Two practice areas, one standard: senior-led delivery with deep industry context. No junior hand-offs, no generic templates.
Dynamics 365 Customer Engagement (CE)
For manufacturers — especially automotive Tier 1 suppliers — whose sales reality doesn’t fit a standard CRM.
Out-of-the-box CRM assumes simple, transactional selling. Tier 1 automotive doesn’t work that way — and mapping its reality onto D365 CE is solution architecture work. It’s where most implementations go wrong.
Solution architecture & fit-gap
Program lifecycles, OEM account hierarchies, and cost-based pricing translated into a data model that holds up.
Implementation leadership
Functional lead for Sales, Customer Service & Field Service — including governance and SAP/ERP integration.
Copilot & AI enablement
Practical AI adoption inside CE: where Copilot genuinely helps, and where it doesn't yet.
Rescue & optimization
Stalled or underperforming CE deployments brought back on track.
Engagement models: advisory sprints (2–4 weeks) · implementation functional lead · fractional senior consultant.
Scoping a CE initiative? Start with the CE Architect Assessment — a short questionnaire about your current architecture and legacy landscape, so our first conversation starts from where you actually are.
Take the CE Architect Assessment →
Dynamics 365 Business Central
For Canadian small and mid-sized businesses outgrowing QuickBooks, Sage, or spreadsheet-driven operations.
Our BC practice is finance-first: Canadian operating context — multi-entity, multi-currency, cross-border Canada–U.S. operations — built into system design from day one, so your ERP reflects how your business actually runs and reports, not an American template.
BC fit assessment
An honest evaluation of whether Business Central is right for you — before you spend anything.
Implementation
Chart of accounts through go-live: finance, sales, purchasing, and inventory configured for Canadian operations.
CE + BC together
One connected platform from first customer contact to invoice.
Post-go-live optimization
Reporting, process refinement, and adoption — after the consultants usually leave.
Not sure if BC fits? Start with the free assessment — honest advice within one business day, whether or not that advice is “hire us.”
Why clients choose Creston & Co.
We’ve sat on both sides of the table — as the client living with an implementation, and as the consultant delivering one. We design for the people using the system in year three, not the demo in week one.