Which systems do you work with?

Mostly Microsoft Dynamics 365 Business Central, Dynamics 365 Sales and Microsoft 365. We also connect to HubSpot, Salesforce, Xero and most industry software that can share data. If yours cannot, we tell you before you spend anything.

Do we need to be on Business Central already?

No. If you are moving to Business Central from another system, we can set up the connections as part of that move, or work alongside the partner doing the migration.

What does Copilot actually do here?

Inside Business Central it can suggest order lines, help match bank transactions and summarise customer activity. In Outlook and Teams it drafts emails and meeting notes. It only helps if the data underneath is clean, so we join that up first.

Who owns it once it is built?

You do. Everything lives in your own Microsoft tenant, with written notes. We can keep supporting it, or hand it to your own team.

It depends on the systems and how much needs building. After we map the work you get a fixed price and scope before anything is built.

Finance and sales systems, joined up

Stop typing the same order into three systems.

Sales in one system, finance in another, reports in a spreadsheet. Someone copies data between them, approvals get chased by email, and the month-end numbers are out of date the day they arrive.

We connect your CRM, Business Central and Microsoft 365 so data is entered once, and we look after it once it is live.

Talk to an engineer 07 3114 2808

What changes

One version of the numbers.

Enter it once

A won deal in your CRM becomes a customer and an order in your finance system, without anyone retyping it.

Approvals that move

Purchase orders, supplier set-ups and invoices go to the right person in Teams or email, with a record of who approved what.

Reports that are already up to date

Sales, cash and job figures sit in a Power BI dashboard fed straight from your systems, instead of a spreadsheet built at month end.

AI that uses your real figures

Once the data is joined up, Copilot in Business Central and Microsoft 365 can summarise accounts and draft follow-ups from numbers you trust.

Looked after once it is live

When a connection breaks or the business changes, we own it until it is fixed.

What happens

A fixed price before we build.

01
Map the work
We sit with finance, sales and operations and find where data gets retyped or chased.
02
Fixed quote
A drawing of what connects to what, and a fixed price, before we build.
03
Build and test
Built in your own Microsoft 365 and tested against your real data.
04
Go live and support
We watch the first real runs, fix what comes up and keep it running.

Why it matters

Your data stays in your own Microsoft account.

We build inside the Microsoft 365 you already have, so customer and finance data is not copied to a new platform you cannot see into. You own every connection, and the access each one has is kept to what it needs.

Only need simpler tasks automated? See workflow automation. Rolling out Copilot across the business? See Copilot deployment.

Common questions

The questions we get asked the most.

Which systems do you work with?: Mostly Microsoft Dynamics 365 Business Central, Dynamics 365 Sales and Microsoft 365. We also connect to HubSpot, Salesforce, Xero and most industry software that can share data. If yours cannot, we tell you before you spend anything.
Do we need to be on Business Central already?: No. If you are moving to Business Central from another system, we can set up the connections as part of that move, or work alongside the partner doing the migration.
What does Copilot actually do here?: Inside Business Central it can suggest order lines, help match bank transactions and summarise customer activity. In Outlook and Teams it drafts emails and meeting notes. It only helps if the data underneath is clean, so we join that up first.
Who owns it once it is built?: You do. Everything lives in your own Microsoft tenant, with written notes. We can keep supporting it, or hand it to your own team.
What does it cost?: It depends on the systems and how much needs building. After we map the work you get a fixed price and scope before anything is built.