Microsoft Dynamics 365

Dynamics 365 customisation for teams that need flexibility

Tailor microsoft dynamics 365 to work the way your organisation actually operates.
Our consultants design, customise, and optimise your CRM and ERP environment so workflows, data,
and user experience truly support day-to-day operations.

AWARDS

Why businesses outgrow out-of-box dynamics

Reporting Gaps

Default dashboards rarely provide KPI-driven, actionable insights

Manual workflows

Manual tasks that need business process automation

Overwhelming UI

A UI that overwhelms users because it is not role-based

Disconnected systems

Fragmented data from third-party systems

Our dynamics 365 customization services

MICROSOFT DYNAMICS 365

Custom data complexity

Standard entities often fail to reflect actual business logic. We design clean, scalable data structures with improved relationships, validation, and governance to ensure higher-quality, consistent data.

MICROSOFT DYNAMICS 365

Fixing broken or manual process automation

Outdated workflows cause delays and inconsistent execution. We automate approvals, escalations, task routing, handoffs, and cross-functional processes using Power Automate, business rules, and custom logic.

MICROSOFT DYNAMICS 365

Limited reporting insight

Teams struggle to access reliable dashboards or KPI-focused reports, with fragmented data and limited analytics reducing the visibility leaders need for timely, informed decisions.

MICROSOFT DYNAMICS 365

Disconnected systems

Integrating dynamics 365 with ERP, finance, marketing, HR or legacy systems is often fragile or incomplete, leading to slow data exchange, duplicated work and system reliability issues.

MICROSOFT DYNAMICS 365

Risky data migration

Moving data from legacy CRMs or on-premise systems often introduces errors, duplicates and mismatches, creating operational risk and requiring extensive cleanup before go-live.
We adapt Dynamics to the nuances of your sector while keeping it enterprise-ready.

How we work

01

01 Discovery & requirements mapping

We analyse your existing processes, data structures and user roles to distinguish configuration vs customisation in dynamics 365.

02 Solution architecture & design

We design the data model, workflows, UI layout, integration points and automation logic.

03 Build & customisation

Low-code where practical, full customisation where necessary. Clean, maintainable, upgrade-safe.

04 Data migration & testing

Multiple rounds of validation to ensure accuracy and performance.

05 Deployment, training & hypercare

User training, documentation and support for a smooth transition.

06 Ongoing support & enhancements

Continuous improvement as your operations evolve.

How we work

step 1

Discovery & requirements mapping

We analyse your existing processes, data structures and user roles to distinguish configuration vs customisation in dynamics 365.

step 2

Solution architecture & design

We design the data model, workflows, UI layout, integration points and automation logic.

step 3

Build & customisation

Low-code where practical, full customisation where necessary. Clean, maintainable, upgrade-safe.

step 4

Data migration & testing

Multiple rounds of validation to ensure accuracy and performance.

step 5

Deployment, training & hypercare

User training, documentation and support for a smooth transition.

step 6

Ongoing support & enhancements

Continuous improvement as your operations evolve.

Why choose tkxel for dynamics 365 customisation

Deep CRM and ERP expertise

With extensive experience across CRM, ERP, integrations and business workflows, tkxel designs dynamics 365 solutions that reflect real operational needs and scale with your organization.

Secure, compliant delivery

Your dynamics 365 environment remains stable, governed and fully prepared for audits or regulatory change, with our security-first, compliance-aligned practices across every customisation.

Balanced low code approach

We use low-code customisation for rapid wins and introduce custom development only when essential, giving you efficient delivery without creating unnecessary technical complexity or debt.

Industry ready solutions

With experience across manufacturing, financial services, retail and public sector, we build industry-aligned dynamics 365 setups that match specialised processes and compliance requirements.

Scalable, future-proof design

Our architectures support long-term growth, system upgrades and evolving business needs. We ensure every integration and workflow remains stable, maintainable and ready for future enhancements.

Start today

Talk to our experts

Success stories in spotlight

Streamlined ABB's operations with Salesforce and Azure integration

Machinery ManufacturingSalesforce Implementation

View case study

"tkxel shared our vision right from the get go, and helped us achieve the unthinkable. Their team was highly professional."

Pam Chitwood

Product Manager, ABB

Improved operational efficiency by 38% with tailored Dynamics 365 customizations

ManufacturingDynamics 365

ERP system

“tkxel customized Dynamics exactly to our workflows instead of forcing us to change how we work.”

Reduced processing time by 44% with Dynamics 365 order system customization.

Global retailerDynamics 365

Order system

“Their customization solved bottlenecks we struggled with for years.”

Unified sales and operations data into a single Dynamics environment.

SaaS companyDynamics

CRM + ERP

“Integration allowed us to finally track performance end to end.”

Increased forecast accuracy by 32% with custom Dynamics reporting.

LogisticsDynamics

Supply chain

"Their reporting customizations completely changed how we plan."

Reduced training time by 35% with intuitive Dynamics dashboards.

Hospitality groupDynamics

Booking operations

“Our teams adopted the new system far quicker thanks to tkxel.”

We’ve been recognized by the best, year after year

AMERICA’S FASTEST GROWING COMPANY

TOP 100 INSPIRING WORKPLACES 2025

FORBES COACHES COUNCIL

FINANCIAL TIMES

mogul people leader

ISO 27001 CERTIFIED

ISO 20000 CERTIFIED

ISO 9001 CERTIFIED

CMMI DEV 3 CERTIFIED

Build a dynamics 365 environment that actually works the way your organisation does

“tkxel completely transformed the way we manage our customer relationships. Their customized CRM system streamlined our processes and improved customer satisfaction. We highly recommend their services to any business looking for real results.”

Nick Drogo

Global Director IT, Knowles

“They helped us build a docketing app with an intuitive user interface, allowing our attorneys to track over 10,000 U.S. and international patent systems.”

Robert K Burger

COO, Sterne Kessler

“Tkxel has proven beyond par that they excel not just in building and integrating with our team but building at a level that is at par with any US development team. Working with Tkxel is one of the best decisions we have made.”

Umair Bashir

CTO, Replenium

“tkxel shared our vision right from the get go, and helped us achieve the unthinkable through perseverance and a thorough attention to detail. Their team was highly professional and possessed a firm grasp on technicalities, a combination that is hard to find in the industry.”

Pam Chitwood

Product Manager, ABB

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Nick Drogo

Global Director IT, Knowles

“They helped us build a docketing app with an intuitive user interface, allowing our attorneys to track over 10,000 U.S. and international patent systems.”

Robert K Burger

COO, Sterne Kessler

Umair Bashir

CTO, Replenium

Pam Chitwood

Product Manager, ABB

Frequently asked questions

What is the difference between configuration and customisation in dynamics 365?

Configuration uses built-in tools (fields, forms, views, security). Customisation extends the platform using custom entities, scripts, workflows, integrations and deeper logic. Most projects need both.

Which dynamics 365 modules can be customised?

All major modules: sales, customer service, finance, ERP, field service, marketing, and project operations.

What types of customisations are possible?

Custom entities and fields, workflow automation, dashboards and reports, role-based UI customisation, business process flows, integrations and industry-specific dynamics 365 customisation.

Can you integrate Dynamics 365 with existing legacy systems or third-party tools?

Yes. We integrate using standard connectors, APIs or custom middleware depending on your stack.

How do you handle data migration and ensure data integrity?

We map, clean and validate data through multiple test loads. Controls prevent duplication, corruption or loss.

Will customisations affect future Dynamics 365 updates?

Only if done incorrectly. tkxel follows upgrade-safe practices so customisations remain compatible with microsoft’s update cycle.

What is the typical timeline for a Dynamics 365 customisation project?

4–12 weeks for small to mid-size scopes. Larger enterprise programmes may take longer due to integrations and data complexity.

Do you provide post-implementation support and maintenance?

Yes. Ongoing optimisation, enhancements and monitoring are part of our service.

How do you ensure security and compliance?

Role-based access, auditing, data governance, secure integrations and alignment with internal security rules.

How does customisation benefit business operations and user adoption?

Users get a system that reflects their reality: automated processes, cleaner data, fewer manual steps, higher adoption and better reporting.

Dynamics 365 customisation for teams that need flexibility

AWARDS

Why businesses outgrow out-of-box dynamics

Reporting Gaps

Manual workflows

Overwhelming UI

Disconnected systems

Our dynamics 365 customization services

MICROSOFT DYNAMICS 365

Custom data complexity

MICROSOFT DYNAMICS 365

Fixing broken or manual process automation

MICROSOFT DYNAMICS 365

Limited reporting insight

MICROSOFT DYNAMICS 365

Disconnected systems

MICROSOFT DYNAMICS 365

Risky data migration

How we work

01

How we work

Discovery & requirements mapping

Solution architecture & design

Build & customisation

Data migration & testing

Deployment, training & hypercare

Ongoing support & enhancements

Why choose tkxel for dynamics 365 customisation

Deep CRM and ERP expertise

Secure, compliant delivery

Balanced low code approach

Industry ready solutions

Scalable, future-proof design

Start today

Success stories in spotlight

Streamlined ABB's operations with Salesforce and Azure integration

Pam Chitwood

Improved operational efficiency by 38% with tailored Dynamics 365 customizations

ERP system

Reduced processing time by 44% with Dynamics 365 order system customization.

Order system

Unified sales and operations data into a single Dynamics environment.

CRM + ERP

Increased forecast accuracy by 32% with custom Dynamics reporting.

Supply chain

Reduced training time by 35% with intuitive Dynamics dashboards.

Booking operations

We’ve been recognized by the best, year after year

AMERICA’S FASTEST GROWING COMPANY

TOP 100 INSPIRING WORKPLACES 2025

FORBES COACHES COUNCIL

FINANCIAL TIMES

mogul people leader

ISO 27001 CERTIFIED

ISO 20000 CERTIFIED

ISO 9001 CERTIFIED

CMMI DEV 3 CERTIFIED

Build a dynamics 365 environment that actually works the way your organisation does

Nick Drogo

Robert K Burger

Umair Bashir

Pam Chitwood

Nick Drogo

Robert K Burger

Umair Bashir

Pam Chitwood

Frequently asked questions

Latest insights & resources

USA

Saudi Arabia

Portugal

Pakistan

Strictly Necessary

Performance

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