Unlike large consultancies that often result in larger projects, we work in small, manageable phases. Start with a pilot project, see results, then decide if you want to continue. No pressure, no long-term contracts, no getting locked into expensive ongoing relationships.
Customize Microsoft Dynamics CRM to match your exact business processes, workflows, and industry requirements. No more compromises with out-of-the-box solutions.
Configure CRM entities, fields, forms, and business rules to support your specific business applications and data requirements.
Integrate your CRM with existing systems including SharePoint, Power BI, Power Automate, and third-party applications for seamless data flow.
Automate employee onboarding, leave requests, performance reviews, and approval workflows. Replace manual processes with intelligent automation that saves hours every week.
Transform your CRM data into actionable insights with custom reports, dashboards, and Power BI integration for better decision making.
Seamlessly migrate your existing data from legacy systems, spreadsheets, or other CRM platforms to Microsoft Dynamics CRM.
Unlike large consultancies that often involve multiple team members and layers, we provide personal attention and deep expertise. Our boutique approach means you work directly with experienced consultants who understand your business. Direct access to the expertise you need, without the complexity of large project teams.
Microsoft Dynamics CRM Consultant
With over 15 years of experience working with Microsoft Dynamics CRM, Paul specializes in helping New Zealand businesses configure and customize their CRM systems to work exactly how their business works.
His customers appreciate his ability to understand complex business processes and efficiently implement professional solutions that deliver real business value. Paul focuses on building long-term relationships and ensuring your CRM investment delivers maximum return.
Stop adapting your business to fit rigid software limitations. Dataverse gives you enterprise power with complete flexibility - build exactly what your business needs, tailored to how you actually work.
Faster Delivery: 80% less development time compared to custom software. Lower Risk: Built on Microsoft's proven platform with enterprise-grade security and reliability. Best of Both Worlds: No-code simplicity when possible, custom code power when needed.
Unlimited Flexibility: Start with no-code configuration, extend with custom code when platform limits are reached. Cost Effective: Significant licensing cost savings compared to full Dynamics business applications. No Platform Limitations: Break free from out-of-the-box constraints while keeping the power of Microsoft's cloud platform.
Replaced expensive, generic practice management software with a custom Dataverse solution. Result: 60% reduction in administrative time, 40% faster client onboarding, and seamless integration with existing workflows. Cost savings: $15,000+ annually vs. traditional software.
Quick Start: Dataverse is easily provisioned, so basic functions can be quickly prototyped in days, not months. Iterative Development: Build, test, and refine with real user feedback. Scalable: Start small and grow as your business needs evolve.
Microsoft Security: Built-in compliance, encryption, and threat protection. Role-Based Access: Granular permissions for different user types. Audit Trails: Complete visibility into data access and changes.
Familiar Interface: Microsoft 365 integration means users already know the interface. Mobile Ready: Works seamlessly on phones and tablets. Training Friendly: Intuitive design reduces training time and resistance.
We understand you're cautious about software projects. That's why we use an agile methodology - breaking everything into small, manageable sprints. Each sprint delivers working software, and you can stop at any time without penalty.
Investment: Small, fixed cost. Deliverable: Working prototype of your most critical process. Your Risk: Minimal. Agile Review: You can stop here with a working solution.
Investment: Based on Sprint 1 success. Deliverable: Complete core functionality. Your Risk: Low - you've already seen it works. Agile Review: You have a fully functional system.
Investment: Only if you want more. Deliverable: Advanced automation and integrations. Your Risk: None - you already have a working system. Agile Review: You're already successful.
Traditional software projects often involve larger upfront commitments with uncertain outcomes. Our agile methodology lets you prove value at each sprint, with clear review points if you're not satisfied.
Generic Software: $50-200/user/month + customization fees + training costs. Big Consultancies: $200-500/hour + project management fees + junior developer costs. Our Solution: $20-40/user/month + one-time setup. Typical Savings: 40-70% reduction in total costs.
Big Consultancies: 12-18 months with project managers, junior developers, and bureaucratic delays. Generic Software: 6-12 months to customize. Our Approach: 2-4 weeks to working prototype, 2-3 months to full solution. Result: Start seeing benefits immediately.
One-Size-Fits-All Software: Limited customization, complex changes, vendor dependencies. Big Consultancies: Structured processes, multiple team members, longer response times. Our Solution: Unlimited customization, direct access to experts, rapid response, you own your data and processes.
Big Consultancies: You're assigned to junior developers and project managers who don't understand your business. Our Approach: You work directly with experienced consultants who understand your unique needs. Result: Faster delivery, better solutions, ongoing relationship.
We've helped businesses across various industries transition from one-size-fits-all software to tailored Dataverse solutions that work better for their specific needs.
Student management, course delivery tracking, and automated certification systems for training institutes and educational organizations.
Inventory management, seed tracking, sales processes, and delivery manifests for plant nurseries and horticultural businesses.
Fleet management, route optimization, delivery tracking, and customer service systems for transportation and logistics companies.
Production tracking, quality control, inventory management, and customer relationship management for manufacturing businesses.
Practice management, custom invoicing, timekeeping, document automation, and billing integration for law firms and professional service providers.
Microsoft offers different platforms for business applications. Here's how Dataverse and Power Apps compare to other Microsoft solutions.
What it is: Microsoft's low-code platform combining a cloud database (Dataverse) with app building tools (Power Apps).
Best for: Custom business applications, workflow automation, and solutions that need to grow with your business.
Cost: Pay-per-user licensing, typically $20-40 per user/month.
What it is: Full-featured CRM platform with Sales, Customer Service, Marketing, and Field Service modules.
Best for: Large enterprises needing comprehensive CRM functionality out-of-the-box.
Cost: $95-160 per user/month depending on the module.
Microsoft Dynamics Customer Engagement (CE) - the full-featured CRM platform including Sales, Customer Service, Marketing, and Field Service modules
What it is: Building applications from scratch using traditional development methods.
Best for: Highly specialized requirements that can't be met by existing platforms.
Cost: High development costs, ongoing maintenance, and infrastructure management.
No big commitments, no long-term contracts. Start with a small pilot project and see if our approach works for your business. If it does, we can continue. If not, you've lost nothing. Let's discuss your most critical business process and build a working prototype.
Paul Ritchie
Microsoft Dynamics CRM Consultant
Christchurch, New Zealand
Available for projects nationwide