Management and technology consulting

Microsoft Dynamics 365, Business Central & Power Platform, built around your business.

A founder-led Microsoft Dynamics consultancy for implementation, extensions, integration and support across Dynamics 365, Business Central and the Power Platform.

21

years in Dynamics CRM and SharePoint

Business Central · Power BI

Dynamics 365

Sales, Customer Service, Field Service

50+

implementations led by the founder

Business Central · Power Apps

Business Central

implementation and GP migration

36

projects in the portfolio

Business Central · portals

Finance & Operations

AX 2009 and 2012 upgrades

4

regions: US, UK, Middle East, Australia

Dynamics 365 Sales · portals

Power Platform

Power Apps, Automate and BI

10

client testimonials, named

Dynamics 365 Sales

SharePoint

documents and portals

Dynamics 365 and Power Platform services

Seven ways we work on Microsoft Dynamics 365, Business Central and the Power Platform, starting with moving Dynamics GP and Dynamics AX users onto supported platforms. Each diagram shows how the work fits together in a delivered project.

Dynamics GP to Business Central migration

GP support ends in 2029.When should we move?Well before the deadline.The path:GP 2013or earlierupgradeGP 2015+migrate dataBusiness Centralset up and trained202620272028202920302031new GP licences endsupport endssecurity updates end
Microsoft’s dates are drawn to scale. Its migration tools move data from GP 2015 or later; older versions upgrade first.

Microsoft ends support for Dynamics GP on 31 December 2029. We move GP users to Dynamics 365 Business Central, drawing on Dynamics GP implementation, support and upgrade work and Business Central implementation.

  • Assessment: your GP customisations, reports, integrations and data, mapped to Business Central.
  • Upgrade first where needed: Microsoft’s migration tools move data from GP 2015 or later, so older versions upgrade first.
  • Data migration: master data, open transactions and history moved with Microsoft’s tools, then checked.
  • Business Central set up: finance, sales, purchasing and inventory configured, with user training.

Dynamics AX to Dynamics 365 Finance and Operations

Our Dynamics AX is out of support.What is the path?Two routes, by version:AX 2012 R2 / R3support ended 2022–23code + data upgradeAX 2009support ended Apr 2022→ data migration toolFinance andOperationsSandboxmock cutoverGo livecutoverAX 2012 RTM upgrades to R2 or R3 first.
Microsoft supports upgrade from AX 2012 R2 and R3; AX 2009 moves with its data migration tool. Support for AX 2009 and AX 2012 ended on 12 April 2022, and for AX 2012 R3 on 10 January 2023.

Every version of Dynamics AX is now out of Microsoft support. We move AX users to Dynamics 365 Finance and Operations, drawing on Dynamics AX 2009, AX 2012 and AX 2012 R2 implementation and customisation work.

  • Assessment: your AX version, customisations, integrations and data, checked against Microsoft’s upgrade requirements.
  • Code upgrade: customisations moved to Finance and Operations with Microsoft’s code upgrade tooling.
  • Data upgrade or migration: AX 2012 R2 and R3 data upgraded with Microsoft’s toolkit; AX 2009 moved with its data migration tool.
  • Test and cut over: development and sandbox runs and a mock cutover before go-live.

Power Apps and Dynamics 365 solutions

Our reps sign agreements on site.Can that go straight into Dynamics?Yes. Like this:Mobile appagreement · signature · scanstoresDynamics 365documents on recordemails PDFCustomersigned copyBarcode scannerPower AppsupdatesInventory recordswith workflows
Field apps write straight to Dynamics 365, so documents and stock stay current without re-keying.

Power Apps and Power Automate solutions that extend Dynamics 365 where the standard product stops: mobile field apps, approval workflows and Power Pages portals. Two examples from delivered projects:

  • Sales Agreement app for mobile: captures agreements, signatures and document scans in the field, stores the documents in Dynamics 365 and emails the customer a PDF.
  • Barcode scanner on Power Apps: scans stock, runs workflows and keeps inventory records up to date.

Business intelligence and reporting

Our numbers live in five places.Can we see them in one report?One clean dataset:ERPCRMFilesPower QuerySSIS · ETLloadModelone datasetPower BIdashboardsSSRSreportsone source of truth
One cleaned dataset feeds both interactive dashboards and formatted reports.

Business intelligence on the Microsoft stack, including consolidated reporting across more than 10 Dynamics GP companies.

  • Power BI: interactive reports and dashboards.
  • SQL Server Reporting Services: formatted operational and financial reports.
  • Power Query: shapes data from several sources into one clean dataset.
  • SQL Server Integration Services: extract, transform and load pipelines into your reporting system.

Dynamics 365 Sales, Customer Service, Field Service and Project Service

Can one CRM run sales, service,field work and projects?Yes. Four apps,one customer record:Dataverseone customer recordSalespipeline · quotesCustomer Servicecases · OmnichannelField Servicework orders · bookingsProject Serviceprojects · timesame customer, same history
Dynamics 365 Sales, Customer Service, Field Service and Project Service share one customer record on Dataverse.

Dynamics 365 Sales, Customer Service, Field Service and Project Service share one customer record on Dataverse, so sales, service, field and project teams work from the same data. We configure, extend and connect each app.

  • Sales: pipelines, quotes and dashboards, Kanban boards for stage rules, and DocuSign and portal integration.
  • Customer Service: cases, queues and service processes, with Omnichannel (now Dynamics 365 Contact Center) for live chat, SMS and social messaging, routed to the right representative.
  • Field Service: work orders and bookings, warranty jobs, technician site surveys and completion on mobile.
  • Project Service: projects, time entry by assigned task, and resource utilisation dashboards in Power BI.
  • Upgrades: every release from CRM 2011 to today’s Dynamics 365, including migration between versions.

Dynamics 365 for personal-injury law firms

Where do our casesget stuck?Nowhere hidden. Every stagesits on one record:Lead captureQualificationautomatedPre-litigationLitigationSettlementSharePointcase documentsfiles
Every stage of a case lives on one Dynamics 365 record, with documents in SharePoint.

Case management for personal-injury law firms on Dynamics 365 and Dynamics CRM: intake, qualification, pre-litigation, litigation and settlement on one record, with documents in SharePoint.

  • Fits the workflow: intake, qualification, pre-litigation, litigation and settlement on one record.
  • Automation: routine tasks run automatically, so staff spend their time with clients.
  • End to end: from lead capture to settlement.
  • Configured per firm: workflows fitted to how each firm works.

Dynamics 365 integration

Will Dynamics fit the toolswe already use?Piece by piece:Power AutomateworkflowsCanvas appsfield dataAmazon SP-APIorder syncE-signatureDocuSign · SigningHubDynamics 365Dataverse+ ShipStation shipments+ Power BI reporting
Integrations from delivered projects: each system locks into Dynamics 365 like a jigsaw piece.

Dynamics 365 integration with e-commerce, logistics, e-signature and reporting systems, from Amazon SP-API order sync to ShipStation shipments and DocuSign signatures.

  • Signatures and apps: digital signatures, canvas apps and Power Automate connectors.
  • E-commerce: Amazon SP-API synchronisation with checks on data integrity.
  • Automation: workflows that remove manual re-keying and the errors it causes.
  • Custom integration: connections built for the systems you already run.

Industries we work in

Microsoft Dynamics work for four industries, each backed by delivered projects.

Distribution & manufacturing

Business Central across sales, purchasing, inventory and manufacturing, with 3PL and e-commerce integration and GP migration.

11 projects

Field service & logistics

Dynamics 365 Field Service from agreement to site survey, with Amazon, ShipStation and apps for teams on site.

6 projects

Legal

Case management for personal-injury firms, from lead capture to settlement, with documents in SharePoint.

2 projects

Staffing & recruitment

Recruitment deals, DocuSign contracts, and assignment and timesheet portals on Dynamics 365 and Power Pages.

2 projects

Full portfolio: 36 Microsoft Dynamics projects

36 Microsoft Dynamics projects, including current 2026 work, across Dynamics 365, Business Central, Finance and Operations (AX), Dynamics GP, Power Apps and Salesforce. Filter by platform.

Dynamics 365 and Dynamics CRM

Resource planning board for a manufacturer

Built a resource allocation board for Innovation in Manufacturing as a PCF control on Dataverse: bookings by project and WBS number, capacity, holiday exceptions and utilisation indicators.

Business Central

Business Central support and Power BI reporting for a manufacturer

Ongoing Business Central support for Innovation in Manufacturing (job planning, purchasing, invoicing) and Power BI reports on the sales pipeline, estimated revenue and vendor on-time delivery.

Business Central

Business Central and SharePoint for an LED distributor

Business Central support and change requests for Illuminage Group, an LED lighting distributor in Hawaii, Power Automate flows that file posted invoice and credit memo attachments in SharePoint, and Power BI landed-cost reporting.

Field Service

Field Service for commercial kitchen repair

Implemented Dynamics 365 Field Service: work orders and bookings, warranty jobs that convert to billable work when a claim is rejected, required photos on service tasks, customer email and SMS, and payment links that update the invoice.

Business Central

Business Central sales-order rules and management reporting for a retailer

Sales-order rules in Business Central by mode of delivery, ship-to validation and WhatsApp notification controls, with monthly sales and gross-margin reporting.

Power Apps

Store and warehouse scanning apps on Business Central

Two Power Apps on Business Central: a store app that receives transfer orders by scanning, and a warehouse app for picks, bin movements and stock-control alerts.

Dynamics 365 and Dynamics CRM

Sales pipeline and project estimator for an industrial contractor

Set up Dynamics 365 Sales for a contractor’s project pipeline with a Kanban board (PCF), stage rules and dashboards, plus an estimator app that routes estimate requests between sales and estimators.

Power Apps

Bookkeeping management app with bank import and a mobile API

A bookkeeping management app on Dataverse with CSV and Plaid bank-transaction import, and a documented REST API for the Keylytix mobile app’s transactions and messaging.

Power Apps

Salon and reward portals with Amazon reconciliation

Power Pages portals for salons and distributors (invitations, reward points, quarterly reward sales) and Power Automate reconciliation of Amazon US and Canada settlements into Business Central.

Dynamics 365 and Dynamics CRM

No-fault collection system and tenant migration for a law firm

A no-fault collection system on Dynamics 365 (bills, denials, AR packages), and migration of the case management environment to a new tenant with its flows, SharePoint links and service principals.

Dynamics 365 and Dynamics CRM

Dynamics 365 Project Service with Power BI dashboards

Dynamics 365 Project Service alongside Field Service: time entry by assigned task, inspections, and Power BI resource utilisation and task dashboards in the Dynamics system dashboards.

Dynamics 365 and Dynamics CRM

Dynamics 365 Sales customisation and portal integration

Customised Dynamics 365 for Sales entities and business processes, configured user security, and integrated a Dynamics portal, using JavaScript and C# .NET.

Dynamics 365 and Dynamics CRM

Provider recruitment: deals, DocuSign, assignment and timesheet portals

Built provider recruitment on Dynamics 365 Sales, Power Automate and Power Pages: deal management with DocuSign integration, plus assignment and timesheet portals.

Dynamics 365 and Dynamics CRM

Sales process with a web portal and barcode reader

Customised Dynamics 365 sales processes with workflows, an iFrame web portal and a barcode reader, built with JavaScript and Visual Studio C#.

Dynamics 365 and Dynamics CRM

Sales Agreement app and Dynamics 365 Sales support

Supported Dynamics 365 for Sales with Word templates, customised sales entities, sales workflows and security setup, and built a Sales Agreement app with Visual Studio C# and Power Apps.

Dynamics 365 and Dynamics CRM

Dynamics 365 Sales workflows and security

Supported Dynamics 365 for Sales with workflows, user security configuration and customisation in C# .NET and JavaScript.

Dynamics 365 and Dynamics CRM

Dynamics 365 Sales campaigns and data import

Implemented Dynamics 365 for Sales with Microsoft Flow, SharePoint and JavaScript for campaigns, entity data import and marketing collateral.

Dynamics 365 and Dynamics CRM

Attendance and task management apps

Implemented attendance and task management on Dynamics 365: clock-in and clock-out apps for mobile and tablet, time entries and reports, and break deductions, using Power Apps, SharePoint and custom workflows.

Dynamics 365 and Dynamics CRM

Power and gas distribution on CRM 2015

Implemented Microsoft CRM 2015 for a power and gas distributor: opportunity management, rate offerings and customer service processes, with legacy data integration built in C# .NET, workflows and JavaScript.

Dynamics 365 and Dynamics CRM

SigningHub e-signature integration for CRM 2015

Integrated SigningHub e-signatures with Microsoft CRM 2015 for user registration, document upload and download across CRM modules, real-time status updates and document logging.

Dynamics 365 and Dynamics CRM

CRM 2011/2013 contact centre solution with CloudCall

Implemented Microsoft CRM 2011/2013 with a CloudCall click-to-call contact centre solution, using CRM .NET plug-ins, managed solutions, workflows and entity customisation.

Dynamics 365 and Dynamics CRM

On-premises Dynamics: order line fulfilment and sales workflows

Supported on-premises Dynamics with field customisation, order line fulfilment, sales workflows and new instance creation, using entity customisation and JavaScript.

Dynamics 365 and Dynamics CRM

Legal case management on CRM 2016

Implemented Dynamics CRM 2016 for legal case management: lead tracking, automated qualification and SharePoint integration for pre-litigation and litigation, built with C# and the Bing API.

Dynamics 365 and Dynamics CRM

Service request management for an emergency medical service

Delivered a Dynamics CRM 2016 service request management solution for an emergency medical service in the UAE, with on-site analysis, agile project management and process design in Visio.

Field Service

Field Service from agreement to technician site survey

Configured Dynamics 365 Field Service from service agreement through technician site survey, integrated with Power Apps and SharePoint, with JavaScript customisation.

Field Service

Field Service with Amazon and ShipStation integration

Delivered Dynamics 365 Field Service with service agreements, Amazon integration for e-commerce orders and ShipStation for logistics, using Power Automate, SharePoint and Power Apps.

Business Central

Business Central for European and US entities

Implemented Dynamics 365 Business Central for European and US entities across sales, purchasing, inventory and manufacturing, with Power BI warehouse reporting, third-party logistics and e-commerce integrations, and Power Pages portals for distributor orders and salon sales, built on Dataverse and Power Automate with custom extensions.

Power Apps

Barcode scanner on Power Apps

A Power Apps barcode scanner for Redwood Retail’s inventory, with workflows and record tracking.

Finance and Operations (AX)

Dynamics AX 2009 outbound document generation

Customised Dynamics AX 2009 with an outbound document generation class driven by AX queries, an AIF configuration wizard and a simpler document send process.

Finance and Operations (AX)

Dynamics AX 2012: fixed assets, AIF services and helpdesk

Implemented Dynamics AX 2012: Fixed Assets configuration, AIF services development and AX helpdesk support, using X++ customisation, AIF web services and AX workflows.

Finance and Operations (AX)

Dynamics AX 2012 R2: bin transfers and backorder management

Customised Dynamics AX 2012 R2 for reserved-inventory bin transfers, sales order pick-list prioritisation and customer backorder workflows, including bulk cancellation and new communication templates.

Dynamics GP

Dynamics GP 2013 implementation with CRM integration

Implemented Microsoft Dynamics GP 2013: configured a new company, integrated it with CRM, and set up the Financial, Sales, Purchasing and Inventory modules.

Dynamics GP

Dynamics GP support: leasing and intercompany inventory transfers

Supported Dynamics GP 2013 with leasing implementations and intercompany inventory transfers, using Management Reporter for financial statements and SQL Server Integration Services.

Dynamics GP

Ten Dynamics GP companies reported in QlikView

Integrated more than 10 Dynamics GP companies into QlikView for consolidated reporting, using SQL Server Management Studio, Integration Services and the GP SQL tables.

Dynamics GP

Dynamics GP 2013 to 2015 upgrade and Management Reporter migration

Upgraded Dynamics GP 2013 to GP 2015, migrated reporting from FRx to Management Reporter 2012, trained users on the Human Resources module and tailored SmartLists.

Salesforce

Salesforce data cleansing

Cleansed Salesforce Enterprise data for Contact, Lead, Opportunity and Account records: defined the rules, then exported and applied them with Apex Data Loader and Microsoft Excel.

Muhammad was instrumental to our success in a Dynamics 365 based CRM proof of concept project. He interpreted our requirements, created customizations and imported large amounts of market data to build a solution that exceeded the goals of a proof of concept.

Steve Jones, Executive Manager at Umstead Systems

About Vizor Solutions

A founder-led Microsoft Dynamics consultancy. You work directly with the founder, not a sales layer.

Muhammad Shahzad Sarang

Muhammad Shahzad Sarang

Founder & Senior Consultant

21 years in Dynamics CRM and SharePoint, with more than 50 implementations across the US, UK, Middle East and Australia, spanning Dynamics 365, AX, Business Central, SharePoint, Power BI and Power Apps.

Supported by senior functional and technical consultants.

Muhammad Ali

Muhammad Ali

Senior Functional Consultant

Founder-led

Muhammad Shahzad Sarang leads every engagement directly.

Four regions

Engagements delivered for organisations in the US, the UK, the Middle East and Australia.

Projects and support

Project delivery, and outsourced Dynamics support for teams that need it on an ongoing basis.

Client testimonials

Clients and colleagues on working with Vizor Solutions on Dynamics 365, Power Apps and reporting projects.

Shahzad and his team are a pleasure to work with. Great attention to detail and supreme project management skills. Will be using again.

Carlo Napolitano, Chief Executive Officer at TEAM CASTLE Pty Ltd

During my career I have had more than a thousand software developers in my employ, and I can safely say Muhammad is in the top 10 of all of the software architect/developers I have worked with.

Glen L., Business Development at Worth Telecom Advisors

Shahzad and his team deliver Dynamics 365 custom solutions that extend the platform to non-traditional CRM customers (xRM). His, and his team’s, Microsoft technologies experience is as broad as it is deep. He has never let us down.

Barry Hyland, Digital Content Manager at Galco

Shahzad has been a very valuable resource in assisting us with our Dynamics 365 implementation. To date, he has worked nearly 100 hours for us on various tasks, and provided expert fixes for several issues, and also improve our end user experience

Thomas Grossutti, PMP, Director of Project Management at Alliance

Shahzad is a detailed oriented team-player that is a delight to work with. An honest and thorough professional with attention to detail.

Galen Busch, Data Engineer at Tome

Shahzad is an excellent resource. He’s very detail orientated and conducts extensive R&D on a subject prior to recommending a course of action. When on site at an ERP implementation, he exhibits a truly professional approach to tackling the task at hand.

Imtiaz Ahmed, Project Manager at Dynamics Consultants

Working with Muhammed is a pleasure. He takes the time necessary to fully understand all your business channels specific to your project scope before jumping in to development. Would recommend him strongly for any Microsoft Dynamics or Power App development project.

Stefan Barcelo, Product Manager

Muhammad is a very hardworking person and can easily tackle IT/Dynamics365/BI related projects. We have worked together on several projects and implementations, and he is a very skilled and dedicated professional. I highly recommend him to anyone.

Brendan K., Global Controller at Eleven Australia

High level expertise and solutions – highly recommended.

Stuart Melhuish, CEO at Aucoda

Microsoft Dynamics 365 consulting: frequently asked questions

Straight answers about platforms, integrations, the team and how projects start.

Which Microsoft Dynamics products do you work with?

Dynamics 365 Sales, Customer Service and Field Service, Business Central, Finance and Operations (Dynamics AX 2009, 2012 and 2012 R2), Dynamics GP (2013 and 2015), Power Apps, Power Automate, Power BI and SharePoint.

Do you implement Dynamics 365 Business Central?

Yes. A recent example is Business Central for European and US entities across sales, purchasing, inventory and manufacturing, with Power BI warehouse reporting, third-party logistics and e-commerce integrations, and Power Pages portals for distributor orders.

Dynamics GP support ends in 2029. When should we move to Business Central?

Microsoft ends support for Dynamics GP on 31 December 2029, with security updates until 30 April 2031, and stopped selling new GP subscriptions on 1 April 2026. Starting with an assessment well before 2029 leaves time to upgrade older GP versions, migrate data with the Microsoft migration tools and test Business Central before go-live. We offer GP to Business Central migration.

Dynamics AX is out of support. How do we move to Finance and Operations?

Microsoft support ended for Dynamics AX 2009 and AX 2012 on 12 April 2022 and for AX 2012 R3 on 10 January 2023. AX 2012 R2 and R3 move to Dynamics 365 Finance and Operations through a code and data upgrade; AX 2009 moves with the Microsoft data migration tool; AX 2012 RTM upgrades to R2 or R3 first. We offer AX to Finance and Operations migration.

Do you set up Dynamics 365 Omnichannel, now called Dynamics 365 Contact Center?

Yes. Omnichannel for Customer Service, renamed Dynamics 365 Contact Center by Microsoft, adds live chat, SMS and social messaging channels to Dynamics 365 Customer Service. We set up the channels, queues and unified routing rules that send each conversation to the right service representative, with every conversation linked to the customer and case record in Dynamics 365.

Can you take over or improve an existing Dynamics system?

Yes. Support, remediation, upgrades and enhancements for existing Dynamics and Power Platform solutions are part of the work, including upgrades between versions such as Dynamics GP 2013 to GP 2015 and FRx to Management Reporter.

Can Dynamics 365 connect to Amazon, ShipStation or DocuSign?

Yes. Delivered integrations include Amazon SP-API order sync, ShipStation shipments, DocuSign and SigningHub e-signatures, and reporting in Power BI and QlikView.

Do you build Power Apps and Power Automate solutions?

Yes: a mobile sales agreement app with signatures and document scans, a barcode scanner for inventory, clock-in and clock-out apps for attendance, and recruitment portals built with Power Pages and Power Automate.

Do you work with law firms?

Yes. We have implemented case management for legal practices on Dynamics CRM 2016, with lead tracking, automated qualification and SharePoint integration for pre-litigation and litigation.

Who will work on our project?

Muhammad Shahzad Sarang, the founder, leads every engagement directly, supported by senior functional and technical consultants. He has 21 years in Dynamics CRM and SharePoint.

Where are your clients, and where are you based?

Engagements have been delivered for organisations in the US, the UK, the Middle East and Australia. Our office is in Karachi, Pakistan.

Do you offer ongoing support as well as projects?

Both: project delivery, and outsourced support for teams that need Dynamics expertise on an ongoing basis.

How does a project start?

Send a short description of your processes, systems and timing using the form or the project assistant below, and the conversation starts from there.

Discuss your Dynamics 365 project

Tell us what you run today and what needs to change. Send the form, or use whichever direct route suits you.

What you run today, what needs to change, and any timing. Please do not include passwords or confidential data.

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Phone (Pakistan)

+92 300 236 3957

Office

Suite 209, Progressive Square, PECHS Block VI, Shahrah-e-Faisal, Karachi, Pakistan