DynamicSource
Dynamics 365 · Power Platform · Copilot

Microsoft business apps, built to be used.

DynamicSource is a boutique Microsoft consulting firm. We design, build and support Dynamics 365 and Power Platform solutions, and help teams put Copilot and AI to work where it saves real time.

Discuss your project See services
  • Dataverse
  • Power Apps
  • Power Automate
  • Power Pages
  • Copilot Studio
  • Azure
25+ yrsEnterprise software delivery
30M+Documents migrated on a single platform
Since 2018Delivering Microsoft solutions
9Industry certifications across the team
Services

From first design to ongoing support

Consulting, solution design, development and support across Microsoft business applications and automation. Engage us for a single build or as a long-term partner.

Dynamics 365 Solutions

Customer Service · Field Service · CRM

Implement, improve and extend Dynamics 365 to support customer engagement, service operations and your business processes.

  • Customer Service
  • Field Service
  • CRM design and optimization
  • Process automation
  • Forms, views and dashboards
  • External system integrations

Power Platform Development

Canvas · Model-driven · Portals

Modern apps and automation that cut manual work and give your teams tools that fit how they actually operate.

  • Canvas apps
  • Model-driven apps
  • Power Automate flows
  • Dataverse data modeling
  • Power BI reporting
  • Power Pages portals
  • Section 508 / WCAG 2.x AA accessibility

Copilot & AI Solutions

Copilot Studio · Agents · AI workflows

Practical uses of AI and Copilot that improve productivity, make information easier to find and take repetitive tasks off people's plates.

  • Copilot planning and rollout
  • Copilot Studio agents
  • Copilot in canvas apps
  • AI-assisted automation with Planner
  • Intelligent search and documents
  • Claude and LLM integration

Cloud, Data & Migration

Azure · APIs · ETL · Tenant moves

Connected solutions and safe migrations that bring data, applications and processes together across the Microsoft ecosystem and beyond.

  • API and ERP/CRM integrations
  • Azure solution architecture
  • Tenant-to-tenant migrations
  • AWS to Azure moves
  • Azure SQL Managed Instance
  • ETL and orchestration
  • Large-scale document migration

Managed Support & Enhancements

Fixes · Improvements · Advisory

Ongoing help to keep your solutions healthy, secure and improving after go-live.

  • Issue resolution
  • User support and training
  • Enhancements
  • Licensing, security roles and access
  • Microsoft 365 and ServiceNow configuration
  • Low-code governance
Selected experience

Work our team has led

A sample of engagements across legal, field service, accessibility and AI productivity. Client names are withheld to protect confidentiality.

Legal · Multi-year transformation

Enterprise case and document management platform

Lead architecture for a multi-year digital transformation on Dynamics 365, Power Platform and Azure. Secure case and document workflows, SharePoint and Microsoft Graph integration, AI-enabled search and fully managed ALM.

Dynamics 365 · Power Platform · Azure · SharePoint · Microsoft Graph
30M+documents migrated
Multi-yearprogram, architecture through rollout
AIsearch across case records and documents
ManagedALM across environments
Field service

Technician apps in Dynamics 365 Field Service

Custom pages and canvas apps for field technicians and administrators, with Dataverse-driven flows for notifications, approvals and data sync.

D365 Field Service · Canvas apps · Dataverse
Accessibility

Section 508 and WCAG remediation

Brought canvas apps and Power Pages in line with Section 508 and WCAG 2.x AA, improving usability for people using assistive technology.

Canvas apps · Power Pages · WCAG 2.x AA
AI productivity

Copilot inside everyday apps

Embedded Copilot in canvas apps for natural-language lookups, and connected it to Planner so flows and app actions create and update tasks automatically.

Copilot · Power Automate · Planner
How we work

A clear path from idea to go-live

Small team, senior attention. We use AI throughout delivery, from estimates and user stories to prototypes and build, so you see working software sooner.

  1. 01

    Discover

    Understand your goals, users, current systems and pain points.

  2. 02

    Design

    Shape the data model, architecture and user experience before building.

  3. 03

    Build

    Develop in short iterations with regular demos and feedback.

  4. 04

    Deploy

    Test with your users and release through managed environments.

  5. 05

    Support

    Train your team, fix issues fast and keep improving.

Leadership

Hands-on builders with architecture depth

DynamicSource pairs day-to-day delivery with senior architecture guidance, so projects move quickly without cutting corners.

Cara Srinivas

Owner & COO · Power Platform Developer

Cara leads operations, delivery and client engagement. She builds canvas and model-driven apps, Power Automate integrations, Power Pages portals and Copilot-enabled solutions, with a strong focus on usability and accessibility.

  • Canvas apps, including apps embedded in Dynamics 365
  • Power Automate flows integrated with external APIs
  • Copilot in canvas apps and Planner automation
  • Power Pages with custom branding
  • Power BI reporting and dashboards
  • Section 508 / WCAG accessibility
  • User onboarding, security roles and licensing
CertificationMicrosoft Power Platform Fundamentals

Technical Lead

Solution Architecture & Delivery

Our technical lead brings deep enterprise delivery experience, from application development to program leadership and solution architecture. They lead architecture on complex Dynamics 365, Power Platform and Azure projects and advise on cloud modernization, data strategy and AI adoption.

  • Enterprise and solution architecture
  • Dynamics 365 and Power Platform strategy
  • Cloud and data migrations to Azure
  • Integration across ERP, CRM and line-of-business systems
  • AI strategy and AI-assisted delivery
  • Low-code governance and agile delivery
CertificationsPower Platform Solution Architect ExpertMB-600 Solution ArchitectPower Platform Functional ConsultantCertified Scrum Master

Good solutions are practical, scalable and built with users in mind. Measurable value, without unnecessary complexity.

Latest insight

Notes from real projects

See all articles →

Security · Cara Srinivas

Onboarding users to Dataverse without the “I can't see anything” tickets

Role matrices, layered roles, business units, Entra ID group teams and persona testing, so new users can work on day one.

Read the article →
Contact

Have a project in mind?

Whether you're starting something new or improving an existing solution, we'd be glad to talk it through and follow up on next steps.

To get started, tell us:

  1. What you want to build or improve
  2. Which Microsoft tools you use today
  3. Your timeline and any key dates
  4. The biggest challenge you're facing