Microsoft Dynamics 365
Dynamics 365 implemented natively inside the Microsoft stack you already run, then connected to your ERP so sales and operations share one customer record.
Dynamics 365 for Operations Already on Microsoft
Dynamics makes the most sense when the rest of your stack is already Microsoft: Microsoft 365 for mail and files, Entra ID for identity, Power Platform for automation, and Azure for hosting. In that environment it is the CRM with the fewest seams, because sign-on, data access, and automation all use tools your team already knows. We implement Dynamics 365 Sales and Customer Service, extend it with Power Platform rather than custom code where possible, and integrate it with SAP, NetSuite, or Odoo so quoting sees live inventory and finance sees orders as they close. When Microsoft is not your stack, we will say so rather than force the fit.
Native to Your Microsoft Estate
Single sign-on through Entra ID, Outlook and Teams integration, and SharePoint document handling, configured so the CRM feels like part of the tools staff open every morning.
Extended with Power Platform
Power Apps, Power Automate, and Power BI used to build forms, approvals, and dashboards, which keeps custom code down and maintenance costs with it.
Connected to ERP
Accounts, contacts, and opportunities sync with your ERP business partners, and order, shipment, and AR data flow back, with master-data rules and monitoring defined up front.
Everything in Your Dynamics 365 Engagement
Implementation, Power Platform extension, and ERP integration delivered by one team, on a stack that already looks familiar to your users.
- Requirements workshops and Dynamics 365 fit assessment
- Entity, form, and view configuration for sales and service
- Sales pipeline, opportunity, and forecasting setup
- Entra ID single sign-on and security-role design
- Outlook, Teams, and SharePoint integration
- Power Apps forms and Power Automate approvals
- Power BI dashboards over CRM and ERP data
- Data migration from your existing CRM with deduplication
- Bidirectional sync of accounts, contacts, and opportunities with ERP
- Live pricing and available-to-promise inventory in the opportunity
- Order, shipment, and AR balance status returned to Dynamics
- Error alerting, retry logic, and monitoring dashboards
What Clients Say on Google
Published reviews from our Google Business Profile, quoted as written.
When our system went down late on a Friday, James Darroch and his team at SorceTek Technology Group stepped up in a way you don't see often. I reached out expecting to hear back the following week. Instead, James called from the golf course (literally) and had his team with Tyler and Christian Laney working on the issue straight away... If you're looking for an IT partner who takes ownership and actually shows up when it matters, I highly recommend SorceTek Technology Group.
The SorceTek Group provides exceptional service. Tyler and his team go above and beyond, with such personable, yet professional service, quick response times and positive attitudes. He is able to resolve issues timely...
Tyler and his team at SorceTek have been fantastic. I have known Tyler through previous business acquaintances for several years. Myself and my team wish that we would have chosen SorceTek several years ago. With their knowledge and...
He has patiently and diligently worked with all of our staff to ensure their upgrades and security is up to date and continues that way.
How We Deliver Dynamics 365
Discovery
Map your sales and service processes, confirm the Microsoft estate you already run, and design the CRM boundary with ERP before any configuration starts.
Configuration
Entities, forms, views, and security roles built against that design, with Entra ID single sign-on and Microsoft 365 integration in place from the start.
Power Platform Extension
Power Apps, Power Automate, and Power BI used to cover what standard Dynamics does not, which keeps custom code down and the extensions upgrade-safe.
ERP Integration
Dynamics connected to SAP, NetSuite, or Odoo with master-data ownership and conflict rules defined, and monitoring so a failed sync raises an alert.
Migration & Testing
Your existing CRM data migrated with deduplication, then end-to-end testing including the ERP handoff before anyone relies on the new system.
Managed Support
After go-live we handle configuration changes, Power Platform updates, user issues, and integration monitoring, so the CRM keeps pace with the business.
Want this scoped against your environment?
A free assessment maps what you already run, flags the gaps, and comes back with a written plan and a fixed monthly figure where the work is managed.
Common Questions About Microsoft Dynamics
When does Dynamics 365 make more sense than Salesforce or HubSpot?
Can Dynamics 365 integrate with SAP?
How much custom code does a Dynamics implementation need?
How long does a Dynamics 365 implementation take?
Do you support Dynamics after go-live?
Related Services
CRM Services
The full CRM practice: Salesforce, HubSpot, Dynamics, and GoHighLevel.
Learn more → Professional ServicesCRM Integrations
Bidirectional sync of customers, orders, and pricing between CRM and ERP.
Learn more → Professional ServicesERP Services
The ERP side of the integration: SAP, NetSuite, and Odoo.
Learn more →Let's Fit Dynamics to Your Microsoft Estate
Start with a free assessment of your Microsoft stack and ERP systems. We come back with a CRM design and a fixed-price roadmap before any development begins.
No obligation. Response within 4 business hours.
Microsoft Dynamics Across Texas
We deliver microsoft dynamics across Texas from our Frisco office. Pick your city for the local detail: districts covered, county, and how on-site support works there.