
Working with you
We work directly for your organisation, with the people using Microsoft Dynamics every day.
See how we work

Mason Pete helps organisations improve how they currently work with Microsoft Dynamics. We work with the people who use it every day, understand what slows them down, and configure the system around the work they need to do.

Where to start
Find out how Mason Pete can help your team get more from Microsoft Dynamics.
Start with the problem your team wants to solve.
Small frustrations can add up to a lot of extra work.
Too much manual work. The same information is entered twice or passed from one person to another.
Cases waiting too long. Your team is busy, but work keeps building up.
Too many steps. People need workarounds to get an everyday task done.
We start with the people using Microsoft Dynamics. They show us what happens in practice, where time is lost and what they need from the system.
We agree on the priorities, connect your business needs with what Microsoft Dynamics can do, and configure and test the changes with your team.
We explain what has changed, help your team work with it and check whether it improves their daily work.
You don't need to diagnose the system before contacting us. Start with what your team is experiencing.
Everyday tasks involve more steps than they should.
Your Microsoft Dynamics setup no longer fits the way the team works.
Spreadsheets and separate lists are filling the gaps.
You want to understand your options before making another change.
Your customer service team is struggling to keep up with incoming cases.
Mason Pete works with the team to understand how cases arrive, how they are assigned and where time is lost. Then we look at the Microsoft Dynamics Customer Service setup and what could make the work easier.
That could mean clearer case assignment, fewer manual steps or easier access to the information needed to answer a customer. We test the changes with the people doing the work and check whether they help.
Explore the customer service exampleClear explanations and useful starting points for your next improvement.

Start with the work around each case, then choose one useful change to test with your team.
Read the guide
See how a customer service workload question becomes a practical starting point.
Explore the example
How we work with the people using the system, from the first conversation to testing the changes.
See the approachTell us what your team is trying to do and what is getting in the way. You don't need to know the technical answer.
Discuss your Microsoft Dynamics questionYou don't need to be an existing client. Tell us what your team is trying to do and where it gets difficult.
Book a conversation or call Peter directly.
