Citizen Service Portals
Secure self-service applications on Power Pages with Azure AD B2C authentication and accessibility compliance.
Where we deliver
Industry-aware Microsoft solutions
Regulations, channel mix, and operating tempo differ by sector—we design Dynamics 365, Power Platform, and Azure experiences around those realities so digital programs survive budget reviews and audits, not just launch demos.
Public Sector
Government & Public Sector
Citizen-facing portals, case management, and inter-agency workflows built to meet procurement, accessibility, and data-sovereignty mandates.
Public-sector programs carry compliance weight that commercial ones rarely do: WCAG accessibility, data-residency rules, multi-approval procurement, and audit trails that survive administration changes. We have designed Dynamics 365 and Power Platform solutions that satisfy those constraints without sacrificing usability for the civil servants who rely on them daily.
Our delivery approach starts with a compliance-mapping session so architecture decisions are justified before a single line of configuration is written. Citizen portals built on Power Pages sit behind Azure Active Directory B2C so residents authenticate securely; case queues route through Power Automate with delegated-authority rules and full audit capture in Dataverse.
Case & Grant Management
Dynamics 365 case workflows with multi-tier approval routing, SLA tracking, and full audit history.
Performance Dashboards
Power BI reports surfacing KPIs, budget utilisation, and service-level metrics for leadership and oversight committees.
Compliance & Audit Trails
Azure Policy, Dataverse audit logs, and role-based access controls aligned to government security frameworks.
Typical delivery checklist
- Compliance mapping & architecture sign-off before build
- WCAG 2.1 AA accessible citizen portal
- Dataverse data-residency configuration
- Power Automate approval chains with delegation
- Azure AD B2C identity & MFA
- Role-based access & row-level security
- Power BI executive dashboards
- UAT support & post-go-live hypercare
Financial Services
Banking & Financial Services
Relationship-management platforms, regulated onboarding workflows, and risk-reporting pipelines that meet compliance without slowing down bankers.
Banks and financial institutions operate under overlapping regulatory regimes—AML, KYC, GDPR, local prudential rules—while competing to give relationship managers a 360° customer view. We implement Dynamics 365 Sales and Customer Service in environments where every data model decision is a compliance decision, and we document accordingly.
Power Automate handles onboarding workflows with documented approval chains; Power BI surfaces portfolio analytics with row-level security so advisers see only their book of business. Azure integration patterns connect Dynamics to core banking systems without exposing sensitive data paths to unnecessary surfaces.
Relationship Manager CRM
Dynamics 365 Sales configured for banking: opportunity pipelines, product holdings, and client interaction history.
KYC & Onboarding Automation
Power Automate workflows for document collection, checker-approval chains, and compliance-status tracking.
Portfolio & Risk Dashboards
Power BI reports with row-level security giving each adviser and manager the right slice of data, no more.
Core Banking Integration
Azure API Management and Logic Apps bridging Dynamics to core banking, treasury, and lending systems securely.
What we pay attention to
- Data model mapped to compliance schema before build
- AML / KYC workflow with documented approval chain
- Row-level security on all Power BI reports
- Azure API Management for core banking connectivity
- Field-level encryption for sensitive PII
- Full Dataverse audit log enabled from day one
- Maker/checker controls on high-value records
- Penetration-test readiness review before launch
Health & Life Sciences
Healthcare & Life Sciences
Patient-engagement platforms, referral management, and operational dashboards built with data-security standards that clinical and IT leadership can endorse.
Healthcare organisations face a dual mandate: improve patient experience and tighten operational efficiency—without compromising data privacy. We configure Dynamics 365 Customer Service and Power Platform within security boundaries that map to HIPAA, GDPR, and local clinical data-governance policies, documenting every architecture choice for your information governance team.
Referral workflows built on Power Automate cut manual handoffs between clinical teams; Power BI brings theatre utilisation, bed-occupancy, and waiting-time KPIs into a single dashboard for operational managers; Power Pages patient portals let individuals book, reschedule, and communicate securely without calling a switchboard.
Patient Engagement Portal
Power Pages self-service portal for appointment booking, communications, and secure document exchange.
Referral & Care Coordination
Power Automate workflows routing referrals across teams with SLA tracking and status visibility for clinicians.
Operational Performance BI
Power BI dashboards for bed occupancy, theatre utilisation, wait times, and staff-load metrics.
Data Privacy & Compliance
HIPAA / GDPR-aligned Dataverse configuration, field encryption, audit trails, and information-governance documentation.
Our healthcare checklist
- Data-privacy impact assessment before design
- HIPAA / GDPR data model & retention policies
- Secure patient portal with MFA
- Automated referral routing with SLA alerts
- Power BI with clinical KPIs and role-based access
- Integration with EMR / PMS systems via Azure
- Clinical user adoption training
- Information governance documentation pack
Education
Education & Higher Education
Enrolment CRM, student lifecycle management, and alumni-engagement platforms designed around the realities of academic calendars, multiple campuses, and constrained IT budgets.
Education institutions run complex CRM requirements across recruitment, admissions, student services, and alumni relations—often with small IT teams and rigid budget cycles. We built our own Edu Care CRM product on Dynamics 365 and the Power Platform specifically for this sector, so you benefit from an accelerator rather than starting from scratch.
Enrolment funnels are tracked from first enquiry through to enrolment confirmation; Power Automate sends timely communications at each stage; student service cases are handled in a unified Dynamics 365 queue; and alumni-engagement campaigns are segmented and tracked for ROI. All of this runs on your Microsoft 365 tenant so licensing cost is predictable.
Edu Care CRM
Our purpose-built Dynamics 365 accelerator covering enrolment, student services, and alumni relations—ready to configure, not build from scratch.
Admissions & Enrolment Automation
Power Automate sequences nurturing prospective students from enquiry through application to enrolment with personalised communications.
Student Services Portal
Power Pages self-service portal letting students raise cases, track resolutions, and access support resources 24/7.
Alumni Engagement
Dynamics 365 Marketing campaigns segmented by cohort, degree, and geography to keep alumni connected and giving.
Want to learn more about our education product? Explore Edu Care CRM →
Education delivery checklist
- Edu Care CRM accelerator deployment
- Enrolment funnel from enquiry to confirmation
- Automated comms at every lifecycle stage
- Student services case queue with SLA
- Power BI enrolment & retention dashboard
- Alumni segmentation & campaign management
- Integration with SIS / LMS via Power Automate
- Staff training & adoption workshops
Energy & Utilities
Energy & Utilities
Field-service dispatch, asset-lifecycle management, and regulatory-reporting pipelines for utilities, renewables, and energy retailers operating across distributed infrastructure.
Energy and utilities companies manage geographically dispersed assets, large field workforces, and mounting regulatory-reporting obligations—all while transitioning toward cleaner generation and smarter grids. We implement Dynamics 365 Field Service and Power Platform solutions that connect control-room visibility with the technicians and engineers working in the field.
Work orders are automatically generated from IoT alerts or customer reports; the scheduling engine assigns the nearest qualified technician; mobile Power Apps surface asset history, safety procedures, and parts availability on-device; Power BI tracks SAIDI/SAIFI reliability metrics, asset health, and maintenance-cost trends for operations leadership.
Field Service Management
Dynamics 365 Field Service with automated scheduling, mobile work orders, and real-time technician visibility.
Asset & Maintenance Lifecycle
Power Apps mobile app for technicians capturing inspections, parts used, and asset condition on-site.
Reliability & Operations BI
Power BI dashboards tracking SAIDI, SAIFI, maintenance costs, and asset-health KPIs for operations leadership.
Regulatory Reporting Pipelines
Azure Data Factory and Power Automate pipelines aggregating operational data into regulator-ready reporting formats.
Energy delivery checklist
- Dynamics 365 Field Service configuration
- Automated work-order generation from alerts
- Mobile Power App for field technicians (offline-capable)
- Parts & inventory integration
- IoT / SCADA connector via Azure IoT Hub
- SAIDI / SAIFI Power BI reliability dashboard
- Regulatory data pipeline to reporting format
- Field technician onboarding & training
Enterprise
Corporate & Enterprise
Sales acceleration, operational automation, and enterprise-scale analytics for mid-market and large organisations ready to move beyond spreadsheet-driven management.
Mid-market and enterprise organisations often reach a growth ceiling when core processes—sales tracking, approvals, procurement, HR onboarding—are still managed through a patchwork of spreadsheets, email threads, and disconnected SaaS tools. We deliver Dynamics 365 and Power Platform implementations that create a single operational backbone without a multi-year ERP replacement programme.
Sales teams get a Dynamics 365 Sales pipeline that forecasts accurately; operations teams get Power Automate approvals that cut cycle times; management gets Power BI dashboards that pull from all the right sources; and the whole thing is governed through an ALM process that your IT team can sustain without specialist help after go-live.
Sales & Pipeline Management
Dynamics 365 Sales with AI-assisted forecasting, territory management, and activity intelligence for commercial teams.
Process & Approval Automation
Power Automate workflows replacing email-based approvals for procurement, HR, finance, and operations.
Copilot & AI Integration
Copilot Studio virtual agents, AI Builder document processing, and Azure OpenAI integrations that reduce manual work at scale.
Executive Analytics
Power BI semantic models and dashboards connecting Dynamics, ERP, and external data for a single source of operational truth.
Enterprise delivery checklist
- Discovery workshops with business & IT stakeholders
- Solution architecture & data model design
- Dynamics 365 Sales / Service implementation
- Power Automate approval & integration flows
- Power BI semantic model & dashboards
- Copilot Studio / AI Builder automation
- ALM pipeline (Dev / Test / Prod) setup
- Admin handover & ongoing support options
All industries at a glance
A quick reference of the sectors we serve and the Microsoft platform we lead with in each.
Government
Dynamics 365 + Power Pages + Azure AD B2C for citizen portals, case management, and inter-agency workflows.
Banking
Dynamics 365 Sales & Service + Power BI + Azure integration for relationship management and compliance workflows.
Healthcare
Dynamics 365 + Power Automate + Power Pages for patient engagement, referral routing, and operational dashboards.
Education
Edu Care CRM (our accelerator) + Power Platform for enrolment, student services, and alumni engagement.
Energy & Utilities
Dynamics 365 Field Service + Power Apps + Azure IoT for field dispatch, asset management, and reliability reporting.
Corporate Enterprise
Dynamics 365 + Power Platform + Copilot for sales, approvals, AI automation, and executive analytics.
Tell us about your sector constraints
Compliance regimes, integration backlogs, and adoption risks vary—we will match you with consultants who have shipped similar programs and can estimate effort honestly.