Xpert Dynamics

Custom Development & Integrations

Plugins, integrations, and Power Platform solutions for Dynamics 365, built the way Microsoft supports.

Plugins, integrations, and Power Platform for Dynamics 365.

Overview

Custom work is easy to add. Living with it is harder.

Most Dynamics 365 systems need something the standard product does not do. A rule that checks an order before it saves. A Power Pages portal for your customers. A Copilot Studio agent that answers staff questions from your own data. The work itself is often quick. The trouble comes later. Microsoft changes the product several times a year, and code built on unsupported shortcuts can stop working after an update. Then the developer who wrote it moves on, and nobody knows what it does.

We build the parts Dynamics 365 cannot do on its own, using methods Microsoft supports. Each piece comes with plain notes on what it does and why, so your team is not stuck when someone leaves.

What we build

What We Build

Four kinds of work, from a single business rule to a customer portal or a link with your finance system.

01

Business Rules and Plugins

Logic that runs inside Dynamics 365 when a record is created or changed. We write it in C# when the built-in tools cannot handle the rule.

For Example:

Checking an order against the customer’s credit limit before it can be saved.

02

Custom components (PCF)

Controls that change how a field or a list looks and works on a form, built with Microsoft’s Power Apps component framework.

For Example:

A colour-coded grid, or a map of service locations, inside a customer record.

03

Integrations

Connections between Dynamics 365 and your other systems. We build them on Azure services such as Functions and Service Bus, or on Power Automate and standard connectors where those fit.

For Example:

Invoices from your finance system showing on the account in Dynamics 365.

04

Power Platform solutions

We take your Dynamics 365 data further. Your team can open it on a phone through Power Apps. Power Automate passes it from step to step, while Power BI shows it as reports. Power Pages and Copilot Studio let customers and staff reach it too.

For Example:

A Power Pages portal. Customers check their own cases there instead of phoning you.

Built For Updates

Built For Microsoft Updates

Dynamics 365 changes all year, and custom work has to keep working through every change. This is how we build it:

How Often It Changes

Two large release waves a year, in spring and fall, plus smaller updates in between.

  • Low-code first. We write code only when settings, standard features, or Power Platform cannot do the job.
  • Only methods Microsoft supports. No shortcuts that reach into how a page is built behind the scenes.
  • Everything packaged in solutions and kept in source control, so each change can be traced and undone.
  • The same release steps for test and production. Nothing is changed by hand in the live system.
  • Settings kept out of the code, so moving from test to production needs no code changes.
  • Testing in a sandbox during Microsoft's early access period, before each release wave reaches your users.
  • Power Platform work follows the same rules. Your Power Apps, flows, Power Pages sites, Power BI reports, and Copilot Studio agents go through the same packaging, testing, and release steps as our code.
  • Every piece gets notes in plain language. They say what it does, why we built it, and what else it touches.

How It Works

How We Build

Work is delivered in short cycles, each ending with a clear milestone. You see working pieces from the first cycle.

01

Understand

First we pin down the real problem. Can settings or a standard feature fix it? We check that before anything else.

02

Design

Next comes a short written design: what we will build, where it will run, and how we plan to test it. You approve it before we start.

03

Build

We build in short cycles and show you working pieces at the end of each one.

04

Test

We test in a separate environment with your users, including what happens when something fails.

05

Hand Over

We release through the same steps every time, and you get the notes for each piece.

Who it's for

Who This Is For

Clients usually come to us when:
Your team has reached the limit of what settings and standard features can do.
Someone copies data between systems by hand, or builds the same report in a spreadsheet every week.
There is custom code in your system that nobody dares touch, since the person who wrote it is gone.

Something broke after a Microsoft update. You want it fixed properly this time, so it stays fixed.

Integrations

Integrations That Tell You When They Fail

Integration problems are often quiet. A password expires, someone renames a field in the other system, or a message is rejected. Nothing crashes. Data simply stops coming through. Often nobody spots it until a customer calls about an order.

Every integration we build logs each message it handles. You can see what went out, when it went, and what came back. Failed messages wait in a queue and try again. If they keep failing, a named person gets an alert with enough detail to fix it.

Faq's

Common Questions

Not seeing your question? Ask us.
Talk to us
Use what is already there first. We suggest custom work only when settings, standard features, or Power Platform cannot do the job. The less custom work you have, the less there is to maintain.
Work built with supported methods is much less likely to break. We also test it in a sandbox before each release wave reaches your users, so anything that does change can be fixed ahead of time.
Yes. We start with a review of what each piece does, whether it uses supported methods, and what looks risky. You get a written list and decide what to fix first.
Usually any system that offers an API, such as finance and ERP systems, websites, and other Microsoft 365 apps. We use Azure services for heavy or critical links, and Power Automate where a simpler flow is enough. For older systems without an API, we look at file transfers or a direct database link.
Yes. Some jobs need Power Apps or a Power Automate flow. Others need a Power Pages site, a Power BI report, or a Copilot Studio agent. Plenty need a mix. A Power Pages form, for instance, can kick off a Power Automate flow whose results land in Power BI.
Your team can, using the notes we hand over. If you would rather we look after it, it can move into a managed support agreement with the same people who built it.

Have Something You Need Built?

Tell us where Dynamics 365 falls short for you today, and we will explain how we would build it.