We implement, customise and support Microsoft Dynamics 365 Sales, Customer Service, Field Service and Customer Insights — with Copilot, Power Platform, Outlook, Teams and your ERP connected, so your team works in one place.
Microsoft Dynamics 365 brings sales, customer service, field service and marketing together on one platform, built on Microsoft Dataverse and the Power Platform. It works naturally with Outlook, Teams, Excel and SharePoint, so your people manage customers from the tools they already use every day.
TECHTARN provides end-to-end Dynamics 365 CRM implementation and customisation services: we choose the right apps and licences with you, configure and extend them, migrate your data, connect your ERP and other systems through API integration, and train your team.
Comparing options? Our CRM development team also builds custom CRMs and works with Salesforce, Zoho and HubSpot, so the advice you get is about fit — not about selling one product.
Outlook, Teams, Excel, SharePoint and Microsoft 365 sign-in work with Dynamics 365 out of the box.
We use standard features and the Power Platform before writing custom code, so upgrades stay smooth.
Copilot summaries, email drafts and lead scoring help your team spend more time with customers.
Customers, quotes, orders and invoices flow between Dynamics 365 and Business Central or your own ERP.
Training, simple screens and dashboards people actually open — and support after launch.
Each Dynamics 365 app covers one part of the customer journey. Pick one to see what it does and who it is for.
Manage leads, opportunities, quotes and forecasts in one place, with Copilot helping sellers prepare and follow up.
Best for: Sales teams of any size, from inside sales to key-account management
Cases, queues, SLAs, a knowledge base and omnichannel support across email, chat and phone.
Best for: Support and service desks
Work orders, scheduling, mobile technicians, parts and asset maintenance for on-site service.
Best for: Companies with engineers or technicians in the field
Customer data in one profile, segments and email or SMS journeys triggered by what customers do.
Best for: Marketing teams running campaigns and nurture journeys
AI-assisted voice, chat and messaging for contact centres, connected to customer records.
Best for: Contact centres and high-volume support teams
Dataverse
SalesCustomer ServiceField ServiceCustomer Insights
Power AppsPower AutomatePower BICopilot Studio
OutlookTeamsExcelSharePointBusiness Central
At the centre is Dataverse, where your customer data lives. Around it sit the Dynamics 365 apps, then the Power Platform for custom apps, automation, reports and AI agents, and finally the Microsoft 365 tools your team uses daily — plus Business Central for finance.
Hosting, integrations and data pipelines run on Microsoft Azure, managed by our cloud and DevOps team.
Everything from first workshop to ongoing improvement, delivered by one team.
Requirements, solution design, configuration, security roles and go-live for Sales, Customer Service, Field Service and Customer Insights.
Custom tables, forms, business rules, Power Apps, JavaScript and C# plugins when standard features are not enough.
Approvals, notifications and hand-offs between teams automated with Power Automate flows.
Move from Salesforce, Zoho, HubSpot, spreadsheets or on-premises Dynamics CRM with clean, verified data.
Business Central, Finance & Operations, other ERPs, websites, telephony and payment systems connected through APIs and Azure.
Copilot in Dynamics 365, Copilot Studio agents, AI lead scoring and summaries set up for your process.
Sales, service and management dashboards with data from Dynamics 365 and your other systems.
User and admin training, help choosing the right licences, and ongoing support and improvements.
Tick what your teams need to do. The matching apps light up — a starting point we confirm in a discovery workshop.
Pick at least one need.
Get a licence and app plan →Copilot in Dynamics 365 summarises records, catches up sellers on what changed, drafts emails and answers questions about your data. With Copilot Studio we build agents that qualify leads, answer customers or update records for you.
We set up the Copilot features your licences include, connect them to the right data and add custom AI agents where they save real time — always with your security and data rules in place.
Phases overlap so you see working software early. The length of each bar shows a typical share of the project — real timelines depend on scope.
Workshops, process maps and a prioritised scope.
Solution design, data model, security and integrations.
Configuration, Power Apps, flows and integrations in sprints.
Data clean-up, test loads and final migration.
User acceptance testing and role-based training.
Launch, hypercare and continuous improvement.
From Salesforce, Zoho, HubSpot, spreadsheets or on-premises Dynamics CRM — five checked steps.
A general comparison to help you shortlist. Features and licences change, so we confirm against your requirements.
Six steps from first workshop to a CRM your team relies on.
Map your sales, service and marketing processes, users and data.
Choose the right apps and design the data model, security and integrations.
Configure Dynamics 365, build Power Apps and flows, integrate systems.
Move your data and test every process with your team.
Role-based training, go-live and hypercare.
New automations, Copilot features and reports as you grow.
Configured around the processes and rules of your sector.
Building a business case? Try our ROI calculator or look at our work.
Answers to the questions we hear most about Dynamics 365 projects.
Tell us about your team, your current CRM and the Microsoft tools you use. We'll suggest the right Dynamics 365 apps and a clear plan — we reply within 4 business hours.