Improve your existing Microsoft Dynamics setup
Mason Pete helps your team get more from the Microsoft Dynamics applications you already use. We work directly with the people doing the work, improve the configuration and test the changes together.
Standard Microsoft functionality comes first. We explain the choices and document the changes, so your organisation stays in control of its application.
What would you like to improve?
General example: take a customer service team with too many cases and too little time. Here is how we would start.
Find where time is lost
We look at how cases arrive, how they reach the right person and where the team has to repeat work.
Look at the Microsoft Dynamics setup
We review the configuration alongside the process. The aim is to understand which parts make the work easier and which add unnecessary steps.
Agree on practical changes
That could mean clearer case assignment, fewer manual steps or easier access to customer information. The right changes depend on what we find.
Check the result with the team
We test the changes using real tasks and check whether they make the work easier. The team helps decide what still needs attention.
Find help for your application
Each page explains common problems, how Mason Pete helps and a general example of the work.
Microsoft Dynamics 365 Customer Service
Give your service team more time to help customers.
Explore Customer ServiceMicrosoft Dynamics 365 Customer Insights – Journeys
Connect customer communication with useful follow-up.
Explore Customer Insights – JourneysMicrosoft Dynamics 365 Field Service
Help your field team arrive ready to do the work.
Explore Field ServiceMicrosoft Dynamics 365 Project Operations
Carry the sales agreement through to project delivery.
Explore Project OperationsHealthcare
More time for the people you care for
We are exploring how Microsoft Dynamics could help healthcare teams reduce recurring tasks and improve the patient experience, starting with discussions with a dental clinic.
Make work easier for your team
Tell 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 question