Vista LegacyCRM and customer journeys that work the way your business does.
Vista Legacy helps organisations set up, customise and get real value from Microsoft Dynamics 365: Marketing, Sales, Customer Service and the Power Platform.
What we do
End-to-end Dynamics 365 delivery, from workshops and solution design to configuration, customisation, testing and training.
Marketing & Customer Journeys
Dynamics 365 Customer Insights – Journeys (Marketing) setup and customisation.
- Real-time journeys and triggers
- Outbound campaigns, segments, email templates
- Forms, landing pages and consent
Dynamics 365 Sales
A sales process your team will actually use.
- Lead-to-opportunity process flows
- Custom entities, forms, views and dashboards
- Pipeline reporting with Power BI
Dynamics 365 Customer Service
Faster, more consistent service for your customers.
- Case management, queues and routing
- SLAs, notifications and automation
- Customer and agent self-service portals
Power Platform & AI
Extend Dynamics 365 with apps, automation and AI.
- Power Apps and Power Automate
- Power BI reporting
- AI-assisted agents and Azure AI
Integration & Data Migration
Connect CRM to the rest of your business.
- Business Central, SharePoint and Teams
- Data migration with SQL Server and SSIS
- Web API integrations
Business Analysis & Training
Clear requirements in, confident users out.
- Stakeholder workshops and solution design
- Functional testing and UAT
- End-user training and adoption
How we work
A practical, business-first process that covers the full delivery lifecycle.
Discover
Workshops with your team to understand goals, processes and pain points.
Design
A solution design that fits your business, using standard features first.
Build
Configuration, customisation, automation and integration, tested as we go.
Adopt
UAT, go-live support and training so your people use the system well.
Our team
Vista Legacy Limited is an Auckland-based Microsoft Dynamics 365 consultancy, founded in 2024. Our team of business analysts and CRM consultants brings more than 10 years of IT experience and over 8 years of hands-on CRM/XRM delivery.
We have designed and delivered Dynamics 365 Marketing, Sales and Customer Service solutions across education, research, utilities, financial services and IT. Our work spans real-time customer journeys, customer and agent portals, automated commission systems, enterprise CRM architecture and AI-assisted automation.
We work closely with your people, from the first workshop to go-live and beyond, so the system fits how your business actually runs.
Team qualifications
- Microsoft Certified: Azure AI Engineer AssociateMicrosoft
- Microsoft Dynamics CRM ApplicationsMicrosoft certification
- Microsoft Dynamics CRM Customization and ConfigurationMicrosoft certification
- Master of Systems EngineeringUniversity of Science and Technology Beijing
Let's talk about your Dynamics 365 project
Starting a new implementation, or want more from the system you already have? Get in touch for a free initial conversation.
Auckland, New Zealand