Microsoft Dynamics 365 Experts
Dynamics 365 implementation, legacy Dynamics modernization, and Power Platform stewardship for organizations running CRM and ERP as mission-critical systems.
PALADEM’s Microsoft Dynamics 365 experts help organizations implement, modernize, and sustain Dynamics 365 as the system of record for sales, service, finance, supply chain, and commerce. Whether you are migrating from on-premises Dynamics CRM, consolidating a legacy AX, GP, SL, or NAV estate, standing up Power Platform governance, or stabilizing a partner-led implementation that has drifted, our D365 experts deliver work that holds up under real engineering and audit scrutiny.
The Dynamics 365 Landscape
Dynamics 365 in 2026 is a fully unified cloud suite, not the loose collection of products it grew out of. CRM-side modules (Sales, Customer Service, Field Service, and Customer Insights for marketing) and ERP-side modules (Finance & Operations, Supply Chain, Commerce, and Business Central) share a common data layer in Dataverse, a common extensibility layer in Power Platform (Power Apps, Power Automate, Power Pages, and Power BI), and a common AI layer through Copilot embedded across modules. Release waves ship twice a year, which makes governance a first-class concern rather than an afterthought. This is a meaningfully different shape from legacy on-premises Dynamics CRM, Dynamics AX, GP, SL, or NAV: on-premises Dynamics CRM is effectively frozen, AX 2012 R3 left Extended Support in 2023, GP mainstream support ends in 2028, SL mainstream support ends in 2027, and NAV has already shifted functionally to Business Central. Most organizations we talk to are somewhere in that migration path and need a steward, not a reseller.
Our Dynamics 365 Services
Implementation & Customization
We deliver Dynamics 365 implementations across Sales, Customer Service, Field Service, Finance & Operations, Supply Chain, and Business Central. Our approach favors a clean Dataverse schema, managed solutions from day one, and modern extensibility patterns (TypeScript plus PCF controls, custom APIs, business rules where they fit) over a pile of classic JavaScript web resources. We customize to the organization’s real process, not to a demo script, and we document the why so the next team can maintain it.
Data & Systems Integration
Dynamics rarely lives alone. We integrate D365 with line-of-business systems, billing platforms, data warehouses, and non-Microsoft stacks using the right pattern for each case: synchronous Dataverse calls, event-driven flows through Azure Service Bus or Event Grid, Logic Apps for connector-rich orchestration, and Azure Functions for compute-heavy work. We build integrations with retries, idempotency, and observability baked in, not as afterthoughts.
Legacy Dynamics Modernization
We modernize legacy Dynamics estates incrementally. That includes on-premises Dynamics CRM to D365 Sales and Customer Service, Dynamics AX 2012 to Finance & Operations, and Dynamics GP, SL, and NAV to Business Central or F&O where scale demands it. Our staged approach produces a sized assessment, a customization cleanup plan, a Dataverse target schema, and a cutover sequence that keeps the business operating throughout. No big-bang rewrites, no carrying every legacy customization forward because it exists.
Dataverse & Power Platform
We architect Dataverse schemas and Power Platform extensions that scale beyond the first app. Our work covers Power Apps model-driven and canvas apps, Power Automate cloud flows, Power Pages portals, Power BI datasets and workspaces, environment strategy, Data Loss Prevention policies, ALM pipelines using Power Platform Build Tools, and a Center of Excellence starter kit deployment when the organization is ready for it. The goal is guardrails that let citizen developers move quickly without producing shadow IT.
Managed Support & Upgrade Cadence
We provide ongoing support for production Dynamics 365 environments, including release-wave readiness reviews, regression testing, DLP policy tuning, security role and team modeling, license optimization, and day-to-day triage. Our managed engagements are sized to the real surface area of your configuration and keep your tenant current with the twice-yearly release cadence rather than letting it drift into a costly catch-up project.
Our Dynamics 365 Expertise in Action
- Sales and Customer Service deployments with clean Dataverse schemas and modern extensibility (TypeScript, PCF controls, custom APIs)
- Finance & Operations and Supply Chain implementations for organizations with complex multi-entity finance and manufacturing
- Business Central migrations from legacy Dynamics GP, SL, and NAV estates
- Power Automate cloud-flow design for approval routing, document generation, and cross-system orchestration
- Dataverse solution architecture for non-trivial business models, with managed solutions and ALM pipelines
- Two-way integration with non-Microsoft line-of-business systems using Azure Service Bus, Event Grid, Logic Apps, and Azure Functions
- Release-wave upgrade management with regression testing and targeted remediation
- Security role, team, and Data Loss Prevention policy design across environments and connectors
Why PALADEM?
- Built for Dynamics 365 as a system of record. Our D365 work targets long-lived CRM and ERP estates where data integrity, auditability, and upgrade discipline matter more than the speed of the initial go-live.
- US-Based Architecture, Global Delivery. Senior US architects lead every engagement, supported by a global engineering team for efficient, cost-effective delivery. See our full services for how we structure engagements.
- Software Stewardship Approach. Every Dynamics 365 engagement is guided by our Software Stewardship Framework™, which treats your D365 tenant as a long-lived asset cared for across all eight stewardship pillars, including Business Stewardship for licensing and compliance, Security Stewardship for DLP and role modeling, Product Stewardship for release-wave roadmap management, and Operational Stewardship for environment and solution lifecycle.
Related PALADEM Services
Expertise translates into practice through PALADEM’s service lines. These are the most commonly engaged services alongside or instead of expertise-specific work.
Fractional CTO & CIO Leadership
Continuous executive technology leadership for organizations whose technology decisions are starting to have permanent consequences.
Learn moreCustom Web Application Development
Bespoke web applications built and stewarded for the long term by US architecture leadership and a proven global delivery team.
Learn moreSoftware Product Management
Discovery, roadmap, and acceptance discipline that gets the right thing built and shipped on a predictable cadence.
Learn moreAgentic AI Business Automation
Autonomous workflows that reason and act, with the guardrails, checkpoints, and human oversight to keep them safe.
Learn moreUI/UX Design
Interface and experience design grounded in the people who will actually use the system.
Learn moreQA & Testing
Continuous, evidence-based quality validation across automated regression, manual testing, and performance testing.
Learn moreFrequently Asked Questions
We are still on on-premises Dynamics CRM. What does a move to Dynamics 365 Sales and Customer Service actually involve?
A move from on-premises Dynamics CRM to Dynamics 365 Sales and Customer Service is an incremental modernization, not a reinstall. The work typically includes a customization inventory (entities, relationships, classic web resources, plug-ins, workflows, ISV add-ons), a Dataverse target schema that respects the modern model rather than cloning the legacy one, a data migration plan with functional-equivalence testing, and a rewrite of classic JavaScript web resources into modern TypeScript and PCF controls where it earns its keep. We sequence cutover so the business keeps operating, and we retire legacy customizations that no longer carry their weight rather than carrying them forward.
We run Dynamics AX 2012, GP, SL, or NAV. Should we move to Finance & Operations or Business Central?
The honest answer depends on company size, process complexity, and regulatory footprint. Dynamics 365 Finance & Operations and Supply Chain fit organizations with complex manufacturing, multi-entity finance, or global operations that AX was originally chosen for. Business Central is the right target for most GP, SL, and NAV estates and for smaller F&O-scale organizations. AX 2012 R3 Extended Support ended in 2023, GP mainstream support ends in 2028, and SL mainstream support ends in 2027, so the timeline pressure is real. We produce a sized assessment that compares both targets against your actual process map before recommending one.
How do you set up Power Platform governance for a mid-size organization without strangling the citizen developers?
The goal is guardrails, not gates. A workable governance model usually includes a tiered environment strategy (personal, team, production), Data Loss Prevention policies that separate business connectors from non-business connectors, a managed solutions pipeline using Power Platform Build Tools, a Center of Excellence starter kit deployment for visibility, and a lightweight intake process for apps that graduate from citizen-built to business-critical. We calibrate the controls to the organization’s actual risk profile rather than applying a one-size ceiling that pushes makers back into shadow IT.
Where does Copilot inside Dynamics 365 actually earn its keep today?
Copilot is useful where it accelerates grounded, structured work rather than where it performs open-ended reasoning. Inside Dynamics, the strongest-value patterns are case summarization in Customer Service, email and meeting summaries in Sales, draft response generation with human review, and natural-language reporting against Dataverse and the Common Data Model. The patterns to approach cautiously are autonomous write actions against production data and free-text extraction across customer records with sensitive fields. We help draw those boundaries explicitly, with data-sensitivity rules, audit logging, and human-in-the-loop defaults.
How do you integrate Dynamics 365 with non-Microsoft systems? When do you use Azure Logic Apps versus Azure Functions?
Most Dynamics integrations resolve into one of three patterns: Dataverse-native synchronous calls (plug-ins, custom APIs) for tight transactional coupling, event-driven flows through Azure Service Bus or Event Grid for loosely coupled systems, and scheduled batch sync for legacy counterparts. Logic Apps are the right choice when the integration is connector-rich and the logic is mostly orchestration. Azure Functions earn their keep when the work is compute-heavy, needs specific libraries, or has throughput and cost characteristics that make consumption-based Logic Apps expensive. We pick per integration rather than picking one tool and forcing every problem through it.