Skip to content
Betters Agency

Services

What we do

We act as a strategic extension of your leadership team, not a vendor who configures fields and leaves. We implement Dynamics 365, customize the Power Platform, build what the products do not ship with, and automate across UiPath, Power Automate, Zapier, Make.com, and n8n.

01

Dynamics 365 Implementations

Sales, Customer Service, Project Operations, Customer Insights, and Field Service.

We implement the Dynamics 365 applications your operation actually needs, and only those. Sales for pipeline and forecasting, Customer Service for case management and SLAs, Project Operations for delivery and project-linked revenue, Customer Insights for segmentation and journeys, Field Service where work happens on site.

Most engagements involve more than one app, and the value is in how they fit together. We design the data model once, across the whole footprint, so the applications reinforce each other instead of each holding its own version of the truth.

02

Business Process Automation

The right automation tool for the problem, not the one we happen to sell.

Automation projects fail when someone names a tool before anyone has asked where the work actually gets stuck. We start with the process, then pick the platform: UiPath for attended and unattended RPA, Power Automate where the work already lives in Microsoft 365, Zapier and Make.com for fast cross-app integration, n8n where self-hosting and data residency matter.

Most real environments end up using more than one. We are comfortable across all of them, and we will tell you when the honest answer is to fix the process rather than automate it.

03

Power Platform Customization

Power Apps, Power Automate, Power Pages, and Power BI, built to fit the business.

Power Platform is where most of the interesting work happens. We build model-driven and canvas Power Apps for the processes no product covers, Power Automate flows that move work between systems, Power Pages portals for customers and partners, and Power BI models leadership can actually act on.

Everything is Dataverse-native and governed properly: solution-aware, environment-managed, and promotable from development to production without anyone hand-carrying changes.

04

Custom Development & Integrations

The modules and integrations the platform does not ship with.

When the requirement genuinely does not exist in the product, we build it. Custom PCF controls, plug-ins, Azure Functions, custom APIs, and full modules that live inside the platform rather than bolted alongside it. The work on our portfolio pages is exactly this: a configurable kanban pipeline, a submissions tracker, a Dataverse-native document module with automatic archiving.

We also handle the integrations that make a system whole, connecting Dynamics 365 to AMS platforms, accounting systems, document storage, and whatever else the business already runs on.

05

Copilot & AI Solutions

Copilot Studio agents and custom AI, scoped narrowly and reviewed by a human.

We build Copilot Studio agents, Dynamics 365 Copilot extensions, and custom AI solutions for the work that genuinely benefits: drafting responses, summarising long records, extracting data from documents, and surfacing the context someone needs before a call.

Every one is scoped narrowly, reviewed by a person before anything reaches a customer, and logged so it can be audited. Responsible AI governance is part of the design rather than a policy written afterwards.

06

CRM Strategy & Architecture

Understand how the business actually operates before configuring anything.

Every successful engagement starts with understanding how your business actually operates. We run structured discovery sessions to map your sales motion, operational workflows, compliance requirements, and reporting needs before any configuration begins.

That foundation is what makes a system scalable and supportable. It also tells us honestly whether the platform you are considering is the right answer, which is a conversation worth having before the licences are bought.

07

Governance & Data Integrity

Prevent decay before it starts.

Systems decay without governance. We help define ownership, security models, data standards, environment strategy, and change management practices that keep a CRM, a Power Platform estate, or a fleet of automations from quietly rotting over time.

We translate business requirements into scalable architecture and protect data integrity from day one, so the decisions made today still make sense as your data volume and reporting needs mature.

08

Adoption & Enablement

A system nobody uses is not an implementation.

Adoption is a design problem rather than a training problem. We design experiences that align with how people actually work, reducing friction, increasing consistency, and driving real usage across teams.

That means capturing data automatically wherever possible, showing each role exactly what they need, and making the system of record the easiest place to get work done.

Start with an assessment, not a proposal

We’ll look at how your business runs today and tell you honestly whether the platform, the custom build, or the automation you’re considering is the right answer.