Dynamics 365 Optimisation
diagnosis, support and development of your existing Microsoft CRM solution
Your current Dynamics 365 CRM setup can still operate more efficiently. At ARP Ideas, we offer flexible support — from additional team competence, through extending functionality, to optimising existing processes. Our aim is to collaborate with you to fully unlock the system’s potential and boost your organisation’s efficiency.
Is your CRM causing problems instead of supporting sales?
Are you paying for licences that don’t pay off, and is the entire project stuck without a clear development strategy?
Is the system failing to deliver meaningful data, leaving you without control over sales?
Does your team avoid using the system and rely on Excel instead - reducing work efficiency?
Are key integrations missing, and are your sales processes misaligned with real business conditions?
Is incomplete data leading to poor management decisions and unreliable forecasts?
How we approach it?
Step 1
Analysis & design
A detailed overview of how your current CRM operates, where the gaps are, and which processes need improvement. This analysis forms a tailored solution design that precisely supports your business goals and organisational structure.
Step 2
Recommendations development
A set of concrete, prioritised recommendations showing exactly what should be changed, optimised or added to increase the effectiveness of your CRM. This becomes a practical and transparent roadmap for enhancement.
Step 3
Implementation & configuration
A well-structured Dynamics 365 environment aligned with your workflows. This includes module configuration, Power Platform setup, and automated migration and validation of existing data, ensuring consistency and reducing manual effort.
Step 4
Testing & launch
A fully verified system, tested across multiple stages and validated through pilot usage with key users. Any issues are resolved before launch, ensuring smooth operation and reliable integrations.
Step 5
Switch-over
A carefully orchestrated system switch-over following an hour-by-hour plan, including final “delta” data migration. This ensures business continuity and eliminates the risk of operational disruption.
Step 6
Support & development
Ongoing monitoring, user assistance and development of new features to keep your CRM aligned with evolving business needs. This ensures the system continues to grow with your organisation.
When is it worth reconsidering your Dynamics 365 implementation?
Have a look at our expert article to find out how the process works, what benefits it delivers and how it can genuinely improve your system.
Sławomir Wnuk
Head of Sales & Marketing
Who is this service for?
Changing partner
For companies that have already implemented Dynamics 365 CRM but have not achieved expected results and wish to change their implementation partner.
CRM adoption
For organisations where lack of training and user adoption has meant that salespeople treat CRM as a burden.
Process efficiency
For IT directors and sales managers responsible for process efficiency, needing reliable reports and system stability.
Expert support
For teams that require additional support or a Dynamics 365 specialist to conduct an objective audit or support a project.
Local adaptation
For companies forced to use a Microsoft solution that hasn’t been adapted to local requirements or team expectations.
Your expert in this field
Ambroży Rybicki
Solution Architect / Co-Owner
Specialisations
- Designing CRM architecture and integration
- Technical audits and recovery planning
- Secure deployment of changes in Dynamics 365
- Scalable Microsoft solutions
Why you can trust him
Ensures system consistency and stability. Guarantees that Dynamics 365 CRM upgrades are fast, secure, and aligned with best practices.
Dobrosław Przebieracz
Business Lead
Specialisations
- Dynamics 365 CRM implementation audits
- Aligning business processes with the system
- Automation with Power Platform
- Optimising sales team performance
Why you can trust him
Combines strong business expertise with Microsoft technologies. Leads analysis and designs solutions that genuinely support sales and customer service.
Frequently asked questions about CRM optimisation
We understand this concern. That’s why we start with an audit and clear recommendations — so before you decide, you know exactly what needs improvement and what the outcome will be. Our goal is to maximise the value from your existing system, not launch a costly overhaul.
Ready to reclaim the value of Dynamics 365 CRM?
Don’t let a failed implementation block your company’s growth.
Book a free audit and discover how quickly we can fix your system.
After you fill out the form, a consultant will contact you to discuss possible cooperation and agree on the first step — e.g. an audit.