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Cost-effective business growth with Microsoft Dynamics

Business Development
Operational Management
System Integration

Check out our CRM Strategy and business case in a week
Office Environment

We'd be delighted to explore your business challenges with you and understand how Pragmatic Dynamics can help.

Our most popular Dynamics 365 offerings

Real-Time Data Insights

Unlock real-time insights across departments by integrating Dynamics 365 with business intelligence tools. We enable seamless data sharing and reporting to help you make informed, data-driven decisions, improving cross-departmental collaboration and overall performance.

AI Accelerators

By integrating AI into your sales process, we help you identify key trends, optimise lead management, and automate routine tasks. This allows your sales team to focus on high-value interactions, improving customer engagement, accelerating deal closures, and driving revenue growth.

Licence Cost Optimisation

Reduce unnecessary licensing costs by auditing your Dynamics 365 usage. We assess your system and provide actionable strategies to optimise licence usage, ensuring you only pay for the features and user roles your business truly needs

Seamless Integrations

Effortlessly integrate your legacy systems with Dynamics 365 to ensure a smooth transition without losing critical data or functionality. We specialise in bridging gaps between old and new systems, enabling seamless data flow and optimised operations without disruptions.

Advanced Customisation

Overcome the limitations of out-of-the-box Dynamics 365 modules with our customisation expertise. We design and implement tailored solutions that align perfectly with your unique business needs, maximising the platform's potential for your operations.

Data Quality Enhancement

Improve the accuracy and completeness of your CRM data with our comprehensive data cleansing and validation services. We help you identify and resolve data quality issues, ensuring your decision-making is based on reliable, up-to-date information.

Effective User Adoption

Ensure your team maximises the potential of Dynamics 365 with structured onboarding and training programs. We provide custom training solutions that empower users, boost adoption rates, and foster better engagement, ensuring long-term success with your CRM system.

Robust Security

Enhance your system’s security with effective role-based access controls and permissions management. Our services ensure that your sensitive business data remains protected while allowing the right people to access the information they need.

Streamlined Workflows

Simplify overcomplicated workflows that slow down business processes. Our tailored solutions streamline your workflows, eliminating inefficiencies and reducing bottlenecks to improve overall business productivity and speed.

Art of the possible

An opportunity to work together to understand your business challenges and identify opportunities to rapidly delivery benefits from Dynamics

About Pragmatic Dynamics

I'm Patrick Willis, the founder of Pragmatic Dynamics, a small consultancy business dedicated to client success with Microsoft Dynamics 365 and Power Platform. This business came from the successful completion of a two-year transformation programme with the Royal Academy of Dramatic Art (RADA), where I led the re-platforming of their executive training organisation onto Microsoft Dynamics 365 and Power Platform.

 

I've built a team and a network around me, but it is a small business, so as you will get to work directly with me you better know a little about who I am.

Find out more about how I work on projects like yours here.

Patrick Willis

With over 30 years of experience in IT strategy consulting and delivering complex change programmes, I have built a strong reputation for leading IT delivery in transformative business operations. My focus now is on driving business transformation through the Microsoft Dynamics 365 platform.

I have had the privilege of working with well respected national and multinational organisations, including IBM, Deloitte Consulting, Aviva, Waitrose, Barclays, Reconomy and Covea Insurance. Additionally, I have supported various third-sector organisations, such as multi-academy trusts, universities, and the Church of England.

Over the years, I have developed a methodology that combines rigorous engineering discipline with a deep passion for aligning technology with business objectives. This approach has allowed me to consistently deliver projects on time, within budget, and with tangible business results.

The key outcomes of my work include:

  1. Accelerating business transformation through Dynamics 365, resulting in improved efficiency and scalability.

  2. Ensuring technology directly supports business goals, driving sustainable growth.

  3. Delivering projects that are reliable, on-time, and within budget, every time.

 

I am dedicated to helping businesses achieve their full potential by leveraging technology in ways that deliver real, measurable results.

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Jane O'Gara

Finance DIrector

Patrick from Pragmatic worked closely with us to integrate the sales and service modules from Dynamics with our finance systems so we can now reconcile sales, revenue and expenses across the organisation.

Through the linked PowerBI reports, we now have up to date analyses of revenue by business line and account, including pipeline, allowing us to forecast accurately and manage against targets.

The PowerBI reports include an analysis of deferred income which is a key part of our month end reporting. Patrick has been incredibly supportive in getting us to where we are today.

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Steve Wood

Chief Executive

Pat is hugely skilled: a master of his subject. He also has the rare, good humoured, ability to connect with business managers, interpret their needs and make the technology accessible to them. He is a true professional.

The Pipeline and Revenue system he built enabled my team to manage all aspects of business development from lead generation to major deals and Key Account management: and enabled me to manage the business as a whole from Pipeline generation to Revenue growth. It is, by a significant margin, the best system of its type that I have used.

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Charlie Walker-Wise

Services Director

I found that working with Patrick from Pragmatic Dynamics has been a smooth and seamless experience. As a newcomer to systems design and implementation, Patrick’s guidance, support and diligence meant that not only did I feel that we were in very safe hands, but I learnt an enormous amount during the process.

Patrick has been with us every step of the way and has helped us navigate the journey in a way that has consistently delivered on time and on budget. Even when we have changed the scope of parts of the project, Patrick and Pragmatic Dynamics have adapted their approach to help us succeed. I have no hesitation on recommending Pragmatic Dynamics and Patrick as an excellent partner

To confirm the veracity of any of these people's quotes  - click on the pictures to go to the LinkedIn profile and feel free to check them out.

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