Microsoft Dynamics 365 Implementation

Custom development for Microsoft Dynamics 365 will streamline processes, reduce admin and simplify workloads across marketing, sales and customer services.

Why Choose QGate as your Dynamics 365 implementation partner?

Implementing a CRM can be a daunting process. Formed in 1997, QGate has 25 years experience of building, installing and supporting CRM solutions, so you can trust us with yours.

Our project methodology – the QGate CRM Roadmap – is honed to deliver better results, faster, and with less effort for our customers.

The process starts with us getting to know your business and understanding your strategic goals. Our business analysts, project managers and developers then work together to implement you a CRM custom-designed to make your day-to-day business easier.

Microsoft Dynamics 365 CRM can save your business time and money, and improve both customer and employee experiences. 

Ken TurmeyDirector - Typetec
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"We engaged QGate to deliver our Dynamics 365 CRM solution. From the outset, it was clear they were the right fit for us in terms of experience and technical capabilities, but more importantly, steering us in the right direction. Their agile approach is clear and concise and at every stage we felt the project was under control, aided by excellent communication. Delivery was on time and on budget – no hesitation in recommending.

The QGate CRM Roadmap

The QGate CRM Roadmap is our project framework to guide you and your business successfully through your CRM project. This framework is proven to deliver better results, faster, and with less effort. 

QGate is experienced in custom development for Microsoft Dynamics 365, across all organisation types and industries. We have the knowledge and expertise to help your team avoid the pitfalls and deliver a CRM that will digitally transform your business, creating happier teams and happier clients.

QGateRoadmap@2x 1

Discover – Business Preparation and Strategy Definition

Before any development takes place, we focus on understanding your business needs. We will look at your current technology infrastructure, data sources, business functions and processes. Together we will unearth the challenges currently affecting your organisation and plan how your CRM can address these. 


Evaluate – Process Map and Scope, Prioritisation and Roadmap

QGate will uncover processes to be managed by the CRM and discuss roles and permissions to establish measures of success. The outcome will be a Delivery Statement of Work that details your requirements list, the commercial agreement and a quotation of cost and time needed. We’ll put this in place to have a common goal ensure you’re getting what you need out of a new or upgraded CRM.

Build – Design, Develop and Test

We can now begin your Microsoft Dynamics 365 CRM custom development.  Using agile software development methodology, we break the project into weekly ‘sprint’ cycles. This means we can show you early and regular progress updates on the CRM. At this stage, we will accommodate feedback, too. Your CRM platform will be complete at Sprint 999. This is go live.

Implement – Train, Deploy and Support

At QGate, we want to ensure the successful implementation of your Microsoft Dynamics CRM and see it become part of your organisation’s community and processes. After go live, we continue to support your team, managing deployment, providing CRM training and handling feedback. Our aim is for you to experience every benefit of a bespoke CRM. 


Grow – Support, Optimise and Grow

Even after the initial go-live and implementation phase, QGate will continue to provide support. Once the initial CRM is embedded in a business, we typically find that requests for additional integrations, functionality and automations follow. Our CRM Follow-On projects are given the same care and attention you received during the initial 365 implementation.

Free PDF Guide

Download our comprehensive guide to successful CRM project implementation

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QGate CRM Roadmap Report

Are you ready to transform your business with CRM?

Answer a series of multiple choice questions and uncover your CRM Readiness score against key success factors:

  • Strategy
  • Processes
  • Features
  • Users
  • Data and Integrations
  • Project

You’ll receive a personalised PDF report containing your results and recommended actions to prepare your organisation for CRM implementation.

  • It takes just a few minutes
  • It’s completely free
  • Receive customised results instantly

Ready to Talk about your Project?

Book a free Discovery Call

A no obligation call to discuss your business needs and project requirements. During the call, our consultant will explain how we can help you to achieve your goals and answer any questions you may have.