Microsoft Dynamics 365 CRM Implementation & Support
As a Microsoft Partner, Weblink Plus implements, integrates, and supports Microsoft Dynamics 365 CRM to help businesses manage sales, customer relationships, reporting, and automation within a connected Microsoft ecosystem.
Microsoft Partner
Weblink Plus holds Microsoft Partner status with certifications across Dynamics 365 CRM, Business Central, Dynamics 365 Finance, and Power Platform. Our team works within the Microsoft ecosystem every day — which means faster implementations, fewer integration issues, and better outcomes for your business.
Why Dynamics 365 CRM Is the Right Choice for Microsoft-Ecosystem Businesses
Microsoft Dynamics 365 CRM is the only CRM platform that shares a native data model with Business Central and Dynamics 365 Finance. For businesses already running a Microsoft ERP, this is a significant advantage — customer records, order history, credit limits, and financial data are shared between the two systems without integration middleware, data duplication, or synchronisation delays.
Dynamics 365 CRM also integrates natively with Microsoft 365 — so your sales team can track emails and meetings in Outlook, collaborate on deals in Teams, and access customer data without switching between applications. Microsoft Copilot AI is embedded across the platform, providing AI-assisted sales insights, email drafting, and case resolution suggestions that reduce manual work for your team.
For businesses not on a Microsoft ERP platform, Dynamics 365 CRM can still be implemented as a standalone CRM — and we integrate it with Oracle NetSuite, Salesforce, and other platforms where required. The integration patterns are well-established and the data flows reliably.
Dynamics 365 Sales — What It Actually Does
Dynamics 365 Sales manages your pipeline from lead to closed deal. It tracks every interaction — emails, calls, meetings, and proposals — against each opportunity, so your sales team always has context before they pick up the phone. Quotes generated in Dynamics 365 Sales convert directly to sales orders in Business Central or Dynamics 365 Finance, eliminating the manual re-entry that wastes time and introduces errors.
AI-assisted forecasting analyses your pipeline and predicts close probabilities based on historical patterns — giving sales managers a more accurate view of likely revenue than manual pipeline reviews. Power BI dashboards combine CRM pipeline data with ERP financial data, so management can see the full picture from lead to cash in one place.
Our Dynamics 365 CRM Implementation Approach
We implement Dynamics 365 CRM on a fixed-cost contract with a structured delivery process: discovery and requirements documentation, system configuration, data migration, integration build, user acceptance testing, and go-live with hypercare support. Every implementation includes Power Automate workflows for approval processes and automated notifications, and Power BI dashboards for management reporting. We do not deliver generic out-of-the-box setups — we configure the system to match how your sales and service teams actually work.
Dynamics 365 CRM Applications
Microsoft Dynamics 365 CRM is a suite of connected applications — each one natively integrated with your ERP and the broader Microsoft platform.
Dynamics 365 Sales
Manage your pipeline, automate follow-ups, generate quotes, and forecast revenue with AI-assisted insights. Natively connected to Business Central and Dynamics 365 Finance.
Dynamics 365 Customer Service
Resolve cases faster with a unified agent desktop, knowledge base, and SLA management — with full order and account history from your ERP.
Dynamics 365 Marketing
Run multi-channel campaigns, score leads, and track marketing ROI back to closed revenue using ERP purchase data.
Dynamics 365 Field Service
Schedule technicians, manage work orders, and track assets with mobile-first field service management integrated with your ERP.
What We Deliver
Full Dynamics 365 CRM implementation and support — from initial configuration through to ongoing optimisation.
Implementation & Configuration
End-to-end Dynamics 365 CRM deployment configured to your sales process, service workflows, and business rules — not a generic out-of-the-box setup.
ERP Integration
Native integration with Business Central and Dynamics 365 Finance. We also integrate Dynamics 365 CRM with NetSuite for businesses on Oracle's platform.
Sales & Customer Engagement Setup
Pipeline stages, opportunity management, quote generation, and customer engagement workflows configured to match how your sales team actually works.
Data Migration
Migrate contacts, accounts, opportunities, and history from your existing CRM or spreadsheets — with full validation and zero data loss.
Workflows & Automation
Power Automate workflows, approval processes, and automated notifications built across Dynamics 365 CRM and your connected ERP and Microsoft 365 environment.
Dashboards & Reporting
Power BI dashboards combining CRM pipeline data with ERP financials. Real-time visibility across sales, service, and finance in one place.
Ongoing Support & Optimisation
Post go-live support, quarterly optimisation reviews, and user training as your team grows and your business evolves.
Upgrade & Migration
Upgrade from legacy Dynamics CRM versions or migrate from other CRM platforms to Dynamics 365 with minimal disruption to your team.
Native ERP + CRM Integration
Dynamics 365 CRM is the only CRM platform that shares a native data model with Business Central and Dynamics 365 Finance. That means no integration middleware, no data duplication, and no synchronisation delays — just one connected Microsoft platform.
We also integrate Dynamics 365 CRM with NetSuite for businesses on Oracle's platform, using proven integration patterns that keep data consistent across both systems.
- Native integration with Business Central and Dynamics 365 Finance
- Integration with NetSuite via proven connectors
- Customer orders and credit limits visible in CRM in real time
- Quotes in CRM convert to sales orders in ERP automatically
- Shared customer master data — one record, two systems
- Power BI dashboards combining CRM and ERP data
Why Weblink Plus for Dynamics 365 CRM?
Frequently Asked Questions
What is Microsoft Dynamics 365 CRM?
Microsoft Dynamics 365 CRM is a suite of cloud-based business applications covering sales, customer service, marketing, and field service. It is natively integrated with Microsoft 365 (Outlook, Teams, Excel) and with Microsoft ERP platforms including Business Central and Dynamics 365 Finance.
How long does a Dynamics 365 CRM implementation take?
A standard Dynamics 365 CRM implementation for an Australian business typically takes 2–4 months. Timeline depends on the number of modules, integrations required, and data migration scope. We confirm a realistic timeline after our discovery session.
Can Dynamics 365 CRM integrate with our ERP?
Yes. Dynamics 365 CRM integrates natively with Business Central and Dynamics 365 Finance. We also integrate Dynamics 365 CRM with Oracle NetSuite for businesses on Oracle's platform. Integration covers customer accounts, orders, credit limits, and financial data.
Do you support Dynamics 365 CRM in Sydney, Melbourne, Brisbane, and other Australian cities?
Yes. We work with businesses across all major Australian cities — Sydney, Melbourne, Brisbane, Perth, Adelaide, Canberra, and regional areas. We deliver Dynamics 365 CRM implementations remotely and on-site across Australia.
Do you support international Dynamics 365 CRM implementations?
Yes. Dynamics 365 CRM is a global platform and we support businesses with international operations across Asia-Pacific, the US, UK, Europe, and beyond — including multi-currency, multi-region configurations and cross-border compliance.
Connect Your Sales Team to Your ERP
Book a Dynamics 365 CRM consultation and we will show you how to unify your customer and financial data on one connected Microsoft platform.