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Alligator Software

Dynamics 365 F&O + CRM

Dynamics 365 F&O and CRM for connected operations

We implement, modernize and integrate Dynamics 365 Finance & Operations and CRM to connect finance, supply chain, sales, service and data in one coherent operational flow.

Operational ecosystem

Systems, data and decisions should work as one operation

ERP, CRM, integrations, automation and AI create value when they share context, rules and accountability. Alligator connects these layers to reduce blind spots and keep operations moving with control.

01

One platform, one flow

ERP and CRM share context to reduce duplication, rework and decisions based on different versions of the operation.

02

Implementation or migration

Greenfield programs, evolution of existing environments and migration from Dynamics AX or other legacy platforms.

03

Go-live with continuity

Data, integrations, testing, cutover and stabilization treated as part of the same operational commitment.

Operational perspective

ERP and CRM should not tell different stories

When Dynamics 365 F&O and CRM are treated as separate projects, disruption appears between opportunity, order, inventory, delivery, billing and service. Alligator designs the environment around this complete journey. Finance & Operations, Supply Chain Management, Dynamics 365 Sales, Customer Service, Dataverse, Power Platform and integrations enter the same architecture with clear ownership and traceability.

Connected architecture

From opportunity to financial outcome, without blind spots

The design connects the stages that support revenue, execution and customer relationships. Each transition must preserve context and support exception handling.

01

Relationship and demand

Accounts, opportunities, proposals, contracts and service organized in CRM with useful operational data.

02

Operational execution

Orders, purchasing, inventory, production, projects and logistics managed in Dynamics 365 F&O and SCM.

03

Finance and compliance

Billing, costs, tax, receivables and close connected to the operational event behind each transaction.

04

Data and integration

Dataverse, Azure, APIs, portals and external systems connected with logs, validation and reprocessing.

Entry points

Where this work usually begins

A new implementation must be integrated from day one

The company wants to adopt Dynamics 365 F&O and CRM without repeating fragmented processes, data and suppliers.

The current environment needs to evolve

Customizations, fragile integrations or work outside the system make the next step dependent on architectural clarity.

A program needs to regain direction

Scope, functional design, data, integration or go-live lost predictability and operations cannot absorb more risk.

The Alligator Way

From process discovery to stabilization

The same team connects functional decisions, architecture and technical execution to preserve context throughout the program.

01

Understand

We map flow, risks, dependencies, systems, data and success criteria.

02

Design

We define architecture, ownership, integrations, extensions and transition strategy.

03

Execute

We configure, develop, integrate, migrate and test with evidence.

04

Stabilize

We follow production, handle exceptions and prepare safe evolution.

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FAQ

Frequently asked questions

Short answers to common questions before a technical conversation.

Does Alligator implement Dynamics 365 F&O and CRM from the ground up?

Yes. We work from process design through configuration, extensions, integrations, data, testing, cutover and stabilization for Dynamics 365 Finance & Operations and CRM.

Can Dynamics 365 F&O and CRM be integrated with existing systems?

Yes. We connect Dynamics, Dataverse, Azure, APIs, portals, documents and legacy systems with traceability, validation and exception handling.

Does Alligator also migrate Dynamics AX to Dynamics 365?

Yes. We map customizations, data, integrations and dependencies to define a controlled transition that may combine stabilization, gradual modernization and migration.

Do F&O and CRM need to be implemented at the same time?

Not necessarily. The program can be phased as long as data, process and integration design preserves the end-to-end view from the beginning.

Next step

Where do F&O and CRM need to work better together?

Share the starting point. Alligator will contact you to understand the scenario and arrange the right technical conversation.