Microsoft Dynamics 365

Microsoft Dynamics 365 implementations the operation actually runs on

UHS Logic delivers Microsoft Dynamics 365 across Customer Engagement, Field Service, Finance, Supply Chain and Business Central for enterprise and Government organisations. Implementations are designed against the workflows that run your business, not assembled from vanilla module configurations and bolt-ons.

Microsoft Solutions PartnerRapidLogic methodology

Why it matters

Why Dynamics 365 implementations succeed or stall on workflow design

Dynamics 365 implementations that go live but never get operationally adopted share one root cause: they were designed against module boundaries rather than against the workflows that run the business. The implementation looks clean in the architecture diagram, the demo flows correctly, and the user community quietly returns to spreadsheets and shared mailboxes.

The implementations that take hold do the opposite. They start from the operating model: how leads actually move from intake to close, how cases actually move from open to resolved, how the field engineer actually starts the day, how finance actually closes the month. Dynamics 365 is configured to fit the workflow, not the workflow contorted to fit Dynamics 365.

UHS Logic designs Dynamics 365 implementations as workflow programmes that happen to use Dynamics 365 as the delivery surface. Adoption is a measured outcome, not an assumption made on day one and disappointed by month six.

A Dynamics 365 implementation that has not measured workflow adoption at hypercare is an implementation that has not yet delivered. We design for measured adoption from day one.

Delivery areas

Four Dynamics 365 delivery surfaces

Each surface is a distinct engagement shape with its own discovery framing, solution architecture and adoption metrics. Pick the surfaces in scope for your engagement and we will respond against those, not a generic Dynamics 365 framing.

Customer Engagement

Dynamics 365 Sales, Customer Service and Customer Insights delivered as one engagement model rather than three independent products. Pipeline, case lifecycle, and unified customer profile designed against the workflows your people actually run, not a vanilla configuration.

  • Sales pipeline, opportunity and forecasting design
  • Customer Service case lifecycle and omnichannel posture
  • Customer Insights data unification and segmentation
  • Power Automate workflows and approval design

Field Service

Dynamics 365 Field Service deployment for asset-intensive operations: scheduling, work order lifecycle, mobile field-engineer experience, and integration with Customer Service and asset management systems. Designed for measurable first-time fix rates, not feature coverage.

  • Scheduling and dispatch design with optimisation rules
  • Work order lifecycle and field-engineer mobile experience
  • Asset and inventory integration
  • First-time fix and resolution-time metrics built in

Finance and Supply Chain

Dynamics 365 Finance and Dynamics 365 Supply Chain Management for enterprise operations. General ledger, accounts payable and receivable, fixed assets, financial reporting, inventory, manufacturing and distribution. Engagements include legacy ERP migration shape where applicable.

  • Finance chart of accounts, AP and AR, financial reporting
  • Supply Chain inventory, warehouse and procurement design
  • Manufacturing and distribution workflows
  • Legacy ERP migration framing where applicable

Business Central

Dynamics 365 Business Central for organisations that need an integrated ERP without the Finance and Supply Chain Management surface area. Financial management, sales and purchasing, inventory and project accounting delivered on the modern Microsoft business application stack.

  • Business Central tenant and environment design
  • Financial management and sales and purchasing modules
  • Inventory and project accounting
  • Integration with Microsoft 365 and Power Platform

Industry workflows

Workflows we have built into Dynamics 365

These are not templates. They are workflow shapes that have come out of real engagements and that we know how to deliver. Bring us yours and we will scope against the operation rather than against a feature list.

Government grants and case management

Grants intake, eligibility, assessment and outcome reporting workflows on Dynamics 365 Customer Service, integrated with the document and records posture the agency operates under. Designed for the audit trail evaluators actually request.

Financial services client lifecycle

Client onboarding, relationship management and servicing lifecycle on Dynamics 365 Sales and Customer Service. KYC and AML integration where in scope; Customer Insights for next-best-action and cross-sell pattern detection.

Healthcare case and referral management

Patient case lifecycle, referral routing and outcome tracking on Dynamics 365 Customer Service. Designed against the clinical workflow rather than transposed from a generic CRM template.

Member services for not-for-profits

Membership lifecycle, fundraising relationship management and donor stewardship on Dynamics 365 Sales and Customer Service. Integration with payment and marketing surfaces where in scope.

Field operations for utilities and infrastructure

Scheduled and reactive work orders, asset condition monitoring and field-engineer mobile experience on Dynamics 365 Field Service. Designed for first-time fix and asset uptime.

Enterprise finance modernisation

Legacy GL and AP/AR migration to Dynamics 365 Finance with the chart of accounts, financial reporting and consolidation posture designed to outlive the implementation programme.

Platform surface

Dataverse, Power Platform, Azure and Microsoft 365

Dynamics 365 is one surface of a wider Microsoft business application platform. The implementations that compound value are the ones designed against the platform, not against Dynamics 365 in isolation.

Dataverse

Dataverse is the data platform underneath Dynamics 365 and Power Platform. Designed as a strategic data surface rather than an implementation by-product: schema, security model, integration patterns and downstream consumer design.

Power Platform integration

Power Automate workflows, Power Apps canvas and model-driven apps, and Copilot Studio agents where in scope. Power Platform extends Dynamics 365 cleanly rather than working around it.

Azure integration surface

Azure Service Bus, Logic Apps, API Management and Azure Functions where Dynamics 365 needs to integrate with line-of-business systems beyond the Microsoft stack.

Microsoft 365 and Teams surface

Dynamics 365 surfaced inside Microsoft Teams, integrated with SharePoint document management and the Microsoft Search experience. Where your people work is where Dynamics 365 should appear.

Methodology

RapidLogic™ for Microsoft Dynamics 365

Three phases. Assess produces a defensible workflow-led solution architecture. Implement is the build on a managed cadence with verification gates. Adopt is the measured change programme that makes the implementation stick.

01

Assess

Discovery against the workflows that actually run the business, not a generic CRM or ERP requirements list. Outputs a defensible solution architecture, integration map, data migration shape, and a phased delivery roadmap that survives executive review.

02

Implement

Build, configure, integrate and migrate on a managed cadence with verification gates. Customisation choices are documented as architectural decisions so future Microsoft updates do not require a re-discovery. Hypercare period defined explicitly.

03

Adopt

Adoption is a measured outcome, not an assumption. Change programme calibrated to audience, role-based training co-delivered with our training practice where in scope, and steady-state operations posture handed over to your team with the runbooks they will actually use.

RapidLogic™ is the implementation methodology of UHS Logic. It is applied across all Microsoft Dynamics 365 engagements.

Differentiators

Why UHS Logic wins Microsoft Dynamics 365 engagements

Workflow-led, not module-led

We design against the workflows that run the business rather than around the Dynamics 365 module boundaries. The result is a solution that fits the operation, not a vanilla configuration with bolt-ons.

Implementations that absorb Microsoft updates

Customisation choices are documented as architectural decisions and built on supported extensibility patterns. The next Microsoft release wave does not trigger a re-platform.

Implementation and adoption in one team

Where adoption is in scope, the team running the implementation also runs the adoption programme via our training practice. There is no handover discontinuity between go-live and the change motion that makes it stick.

Microsoft-specialist practice

We do not deliver Salesforce, SAP or NetSuite workloads. Every consultant carries Microsoft as their core competency. Dynamics 365 delivery is grounded in current Microsoft delivery practice, not retrofitted from a different ecosystem.

Selected engagements

The shape of work we deliver

Anonymised examples of typical Microsoft engagements. Named case studies are available under NDA on request.

Request a named case study

FAQs

Frequently asked questions: Microsoft Dynamics 365 implementation

What does a UHS Logic Microsoft Dynamics 365 implementation actually cover?

Three engagement shapes: assess, implement and adopt. Assess covers discovery, solution architecture, integration mapping and the phased delivery roadmap. Implement is the build, configuration, integration and data migration with verification gates. Adopt is the measured change programme, co-delivered with our training practice when training is in scope. The methodology is RapidLogic.

Which Dynamics 365 applications does UHS Logic deliver?

Customer Engagement applications: Sales, Customer Service and Customer Insights. Field Service for asset-intensive operations. Finance and Supply Chain Management for enterprise operations. Business Central for organisations that need integrated ERP without the Finance and Supply Chain surface area. Dataverse and Power Platform are designed as part of the delivery, not as afterthoughts.

How do you keep customisations from blocking future Microsoft updates?

Customisation choices are documented as architectural decisions, not as one-off fixes. We build on supported Microsoft extensibility patterns (Dataverse, Power Platform, supported plug-in models) so future Dynamics 365 release waves and platform updates apply without triggering a re-discovery or re-platform.

Can UHS Logic migrate from an existing Dynamics 365 or Dynamics CRM implementation?

Yes. Migration shapes covered include older on-premises Dynamics CRM, prior Dynamics 365 implementations that have drifted from supported extensibility patterns, and legacy ERP migrations to Dynamics 365 Finance or Business Central. The migration framing is part of the Assess phase and the delivery roadmap reflects the migration shape explicitly.

Does UHS Logic deliver Power Platform alongside Dynamics 365?

Yes. Power Automate workflows, Power Apps canvas and model-driven apps, and Copilot Studio agents where in scope are part of how Dynamics 365 extends cleanly. Dataverse is the underlying data platform and is designed as a strategic surface rather than an implementation by-product.

What is the relationship between this page and the Dynamics 365 training page?

This page is about how UHS Logic deploys Microsoft Dynamics 365 in your environment. The Dynamics 365 training page is about how UHS Logic teaches Dynamics 365 to your people. Where both are in scope, we deliver them as a single engagement under one supplier relationship.

Request a Microsoft Dynamics 365 scoping call

Tell us where you are with Dynamics 365 and where you want the operation to land. We respond within one business day with a recommended assess scope, a proposed delivery shape and the workflow framing we will design against.

UHS Logic · Microsoft Solutions Partner