Get more from Microsoft Dynamics
Already invested in Dynamics? Trilogix helps you extend, integrate, automate and optimize around it — adding the tailored functionality, applications, integrations and data your business needs, without a rip-and-replace. Keep Dynamics where it works; complement it where it doesn't.
Dynamics at the centre — connected on every side
Keep Dynamics as your system of record where it works well, and let Trilogix connect the CRM/SFA, applications, integrations, data, AI and cloud services around it. Select any connection to see how.
CRM & SFA
Add tailored CRM and sales-force-automation functionality for the processes standard Dynamics doesn't model well — without replacing your system of record.
CRM & SFA solutionExtend, integrate, automate, optimize
Four practical ways Trilogix adds value around Dynamics. Most engagements combine a few — the goal is always more value from your existing investment, not a costly replacement.
Extend
Add tailored functionality where standard Dynamics doesn't fit your business process — custom CRM/SFA capabilities, modules and React web or mobile front-ends built around how your teams actually work.
Integrate
Connect Dynamics with ERP, other CRM/SFA data stores, legacy and on-premises systems and cloud data through clean APIs and integration — so information flows and everyone works from one view.
Automate
Automate the sales cycle, documentation and repetitive CRM/SFA tasks with business-process automation, AI and low-code/no-code — to close and retain clients faster.
Optimize
Get more from what you already run: lower-cost, easier-to-maintain cloud-native extensions, API decomposition, and integration with reporting and observability.
What can be built around Dynamics
Concrete, credible deliverables — templated and productised where it helps — so you can follow your existing processes and training instead of deploying hugely expensive, complex replacement systems.
Custom sales & CRM/SFA functionality
Purpose-built modules for the specialized sales and business processes that don't fit neatly into standard Dynamics screens.
React web & mobile front-ends
Modern front-ends inside the platform or alongside it, connected to the Dynamics data back-end — dropping in the functionality a process needs.
ERP & system integration
Bidirectional integration with ERP and other SFA/CRM data stores so records stay consistent across your enterprise applications.
APIs & decomposition
Clean APIs and API management, decomposing monolithic processes into maintainable, integrable services.
Business process automation
Automating the sales cycle, task management and documentation to help teams close and retain clients with less manual effort.
Reporting & observability
Integration with reporting and observability so the business has visibility into what Dynamics and the surrounding systems are doing.
Dynamics is never isolated
The real value is having one partner across the applications, integrations, data and cloud services surrounding Dynamics — so the pieces work together instead of being stitched from separate vendors.
Make the most of your Dynamics investment
Tell us where Dynamics fits your business well and where it falls short. We'll suggest a practical way to extend, integrate or automate around it — starting small and building from there.