CRM design
Shape tables, forms, views and processes around the information your teams actually need.
We help shape Dynamics 365 around your sales, service and customer workflows so teams have a clearer view of activity, ownership and next actions.
Practical implementation focused on how your teams work, how information moves through the business and where technology can remove friction.
Shape tables, forms, views and processes around the information your teams actually need.
Create clearer lead, opportunity, activity and pipeline management for sales teams.
Structure customer cases, ownership, status and service activity in one environment.
Use Power Automate and business logic to remove manual hand-offs, reminders and repetitive updates.
Connect Dynamics 365 with Microsoft 365, Power BI, websites and other business platforms.
Improve an existing Dynamics environment that has become difficult, inconsistent or underused.
The platform matters, but the real goal is a simpler, more connected way of working that people can actually use.
Bring customer information, activities and ownership into a more coherent system.
Give sales teams and management better visibility of opportunities and next actions.
Reduce reliance on individual spreadsheets and informal hand-offs.
Use Dynamics data as part of reporting, automation and wider business workflows.
We start with the business problem, shape the right solution, implement it carefully and leave room for iteration as your needs evolve.
Map customer journeys, teams, data and current CRM pain points.
Define the data structure, roles and processes the solution needs.
Build forms, views, rules, automation and security.
Connect Microsoft and third-party systems where required.
Refine the experience based on real team usage.
Most useful business solutions span more than one tool. These related LogicGraft capabilities can be combined where they make sense.
Tell us what is slowing the business down. We’ll help you work out the right next step without overcomplicating it.