Get More From Dynamics 365
Dynamics 365 is a powerful platform — but too many organisations end up with a system that’s little more than an expensive contact list. MyJex helps you get more from it.
We design, improve and extend Dynamics 365 CE around the way your organisation actually works — from sales and case management through to customer journeys, portals, automation and integration. Whether you’re starting from scratch or trying to improve an existing system, the focus is on making Dynamics useful, maintainable and connected to the wider business.
Dynamics 365 Sales
Your sales team shouldn’t be fighting their CRM. We configure Dynamics 365 Sales around the way your team actually sells — from lead capture and qualification through to opportunity management and forecasting.
We also build the views, dashboards and automation that give users what they need day to day, while giving managers a clearer picture of the pipeline.
Dynamics 365 Customer Insights – Journeys
Marketing works best when it is connected to the rest of the customer journey. We configure Customer Insights – Journeys for email, events, segmentation and automated journeys that respond to real customer behaviour.
Used alongside Dynamics 365 Sales and Dataverse, it helps connect marketing activity to the people, organisations and opportunities your teams are already working with.
Customer Service & Case Management
Dynamics 365 can support much more than a sales pipeline. We design case-management and service processes around the way your teams actually work — including queues, routing, ownership, SLAs, escalation and the information staff need to manage a case from start to finish.
Typical scenarios include customer service, complaints, safeguarding, regulatory work and other operational case-management processes.
Connected Systems
Integration & Automation
Dynamics 365 rarely works in isolation. We connect it with Power Platform, Microsoft 365 and external systems so data moves where it needs to without duplicate entry or manual workarounds.
From Power Automate workflows to third-party APIs and system integrations, we design the connections around the wider business process rather than treating integration as an afterthought.
ALREADY USING DYNAMICS 365?
Improve What You Already Have
Not every Dynamics project needs a rebuild. If your existing system has become difficult to maintain, no longer fits the process or has accumulated workarounds over time, we can review what’s there and identify the most practical way forward.
That might mean simplifying configuration, redesigning part of the data model, replacing unreliable automation, improving integrations or extending the system to support new requirements.
Not Sure Where to Start?
Most people who get in touch aren’t sure exactly what they need — that’s fine. Book a free 30-minute call and we’ll have an honest conversation about what’s worth fixing and what isn’t.