COCO SOFTWARE / INDEPENDENT DIGITAL STUDIO
All custom software & integration / Finance, CRM & ERP integrations / 16
COCO / CUSTOM DEVELOPMENT

Microsoft Dynamics IntegrationBring Dynamics 365 context into the wider business.

Dynamics 365 integrations depend on the specific modules—Sales, Business Central and others have different data models, licences and API limits. Confirm the system before scoping.

Scope-led engagement · tailored engineering · not packaged SaaS

COCO / SYSTEM DESIGN STUDY 02—16

Turn real complexity
into clear operations.

The challenge Bring Dynamics 365 context into the wider business.
In context Customer service sees an account in Dynamics but not the …
Design focus Module and Dataverse scope review
Conceptual illustration · not client UI
COCO / BUSINESS ENGINEERING
Business first. Engineering next.
01 / THE REAL PROBLEM
Technology is the means.
The workflow comes first.

Dynamics 365 integrations depend on the specific modules—Sales, Business Central and others have different data models, licences and API limits. Confirm the system before scoping.

FIELD NOTE / ILLUSTRATIVE

A moment worth redesigning

Customer service sees an account in Dynamics but not the order’s fulfilment status, so the team emails the warehouse.

Composite business vignette, not a client quote or measured result.

02 / HOW WE WORK

Find the real rules.
Then engineer the workflow.

We start with operations, system boundaries and failure scenarios. These stages are a proposed approach, not a guaranteed scope.

Agree sources of truth and business rules
COCO / DESIGN SESSION
Agree sources of truth and business rules
STEP 01 / 03 Illustrative
03 / SCOPE THE RIGHT THING

What could your team receive?

Potential deliverables are tailored to your business, platform access and investment priorities.

01 /

Module and Dataverse scope review

02 /

Customer/order/fulfilment sync

03 /

Secure access and exception monitoring

Editorial illustration, not a real customer screenshot or transaction. Third-party APIs, permissions and licences require confirmation. Feature scope is agreed per project.

04 / EVIDENCE OF IMPROVEMENT

How will we know it helped?

Useful evidence starts with baseline measurements—not invented success percentages.

01

Differences between connected system records

Establish a baseline before claiming improvement.

02

Re-entry and manual reconciliation effort

Establish a baseline before claiming improvement.

03

Time to detect and repair failed syncs

Establish a baseline before claiming improvement.

05 / RELATED CAPABILITIES

What else does
the workflow touch?

Customers, orders, products, inventory and finance intersect. Explore adjacent capabilities and decide what belongs in scope.

LET'S UNDERSTAND THE WORK

Understand your business.
Then build what matters.

Show us your systems, repetitive handoffs and the exceptions you worry about. Start from the business reality.