Opens in a new tab

A Modern CRM Transforms Customer Engagement

Build a connected CRM around your customers, teams and processes with Microsoft Dynamics 365.
Dynamics 365 CRM Modernisation

Has your CRM stalled?

CRM should help your teams understand customers and move work forward. When it becomes difficult to use, disconnected from other systems or no longer reflects your processes, it can create as much friction as it removes.
  • Your CRM gets ignored.
    If CRM feels complicated or disconnected from everyday work, users find alternatives. Notes stay in inboxes, opportunities move into spreadsheets and valuable customer knowledge becomes fragmented, leaving the business with an incomplete view of customer activity.
  • Data is everywhere.
    Customer information spread across CRM, Outlook, spreadsheets and other systems makes it difficult to know which record to trust. Duplicate and outdated data affects reporting, wastes employee time and prevents sales and service teams from seeing the complete customer relationship.
  • Processes have outgrown it.
    Your sales and service processes evolve, but CRM often gets left behind. Workarounds, manual administration and excessive customisation can make simple activities difficult, limit automation and leave teams working around the system instead of with it.
Outgrown Your CRM? Modernise It.
Talk to a CRM Specialist

Understand Before You Modernise. Fix What Matters

Start With Real Processes

CRM modernisation should start with how your teams actually sell, serve and manage customer relationships. We examine activities, decisions, handovers and exceptions to understand where CRM supports the process and where people work around it. This creates a clearer foundation for configuring Dynamics 365 around genuine business needs.

How do customers move through your business toda
Dynamics 365 CE

Find the Adoption Gaps

Poor CRM adoption is rarely solved by telling people to use CRM more. Unnecessary fields, excessive clicks, confusing processes and disconnected tools can all contribute. We identify where friction occurs and look for opportunities to simplify the experience so Dynamics 365 becomes a useful part of everyday work.

Can your teams trust their customer data
Dynamics 365 CE

Know Your Customer Data

Duplicate accounts, incomplete contacts and inconsistent records undermine the value of CRM. We look at where customer data originates, how it enters the platform, who owns it and how it is maintained. This helps establish a cleaner, more reliable data foundation for Dynamics 365, reporting and automation.

Is your current CRM fit for the future?
Dynamics 365 CE

Connect Customer Systems

Customer journeys rarely exist entirely inside CRM. Email, documents, business applications and other systems all contribute information. We identify the integrations that matter and opportunities to connect Dynamics 365 with the wider Microsoft ecosystem, reducing duplicate entry and improving information flow.

Are teams getting value from the CRM?
Dynamics 365 CE

Remove CRM Complexity

Years of CRM changes can leave behind unused fields, outdated workflows, duplicate functionality and customisations nobody wants to touch. Modernisation is an opportunity to understand what still delivers value, simplify what has become complicated and create a Dynamics 365 environment that is easier to maintain and evolve.

What should your future CRM achieve?
Dynamics 365 CE
Know What Needs Fixing. Then Modernise It.
Book a CRM Review

Modern CRM. Built on Dynamics 365

Vinergy modernises customer engagement with Microsoft Dynamics 365 CE. From CRM strategy and implementation to data, automation and integration, we create solutions designed around the way your people sell, serve customers and manage relationships.
  • Dynamics 365 Sales.
    Modernise sales processes with Dynamics 365 Sales, providing teams with structured customer and opportunity management built around the way your organisation sells.
  • Customer Service.
    Create more connected service experiences with Dynamics 365 Customer Service, bringing customer information, cases and service processes into a structured platform.
  • CRM Modernisation.
    Transform ageing or heavily customised CRM environments by simplifying processes, removing unnecessary complexity and aligning Dynamics 365 with current business requirements.
  • CRM Data Migration.
    Clean, map and migrate customer data into Dynamics 365 while protecting important relationships, ownership and business context throughout the transition.
  • CRM Integration.
    Connect Dynamics 365 with Microsoft 365, Power Platform, Azure and relevant business systems to reduce silos and improve the flow of customer information.
  • Process Automation.
    Use Dynamics 365 and Power Automate to streamline approvals, notifications, follow-ups and repetitive CRM activities while maintaining appropriate process control.

Make the CRM Worth Using

Make CRM Easier

A successful CRM is one people can incorporate into everyday work. By simplifying processes, removing unnecessary steps and designing Dynamics 365 around real user activities, CRM can become a practical working tool rather than an administrative task employees complete because they have been told to.

Make the CRM Easier
Dynamics 365 CE

See Customers Clearly

A connected CRM gives teams a more consistent understanding of customers, opportunities and service activity. Bringing relevant information into Dynamics 365 can reduce fragmented records and give sales, service and leadership a clearer view of customer relationships and activity across the organisation.

Create a Single Customer View
Dynamics 365 CE

Reduce CRM Admin

CRM should help people complete work, not create more of it. Better processes, integrations and automation can reduce duplicate entry, manual updates and repetitive administration. Teams spend less time maintaining the system and more time selling, serving customers and progressing meaningful work.

Improve Forecasting Accuracy
Dynamics 365 CE

Trust Your CRM Data

Reporting is only useful when the underlying information is reliable. Better data structures, processes and ownership can create more consistent CRM information for forecasting, reporting and decision-making, reducing reliance on manually assembled spreadsheets and conflicting versions of customer data.

Deliver Better Customer Experiences
Dynamics 365 CE

Build for What’s Next

CRM requirements change as products, teams and customer journeys evolve. Dynamics 365, Dataverse and Power Platform provide a foundation that can be extended with new applications, automation, integrations, analytics and AI, helping the platform evolve without returning to disconnected systems and workarounds.

Scale with Confidence
Dynamics 365 CE

Results from real projects.

Every organisation is different. That's why we work closely with our clients to design and implement Microsoft solutions that solve real business problems and create measurable outcomes.
Read Case Study
Services: CRM Rescue & Recovery Services

Frequently asked questions.

CRM modernisation involves upgrading, replacing, or transforming legacy customer relationship management systems to improve customer engagement, increase productivity, and support business growth through modern technologies and processes.
Many organisations struggle with poor adoption, limited reporting, disconnected systems, and manual processes. Modernisation helps create a connected platform that improves visibility, efficiency, and customer experiences.
Dynamics 365 provides a scalable customer engagement platform that integrates seamlessly with Microsoft 365, Teams, Power Platform, Azure, and broader Microsoft technologies.
Yes. We support migrations from legacy CRM systems, spreadsheets, databases, and third-party customer management platforms while maintaining data integrity and improving data quality.
Timelines vary depending on complexity, integrations, data migration requirements, and business processes. Most engagements begin with a discovery phase that defines scope and priorities.
Absolutely. User adoption is critical to CRM success. We provide training, enablement programs, documentation, governance, and ongoing optimisation support.
Yes. Dynamics 365 integrates with Microsoft 365, Power Platform, ERP solutions, finance systems, customer portals, marketing platforms, and many third-party applications.
We focus on user experience, process alignment, change management, governance, training, and continuous optimisation to ensure employees gain lasting value from the platform.
VINERGY combines business consulting expertise with deep Microsoft Dynamics 365 experience. We focus on aligning customer engagement, sales processes, technology, and business outcomes to deliver measurable value and long-term success.
Got questions?
Talk to an expert
Ready to Modernise Your Customer Engagement Platform?
Talk to a Dynamics 365 Specialist