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Implement Microsoft Dynamics 365 CRM with Confidence

By implementing Microsoft Dynamics 365, organisations are able to confidently replace disconnected systems with a modern, integrated ERP platform. Qi’s experience helps businesses to implement Dynamics solutions that are tailored around their operational processes and ready to support long-term growth.

Our implementation approach ensures Microsoft Dynamics 365 products is introduced in a structured and controlled way, helping organisations gain accurate reporting, improved operational visibility and reliable system performance from the outset.

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A Structured Implementation Approach

Successful ERP implementations rely on careful planning and a clear understanding of how systems support daily operations. Qi work closely with all stakeholders to ensure that Dynamics is configured suitably around the way an organisation works.

As standard, this would include an overview of existing business processes, defining system requirements and configuring the platform smoothly so that finance, operations and reporting functions all operate efficiently within one integrated environment.

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Qi's Approach to your Dynamics Implementation

Our Dynamics implementation projects follow a structured approach designed to minimise disruption and ensure teams are prepared for the transition.



Discovery & Planning

Work alongside your team to understand existing systems, workflows and reporting requirements prior to any hands-on work.

System Configuration

Develop and integrate a suitable network, configured to support your relevant finance, operational and reporting processes.

Data Migration

Existing databases are carefully transferred to the new system to ensure continuity and accuracy from day one.

Testing & Validation

Systems are repeatedly tested by ourselves and partners to confirm functionality, ensure processes operate as expected, and highlight any teething problems.

Go-Live & Support

Once deployed, Qi continue to support your team to ensure the platform operates smoothly.

Access Control Setup

User permissions and access settings are structured around different roles to help keep your Dynamics environment secure and practical for day-to-day use.

Supporting Your Move to Dynamics

Deploying Dynamics efficiently provides businesses with a connected way to manage day-to-day operations, improve visibility and support more informed decision-making. It brings key business functions into one system, in turn supporting teams to work with greater consistency and receive a clearer view of performance.

Here at Qi, we support implementation with a practical, structured approach that reflects each client’s processes and priorities. Ranging from initial planning and system configuration all the way through to migration, testing and post-launch support, Qi helps businesses to introduce the platform smoothly and build confidence across the team from the outset.

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Why Businesses Work with Qi

Business-Led Guidance

We look beyond the software itself, taking time to understand your goals, processes and operational challenges before recommending the right solution.

Direct Access to Experts

You work with in-house consultants, developers and support specialists who understand your systems, reducing delays and unnecessary handovers.

Long-Term Support

We build lasting relationships with our clients, providing ongoing advice, support and system reviews as your business and technology needs evolve.

Connected IT, Security & Infrastructure Expertise

From ERP and Microsoft cloud solutions to reporting, automation, cyber security and infrastructure, Qi supports the systems that keep your business running securely and effectively.

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If you are planning to implement Microsoft Dynamics 365 or reviewing how your systems support the business, Qi can help guide you through the process.

Our team will ensure your implementation is structured, efficient and aligned with your operational requirements.

Frequently Asked Questions