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Microsoft Dynamics Customisation

We customise your Dynamics experience so it matches how your business actually runs — portals your customers can use, content that publishes itself, marketing driven by real data, and scheduling built for a workshop floor.

Scope

What a customised Dynamics build can cover.

Not a menu to pick from — a list of what we have built. Your scope is set at diagnosis.

  • Web-based customer portals with history, pricing and controlled catalogues
  • Individual staff logins with product selection and allowances by job description
  • Automatic creation of product categories, brands and project content
  • Selected images pushed to Google Business Profile
  • Review requests held for your approval before they send
  • Project updates published to socials and the website gallery
  • New website banners and Meta ads generated from project data
  • Keyword tracking with monthly reports on how to improve
  • Referral and loyalty programs
  • Drag-and-drop production scheduling for workstations
  • Quotations that produce labour estimates and material take-offs

FAQ

Common questions

Do we need to replace our existing Dynamics setup?
No. We customise what you already run. Most businesses start with one area — a customer portal, or production scheduling — and connect the rest once the system proves itself.
Which version of Microsoft Dynamics do you work with?
We work with Dynamics 365 environments and build web-based portals and integrations on top of them. The scope of what we can customise is confirmed during diagnosis, once we have seen your configuration.
Can customers see their own pricing and order history?
Yes. Customer portals show full order history, invoices and account-specific pricing, and can restrict each account to the products it is approved to order.
Can staff logins be restricted by role?
Individual staff logins carry product selection rights and spend allowances set by job description, so people only see and change what their role allows.
Does content really publish itself?
Project content, galleries, website banners and Meta ad creative can all be generated from Dynamics project data. Review requests are queued for your approval rather than sent automatically.

Dynamics should match your operation, not the other way around.

We map how your business runs first, then customise to fit it.

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