Typing the same data twice
Orders, invoices and timesheets copied between email, spreadsheets and accounts by hand.
SERVICES — S.07 BUSINESS APPS & AUTOMATION
Stop re-keying.
Run the business on one system.
We automate the manual work, connect your data and roll out Microsoft business applications that fit how your team already works. All of it sits inside the Microsoft 365 environment we already manage and secure for you.
TOOLS WE WORK WITH
→Power Automate
→Power BI
→SharePoint workflows
→Business Central
→Dynamics 365 Sales
→Customer Service
Where the hours go
Spreadsheets as the system
Several versions of the truth, one person who understands the formulas, and no audit trail.
Reports that take days
Month-end figures are assembled manually, so decisions get made on numbers that are already out of date.
Customer history in inboxes
When someone is off or leaves, their leads, quotes and support threads become hard to find.
Six tools, one partner
WHAT WE DELIVER01 · AUTOMATION
Power Automate
Automated workflows that move data between apps and send work to the right person.
- Approvals for purchases, leave and expenses in Teams
- Invoice and attachment capture from shared mailboxes
- Onboarding and offboarding checklists that run themselves
02 · REPORTING
Power BI
Dashboards that refresh on their own from your accounts, CRM and spreadsheets.
- Sales, margin and cash-flow views for directors
- Operational KPIs shared securely in Teams
- Access controls so each person sees only their own data
03 · DOCUMENT PROCESSES
SharePoint workflows
Structured libraries and lists that track documents and requests from draft to sign-off.
- Contract and policy review with version history
- Request trackers that replace shared spreadsheets
- Retention and permissions set up for GDPR
04 · FINANCE & OPERATIONS
Dynamics 365 Business Central
One system for finance, sales orders, purchasing and stock, for when you've outgrown standalone accounting software.
- Migration from existing accounting packages
- Inventory, purchasing and project costing
- Integrated with Outlook, Excel and Teams
05 · CRM
Dynamics 365 Sales
A shared record of every lead, opportunity and customer conversation, inside Outlook.
- Pipeline stages that match your sales process
- Quotes and follow-ups tracked from email
- Forecasts connected to Power BI
06 · SUPPORT
Dynamics 365 Customer Service
Customer emails and calls become trackable cases with owners, priorities and response targets.
- Shared support inbox turned into a case queue
- Service-level targets and escalation rules
- Knowledge articles your team can reuse
Start with one process. Prove it. Then grow.
HOW A PROJECT RUNSSTEP 1
Free discovery call
We map one process end to end and show you where the time and errors are.
STEP 2
Working prototype
Your team tries it with real data before anything is rolled out.
STEP 3
Build, migrate, train
Fixed scope and timeline, data moved across and short training sessions for each role.
STEP 4
Supported like the rest of your IT
Flows and apps are monitored, documented and covered by our helpdesk.
Your data stays in your tenant
No third-party connectors or external databases unless you approve them.
Access through Entra ID
Sign-in with MFA and role-based permissions, removed automatically at offboarding.
Data loss prevention policies
Rules that stop business data being sent to personal or unapproved services.
Licences checked before we build
Many flows run on your existing Microsoft 365 licences. We tell you up front if anything needs a premium licence.
Frequently asked questions
Not always. Standard Power Automate and SharePoint workflows are included in most Microsoft 365 business plans. Power BI, Business Central and Dynamics 365 are licensed per user, and we size and quote these with you before any work starts.
Small teams often gain the most, because every hour of manual admin is an hour taken from customers. We start with a single process, so the investment stays small until it has paid for itself.
Usually, yes. If your software has a standard connector or an API, we can connect it. If it doesn't, we'll say so in the discovery call and suggest an alternative.
We do. Managed IT clients get monitoring and helpdesk support for their flows and apps under their existing agreement, and every build comes with documentation.
Bring one process you'd like to stop doing by hand.
In a free 30-minute call, we'll tell you whether it can be automated, which tool fits and what it would involve.