4x Award-Winning Dynamics 365 CRM Partner

Your CRM Shouldn’t JustStore Data. It Should Drive
Revenue.

Every missed follow-up, delayed response, and lost lead is money left on
the table. If your CRM is just a contact list,
 it’s not doing its job.

Dynamics 365 CRM scores leads, automates follow-ups, and shows your pipeline in real time
with Copilot AI writing the first draft of every email.

  20+ Years in Dynamics 365           4x Partner of the Year           98% Go-Live Success            500+ Successful Projects

Award-Winning UK Dynamics 365 Partner

Our commitment to innovation and client success has earned us
industry-leading recognition

2022

Partner of the Year

2023

Partner of the Year

2024

Pioneer in Technology

2025

Partner of the Year

The Hidden Cost of Legacy CRM Systems

Your CRM Costs You Money Every Day
It Stays Broken

Spreadsheets, disconnected tools, and manual processes drain your sales team’s potential.
Here’s what it’s actually costing you:

5.5 hours

Lost per rep, per week

Reps manually enter data, write follow-up emails, and search for customer history instead of selling.

67%

Leads go cold

Without automated follow-ups, qualified leads slip through. Each one costs £3,000-£50,000 in lost revenue.

4 systems

Average tools juggled

Your team switches between email, spreadsheets, notes, and calendar. Context gets lost. Deals stall.

23%

Forecast accuracy

Gut-feel predictions miss targets. Finance can’t plan. Leadership can’t make informed decisions.

Based on data collected from 500+ mid-market and entreprise companies using legacy CRM systems

Dynamics 365 CRM with Microsoft Copilot

Stop Typing. Start Closing.

Copilot is your AI assistant built directly into Dynamics 365. It reads your data, understands context,
and does the work your reps hate so they can focus on conversations that close deals.

Writes Your Emails

Copilot drafts personalised follow-ups in seconds.
Review, edit, send. Reps save 45 minutes daily.

“Hi Paul, following up on our call about streamlining your inventory management…”

Scores Your Leads

Copilot analyses engagement, company size, and buying signals. Focus on leads ready to buy now.

Lead Score: 87/100 – Opened 4 emails, visited pricing page twice, matches ICP

Answers Instantly

Ask ‘What did we discuss with TechStart last quarter?’ Get answers in natural language, instantly.

“TechStart mentioned budget freeze until Q2, interested in pilot programme”

Summarises Every Meeting

Missed details from that call? Copilot captures action
items, objections, and next steps automatically.

Meeting summary: Budget approved, concerns about timeline, demo scheduled for Friday

Plans Your Day

Get a prioritised task list each morning. Copilot knows
which deals need attention and why.

Priority 1: Call Acme Corp (contract expires in 14 days, high renewal risk)

Predicts Your Pipeline

Copilot analyses deal velocity, rep performance, and historical data. Forecasts you can trust.

Q4 Forecast: £1.2M committed, £800K best case, 89% confidence

Unified Dynamics 365 CRM Ecosystem

One Customer Record Across Your Business

Sales, marketing, service, HR, projects each team has their own workspace.
All working from the same data. No version conflicts. No duplicates.

Microsoft Copilot
Microsoft Copilot
Sales
Dynamics 365 Sales
Never lose a deal to poor follow-up

AI scores every lead, surfaces next-best actions, and flags deals at risk — so your team closes more without working more hours.


Learn more >>
Field Service
Dynamics 365 Field Service
Put the right engineer on-site, first time

AI-assisted scheduling matches skills to jobs, predicts equipment failures before they happen, and gives engineers the job history on their phone.


Learn more >>
Field Service
Dynamics 365 Customer Service
Earn customers for life

Route every case to the right agent, auto-suggest resolutions from your knowledge base, and track SLA compliance in real time.


Learn more >>
Marketing
Dynamics 365 Marketing
Stop sending campaigns into the void

Segment contacts by behaviour, send the right message at the right time, and pass warm leads directly to sales no handoff friction.


Learn more >>
Field Service
Dynamics 365 Project Operations
Deliver every project profitably

Track hours, costs, and milestones in real time. See margin by project before it erodes - not after the invoice goes out.


Learn more >>
Field Service
Dynamics 365 Human Resource
Attract and retain top talent

Post roles, manage applications, onboard new starters, and track performance - all in one place, built for UK employment law.


Learn more >>

Dynamics 365 CRM Industry Solutions

We’ve Built CRM Architectures
For Your Specific Industry

Your industry has specific problems. We’ve already built the solutions.

Manufacturing

Track leads from enquiry to order, manage distributors

Professional Services

Project tracking, resource allocation, billing

Healthcare & Pharma

Manage HCP relationships, track compliance

Construction & Utilities

Job costing, field service, asset management

Wholesale & Distribution

Route planning, order mgnt, account coverage

Fashion & Apparel

Season planning, wholesale accounts, retail

Retail & eCommerce

Unified customer view across all channels

Sports & Entertainment

Sponsorships, memberships, fan engagement

Dynamics 365 CRM Implementation Process

Live in 12 Weeks, Not 12 Months

Fixed timeline. Fixed scope. Fixed price. Know exactly what you’re getting before we start.

U

30 mins

Discovery Call

We map your sales process, identify bottlenecks, and show you exactly where Dynamics 365 fits.

_____________________

Outcome: Clear understanding of your requirements

1-2 weeks

Solution Design

Our architects design your CRM configuration. You review mockups before we build anything.

_____________________

Outcome: Detailed scope and pricing

 

4-12 weeks

Implementation

We configure, migrate data, and integrate with your tools. Weekly progress updates.

_____________________

Outcome: Working system in your environment

1-2 weeks

Training & Go-Live

Your team learns the system with hands-on training. We’re there for launch day.

 

_____________________

Outcome: Confident, productive users

Continuous

Ongoing Support

Dedicated support team. Quarterly reviews to optimise. We grow with you.

 

_____________________

Outcome: Long-term partnership

Dynamics 365 CRM Pricing & Licensing

Know Your Costs Before You Talk to Sales

Know Your Costs Before Talking to Sales

Answer 6 questions. Get implementation costs and license pricing in your inbox. No call, no pressure.

 

High and low implementation cost range
Which modules you’ll need
License volumes and discounted rates

Implementation Process

Base + Attach pricing

Pick your main app at full price. Add others at 40-60% less. Most clients start with Sales, add Service or Marketing later.

Two license types

Full licenses (£50-75/user/month) for daily users. Team licenses (£6.60/month) for people who just need visibility.

Copilot costs extra

AI features are add-on licenses. Worth it for high-volume reps. Not needed for everyone. We’ll help you decide who gets it.

What Our Clients Say

“Grundfos have been working with Mercurius on the development of an integrated Claims Management solution.

Based on Microsoft technologies it integrates with our CRM and ERP systems to substantially improve our claims management process. It also offers our customers a much-simplified approach to raising and completing a claim and enables them to both view and add claims online. Mercurius have shown themselves to be very responsive to our needs and we believe they represent great value for money.

Jason Funnell
Director of Operations, Grundfos

“Not only did Mercurius beat our existing partner’s quote by a significant margin, they did it at a fixed price — removing our commercial risk. In the end, they guided us carefully through the process and also implemented some great improvements to our business.”

Nicholas Newitt

Director, Newitts & Co. Ltd.

Dynamics 365 CRM FAQs

Straight answers to the questions every buyer asks before they commit.

How long does implementation take?

Most implementations take 8-12 weeks from kickoff to go-live. Complex multi-department rollouts may take 16-20 weeks. We’ll give you an exact timeline after the discovery call.

Can you migrate data from our current CRM?

Yes. We’ve migrated data from Salesforce, HubSpot, Zoho, Pipedrive, spreadsheets, and dozens of legacy systems. We handle data mapping, cleansing, and validation.

Can we buy Dynamics 365 Sales without the Marketing or Service modules?

Start with what you need. Dynamics 365 is modular you can add Marketing, Service, or Field Service later when you’re ready. No need to pay for unused features.

Does Dynamics 365 Copilot require separate CRM licensing?

Yes. Copilot is an add-on license per user. We recommend it for high-volume sales reps first, then expand based on ROI. We’ll help you calculate the business case.

How does Dynamics 365 CRM compare to Salesforce?

Both are enterprise-grade. Dynamics 365 has tighter Office 365 integration (Outlook, Teams, Excel), often lower total cost, and Copilot AI built natively. Salesforce has a larger app marketplace.

What Dynamics 365 user training and post-go-live support do you provide?

We include role-based training: sales reps learn their workflows, managers learn reporting, admins learn configuration. Plus on-demand video library and documentation.

What's your support model after go-live?

We offer tiered support packages. Basic includes email support and quarterly check-ins. Premium adds phone support, faster SLAs, and dedicated account manager.

Can we customise the system ourselves after implementation?

Yes. Dynamics 365 is highly configurable without code. We train your admins to add fields, modify forms, and create reports. For complex changes, our support team is available.

How do you handle data migration to Dynamics 365 CRM?

Briefly explain that your 12-week process includes secure data extraction, cleansing, and mapping from their old system (mentioning Salesforce, Hubspot, or Excel by name) into Dynamics 365.

Can Dynamics 365 CRM integrate with our existing ERP and financial software?

Confirm that it natively integrates with Microsoft 365 (Outlook/Teams) and Business Central, and has pre-built connectors for other major ERPs (like Sage, Xero, or SAP).

Find Out What’s Broken and How to Fix It

We review your current setup, identify where you’re losing revenue,
show you what Dynamics 365 fixes. No obligation.

What Happens on the Call?

30-mins discovery call to understand your current             system

Free Implementation assessment with cost-benefit              analysis

Custom roadmap with timeline and pricing

No obligation – direct answers to your questions

Request Your Assessment

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  No sales pressure              Response within 2 hours            500+ successful migrations