The challenge
Where teams get stuck
The problems we're most often brought in to solve.
- 01
Standard entities miss the real process
Out-of-the-box records and stages do not capture how the business actually sells to, serves or bills its customers.
- 02
Reporting still means manual exports
Managers depend on someone exporting data to Excel instead of viewing live dashboards inside the platform.
- 03
Legacy data has no route in
Years of customer history sit in Salesforce, HubSpot or an on-premises system with no agreed migration plan.
Overview
Microsoft Dynamics 365 at VulcanTech
Microsoft Dynamics 365 is Microsoft's suite of CRM and ERP applications for sales, customer service and finance. VulcanTech configures Dynamics 365 Sales, Customer Service and Finance to your operating model, including custom entities, business rules, security roles and integration with systems Dynamics does not cover natively. Migration from legacy CRMs or ERPs and live reporting are part of scope, so the platform becomes where teams work rather than another system to update.
Key deliverables
- Custom entity and business-rule configuration
- Security role design
- Data migration from legacy CRM or ERP
- Integration via Dataverse and Azure Logic Apps
- Dashboards and user enablement
What you get
What Microsoft Dynamics 365 includes
Custom entities and forms
Data model, forms and views shaped around your records, stages and terminology.
Business process flows
Process flows and business rules that guide users through each stage consistently.
Security model
Role and business-unit security, so users see the records relevant to their responsibilities.
Data migration
Field mapping, cleansing and trial loads from Salesforce, HubSpot or legacy CRM and ERP systems.
Dataverse and Logic Apps integration
Connections to finance, ERP and line-of-business systems through Dataverse and Azure Logic Apps.
Embedded analytics
Dashboards and Power BI reports surfaced directly within Dynamics 365.
More in Enterprise Applications
Related services
Our process
How we deliver
A delivery process you can see into — from first workshop to production support.
- 01
Discovery
A focused working session on your objectives, constraints and existing systems. It concludes with a scoped proposal and a clear view of value, risk and effort.
- 02
Architecture & planning
We agree the target architecture, data model and integration approach before product code is written, and secure your sign-off.
- 03
Iterative delivery
Working software reaches a staging environment on a regular cadence, giving stakeholders continuous visibility and the ability to steer priorities.
- 04
Assurance & hardening
Automated testing, accessibility and performance budgets, and a security review are completed before anything reaches production.
- 05
Launch & continuity
We manage cutover and remain engaged through an agreed support period, with a structured handover to your teams or ongoing operation by ours.
Engagement models
Work with us the way that suits you
Outcome-based delivery
A defined scope, timeline and commercial model agreed after discovery. We own delivery risk against the agreed outcomes.
Best for: Well-defined initiatives, MVPs and first releases
Dedicated product teams
A cross-functional pod — engineering, design, QA and delivery leadership — aligned to your roadmap and scaled as priorities change.
Best for: Long-term product development and evolving roadmaps
Team extension
Senior engineers embed in your organisation, work inside your processes and report to your leaders — on contracts that assign all IP to you.
Best for: Adding specialist capability without growing headcount
Tools & technologies
The stack we build with
- Dynamics 365
- Dataverse
- Azure Logic Apps
- Power BI
- Power Automate
- Azure
Why VulcanTech
A partner, not a vendor
Senior engineering, honest delivery, and work we can name.
Senior engineers own delivery
The engineers who scope your programme in discovery are the engineers who deliver it. There is no hand-off to a junior bench after contract signature.
Engagement models that fit
Outcome-based delivery, dedicated product teams, team extension or global capability centres, matched to how your organisation prefers to work.
A verifiable track record
Every customer story we publish describes real production work, naming the client wherever confidentiality allows, including public-sector platforms secured through competitive tenders.
80+ projects in 16 countries
Delivered since 2021 across the public sector, real estate, healthcare, manufacturing and consumer technology, for regulated and high-growth organisations alike.
Customer stories
Proven delivery
Real Estate & Construction · United Arab EmiratesMaak Dream Developers runs sales, inventory and delivery on one governed platformMaak Dream DevelopersRead the story 
Manufacturing & Industrial · PakistanSiddique Sons Engineering moves HR and payroll onto a single system of recordSiddique Sons Engineering (Pvt) LtdRead the story 
Healthcare & Life Sciences · United Arab EmiratesOrion Aesthetics digitises appointments, patient records and prescriptions on one platformOrion AestheticsRead the story
Resources
Latest insights
FAQ
Frequently asked questions
Can't find what you need? Ask us in the discovery session.
Free discovery session
Start your Microsoft Dynamics 365 project
Tell us what you're building. You'll hear back from an engineer, not an inbox.
- 1We reply within one business day to set up a 30-minute call.
- 2A senior engineer — not a salesperson — walks through your problem.
- 3You get a scoped proposal with timeline and cost. No obligation.
New projects & sales
[email protected]Existing clients & support
[email protected]