One System for Sales, Customers and Finance, Sized for Your Business.
If your sales pipeline lives in a spreadsheet, your customer history is scattered across inboxes, and your accounts are managed separately from everything else, Dynamics 365 brings it together. Holker IT implements and supports it as a practical business system, not a multi-year enterprise project.
- CRM & Finance in One
- Sized for Growing Businesses
- Works With Microsoft 365 & Teams
- Copilot-Enabled
- Ongoing Support Included
Stop Chasing Customer Info Across Five Different Places.
Sales notes in someone's inbox, quotes in a spreadsheet, invoices in a separate finance system, and customer history that lives in whoever happens to remember it. It works, until that person's away or your business grows past it.
Dynamics 365 brings your sales pipeline, customer data and finances into one connected system. Holker IT implements it as a practical, right-sized rollout for your business, not a lengthy enterprise transformation programme, and stays on to support it afterwards.
- One place for customer data, so sales, service and finance are all working from the same information.
- Works with tools you already use, integrating with Outlook, Teams, Excel and the rest of Microsoft 365.
- Scales with your business, starting with what you need now and growing as your operations do.
- Support that doesn't stop at go-live, so you've got somewhere to turn when questions come up later.
From Setup to Support, We Handle the Whole Rollout.
Our Dynamics 365 service covers implementation, migration and ongoing support, sized for a growing business rather than an enterprise ERP project.
CRM & Sales Pipeline
Manage leads, quotes and customer history in one place with Dynamics 365 Sales, so nothing depends on one person's inbox or memory.
Finance & Operations
Invoicing, stock and real-time financial reporting with Dynamics 365 Business Central, connected directly to your sales and customer data.
Implementation & Data Migration
We move your existing data across from spreadsheets or your old CRM, so you don't lose history or momentum during the switch.
Training & Ongoing Support
Practical training so your team actually uses the system day to day, plus ongoing support whenever questions or issues come up.
Getting Started Is Straightforward.
We take the time to understand how your business currently works before we design or migrate anything.
Discovery Call
We learn about your business, your current systems and where the biggest gaps or frustrations are.
System Design
We design a Dynamics 365 setup that fits how your team actually works, not a generic out-of-the-box template.
Migration & Setup
We migrate your existing data and configure the system, testing thoroughly before anyone relies on it day to day.
Training & Support
We train your team and stay on hand afterwards, so support doesn't stop the moment the system goes live.
Trusted by Businesses Across the UK.
"Our sales pipeline used to live in one person's head and a spreadsheet. Now the whole team can see exactly where every deal stands, and nothing falls through the cracks when someone's off."
Sales Director Professional Services Firm, Lancashire
"We expected a huge, disruptive rollout. Holker scoped it to what we actually needed, and the team were using it properly within a couple of weeks."
Operations Manager Manufacturing Business, North West
Frequently Asked Questions.
What's the difference between Dynamics 365 Sales and Business Central?
Dynamics 365 Sales is the CRM side, managing leads, opportunities and customer relationships. Business Central covers finance and operations, including invoicing, stock and reporting. Many businesses use both together, connected as one system.
Can you help us migrate from Excel or another CRM?
Yes. Data migration is a core part of our implementation service. We move your existing customer, sales and financial data across carefully, so you don't lose history in the switch.
Does Dynamics 365 work with Microsoft 365 and Teams?
Yes. Dynamics 365 integrates natively with Outlook, Teams, Excel and the rest of Microsoft 365, so your team can work from tools they already know.
Is Dynamics 365 too big or expensive for a small business?
Not necessarily. It's built to scale, and you can start with just the modules you need, such as CRM alone, rather than implementing the full platform on day one. We'll help you scope a setup that fits your budget and team size.
Do you provide ongoing support after implementation?
Yes. We stay on hand after go-live to handle support requests, answer questions and help you get more from the system as your needs change.
Let's Bring Your Systems Together.
Fill in your details and one of our colleagues will be in touch to discuss your business and how we can help. No hard sales, just a straightforward conversation.
- No obligation, no pressure
- Sized to your business, not an enterprise
Get in Touch
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We Cover More Than Just Dynamics 365.
Holker IT provides a full range of technology and AI services for UK businesses. Explore what else we can help with.
Ready to Bring Your Systems Together?
Talk to our team today. No hard sales, just a straightforward conversation about your business and how we can help.