Dynamics 365 integrations, migrations, and process improvements — done properly
Based in Swansea, South Wales but available anywhere
Dynamics 365 integrations, migrations, and process improvements — done properly
Based in Swansea, South Wales but available anywhereI’m Ian the founder of Softstuff Consulting. I help organisations get real, measurable value from Microsoft Dynamics 365 by making CRM easier to run day-to-day with fewer manual steps, clearer processes, better data, and integrations that don’t constantly need babysitting.
I’ve spent years delivering Dynamics 365 work end-to-end, from discovery and functional design, through build and testing, to rollout and ongoing improvement. I’m comfortable working with business owners who want outcomes (speed, visibility, consistency), and equally comfortable going deep with IT/CRM teams on the technical detail (security, data model, performance, deployment and maintainability).
My work tends to sit where CRM projects either succeed or quietly fail, in the space between “how the business actually works” and “how the platform behaves.” I translate real-world processes into forms, workflows, approvals, automation and integrations that behave predictably and are supportable after go-live.
I keep things friendly, practical, and straight-talking. I’ll tell you what’s realistic, where the risks are, and what will give you the best return for the effort and then I’ll build it properly.
My approach is sector-agnostic (good CRM engineering travels well), but I’ve delivered solutions for organisations across the aerospace / engineering, transport, local government, education & training and membership / subscription sectors.
If your Dynamics 365 setup feels like it “mostly works” but still creates friction, broken handoffs, manual re-keying, inconsistent processes, or data you don’t fully trust, that’s the space I specialise in. Softstuff Consulting focuses on three things that make the biggest day-to-day difference: integrations, migrations, and enhancing business processes.
Integrations that don’t fall over when Dynamics 365 needs to connect to other systems (ERP, Service Desk, websites, apps, data feeds), reliability matters more than cleverness. I build integrations that are secure, resilient, and supportable, typically using an Azure-first approach when it fits. That includes Azure Functions and message-driven patterns for clean, auditable sync, especially useful when networks are locked down and security constraints are tight. Meaning less manual admin, fewer “why is this different in that system?” conversations, and a CRM that reflects what’s actually happening across the business.
Data migrations done properly (not just copy-and-hope) A good migration isn’t about moving rows,it’s about arriving with clean, usable data. I handle data transformation, entity restructuring, pre-migration calculations, and ownership remapping, backed by solid SQL analysis so the new system starts in a trustworthy state. Where needed, I’ll also address performance hotspots so users feel the improvement immediately. The advantage here is fewer post-go-live surprises, faster user adoption, and reporting you can rely on.
Enhancing business processes so CRM actually helps. CRM should guide the work, not just record it. I improve processes by designing and implementing clear steps, validations, approvals and automation using the right mix of platform features and engineering. That might include workflows and business rules, Power Automate for the right kind of automation, and custom development (plugins/custom APIs) where you need predictable behaviour that configuration alone can’t provide. This means fewer exceptions, less chasing, and processes that run consistently — even when teams are busy.
For IT / CRM Teams (the technical detail) I build mainly with Dynamics 365 plugins and custom APIs, C#, T-SQL, JavaScript/form scripting, Azure Functions, the Power Platform, and SSRS reporting where structured operational reporting is needed. I aim for solutions that are maintainable: clear logic, sensible architecture, and documentation that helps your team support and evolve the system.
Our typical engagements are To stabilise and modernise existing Dynamics 365 solutions, Replace brittle integrations with resilient and message-driven patterns, Plan and deliver migrations (including data cleanup and transformation), Enhance business processes with automation, validations and role-based workflows and build reporting that supports day-to-day operations.If you are interested in working with us then use the contact form to get in touch.
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