Proventeq empowers Dynamics 365 customers to go beyond implementation by delivering clean, structured, AI-ready data and embedding governed content capabilities into the D365 experience. Whether you’re migrating from a legacy CRM, integrating document systems like SharePoint or Box, or building smarter service experiences, our Microsoft partnership ensures data, content, and process come together to drive measurable value.
Move from multiple source systems with full data validation and quality assurance.
Embed SharePoint, Box, and OneDrive directly into the interface for seamless access.
Improve data accuracy and searchability with enhanced structure and reduced duplication.
Automate case management, approvals, and other business processes for faster outcomes.
Access CRM content directly through Viva, Teams, and Outlook for better productivity.
Create tailored portals for clients, service agents, and internal teams to streamline engagement.
Leverage Microsoft Purview and retention policies to maintain governance from day one.
Combine Power BI with datasets for actionable insights in real time.
Chris Haws
Information Technlogy Project Manager – New Forest District Council
Over 10,000 userFull-fidelity, validated migrations from legacy CRMs with rules-based cleansings’ personal drives assessed, cleaned, and transitioned into OneDrive with compliance-aligned folder structure. Post-go-live optimization, content model evolution, adoption tracking
Embed SharePoint, Box, or Azure file storage into D365 case, contact, or opportunity views
Classify, tag, and automate case documentation and service workflows
Map D365 content to Microsoft Purview and enforce policy controls
Proventeq offers an integrated approach to Dynamics 365 success by aligning content, data, and AI services into a unified service model:
Data Discovery & Cleanse – profile, deduplicate, and validate legacy CRM and document datasets
Metadata-Driven Migration – bring structure and intelligence into Dynamics 365 for improved automation
Microsoft 365 Coexistence – connect SharePoint, Teams, Viva, and Outlook directly to D365 workflows
Portals & Experiences – deliver client-facing or agent dashboards that blend content, case history, and workflow logic
AI Activation – enable summarisation, classification, and Copilot prompts using well-governed CRM content
Governance & Policy Mapping – apply Microsoft Purview and Box Governance across D365-integrated content
CRM transformation is more than migration — it’s about unlocking intelligence, governance, and agility from day one. With Proventeq, Dynamics 365 becomes the engine that connects your data, content, and customer experience.
Enhancing Dynamics 365 with Intelligence, Accessibility, and AI-Ready Capability. D365 is your CRM core. Proventeq turns it into a content-enabled, insight-powered, workflow-intelligent platform — aligned to compliance, driven by structure, and embedded into your everyday tools.
Let’s make Dynamics 365 smarter and your customer experience sharper.
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