Microsoft Dynamics 365 · Enterprise platform partner

Twenty years of Dynamics 365. One operating spine.

Customer Engagement and Finance & Operations, the full Dynamics 365 stack, deployed by practitioners who have run the operations they are now configuring. Enterprise programmes, mid-market discipline, consulting and technology under one roof.

Platform
Microsoft Dynamics 365
Scope
Customer Engagement · Finance & Operations
Footprint
UK · EU · India
Why Dynamics, why us

The platform is not the project. The operating model is.

Most failed Dynamics programmes confused configuration with transformation. We do not. We design L1-3 process before a single workflow is wired. Certified delivery partners we trust then ship the platform. The boundary is what makes the work hold.

Ionyze brings twenty years inside Microsoft Dynamics, across every major release, on programmes from £500k to £150m. We have shipped greenfield, rescued live estates, replatformed legacy CRM, and rolled out single templates across 21 countries. The same hands that hold the operating model design also hold the line on the platform delivery.

Where Ionyze fits
  • StrategyOperating model, business case, sequencing by risk.
  • DesignL1-3 process design before configuration. Always.
  • DeliveryProgramme leadership over certified delivery partners.
  • SustainAdoption hacking, Process Intelligence, handover.
Enterprise scale

Programmes the senior team has already shipped.

We sell what we have done. The numbers below are the senior team's collective Dynamics 365 record, not the firm's age.

20+
Major D365 programmes shipped by the senior team
£150m+
Programme value sequenced on the Dynamics platform
21
Countries rolled out on a single D365 template
2
Application families covered end to end (CE and F&O)
The product family

Two application families. One delivery team.

Microsoft groups Dynamics 365 into two estates: Customer Engagement on the CRM side, Finance & Operations on the ERP side. They share Dataverse and Azure underneath, but ship as distinct families. We deliver across both, with the apps named the way Microsoft licenses them.

Customer engagement on Dynamics 365
D365 · Customer Engagement
01

The customer-facing operating spine.

The CRM-side of Dynamics 365: Sales, Customer Service, Field Service and Customer Insights, all on Dataverse, all model-driven, all sharing the same customer record. Where the buyer, the case and the engineer meet the same operation.

  • Dynamics 365 Sales

    Pipeline, forecast and rep motion on one record. Sales Insights and Copilot wired into qualification and account momentum.

    See the practice →
  • Dynamics 365 Customer Service

    Omni-channel cases and conversations across voice, chat and email. Copilot for Service deflecting volume, escalating with context.

    See the practice →
  • Dynamics 365 Field Service

    Scheduling, dispatch, connected-asset telemetry and the mobile engineer experience. The shadow sales team, industrialised.

    See the practice →
  • Dynamics 365 Customer Insights

    Customer Insights — Data (unified profile, the former CDP) and Customer Insights — Journeys (the former Marketing). One view, one journey.

    See the practice →
Finance & Operations on Dynamics 365
D365 · Finance & Operations
02

The enterprise resource spine.

The ERP-side of Dynamics 365. Core Finance and Supply Chain Management at the centre, extended with Project Operations, Commerce and Human Resources where the operating model calls for them. Multi-entity, multi-country, sequenced by risk.

  • Dynamics 365 Finance

    Core financial management: GL, AP/AR, period close, financial reporting and controls. P2P first, R2R next, O2C last.

    See the practice →
  • Dynamics 365 Supply Chain Management

    Procurement, inventory, planning, warehousing and manufacturing. The operational backbone behind Finance, on the same template.

    See the practice →
  • Dynamics 365 Project Operations

    Project-based work end to end: sales, resourcing, delivery and project accounting. Sits across CE and F&O on one record.

    See the practice →
  • Dynamics 365 Commerce & HR

    Dynamics 365 Commerce for retail and direct-to-consumer; Dynamics 365 Human Resources for the workforce data the operating model depends on. Selectively, where the model needs them.

    See the practice →

Project Operations sits across both families on a shared record. Business Central, Microsoft's SMB ERP, is a separate Dynamics stack and outside the scope of our enterprise practice.

What good looks like

A D365 estate a leader can actually run from.

Not screenshots from a vendor brochure. The operating state of a real business, surfaced through the same Dynamics 365 estate the team uses every day. Pipeline, weighted forecast and the next action in one frame.

  • One view across pipeline, forecast and rep activity
  • Weighted forecast surfaced from signal data, not stage hope
  • Sales Insights and Copilot wired into the same record
  • Process Intelligence telemetry catching drift in the funnel
  • Mobile parity for the field engineer and the CRO
Dynamics 365 Sales · Pipeline viewQ3 · Forecast
£8.8m
Open pipeline
£4.1m
Weighted forecast
1.9×
Coverage vs. target
Pipeline by stage
Qualify· 42
£1.4m
Develop· 26
£3.1m
Propose· 14
£2.6m
Negotiate· 6
£1.2m
Close· 3
£540k
Recent activity · weighted next action
AE · J. RowanRenewal. Q3
AE · A. KowalskiExpansion. New BU
SDR · D. MehtaInbound · qualified
Agent · SQAAuto-qualified · 14
OpenWeighted forecast
The wider Microsoft stack

Dynamics is the spine. Power Platform, Copilot and Azure extend it.

We deploy Dynamics 365 as part of the modern Microsoft stack, not in isolation. Power Platform, Copilot Studio and the Azure data layer are first-class citizens of every programme.

Microsoft Power Platform

Power Apps, Power Automate and Power Pages to extend D365 where the standard model stops short. Built for the specific edge of the business, on the same governance and security spine as the core platform.

Microsoft Copilot & Copilot Studio

Production copilots for Sales, Service and the operating spine. Custom agents authored in Copilot Studio for the workflows nobody ever wrote a sequence for, grounded in the firm's own data through Dataverse.

Dataverse, Fabric & Azure

The modern Microsoft data layer underneath D365. Fabric for analytics, Synapse and Azure SQL for engineering, Purview for governance. Process Intelligence telemetry sits here and stays here.

Integration & ALM

Azure Logic Apps, API Management and Service Bus for the integration estate. Solution-aware ALM, environment strategy and pipeline-based deployments so the platform keeps moving without breaking what is already in production.

D365 SalesD365 Customer ServiceD365 Field ServiceD365 Customer Insights — JourneysD365 Customer Insights — DataD365 FinanceD365 Supply Chain ManagementD365 Project OperationsD365 CommerceD365 Human ResourcesPower AppsPower AutomatePower BIPower PagesCopilot StudioDataverseMicrosoft FabricAzure SynapseAzure Logic AppsAzure API ManagementPurview
Enterprise engagements

The kind of programmes we are already running.

Hundreds of users, multi-country footprints, multi-million pound programme value. Senior practitioners in the room, delivery depth where the work calls for it.

Distribution · HVAC manufacturer

A premier manufacturer, fighting its own D365 platform.

Platform replatformed, operating model reset, capacity created for the next phase of growth. 550 users on a £3.4m programme through 2025.

Capacity created
32%
NPS uplift
23 pt
Utilities · Last-mile operator

A UK utility operator, hitting its scaling limit.

Operating spine rebuilt on D365: work measured and optimised, customers served with commercial clarity, sales managed on signal data. 175 users, in flight.

Status
In flight
Outcome
On track
Tech & Telecoms · CPaaS provider

A European CPaaS provider, scaling finance across 21 countries.

Single D365 Finance & Operations template across 29 entities. Sequenced by risk, not ambition. Process Intelligence catching drift from day one.

Target efficiency
25%+
Broken closes
Zero
See more engagements
How we sequence

Expose, Trace, Realign, Sustain. Applied to Dynamics.

The same method that runs every Ionyze engagement, applied to the Dynamics estate. The order is the strategy. Get the sequencing wrong and the platform delivers the right configuration to the wrong operation.

01

Expose

Audit the current D365 estate (or the absence of one). Map the operating reality against what the platform is actually doing. Quantify the gap.

02

Trace

Sequence the build by risk. Procure-to-Pay before Record-to-Report. Qualification before forecasting. Service before marketing. The order is the strategy.

03

Realign

Design L1-3 process before configuration. Certified delivery partners we trust ship the platform. We hold the operating model accountable to the design.

04

Sustain

Leave the operation running on D365 without us. Adoption hacking baked in. Process Intelligence telemetry watching drift. Dated handover. Named successor.

Consulting and technology, one team

The senior partner in the meeting also owns the build.

Most firms split strategy from delivery and discover the gap in production. We do not. The partner who shapes the operating model with you is accountable to the same partner shipping the Dynamics platform. UK and EU senior. India delivery depth. One firm, one line of accountability.

Meet the teamHow we operate
Senior team in the room

If your Dynamics 365 estate is not yet the operating spine it was supposed to be.

Talk to us about Dynamics