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Sales and customer service 02 / 08

Dynamics 365 support

Practical help with the Dynamics applications your team uses.

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Remote first

Most of what breaks is fixed without anybody travelling, and you can watch me do it.

On site when it needs it

Galway, Mayo, Clare and along the N6 — and further by arrangement.

One person, not a queue

You get me. No ticket reference, no first-line script, no hold music.

Help with Sales Hub and Customer Service Hub

I actively support Microsoft Dynamics 365 Sales Hub and Customer Service Hub. My work covers everyday troubleshooting and staff support, as well as configuration and customisation. If your team is struggling with something in either application, you can talk directly to the person who will look at it.

Start by telling me which application you use, what you expected to happen and what is happening instead. A problem affecting one person needs a different starting point from a change everyone needs. Understanding that distinction helps us agree the right work.

Everyday support for your team

When someone gets stuck, the aim is to understand the issue, work through it and explain the result in plain English. Support can include helping staff use the application and investigating behaviour that is getting in the way of their work. The first conversation establishes the problem and any access needed to investigate it.

You do not need to arrive with a technical diagnosis. Describe the task you are trying to complete, how often the issue occurs and whether colleagues see the same thing. Avoid sending customer records or confidential screenshots in the first message; we can agree a suitable way to review them.

Configuration and customisation

If the application needs to work differently, I can help with configuration and customisation within Sales Hub and Customer Service Hub. We start with the business requirement, review the current setup and agree the proposed change. Changes that affect how the system works are scoped separately from routine support.

Before work starts, we agree what is included, how the result will be checked and what your team needs to know afterwards. Any dependencies on other suppliers or systems are identified during that review. The aim is a change your team understands and can use in its everyday work.

Discuss your Dynamics setup

Tell me which hub you need help with and whether you are looking for support with an existing problem or a planned change. I will help you establish the next step and provide a scope and quote appropriate to the work.

What this looks like for you Two ways in, both real
If it’s just you

Help with your Dynamics work

  • Describe the task or issue
  • Review the relevant application setup
  • Work through the result together

Scope and quote agreed before work starts

Tool costs, project work and ongoing support are identified separately.

Discuss what you need
If you have a team

Support and changes for your team

  • Understand the business requirement
  • Scope configuration or customisation
  • Agree checks and handover

Scope and quote agreed before work starts

Tool costs, project work and ongoing support are identified separately.

Discuss what you need
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