Managed Dynamics 365 services that connect your sales, service and operations
From Dynamics 365 Sales and Customer Service through to Field Service and Finance, Harrby helps you run Dynamics 365 in a way that matches how your organisation actually works.
We look after design, configuration, ongoing improvements and support so your teams spend less time wrestling with the system and more time looking after customers.
Make Dynamics 365 a system your teams actually want to use
We focus on clean data, sensible processes and a user experience that supports sales and service staff instead of slowing them down.
Better visibility of customers and pipeline
Give sales, service and leadership a clear, shared view of customers, opportunities, activities and pipeline health.
Consistent processes across teams
Standardise how leads, opportunities, cases and work orders move through the organisation so nothing is missed or forgotten.
Cleaner data and fewer duplicates
Use sensible validation, ownership rules and data quality checks so information in Dynamics 365 can be trusted.
Less manual work for frontline staff
Automate common steps such as follow ups, reminders and notifications so people can focus on higher value work.
Reporting that decision makers can rely on
Structure data and fields so reporting and analytics reflect the real state of sales, service and operations.
A platform that can evolve with the business
Set up environments, governance and release practices so you can keep improving Dynamics 365 without constant disruption.
What we manage in Dynamics 365
From core apps and environments through to security, changes and support, Harrby provides an end to end view of your Dynamics 365 platform.
Environment and release strategy
Design and management of development, test and production environments, including solution layering and basic release practices.
Core Dynamics 365 apps in scope
Support for apps such as Dynamics 365 Sales, Customer Service, Field Service, Marketing or Finance, based on what your organisation uses.
Security roles and access model
Definition and maintenance of security roles, teams and access to ensure staff see what they need and sensitive data is controlled.
Data model, forms and views
Configuration of tables, relationships, forms and views so screens match the way your sales and service teams work.
Business rules and basic automation
Business rules, workflows and simple automations that guide users and reduce manual steps in key processes.
Integrations touchpoints and dependencies
Identification of key integrations and dependencies so changes are assessed for impact before they are made.
Monitoring, support and continuous improvement
Ongoing monitoring, incident handling, minor enhancements and recommendations for future roadmap items.
The Harrby difference for Dynamics 365
We combine business analysis, solution design and operational support so Dynamics 365 becomes a reliable part of your operating model, not just another project.
Business and technical thinking together
We take time to understand how your sales, service or operations teams work, then shape Dynamics 365 around those realities.
Practical governance, not red tape
We introduce just enough governance so changes are safe and traceable, without slowing every small improvement to a halt.
Clear documentation and handover
You receive diagrams, configuration notes and operating procedures so internal teams are not left guessing how the system works.
Experience across greenfield and brownfield
Whether you are starting fresh or inheriting a complex existing build, we know how to stabilise, simplify and then improve.
Advisory and managed services in one engagement
You get strategic input on roadmaps and design decisions as well as the day to day support that keeps the platform stable.
Plain English communication with stakeholders
We explain options and risks in language that sales leaders, operations managers and IT teams can all use to make decisions.
Dynamics 365 managed services frequently asked questions
Common questions organisations ask when they are considering managed services for Dynamics 365.
Can you support an existing Dynamics 365 environment that we did not build with Harrby
Yes. We often start by reviewing an existing Dynamics 365 implementation, stabilising what is already in place and then planning improvements together.
Do you only support certain Dynamics 365 apps
We focus on core customer and operations workloads such as Sales, Customer Service, Field Service and Finance. If you are using more specialised modules, we can discuss scope during an initial conversation.
Can you work alongside our existing Dynamics partner or internal team
Yes. Some organisations keep an existing implementation partner for large projects and use Harrby for ongoing management, improvements and governance. Others rely on us as their primary Dynamics 365 partner.
Do you help with new features and roadmap planning
We can brief you on upcoming changes, assess their impact on your environment and help you prioritise improvements so you get value from new capabilities without constant disruption.
How customised can our Dynamics 365 environment be for you to support it
We support a wide range of configurations. As part of onboarding we will review the current level of customisation and recommend where simplification would reduce risk and ongoing cost.
Do you offer project work as well as managed services
Yes. We can help with one off projects such as new modules, process changes or integrations, then move those changes into a managed services model once they are stable.
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