Microsoft Dynamics 365
CRM Implementation Services
Tired of juggling leads in spreadsheets, missing follow-ups, or switching between disconnected systems?
You are not alone. Many businesses recognise that they have outgrown their current tools, but transitioning to a smarter CRM can feel overwhelming.
That is where we come in.
Why Dynamics 365 CRM?
Think of Dynamics 365 CRM as your team’s new command centre. It is a powerful, cloud-based platform from Microsoft that brings your sales, marketing, and services efforts together in one place. Everything connects. Everything speaks the same language.
No more missed emails. No more outdated spreadsheets. No more trying to guess what is happening with a customer.
You get:
- Real-time dashboards that show you precisely what is happening in your pipeline
- Automation that saves time and cuts down on manual work
- Seamless integration with tools you already uses, like Outlook, Teams, SharePoint, and Power BI
- A CRM that scales with your business instead of slowing it down
Get in Touch
The Dynamics 365 CRM Implementation Process
We do not just install software. We deliver a system that your team will use and benefit from. Whether you are moving from a legacy system or starting fresh, our goal is simple: make it work for you.
✔ Microsoft Dynamics CRM setup
We configure your CRM to fit your structure, not the other way around. You get a clean, secure, and scalable foundation built using Microsoft’s best practices.
✔ CRM integration with Microsoft tools
Everything is connected. From emails to tasks, calendars to documents, your CRM works seamlessly with Microsoft 365, Teams, Power BI, SharePoint, and more.
✔ CRM data migration plan
We carefully transfer your existing data. That means cleaning it, mapping it, and ensuring everything is placed exactly where it should be—no data loss. No headaches.
✔ D365 CRM customisation
Your workflows are unique, so your CRM should be too. We tailor forms, dashboards, business rules, and automation to match your real-world processes.
✔ Microsoft Dynamics 365 onboarding
Training is not optional. We make sure your team knows how to use the system from day one. That includes tailored sessions, guides, and recorded walkthroughs.
✔ CRM go-live strategy
We do not just flip a switch and wish you luck. We plan your launch with care, thoroughly test everything, and provide immediate support to ensure your go-live is smooth and successful.
Transforming Businesses Across Key Sectors
What You Can Expect from Our CRM Implementation Partner
We do not just install software. We deliver a system that your team will use and benefit from. Whether you are moving from a legacy system or starting fresh, our goal is simple: make it work for you.
Dynamics 365 CRM Modules We Implement
We work with the full range of Microsoft Dynamics 365 CRM applications, configuring each one to match your business processes. Every module is set up to integrate smoothly with your teams, goals, and existing systems.
Marketing
Dynamics 365 for Marketing allows you to manage all your campaigns in one place. It supports multi-channel campaigns, lead nurturing, segmentation and performance tracking.
How we help: We create templates, set up journey automation and ensure marketing data flows directly into your sales pipeline for better follow-up.
Sales
Dynamics 365 for Sales helps you turn leads into loyal customers. With lead scoring, opportunity tracking, real-time dashboards and LinkedIn integration, your sales team can close deals faster.
How we help: We map out your sales stages, automate repetitive tasks and connect with Microsoft 365 to improve productivity and reduce admin work.
Human Resources
Dynamics 365 HR centralises employee profiles, performance tracking, benefits, leave management, compensation, learning and analytics in a single cloud-based system.
How we help: We configure self-service tools for employees and managers, automate HR administration, build Power BI reporting and integrate with payroll, and other Dynamics 365 modules.
Customer Service
Dynamics 365 for Customer Service gives your team the tools to provide consistent, personalised support. Features include case management, self-service portals, knowledge bases and unified customer views.
How we help: We set up intelligent case routing, build knowledge bases and integrate reporting so agents can focus on resolving issues quickly.
Field Service
Dynamics 365 Field Service makes it easier to deliver efficient service on location. It includes work-order management, smart scheduling, mobile tools for technicians and asset tracking.
How we help: We configure dispatch boards, create mobile checklists and set up alerts so your field teams can work efficiently and keep customers informed.
Project Operations
Dynamics 365 Project Operations brings together all aspects of project management. You can manage resources, schedules, budgets, billing and profitability in one place.
How we help: We create project templates, automate time and expense tracking and build dashboards that give you a clear view of project performance.
Dynamics 365 CRM Ongoing Support & Maintenance
Your CRM should grow with your business. That is why our relationship does not end at go-live.
We offer:
- 24/7 Support – UK-based team ready to resolve issues anytime.
- Proactive Monitoring – spotting and solving issues before they impact you.
- Managed Services – updates, performance optimisation, and security checks.
- User Training & Refreshers – keeping your team productive as the system evolves.
Dynamics 365 CRM Pricing and Packages
The cost of implementing Dynamics 365 CRM can vary depending on your requirements. Factors such as the number of users, modules selected, data migration needs, customisations, and integrations all play a part.
We do not offer one fixed price because every business is different. Instead, we work with you to understand your goals and provide a clear proposal that fits your budget and timeline. This way, you only invest in the features and services you truly need.
Whether you need a quick start or a full-scale rollout, we will guide you through the available options and recommend the most efficient way to achieve your objectives.
Get an indicative pricing estimate – in just a few minutes
Using our online tool, in just minutes, generate your own high-level pricing estimate for Dynamics 365 CRM. Your personalised report will be sent direct to your email inbox, containing:
- Ballpark High & Low Implementation Costs
- Breakdown of Required Modules
- License Volumes & Discounted Cost Estimates
Take the first step on your CRM evaluation journey today!
Proven Results, Real Clients: Client Success Stories
See how we’ve helped UK businesses transform operations, cut costs, and scale smarter with Dynamics 365.
Mayglothling Waste Ltd: From Manual Chaos to Connected Operations with Dynamics 365
LocationUnited Kingdom IndustryWaste ManagementCustomer Overview Mayglothling Waste Ltd. is a specialist provider of waste management services across the United Kingdom. As the company grew, the team began to face challenges around job scheduling, paperwork,...
Transforming Trendco’s Order Management with Microsoft Dynamics 365 Business Central
LocationUnited Kingdom IndustryRetail/Wholesale/E-commerceCustomer Overview Trendco is one of the United Kingdom’s leading wigs and hairpieces distributors. With a wide product range and a growing eCommerce presence, the company experienced increasing online demand...
Driving Operational Excellence in Pharmaceutical Operations with Dynamics 365
LocationUnited Kingdom IndustryPharmaceuticalsCustomer Overview A pharmaceutical and healthcare organisation operating in a highly regulated environment required a robust ERP for Healthcare to support compliance, traceability and operational efficiency. With strict...
Is This for You?
This service is designed for growing businesses that need more control and visibility. It is for teams who are tired of patching things together and want a system that works.
You will benefit if:
- Your sales team is losing time on manual updates
- Your service team cannot find customer history quickly
- You have outgrown your current CRM or are still using spreadsheets
- You want better data, faster decision-making, and happier customers
Why Work with Mercurius IT?
We are not here to sell you a platform. We are here to solve your CRM problem.
- Certified Microsoft Solutions Partner
- UK-based delivery and support team
- Deep experience in CRM, Power Platform, and system integration
- Aligned with CRM implementation best practices and ISO frameworks
- Trusted by businesses across manufacturing, logistics, and services
We make it easy for your team to use the system and even easier for your leadership to see its value.
Start Your Dynamics 365 CRM Implementation Journey
Frequently Asked Questions
1. What is included in your Dynamics 365 CRM implementation service?
Our service covers everything from initial discovery and Microsoft Dynamics CRM setup to data migration, onboarding, and post-launch support. We also handle D365 CRM customisation and full CRM integration with Microsoft tools.
2. How long does it take to implement Dynamics 365 CRM?
Most CRM implementations are completed within 8 to 12 weeks. Timelines can vary depending on the complexity of your workflows, the volume of data, and the number of users involved.
3. Will you help us migrate data from our existing system?
Yes. We create a detailed CRM data migration plan to ensure your customer, sales, and service data is accurately mapped, cleaned, and transferred. Whether you’re moving from spreadsheets or another CRM, we handle the transition with minimal disruption.
4. Can Dynamics 365 CRM integrate with Microsoft 365 tools we already use?
Absolutely. Our team specialises in CRM integration with Microsoft tools, including Outlook, Teams, SharePoint, and Power BI. This ensures your CRM becomes part of your daily workflow, not just another platform to manage.
5. Do you offer onboarding for our team?
Yes. Microsoft Dynamics 365 onboarding is a core part of our implementation. We provide role-specific training, documentation, and recorded sessions to ensure that your users feel confident using the system from the start.
6. What kind of customisation is possible with D365 CRM?
We offer full D365 CRM customisation, from creating tailored dashboards and business process flows to designing automations, forms, and reports that reflect your business’s unique operations. The system is flexible, and we make sure it works your way.
7. What is a CRM go-live strategy, and do you provide one?
A CRM go-live strategy is the plan for launching your CRM system. It includes user testing, data checks, support readiness, and a fallback plan. We handle all of this with you, ensuring your launch goes smoothly and with confidence.
8. Do you follow CRM implementation best practices?
Yes. We apply CRM implementation best practices recommended by Microsoft and align them with ISO project standards. This ensures your system is secure, scalable, and optimised for long-term performance.
9. Can we update or scale the CRM after launch?
Dynamics 365 CRM is designed to scale. Whether you need new automations, additional users, or deeper integrations later on, we support system expansion post-implementation.
10. Why choose Mercurius IT as your Dynamics CRM implementation partner?
We are a certified Microsoft Solutions Partner with a proven track record of successful projects. Our UK-based team delivers hands-on support, tailored solutions, and a consultative approach that keeps your business goals at the forefront.