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Dynamics 365 Expertise

Dynamics 365 and Power Platform in Leeds

CRM, job management and automation built on Microsoft, around how your business works.

Most growing businesses run on spreadsheets, re-typed orders and approvals chased by email. Futurah IT builds those jobs into Microsoft Dynamics 365, Power Apps and Power Automate, so they run themselves and connect to the Microsoft 365 your team already uses. We start with the single most repetitive job in your business, get it live in weeks and measure the hours saved.

★ 5.0 on Google  ·  Microsoft Partner  ·  Leeds-based team  ·  See plans & pricing →

The short answer

Futurah IT implements and supports Microsoft Dynamics 365, Power Apps and Power Automate for Leeds businesses with 5 to 100+ people. We set up Dynamics 365 Sales and Field Service, build bespoke Power Apps and automate approvals, orders and documents, integrated with Microsoft 365, Xero and Sage. Projects are quoted to fit and supported afterwards on our managed plans.

What we do

Automation that fits how you work

The jobs people hate, built into flows, apps and Dynamics so they run themselves.

01

Dynamics 365 CRM

Leads, quotes, customers and follow-ups in Dynamics 365 Sales, set up to match your sales process and connected to Outlook.

04

Power Automate

Email-to-order, approvals, reminders and document filing that run in the background and log every step.

02

Dynamics 365 Field Service

Work orders, scheduling and a mobile app for engineers, integrated with Teams, Outlook and your finance system.

05

Integrations

Xero, Sage and your line-of-business apps talking to each other, without a spreadsheet in the middle.

03

Power Apps

Simple apps for the shop floor and the van: job sheets, checklists, stock and inspections on a phone.

06

Copilot in Dynamics

AI that summarises customers, drafts emails and answers questions about jobs, switched on safely.

Every industry we support

Signs it’s time

Signs you’ve outgrown spreadsheets

If any of these sound familiar, automation will pay for itself.

Orders typed in twice

The same details copied from email to spreadsheet to accounts.

Jobs lost between office and field

Paper job sheets, phone calls and missing photos.

Data in five places

Customer details different in every system.

Approvals chased by email

Quotes, purchases and holidays waiting on someone’s inbox.

Invoices going out late

Finished jobs waiting days to be invoiced.

Growth means more admin

Every new customer adds hours of manual work.

No view of the pipeline

Leads and quotes spread across inboxes and notebooks.

Reports take days

Numbers pulled together by hand at month end.

Which tool?

The right Microsoft tool for the job

Many businesses already own some of these in Microsoft 365. We use the simplest tool that does the job.

Power Automate

Automate workflows

Repetitive tasks that run in the background.

✓  Email-to-order and approvals

✓  Reminders and notifications

✓  Moving data between systems

✓  Often included in Microsoft 365

Power Apps

Build custom apps

Simple apps built around how you work.

✓  Job sheets and checklists

✓  Inspections and stock

✓  Works on phones and tablets

✓  Built on SharePoint or Dataverse

Dynamics 365

Run CRM and field service

Full business applications from Microsoft.

✓  Dynamics 365 Sales (CRM)

✓  Dynamics 365 Field Service

✓  Integrated with Outlook and Teams

✓  Copilot built in

Examples

Automations we build

Real processes we automate for trade and office businesses.

Email to order

Orders arriving by email read, logged and sent to the right team automatically.

Job sheet to invoice

Completed job sheets from the field turned straight into invoices.

Quote approvals

Quotes over a set value routed for approval in Teams with one click.

Customer updates

Customers told automatically when a job is booked, started or finished.

New starter set-up

Accounts, licences, equipment and welcome emails triggered from one form.

Compliance reminders

Certificates, inspections and renewals tracked with automatic reminders.

Plans

Built as projects, supported for good

Every build is quoted as a fixed-scope project, then supported on our managed plans. Dynamics and Power Platform licences supplied by us.

Automation quick win

Project fixed scope

Start with one job that wastes the most time.

✓  One process automated

✓  Live in weeks, not months

✓  Hours saved measured

✓  Handover and training

✓  Ideal first step

Premium Plan

£58 per person / month

Ongoing support and improvement for your apps and flows.

✓  Named IT Manager, 3.5 hours a month

✓  Flows and apps monitored

✓  Small changes and fixes

✓  New automation ideas each month

✓  Our full Microsoft 365 discount

✓  Unlimited helpdesk

Dynamics 365 implementation

Project quoted to fit

CRM or field service, set up properly.

✓  Process mapping

✓  Dynamics 365 Sales or Field Service

✓  Data migration

✓  Integrations with Xero or Sage

✓  Staff training

How it works

One process at a time

Start small, prove the hours saved, then grow.

01

Free automation review

We walk through your business and find the jobs that are re-typed, chased or copied between systems.

04

Measure and grow

Hours saved tracked, then the next process added when you are ready.

02

Pick the quick win

We agree the single most valuable process to automate first, with a fixed price.

03

Build and go live

Built in Dynamics 365, Power Apps or Power Automate, tested with your team and live in weeks.

What clients say

“Excellent service from Kalem at Futurah. He has been incredibly helpful, efficient and effective in sorting out some recent IT and email problems. Thank you!”

Linda Davies, Director  ·  ★★★★★ Google review

Why Futurah

Why Leeds businesses choose Futurah IT

The same promises for every client, in writing.

Your named IT manager

3.5 hours a month planning your IT with you: new starters, new sites, renewals and security.

Simple monthly pricing

From £32 per computer and £15 per field worker. Microsoft licences at cost.

Onsite within 8 working hours

Across Leeds and West Yorkshire, with unlimited remote support from our Leeds team.

Security built in

Defender for Business, MFA, Conditional Access and Intune as standard, not as extras.

Automated starters and leavers

One request sets up accounts, apps and devices. Leavers are locked out the same day.

Microsoft Partner, rated 5.0

Microsoft 365, Copilot and automation set up properly. Rated 5.0 on Google by Leeds businesses.

FAQ

Dynamics 365 and Power Platform: FAQs

Straight answers to the questions Leeds businesses ask us.

Who is the best Dynamics 365 partner in Leeds for small businesses?

Look for a Microsoft Partner who understands small and growing businesses, starts small and supports what they build. Futurah IT is a Leeds-based Microsoft Partner rated 5.0 on Google, building Dynamics 365, Power Apps and Power Automate solutions for businesses of 5 to 100+ people.

What can Power Automate do for my business?

Turn emails into orders, run approvals, send reminders, file documents and move data between systems automatically, so your team stops re-typing the same information.

How long does a project take?

A single automation can be live in a few weeks. Larger Dynamics 365 implementations are planned in stages so you see value early.

Is Dynamics 365 too big for a small business?

Not when it is set up properly. We only switch on what you need, such as Sales or Field Service, and keep licences to the people who use them.

Can Dynamics 365 connect to Xero or Sage?

Yes. We connect Dynamics 365 and Power Apps to Xero, Sage and other systems, so customers, jobs and invoices stay in sync.

Do you support the apps after they are built?

Yes. We monitor your flows and apps, fix problems and keep improving them, with ongoing support on our managed plans.

What is the Power Platform?

Microsoft’s low-code tools: Power Apps for building apps, Power Automate for workflows and Power BI for reporting. Many businesses already have them in Microsoft 365.

How much does a Power Apps or Dynamics project cost?

Every project is quoted as a fixed scope after a free review. Many automations use licences you already have in Microsoft 365. Ongoing support is available on our managed plans.

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