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Microsoft Dynamics 365
Implementation, Integrations & Managed Services

Dynamics 365 Built for Connected Operations

Optematic implements and operates Microsoft Dynamics 365 as a unified platform across customer engagement and operational systems. We focus on process alignment, data consistency, and cross-system orchestration, ensuring Dynamics 365 works reliably within the broader Microsoft and enterprise ecosystem.

Dynamics 365 deployments often struggle at the seams—between Sales, Finance, Supply Chain, and external systems. Optematic specializes in connecting those seams, turning Dynamics 365 into a cohesive operational platform rather than a collection of loosely connected modules.

What We Deliver

End-to-End Dynamics 365 Implementations (Select Scope)
We implement Dynamics 365 across Sales, Customer Service, Finance, and Supply Chain modules—scoped intentionally to business-critical processes and designed to scale without unnecessary complexity.

CRM–ERP Alignment
Optematic aligns customer, order, billing, and financial data across Dynamics 365 modules so revenue, operations, and finance teams operate from a consistent system of record.

Microsoft Ecosystem Integration
Dynamics 365 is integrated with Microsoft tools such as Microsoft 365, Teams, SharePoint, and Azure-based services—ensuring workflows, approvals, and collaboration are embedded into daily operations.

Cross-System Orchestration & Automation
We connect Dynamics 365 with external CRM, ERP, billing, HR, and analytics platforms through a managed orchestration layer—handling data mapping, transformations, approvals, and error handling.

Managed Services & Ongoing Operations
After implementation, Optematic operates Dynamics 365 as a managed service—supporting monitoring, issue resolution, enhancements, and controlled evolution as business needs change.

Dynamics 365 Capabilities We Implement & Operate

Optematic focuses on how Dynamics 365 is used in production, not just module enablement:

  • Sales & Customer Engagement Operations
    Lead, opportunity, account, and case workflows aligned to real operating processes.

  • Order-to-Cash & Financial Operations
    Orders, invoicing, revenue handoffs, and financial visibility across systems.

  • Supply Chain & Operations (Select Scope)
    Inventory, procurement, and operational data flows tied to finance and sales.

  • Workflow, Approvals & Collaboration
    Business process flows and approvals embedded into Microsoft collaboration tools.

  • Reporting & Downstream Analytics
    Reliable data pipelines into analytics and reporting environments.

  • Governance & Operational Controls
    Security roles, auditability, documentation, and change management.

Integrations We Commonly Support

Dynamics 365 delivers the most value when orchestrated across the stack. Optematic commonly integrates Dynamics 365 with:

  • Microsoft 365, Teams, and SharePoint

  • ERP, billing, and finance platforms

  • HR and payroll systems

  • Data warehouses and analytics tools

  • Industry-specific SaaS applications

All integrations are built with monitoring, failure visibility, and documentation to prevent silent issues.

Why Optematic Is Different

Many Dynamics partners focus on licensing or module deployment. Optematic focuses on operations.

  • We align CRM and ERP workflows end to end

  • We integrate Dynamics 365 cleanly into the enterprise ecosystem

  • We limit scope to reduce risk and complexity

  • We retain ownership after go-live through managed services

Dynamics 365 becomes a connected operating platform, not a fragmented solution set.

The Outcome

With Optematic, Dynamics 365 becomes:

  • Easier to operate across teams

  • More reliable as integrations increase

  • Better aligned across sales, finance, and operations

  • A scalable foundation within the Microsoft ecosystem

Optematic — Dynamics 365 implemented, integrated, and operated for scale.

  • “Optematic implemented Dynamics 365 in a way that finally connected sales, finance, and operations. Data consistency improved immediately, and handoffs between teams stopped breaking. It feels like one system now.”

  • “Our Dynamics environment was fragmented before Optematic. They integrated Dynamics 365 with Microsoft 365, finance systems, and reporting tools and added monitoring we never had. Day-to-day operations are far more predictable.”

  • “What stood out was Optematic’s ongoing ownership. As our processes evolved, they updated workflows and integrations without disrupting the business. Dynamics 365 finally feels stable and well-governed.”