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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
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Hexagon is reshaping industries through smarter systems, streamlined workflows, and bold digital innovation.
Ready to clean up your CRM workflow?
Book a CRM Workflow Audit and see where leads, follow-ups, reporting, or disconnected tools can be fixed first.
Dynamics 365 Consulting and Customization That Makes the CRM Fit Your Business
Dynamics 365 can run sales, service and operations on one Microsoft platform, but out of the box it rarely matches how your team works. Hexagon customizes Dynamics 365, writes plugins and workflows, connects it to your other systems and rescues implementations that stalled. Our engineers build software every day, so we solve Dynamics problems with real code when configuration isn't enough.
Is Dynamics 365 working as hard as you're paying for it to?
Most of these are fixable without starting over. We'll tell you which ones are worth fixing first.
Dynamics 365 services
From configuration to custom code, we make Dynamics 365 fit your process and connect to the rest of your business.
Customization and configuration
Tables, columns, forms, views, business process flows, security roles and dashboards designed around your teams, not the defaults.
Plugins and custom development
C# plugins, custom workflow activities, JavaScript form logic and PCF controls when configuration alone can't deliver the behavior you need. See our guide on writing and registering a Dynamics 365 plugin.
Power Automate and Power Apps
Automated approvals, notifications and data flows, plus Power Apps for field and back-office teams that need a simpler interface.
Integrations
Connect Dynamics 365 to ERP, accounting, e-commerce, marketing and industry systems through the Dataverse Web API and Azure services, with monitoring so failures don't go unnoticed. See API and system integration.
Implementation rescue
We audit what a previous partner built, document it, fix what's broken and simplify what's over-engineered so your team can trust the system again. See CRM rescue.
Migration to or from Dynamics
Move data from spreadsheets, Salesforce, HubSpot or legacy systems into Dynamics 365, or out of it when another platform fits better, with cleaning and test migrations before cutover.
The right path depends on where you are
Optimize Dynamics 365
Keep your Microsoft investment and make it work: cleaner processes, custom logic where it counts, integrations that hold up and reports leadership trusts.
Extend with custom software
When Dynamics is the system of record but a team needs a portal, mobile app or specialized tool, we build it and connect it to Dataverse. See custom CRM development services.
Consider an alternative
If Dynamics is more platform than you need, we'll say so and compare a leaner option. See how we compare CRM options.
What our CRM and integration work has delivered
Our client work is covered by NDAs, so we share outcomes here without names. Detailed walkthroughs and references are available on a call.
A CRM with automated onboarding
Structured data, real-time analytics, automated onboarding and a client access portal freed staff time and improved client retention.
ERP data in one dashboard
We connected 15 data points from the group's ERP into a single management dashboard used daily by more than 50 people.
Scheduling, routing and parts in one system
Automated technician scheduling and routing, live parts tracking and repair-or-replace P&L reporting, with iOS and Android apps.
CRM data connected to accounting
Connectors to QuickBooks, Xero and Wave plus automated multi-currency invoicing replaced a manual billing process across several countries.
How a Dynamics 365 engagement runs
Free 30-minute review
Show us your Dynamics setup and where it gets in the way.
Environment audit
We review customizations, plugins, flows, integrations and security.
Scope and estimate
A prioritized plan, timeline and estimated cost before work starts.
Build in sprints
Changes developed and tested in a sandbox, then deployed with solutions and version control.
Launch and support
Training, documentation and ongoing support so the system stays healthy after updates.
Dynamics 365 questions, answered
What does a Dynamics 365 consultant do?
A Dynamics 365 consultant configures and customizes the platform to fit your processes, builds automation and integrations, migrates data, and trains your team. Hexagon also writes custom code, such as plugins and PCF controls, when configuration isn't enough.
Can you fix a Dynamics 365 implementation another partner built?
Yes. We start with an audit of the existing customizations, plugins, flows and integrations, document what's there, then fix and simplify in priority order.
Do you build Dynamics 365 plugins?
Yes. We build and register C# plugins and custom workflow activities, write form scripts and build PCF controls, all developed in a sandbox and deployed through managed solutions.
Can Dynamics 365 integrate with QuickBooks, ERP or other systems?
Yes. We connect Dynamics 365 to accounting, ERP, e-commerce, marketing and industry systems through the Dataverse Web API, Power Automate and Azure services, with logging and alerts.
How much does Dynamics 365 customization cost?
It depends on the number of processes, customizations and integrations involved. After the free review and an environment audit, we provide an estimated cost and timeline before any work begins.
Should we stay on Dynamics 365?
If you rely on the Microsoft ecosystem and the platform supports your process, optimizing it is usually best. If it's more than you need, we'll compare leaner options honestly during the review.
Related services and guides
Get Dynamics 365 working for your team
In 30 minutes, walk us through your Dynamics setup and what's not working. You'll leave with a clear, prioritized recommendation, whether or not you work with us.
Book a Free 30-Minute Review
Pick a time below. You'll talk with our team, not a sales script, and leave with a clear recommendation on what to build, fix or connect.
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Build, Improve, or Connect the Systems Your Business Depends On.
Whether you need custom software, CRM, ERP, AI, automation, integrations, or modernization, tell us what you’re trying to improve. We’ll review your requirements and recommend the most practical next step.
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No sales pressure. Tell us what you’re trying to build, improve, integrate, automate, or replace. We’ll review your answers and come back with a clear recommendation within 1 business day.
Prefer to talk now? Call +1 (801) 259-4800 or book a free 30-minute consultation.
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