comes up with a solution. This was a small project but it has a big impact and solves lots of time problems. I can now make updates to the communications that go out myself and don’t need the support of Avrion for this going forward, although they are always on hand if I need help.””
Jane Margetts – Restore Records Management“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“Data is one of the most valuable assets any business has, but unlocking its true value depends on quality, meaningful analysis, and having the right tools and skills to turn insights into strategy and revenue. Having worked with Avrion, I can say they really do bring the expertise to help businesses make that transformation!”
Catherine Royle – Restore plc“After a feasibility study designed to ascertain which CRM to integrate into our business, I found that Avrion put together the best end scenario and product, Maximizer, to take our business forward. The team at Avrion showed their diligence and knowledge, which was a clear deciding factor in instigating our partnership. We look forward to strengthening our relationship going forward, as CRM evolution never stops! We can now see in real time how all of our opportunities are progressing. We also have automated reports in our Dashboard module showing the business sales performance and pipeline, which allows us to focus on each individual opportunity without any being left unnurtured. Avrion has now linked our Maximizer with Mailchimp to allow for focused marketing campaigns based on the data we add to the Address Book. We now have a clear sales process that can be tracked with clear ‘what’s next’ actions to implement.”
Craig Sansom – Prestige“We would highly recommend Avrion for both CRM and tech support applications. We recently upgraded our tech support function for both internal and external support requests. This has improved our response times, planning, service level agreements and overview of the department. Avrion is always ready to suggest improvements and evolution for our business. A big thanks to Dave, Nick and Sam at Avrion for their work on this project.”
James Blair – SPM Instrument UK“Avrion has, from the start, been very honest and clear about what we can achieve without spending vast sums of money on an entirely new system. We created an automation wish list for Avrion, who were brilliant at listening and communicating as they tailored the project specifically to the scope. Avrion built the system according to our needs and fine-tuned it as required once we began to use it. They have been very supportive throughout and helped us navigate through the entire process. We now have a system that can evolve as the development does, to improve and continually improve account visibility for our homeowners and improve cash flow by utilising the automation that we required.”
Carly Cullen – Priors Hall Park Management“Maximizer CRM has been an invaluable tool. It enables us to be very efficient, keep on top of client projects and opportunities, and deliver the service we want to for our customers.”
Graham Cording – Smart Presentations“Avrion’s AI and automation solution transformed our operations. What used to take three full-time staff days to process now happens automatically - accurately, consistently, and at scale. We’ve reclaimed time, reduced errors, and empowered our team to focus on higher-value work. It’s been transformative.”
COO at a leading UK waste management company