Automate Smarter.
Close Faster.
Grow with Dynamics.
RisingPlans delivers end-to-end Microsoft Dynamics Automation — from custom implementation to ongoing optimisation — so your marketing, sales, and operations work as one connected engine.
What Our Microsoft Dynamics Automation Services Include
From first configuration to full-scale optimisation, our Dynamics 365 team handles every layer of your automation stack.
Implementation & Customisation
Microsoft Dynamics 365 is powerful — but only when configured precisely for your business. We design and build tailored automation solutions that align with your specific processes, workflows, and revenue goals.
- Custom workflow and pipeline configuration
- Role-based dashboards and reporting setups
- Automation triggers aligned to your sales cycle
- No generic setups — built around how your team works
Strategic Planning
Before a single automation fires, we build your Microsoft Dynamics roadmap — identifying pain points, setting priorities, and aligning the platform to your marketing, sales, and operational objectives.
- Revenue-focused automation blueprint
- Competitor and market analysis integration
- KPI mapping and success benchmarks
- Phased rollout plan with clear milestones
Data Migration
Moving data into Dynamics 365 can be messy. We manage the full migration process — ensuring accuracy, minimal disruption, and clean historical data that powers your automation from day one.
- Full audit of existing CRM and data sources
- Deduplication and data cleansing before import
- Validated field mapping and transformation rules
- Zero data loss with rollback safeguards
System Integration
Dynamics 365 works best as the hub of your tech stack. We integrate it with your CRM, ERP, email platform, analytics tools, and more — using connections to 1,200+ different systems.
- Bi-directional CRM and ERP sync
- Marketing automation platform connections
- E-commerce and payment gateway integration
- 1,200+ supported system connectors
Ongoing Support & Optimisation
Setup is just the beginning. We provide continuous support, proactive optimisation, and team training so your automation stays effective as your business evolves.
- Monthly performance reviews and reporting
- Proactive automation health checks
- Staff onboarding and hands-on training
- Feature adoption planning for new releases
Digital Transformation Consulting
Microsoft Dynamics Automation isn't just software — it's the foundation for transforming how your business operates. We guide your team through automating processes and driving growth across every channel.
- End-to-end process automation mapping
- Customer journey re-engineering
- Cross-channel revenue workflow design
- Change management and team enablement
ROI Evaluation
You're investing in Microsoft Dynamics Automation — you need proof it's paying off. Through our Revenue Platform, we calculate marketing ROI and customer lifetime value so you see the real impact.
- Marketing ROI attribution modelling
- Customer lifetime value (CLV) calculation
- Pipeline influence reporting
- Plain-English monthly revenue reports
RisingPlans Revenue Platform & Microsoft Dynamics: A Data-Powered Martech Stack
As your Microsoft Dynamics Automation partner, you gain access to the RisingPlans Revenue Platform — our proprietary intelligence layer that connects your Dynamics 365 data to every marketing decision.
Calculate Your Marketing ROI
By connecting Dynamics 365 to our Revenue Platform, you can trace exactly how every marketing touchpoint — email, ad, organic — contributes to closed revenue. No guesswork, no vanity metrics.
Power Advertising With CRM Data
Feed your Dynamics 365 audience segments directly into paid campaigns. Create hyper-targeted ads built on real purchase behaviour and lifecycle data — cutting waste and driving more qualified leads.
Create Personalised Email Campaigns
Sync Dynamics 365 contact records, deal stages, and behavioural signals with our email tools to deliver the right message at the right moment — automatically, at scale.
Your Search for Microsoft Dynamics Automation Services Ends Here
When you partner with RisingPlans, you get more than a technology vendor — you get a revenue-growth partner with the expertise, technology, and scale to deliver.
Save Time
Eliminate the complexity of setting up and managing Dynamics 365 yourself. Our full-service approach handles implementation, automation design, and ongoing management — freeing your team to focus on revenue.
Access Proven Experts
Work with a team of certified Dynamics 365 specialists, marketing strategists, and data engineers. Every project is staffed with the right skills — not generalists learning on the job with your budget.
Customise Your Involvement
Whether you want to be hands-on or prefer a fully managed service, we adapt our engagement model to fit how your team works — with clear communication either way.
Accelerate ROI
Our AI-powered Revenue Platform combined with Dynamics 365 automation creates a compounding advantage — more pipeline visibility, better ad targeting, and tighter marketing-sales alignment month over month.
Unlock 25%+ Greater Marketing ROI with RisingPlans' Microsoft Dynamics Automation
See how RisingPlans stacks up against technology providers and generic consulting firms when it comes to driving real results.
| What You Get | ✓ RisingPlans | Technology Provider | Other Consultants |
|---|---|---|---|
| Dedicated data & automation team | ✓ Dedicated team from day one | Limited; often relies on 3rd-party support | Specialised but typically smaller teams |
| First 90-day commitment | ✓ 40+ hours to establish data foundations | Varies widely by plan tier | Project-specific; may not include ongoing |
| System integrations | ✓ 1,200+ systems supported | Primarily within their own ecosystem | Limited to select technology stacks |
| Holistic digital marketing | ✓ SEO, PPC, Email, Content — all unified | Platform-specific strategies only | Often narrowly focused on implementation |
| ROI reporting | ✓ Transparent monthly revenue reports | Reporting tools included; ROI emphasis varies | Quality and frequency varies significantly |
| Proprietary technology | ✓ RisingPlans Revenue Platform included | — Not included | — Not included |
Microsoft Dynamics Automation for Your Industry
Our solutions are tailored to the unique demands of your sector — not retrofitted from a generic template.
Dynamics Automation for Manufacturing
Streamline time-to-market, generate more qualified leads, and improve first-time fix rates with Dynamics 365 automation built for manufacturing workflows.
- Automated lead scoring and handoff to sales
- Supply chain and order workflow automation
- Predictive maintenance scheduling integration
Dynamics Automation for Healthcare
Increase operational efficiency and patient communication with Dynamics 365 automations designed to meet the speed and compliance needs of healthcare organisations.
- Automated appointment scheduling and reminders
- Inventory and resource management workflows
- Team communication automation across facilities
Dynamics Automation for Utilities
Manage inspection schedules, conduct preventative maintenance, and automate field data collection — all within a unified Dynamics 365 environment.
- Automated inspection and maintenance scheduling
- Field data capture and real-time sync
- Customer account management automation
Dynamics Automation for Telecom
Maintain field schedules, identify equipment needs, and keep your network operations automated and responsive with Dynamics 365 built for telecom complexity.
- Automated technician dispatching and routing
- Network equipment tracking and alerts
- Customer escalation workflow automation
FAQs About Microsoft Dynamics Automation
Everything you need to know before starting your Microsoft Dynamics Automation journey with RisingPlans.
What is Microsoft Dynamics Automation and who is it for?
Microsoft Dynamics Automation refers to using Microsoft Dynamics 365's built-in workflow, trigger, and integration capabilities to automate marketing, sales, and customer service processes. It's ideal for mid-market and enterprise businesses that want to reduce manual tasks, align their revenue teams, and get more measurable results from their technology investments.
How long does a Microsoft Dynamics Automation implementation take?
A foundational implementation — including data migration, core workflow setup, and initial integrations — typically takes 60–90 days. More complex environments may extend to 3–6 months. At RisingPlans, we dedicate 40+ hours in the first 90 days specifically to establishing your data and automation foundations.
Can Microsoft Dynamics 365 integrate with my existing tools?
Yes — through our work we support connections to over 1,200 different business systems. This includes CRM platforms, ERPs, e-commerce systems, marketing automation tools, analytics platforms, payment gateways, and more. We handle the full integration design, build, and testing.
How does RisingPlans measure the ROI of Microsoft Dynamics Automation?
We use our proprietary Revenue Platform to connect Dynamics 365 data with your full marketing and sales performance. This allows us to calculate true marketing ROI, measure pipeline influence, and track customer lifetime value — all reported in plain English every month.
Do I need a large budget to get started with Microsoft Dynamics Automation?
We work with a range of business sizes and budgets. Our phased implementation approach means you can start with high-priority automations that deliver fast ROI, then expand capabilities over time. During your free strategy call, our team will recommend an investment level that makes sense for your growth stage.
What makes RisingPlans different from other Microsoft Dynamics Automation consultants?
Three things set us apart: we're a full-service digital marketing and technology agency so your automation connects to SEO, PPC, email, and content strategy. Our Revenue Platform gives you attribution and ROI visibility most consultants can't provide. And with 750+ digital experts, a 97% retention rate, and 1,100+ five-star reviews, we have the proven track record to back every promise.