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?
“With our workload and team outgrowing our old method of workflow management, we needed a solution. Having worked with Avrion in the past, we asked them to take a look. Dave, Nick and Sam took the time to go through our process with us. It was decided that a ticketing system was required - the guys set up what we required and assisted us whilst we inputted our data and got it going. I think the level of customer service we have received from Avrion is 5 stars.”
Mike Bevan – SPM Instrument UK“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“Working with Avrion has been easy – not just because they understand the business, but because they are open to helping make things work. The answer is almost never “no” – but if it is – there is always an alternative solution to get around the issue put forward.”
Charlotte Hurrell – Belvoir Group“Avrion is an agile, approachable, friendly company. They are easy to deal with and deliver on what they set out to achieve.”
Tom Crowther – Belvoir“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“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“We found Avrion very professional, yet friendly and fun to do business with. They really gained our trust.”
Chris Howard – BearingNet“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!”
Craig Sansom – Prestige“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“Working with Avrion has been amazing from start to finish. We use Maximizer as a main system, however we required a bespoke quote tool building for our sales team. From start to finish, the integration of the software and support has been nothing short of phenomenal. Their entire team are very knowledgeable, efficient and nothing is ever too much. We look forward to using Avrion moving forward and continuing a great business relationship.”
Luke Hogg – Knoxford Fabrications