Enterprise Microsoft Transformation with Dynamics 365 & Power Platform

We begin with clarity, not configuration. 

Before implementing technology, we work with organizations to define the business vision, service ambitions, and operating model required to make transformation successful. 

Our advisory services help organizations define: 

• Customer and internal personas 
• Role-specific and industry-specific service journeys 
• A realistic CRM and Power Platform roadmap 
• Governance, security, and operating models aligned to scale 

This ensures technology decisions are anchored in business value, adoption, and long-term sustainability. 

We implement and optimize Dynamics 365 Customer Engagement applications as the backbone of customer-centric operations: 

• Dynamics 365 Sales 
  Pipeline management, forecasting, account intelligence, and seller productivity. 
• Dynamics 365 Customer Service 
  Case management, SLAs, omnichannel-ready service journeys, and knowledge management. 
• Dynamics 365 Marketing / Customer Insights Journeys 
  Segmentation, customer journeys, lead nurturing, and campaign analytics. 

Our focus is always on: 

• Out-of-the-box first 
• Minimal but meaningful customization 
• Security and data integrity by design 
• Measurable adoption and ROI 

Once core CRM capabilities are established, we use the Power Platform to extend and accelerate value: 

• Power Apps 
  Role-based apps, task-focused experiences, and simplified user interfaces. 
• Power Automate 
  Process automation, approvals, integrations, and operational efficiency. 
• Power BI 
  Executive dashboards, operational reporting, and data-driven decision-making. 
• Power Pages 
  External-facing portals for customers, partners, and regulated audiences. 

All solutions are built natively on Dataverse, ensuring security, scalability, and seamless integration with Dynamics 365. 

AI is rapidly reshaping how organizations engage customers and operate internally. BearingPoint helps clients adopt Microsoft’s AI capabilities responsibly and pragmatically, embedding intelligence where it drives real value. 

Our AI and Copilot capabilities include: 

• Dynamics 365 Copilot 
  Embedded AI assistance across Sales, Service, and Marketing—supporting content generation, case summarization, and productivity acceleration. 
• Copilot Studio 
  Custom enterprise copilots and conversational agents integrated with CRM data, knowledge bases, and business processes. 
• Customer Insights AI 
  Predictive segmentation, churn analysis, next-best-action modelling, and lifetime value scoring. 
• Responsible AI & Governance 
  Security, compliance, and operating frameworks to ensure AI adoption is trusted and scalable. 

We focus on practical AI adoption, prioritizing use cases that improve service quality, employee productivity, and decision-making. 

As organizations mature, transformation expands beyond CRM into the broader enterprise ecosystem. 

We support clients with: 

• ERP and line-of-business platforms 
• Azure Integration Services 
• Data lakes and analytics platforms 
• Identity and access management 
• Microsoft Fabric and advanced analytics ecosystems 

This ensures our clients benefit not only from our expertise, but also from direct Microsoft alignment. 

BearingPoint works in close alignment with Microsoft through the FastTrack for Dynamics 365 and Power Platform programme. 

Through FastTrack, we provide: 

• Onboarding and readiness acceleration 
• Architecture and design validation 
• Direct guidance from Microsoft engineering 
• Risk reduction across delivery phases 
• Continuous optimization post go-live 

This ensures our clients benefit not only from BearingPoint’s delivery expertise but also from direct alignment with Microsoft product teams and best practices. 

Dynamics 365 CE is Microsoft’s suite for Sales, Customer Service and Marketing, designed to improve customer interactions, streamline case management and enable datadriven decisions.

Dynamics 365 Sales, Customer Service, Marketing/Customer Insights Journeys, extended with Dataverse-based capabilities.

Power Apps, Power Automate, Power BI and Power Pages help organisations build apps, automate processes, create dashboards and deploy secure portals.

By applying governance, security-by-design, FastTrack-aligned delivery, and minimal customisation principles.

Yes — using Dataverse, connectors, automation and CoE frameworks for secure, compliant growth.

Yes — Dynamics 365 Copilot and Customer Insights AI enable intelligent automation, content generation and predictive analytics.