Advisory & fit-gap
Turn operating priorities into an application and process scope.
- Application-to-process map
- Roadmap and acceptance criteria
Microsoft Dynamics 365 services
Connect finance, operations and customer engagement across the Microsoft ecosystem.
INTELLIGENT ENTERPRISE PLATFORMS
Dynamics 365 aligned to your operating priorities
Linkfields shapes Dynamics 365 delivery around your business requirements, connecting the processes, applications and interfaces that support finance, operations and customer engagement.
We define the scope, users and data responsibilities for each ERP and customer-engagement application, so business and technical owners can agree priorities before implementation.
DECISIONS BEFORE DELIVERY
Agree the application boundaries
Map finance, supply-chain and customer-engagement needs to the required Dynamics 365 applications. Confirm exact application names, deployment, licences, markets and localisation before design; Business Central or additional applications need a separate scope decision. Explore Intelligent Enterprise Platforms.
Intelligent Enterprise Platforms
Dynamics 365 implementation and support
Finance, operations and customer engagement are scoped independently; delivery is limited to the applications agreed for your engagement.
Platform we deliver
Implementation & configuration
Configure the agreed finance, operations or customer-engagement workflows.
- Process design and configuration record
- Role and approval model
Data migration
Move records with business ownership and visible quality checks.
- Mapping and cleansing rules
- Rehearsals and reconciliation report
Integration
Connect ERP, CRM and reporting without unclear system-of-record boundaries.
- Interface contracts and error handling
- End-to-end integration tests
Extensions
Address an agreed process gap without making customisation the default.
- Configuration-versus-extension decision
- Versioned design and regression scope
Adoption & support
Prepare users and the service team for the new operating model.
- Training and user acceptance
- Handover and enhancement backlog
Intelligent Enterprise Platforms
From assessment to managed operations
Example engagement pattern: the scope, owners and sign-off gates are agreed for your programme.
01
Assess & plan
Baseline processes, users, applications and interfaces. Agree the first release and delivery responsibilities.
Acceptance output
Process owner approves the fit-gap, roadmap and acceptance criteria.
02
Configure & integrate
Configure agreed workflows and build interfaces. Record extensions, roles and data ownership.
Acceptance output
Business and technical leads approve the design and interface contracts.
03
Migrate & validate
Rehearse data loads and test critical journeys, exception paths and access controls.
Acceptance output
Data owners approve reconciliation; users approve end-to-end tests.
04
Launch & enable
Train users and rehearse cutover, recovery and support handover before releasing change.
Acceptance output
Named owners accept readiness, unresolved risks and the cutover plan.
05
Operate & improve
Resolve transition issues and review adoption, incidents and the enhancement backlog.
Acceptance output
Service owner accepts the handover and prioritised improvement plan.
Intelligent Enterprise Platforms
Connect Dynamics 365 to your Microsoft estate
Explore illustrative integration patterns - not completed deployments. Discovery confirms the platform capabilities, interfaces and delivery ownership relevant to your business requirements.
Workflow & collaboration
Example pattern: an approved business event initiates a workflow or a Microsoft 365/Teams task.
- Power Platform scope and licences agreed
- Identity, approval and exception controls
Artefact
Event-to-action map with owner, permission and failure path.
ERP, CRM & reporting
Example pattern: customer and order status move between the agreed applications and reporting layer.
- Source-of-record and refresh rules
- Reconciliation and interface tests
Artefact
Data-flow and release evidence pack; analytics scope is separately agreed.
Linkworks extensions
Use a composable portal or business application where ERP/CRM does not fit.
- REST APIs, microservices and composable UI
- Agreed integration and support ownership
IEP accelerators
- Migration & Readiness
- Regression & Release Assurance
- Data Migration & Reconciliation
- Intelligent Platform Operations
INTELLIGENT ENTERPRISE PLATFORMS
Govern data, access and release decisions
Agree identity and roles across applications, protect migration data and test approvals and exception paths. Data owners accept reconciliation; business users accept the end-to-end process before cutover.
Combine Quality engineering, Cyber Security and delivery accelerators where the programme requires them. Training, hypercare and service ownership are part of the release decision.
BUYER QUESTIONS
Questions before you begin
An application inventory, process priorities and interface list help establish a practical starting point.
Let’s connect
Tell us about your Dynamics 365 priorities
What happens next
- We route your enquiry to the relevant portfolio specialist.
- Where needed, we agree an NDA before you share confidential information.
- We clarify your priorities and agree the right next step with you.