Microsoft Dynamics CRM Agency
Specialists in Dynamics 365, Power Platform and CRM-driven membership portals.
We build Microsoft Dynamics 365 environments that become a single source of truth across your organisation. Our team handles configuration, data modelling, workflow design, permissions, reporting and integration with websites and external systems. For teams moving away from spreadsheets or legacy platforms, we deliver clear migration pathways and phased rollout strategies. The result is a stable and scalable CRM aligned with your operational needs and ready for future enhancement.
We create CRM-connected membership portals that offer real-time self-service for users. Portals integrate directly with Dynamics, enabling members to manage profiles, renewals, bookings, CPD and community activity without manual intervention. Designed for professional bodies and associations, our portals prioritise accessibility, speed and intuitive user journeys across web and mobile. With Dynamics as the core data engine, organisations gain accurate, up-to-date information and significantly reduced administrative overhead.
We extend Dynamics 365 with Power Apps, Power Automate and secure technical integrations. This includes custom apps that replace spreadsheets, automated workflows that eliminate repetitive tasks and real-time connections to systems such as Stripe, SharePoint, finance platforms, websites and identity providers. Using modern API patterns and Dataverse best practices, we develop robust data flows that unify your digital ecosystem. Every solution is designed for operational efficiency and long-term scalability.
Before any CRM delivery, we run structured discovery workshops covering stakeholder engagement, data mapping, migration planning and process documentation. These sessions clarify requirements, identify risks and define the technical direction for the project. We assess legacy systems, map data structures, prioritise user journeys and determine the most efficient migration route into Dynamics. The outcome is a practical roadmap that aligns teams and gives a clear, confident foundation for successful implementation.
Mentor is a Microsoft-focused CRM agency delivering secure, scalable Dynamics 365 solutions for membership organisations and professional bodies. We design connected CRM ecosystems that streamline operations, reduce administrative overhead, and enhance digital experiences for members and customers. Our work spans CRM implementations, membership portals, Power Platform tools, data migrations, and multi-system integrations. With a structured, sector-led delivery approach, we give organisations a modern, reliable CRM foundation that supports long-term stability and growth.
Find out more about our CRM integration and development services
