Platforms

Dynamics 365

CX Labs implements Microsoft Dynamics 365 Sales and Customer Service, with connected Power Automate workflows and reporting.

CX Labs implements Microsoft Dynamics 365 for teams that already run on Microsoft and want their CRM to sit naturally alongside it. Our work covers Dynamics 365 Sales and Customer Service, Dataverse data modelling, Power Automate workflows, and the reporting layer that makes the platform usable day to day.

The approach is the same one we bring to every platform: design for the process first, keep the configuration maintainable, and avoid technical debt that makes the next change expensive.

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Case Studies

SureStep Implements Dynamics 365 Sales

SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As a fast growing boutique risk and compliance consultancy, SureStep depends on strong sales execution, accurate...

SalesforceDynamics 365 Risk and Compliance
Case Studies

SureStep Implements Dynamics 365 Customer Service

SureStep delivers secure and reliable solutions for global financial services and enterprise customers. As their services business expanded and their SaaS platform matured, SureStep required a scalable and auditable...

Dynamics 365 Risk and Compliance
Services

CX Success

Ongoing support, training, and managed services that keep systems — and the reporting behind them — improving after launch.

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Services

CX Optimize

Automation, reporting, and architecture improvements for systems that hold the data but are not driving action.

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Services

CX Launch

Implementations that get teams live on a system they can act on, without months of avoidable complexity.

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