Microsoft Dynamics 365 Setup

I configure Microsoft Dynamics 365 Sales and Business Central for organisations in Dubai, Abu Dhabi, and Sharjah that already run on Microsoft 365 and want their CRM and ERP in the same ecosystem. The setup covers entities, forms, and business process flows in Dynamics 365 Sales, and company configuration, chart of accounts alignment, and dimensions in Business Central. For UAE company setups I configure multi-currency with AED as base currency, so a firm invoicing in dirhams while quoting regional clients in USD or SAR reports consolidated numbers without spreadsheet gymnastics.

Because Dynamics lives inside the Microsoft stack, the integrations are where the payoff is: Outlook and Teams integration so sellers log calls and meetings without leaving Microsoft 365, Power Automate flows handling approvals and record routing, and Power BI dashboards reading live Dataverse data for management reporting. Security roles are scoped per team — sales, finance, operations — so a Business Central user posting invoices and a Dynamics Sales user working leads each see only their slice.

Legacy data is brought across from older CRMs or Excel workbooks with mapped imports and validation runs before go-live. Free-zone and mainland businesses alike get a system shaped to how they operate in the Emirates, not a vanilla trial tenant with the defaults left on.

How it works

1. 1
   Scoping workshop

   We define which apps you need — Dynamics 365 Sales, Business Central, or both — and map your processes and currencies.

2. 2
   Tenant configuration

   I configure the apps, security roles, Microsoft 365 and Teams integration, and Power Automate flows in your tenant.

3. 3
   Data migration & reporting

   Legacy records are mapped, validated, and imported; Power BI dashboards are built on the live data.

4. 4
   Go-live support

   Cutover assistance, user walkthroughs per team, and configuration documentation handed over.