Dynamics 365 Sales
Manage leads, opportunities and customer activity with a clear, shared sales pipeline.
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Microsoft Dynamics 365
Microsoft Dynamics 365
Turn customer and operational data into action
Unify sales, service, workflows and analytics with Microsoft business applications that fit naturally into the tools your people already use.
Connected customer experiences
Give every conversation the right context
Heritage IT helps you select and implement the Dynamics 365 applications that solve real business problems. We connect customer information, processes and reporting so teams can act with greater confidence.
Build the solution your teams need
Customer Service
Deliver consistent support with structured case management, knowledge and service history.
Power Platform
Replace manual processes with focused apps, automated workflows and secure data connections.
Power BI analytics
Bring important measures together in dashboards that help decision-makers see trends and priorities.
Practical implementation
Technology aligned with your people and processes
- Solution planning and application selection
- Configuration, migration and user adoption
- Microsoft 365 and Power Platform integration
- Ongoing optimisation and local support
Ready for a clearer view of your customers?
Let us shape a Dynamics 365 roadmap around your priorities.