Turn customer relationships into connected business processes.
Epicarp helps organisations design and implement Microsoft Dynamics 365 CRM around the way their sales and customer teams actually work — connecting leads, opportunities, activities, forecasting, automation and business data into one structured customer journey.
Customer data exists. The process around it often doesn’t.
Sales teams often have the information they need, but it is spread across spreadsheets, email, individual follow-ups and disconnected systems.
As the business grows, this makes it harder to understand which opportunities need attention, whether follow-ups are happening, how reliable the forecast is, and what should happen after a deal is won.
Sales tracked in spreadsheets
Pipeline data sits in individual files, making ownership, status and forecasting difficult to manage consistently.
Follow-ups depend on memory
Customer activity is often managed through personal inboxes, calendars and informal reminders.
Limited pipeline visibility
Management cannot easily see what is moving, what is stalled and where the real revenue risk sits.
CRM and ERP stay disconnected
Once an opportunity is won, information is frequently re-entered into another system for ordering, billing or delivery.
We design Dynamics 365 CRM around the complete sales process — from lead capture and opportunity management through automation, reporting and operational handoff.
One customer journey. Connected from first interest to growth.
Dynamics 365 CRM gives sales and customer teams a structured way to manage the complete relationship — keeping customer information, activity, opportunity progress and business handoffs connected as the relationship develops.
Lead
Capture enquiries, referrals, campaigns and new prospects.
Qualify
Understand need, fit, potential value and next action.
Opportunity
Manage value, stage, stakeholders and activities.
Proposal
Coordinate pricing, quotation and approvals.
Win
Confirm the deal and capture the final outcome.
Handoff
Connect sales with ERP, delivery or service teams.
Grow
Support renewals, account growth and retention.
Accounts, contacts, activities, opportunities, documents, automation and reporting stay connected so teams can work from the same customer picture.
From CRM design to connected sales operations.
We help organisations move beyond basic CRM configuration by designing Dynamics 365 around the full sales and customer process — including workflow, reporting, security, data and system integration.
CRM Strategy & Solution Design
We map your sales process, roles, data, customer journey and reporting needs before designing the CRM structure around how the business actually operates.
Dynamics 365 Sales Implementation
Configure leads, opportunities, accounts, contacts, activities, sales stages, quotations and pipeline management within Dynamics 365 Sales.
CRM Customisation
Extend Dynamics with custom forms, views, Dataverse tables, business rules, process stages and role-specific experiences where standard configuration is not enough.
Workflow & Process Automation
Use Power Automate to manage lead assignment, reminders, approvals, follow-ups, escalations, notifications and operational handoffs around the sales process.
Integration & Data Connectivity
Connect CRM with ERP, SAP, Microsoft 365, portals, business applications and external systems so customer and transaction data can move between processes.
Reporting & Sales Analytics
Build management dashboards for pipeline, forecast, conversion, sales performance, target achievement, customer trends and opportunity movement using Dynamics 365 and Power BI.
The objective is not to customise everything — it is to use Dynamics 365 effectively and extend only the areas that create real operational value.
Extend Dynamics around how your business actually operates.
Dynamics 365 becomes significantly more valuable when it connects with the applications, automation, analytics and operational systems around it. We use the broader Microsoft ecosystem to extend CRM where the business needs more.
CRM becomes the customer-facing layer of a wider operation.
Use Power Apps for supporting workflows, operational applications and role-specific experiences without over-customising the core CRM.
Trigger assignments, reminders, approvals, escalations, document workflows and downstream actions using Power Automate.
Combine Dynamics data with targets, financial information and other systems through Power BI for deeper sales analytics.
Integrate confirmed sales information with ERP, SAP, delivery, billing and service processes to reduce manual re-entry.
Dynamics 365 handles the core customer and sales process, while Power Platform, Microsoft 365, analytics and ERP integrations extend the operating model where needed.
More than CRM configuration. We think about the operation around it.
Dynamics 365 creates the most value when the platform, sales process, users, data, automation and downstream systems are designed to work together. That wider operating view shapes how we approach every CRM implementation.
Process Before Platform
We first understand how sales, customer engagement and business handoffs should work — then configure Dynamics around that operating process.
Broader Microsoft Capability
Power Apps, Power Automate, Dataverse, Power BI, Microsoft 365 and AI allow us to extend CRM without forcing every requirement into the core application.
Connected Business Thinking
We consider how customer data needs to move into ERP, SAP, reporting, delivery and service processes so CRM remains connected to what happens after the sale.
Built to Last Beyond Go-Live
Security, ownership, usability, adoption and maintainability are considered alongside functionality so the CRM remains practical as the business evolves.
A successful CRM should give sales teams a simpler way to work, management better visibility and the wider organisation cleaner information to act on.
Thinking about Dynamics 365 CRM? Start with the way your business sells.
Bring us your current sales process, CRM challenge, reporting requirement or integration need. We’ll help identify what should stay standard, what should be automated and where Dynamics 365 can create the most value.
Bring us one CRM challenge.
Pipeline visibility, workflow automation, sales reporting, ERP integration or CRM redesign — tell us where the current process is creating friction.
Discuss Your CRM Requirement