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Enterprise Software · MS Dynamics 365
Dynamics 365 implementation & ERP solutions.
End-to-end CRM and ERP implementation, from fit analysis to go-live and beyond. MetaDesign Solutions delivers Dynamics 365 implementation services for enterprises that want Sales, Customer Service, Finance & Operations, Marketing and Field Service to work the way their teams actually work. We take you from requirements and fit analysis through configuration, migration, integration and go-live, with a phased rollout that keeps your business running.
Dynamics 365 implementation for CRM and ERP
Microsoft Dynamics ERP solutions
Power Platform and Dynamics 365 integration
Legacy CRM and Salesforce migration
Custom plugin development and customization
Third-party and legacy system integration
20+
Dynamics projects
CRM and ERP implementations across industries.
6
Modules deployed
Sales, Finance, Ops, Marketing.
40%
Faster go-live
Phased rollout strategy reducing time.
99%
Data accuracy
Zero-loss CRM migrations.
Why MetaDesign
Dynamics 365 — configured for your process, not the demo.
Sales, Service, Finance, and Power Platform — extended by engineers who understand your workflows.
Teams shipping with MetaDesign
Selected work
Case studies.
SynergEyes
Automated
Data Sync
Custom
Dashboards
Centralized
Lead Tracking
Seamless
DB Integration
CONFIGURE.
CUSTOMIZE.
INTEGRATE.
EXTEND.
Sales
Opportunity management, pipeline tracking and sales automation with custom business rules.
Customer Service
Case management, SLA tracking and a knowledge base with omnichannel engagement.
Finance & Operations
Financial management, supply chain and operations configured for your industry.
Power Apps
Custom business apps built on Dataverse for rapid development with Dynamics data.
Implementation Deliverables
Dynamics 365 Implementation Services, Unboxed:
Exactly What You Get
Microsoft Dynamics 365 is a suite of business applications that brings CRM and ERP capabilities together on one platform. Buying the licenses is the easy part. An implementation is the engineering work that turns the platform into a system your teams rely on every day.
01
Discovery & Fit Analysis
Requirements workshops, a comprehensive Dynamics fit analysis, and an architectural roadmap calibrated to your operations.
Fit Analysis & Roadmap
02
Configuration
Entity design, business rules, custom forms, filtered views, and granular role-based security permissions.
Role-Based Security Schema
03
Customization
Custom server-side C# plugins, automated workflows, client-side JavaScript, and Power Platform solutions.
Server Plugins & Workflows
04
Data Migration
Migration from legacy CRM and ERP platforms (and Salesforce), with parallel-run validation for zero data loss.
Zero-Loss Migration Check
05
Enterprise Integration
Secure bi-directional connections to your ERP, external APIs, SAP, Salesforce, and legacy on-premise systems.
Bi-Directional API Sync
06
Training & Documentation
Hands-on user training and comprehensive process documentation so your internal team can operate and extend the system.
Admin & User Runbooks
07
Managed Support
Ongoing support, proactive telemetry monitoring, and release wave management after go-live to keep performance optimal.
SLA & Telemetry Care
Operational Bottlenecks & Fixes
Stuck With Spreadsheets and Silos?
Here’s the Fix.
Most enterprise teams come to us facing one of these operational bottlenecks. We replace spreadsheets and data silos with connected, robust Dynamics 365 engineering.
Challenge: Sales pipeline lives in spreadsheets and disconnected tools
Dynamics 365 Sales Automation
SalesOpportunity management, automated pipeline stages, and customized business validation rules.
Challenge: Support teams cannot see real-time SLAs or customer case history
Dynamics 365 Customer Service
Customer ServiceCase management, automated SLA tracking, unified knowledge base, and omnichannel engagement.
Challenge: Finance and operations run on isolated legacy systems
Dynamics 365 Finance & Operations
F&OUnified financial management, automated supply chain routing, and operations tailored to your vertical.
Challenge: Customer records and historical data are trapped in legacy CRMs
Zero-Loss Dataverse Migration
Dataverse MigrationStructured ETL migration with workflow recreation and parallel-run validation for zero data loss.
Challenge: Disparate enterprise software platforms do not talk to each other
Enterprise Integration Hub
iPaaS & APIsBi-directional integration with your ERP, SAP, and third-party tools via Azure Logic Apps and Dataverse APIs.
Challenge: Field and departmental teams need tailored, responsive mobile workflows
Custom Power Apps on Dataverse
Power AppsFast, responsive mobile and tablet apps built on Dataverse without altering core CRM architecture.
Engineering Rigor
Beyond Configuration:
A Dynamics 365 Partner That Actually Builds
As a Dynamics 365 development company since 2006, we do the engineering standard configuration cannot. Our senior teams build custom C# plugins, bespoke Dataverse schemas, and Azure microservices with architecture reviews and code audits in every sprint.
Server-Side C# Logic
Dataverse Event Execution Plugins
High-performance transactional plugins running on Dataverse database triggers. We implement synchronous pre-validation, pre-operation enrichment, and post-operation rollups where out-of-the-box workflows hit limits.
MDS.Dynamics.Plugins / AccountPreValidate.cs
public class AccountPreValidate : IPlugin {
public void Execute(IServiceProvider provider) {
// Synchronous stage: Validate multi-entity financial rules
var ctx = (IPluginExecutionContext)provider.GetService(typeof(IPluginExecutionContext));
if (ctx.Stage == Stage.PreValidation) {
EnforceCreditLimitRollup(ctx.InputParameters);
}
}
}Pre-ValidationPre-OperationPost-OperationSynchronous C#Transaction Rollback
Custom Entities & Schema
Relational tables, polymorphic lookups, and calculated fields designed specifically around your operational domain model.
Client-Side JavaScript
Form scripting, responsive ribbon workbench customizations, subgrid automation, and asynchronous REST lookups.
Power Platform Extensions
Canvas Power Apps, Power Automate multi-step cloud flows, and embedded Power BI telemetry connected directly to Dataverse.
Azure Cloud Integrations
Azure Functions, Logic Apps, and Service Bus queues for scalable background automation and external reporting pipelines.
Zero-Loss CRM Migration
Salesforce to Dynamics 365 Migration,
Minus the Data Drama
Moving CRMs is a data and process engineering project, not a copy and paste. Our Salesforce to Dynamics 365 migration covers complete schema translation, workflow recreation, and parallel-run validation so your team trusts the system before the old one is switched off.
01
Audit & Extraction
Audit your current Salesforce or legacy CRM data schemas, active workflows, custom objects, and API dependencies.
Complete schema & workflow map
02
Dataverse Mapping
Translate existing objects, fields, and relationships into optimized Dynamics 365 tables and security boundaries.
Dataverse relational mapping
03
Phased Migration
Move data in automated batch pipelines with automated reconciliation checks, schema transformation, and error logs.
Automated ETL pipeline
04
Parallel Run
Run both systems simultaneously under live business conditions to verify data parity and end-user acceptance.
Zero-loss reconciliation report
05
Cut Over & Handover
Seamlessly switch teams over to Dynamics 365 with role-specific training, documentation, and zero downtime.
User training & admin runbooks
Enterprise Connectivity
Dynamics 365 Integration Services
That Get Your Systems Talking
A CRM or ERP only delivers business value when it shares live data with the rest of your organization. Our Dynamics 365 integration services connect Dynamics 365 with legacy platforms, external APIs, SAP, and Salesforce using Dataverse Web APIs, Azure Logic Apps, and enterprise iPaaS.
Mainframe & Legacy Transformation
For older platforms, we build automated middleware adapters (e.g. Azure Logic Apps or MuleSoft) that transform modern REST payloads into fixed-width flat files for AS400 mainframes with bi-directional sync.
SAP S/4HANA & Core ERPs
Real-time synchronization of purchase orders, multi-currency financials, and global inventory levels.
Salesforce & Third-Party CRMs
Bi-directional account, contact, and deal sync during multi-stage migration or hybrid deployments.
AS400 & Legacy Mainframes
Transforming JSON/XML web payloads into flat files via Azure Logic Apps and MuleSoft middleware.
Power Automate & Webhooks
Event-driven cloud flows and low-latency webhook triggers connected to external customer portals.
Post-Launch Reliability
Dynamics 365 Managed Services:
Go-Live Is Just Day One
Launching is the easy part. Keeping the platform healthy is the job. Our Dynamics 365 managed services keep your system secure, optimized, and fully operational so your team spends its time on the business, not the platform.
User Support & Issue Resolution
Rapid L2/L3 issue resolution, developer troubleshooting, and continuous user assistance to prevent operational downtime.
Guaranteed SLA response times
Telemetry, Performance & Security
Proactive telemetry monitoring, SQL query tuning, storage optimization, and Microsoft security compliance audits.
Proactive 24/7 health monitoring
Major Release Wave Management
Testing, sandboxing, and deploying Microsoft’s bi-annual Major Release Waves with zero platform breakage or downtime.
Bi-annual sandbox regression testing
Continuous Feature Evolution
Ongoing configuration adjustments, custom plugin additions, and new workflow automations as your operations evolve.
Agile sprint-based backlog delivery
Our Approach
MS Dynamics 365: Our Proven Process
01
Assess
Business requirements, Dynamics fit analysis and an implementation roadmap.
02
Configure
Entity design, business rules, forms, views and security roles.
03
Customize
Custom plugins, workflows and Power Platform solutions.
04
Integrate
Third-party integrations, data migration and system connectivity.
05
Train & support
User training, documentation and ongoing support.
01
Assess
Business requirements, Dynamics fit analysis and an implementation roadmap.
02
Configure
Entity design, business rules, forms, views and security roles.
03
Customize
Custom plugins, workflows and Power Platform solutions.
04
Integrate
Third-party integrations, data migration and system connectivity.
05
Train & support
User training, documentation and ongoing support.
Customer Value
Six places Dynamics 365
pays back from day one.
Real outcomes enterprise teams achieve with our Dynamics 365 implementations.
Built around your process
Configured and customized for your exact workflows, not generic out-of-the-box defaults.
Lower migration risk
Parallel-run validation before cutover with automated reconciliation and zero data loss.
Faster go-live
A phased rollout strategy reduces time to launch by 40% without operational disruption.
Connected enterprise data
Dynamics 365 integrated with your ERP, APIs, Salesforce and legacy mainframes.
Cost predictability
Fixed-price or capped time-and-materials engagements with zero hidden fees.
A team that can run it
Training, documentation and knowledge transfer so your internal people own the platform.
By the numbers
400+
Engineers worldwide
200+
Active clients
20yr
Pure-play software
94%
Client retention
Engagement models
Three ways to work with our MS Dynamics 365 team.
Pick the shape that matches your risk and timeline. We will tell you which one is wrong for your situation — even if it’s the bigger one.
MS Dynamics 365 Pod
A dedicated squad of senior engineers, tech leads, and QA delivering milestone-driven results with weekly demos and eval-gated merges.
- Dedicated engineering squad
- Weekly sprint demos
- Fixed monthly cadence
- Direct technical lead communication
Hire MS Dynamics 365 Engineers
Senior specialized engineers embedded into your existing team within two weeks. Your stack, your tools, your standups.
- 2-week onboarding ramp
- Time-zone aligned collaboration
- Direct Git & Jira integration
- Flexible monthly contracts
Turnkey / MVP Build
Go from requirements to production-ready launch in 6–10 weeks with fixed scope, upfront pricing, and guaranteed delivery.
- Fixed-price & fixed-scope
- End-to-end architecture & build
- Complete source code ownership
- Post-launch warranty & support
FAQ
Asked first, every time.
Don't see yours here? Send us the question — a principal engineer will reply within 24 hours.
They are the work of turning Dynamics 365 into a working system: requirements and fit analysis, configuration, customization, data migration, integration, training and ongoing support.
A single module takes 8 to 12 weeks. A full suite with integrations takes 4 to 8 months. We deliver in phases.
Sales, Customer Service, Finance & Operations, Marketing and Field Service. We also build cross-module solutions on Dataverse.
A partner guides the whole project: assessing fit, configuring and customizing the platform, migrating data, integrating other systems, training users and supporting the platform after launch.
Yes. Our Salesforce to Dynamics 365 migration includes complete data migration, workflow recreation, user training and parallel-run validation with zero data loss.
Get Dynamics specialists for your enterprise rollout.
Tell us about your project. We'll come back with a plan, a timeline, and the right team — no obligations.