AnnLees Limited — Dynamics 365 Consultant

A name earned
with love and graft

AnnLees was my mum's clothing boutique in Trinidad. I worked in it through school and university holidays — serving customers, counting stock, learning what it takes to run something properly and treat people well while you do it. Her work ethic was second to none. It's the thing I've carried into every job since, and it's why the name stayed.

I'm Lisa. I've been working with Microsoft Dynamics since version 3.0 — nineteen years. My daughter was two years old when I started. She's twenty-one now. So yes, rather more than "15+ years"!

In that time I've worked with property firms, global banks, housing associations, regulators, schools groups, universities and national charities. I've learnt an enormous amount — but honestly, I've learnt just as much from the people I've worked alongside: the analysts, the engineers, the project managers, and the people who had to use the thing every day and tell me when it wasn't good enough.

De fruit doh fall far from de tree. I hope that's true.

Here's what I'll promise you: I'll tell you the truth. If something won't work, I'll say so. If the timeline is tight, we'll talk about it properly. I don't overpromise, and I deliver what I said I would — with straight talk, a bit of laughter, and genuine care about your team getting this right.

🏅 MB-220 Certified 💼 Sales Module 🎯 Customer Service 📢 Customer Insights Journeys

Recent Work

Three teams.
Three very different problems.

None of this was done alone. Here's what we built, and who I built it with.

A national gardening charity 2026 · Functional Lead

A record for every school in the country

The charity wanted to reach ten thousand schools with its gardening programme. To do that, the team needed one reliable answer to a simple question: which schools are there, and what do we know about each one?

Answering it turned out to be the interesting part. School data is published by three different governments — England and Wales, Scotland, Northern Ireland — and none of them structures it the same way. On top of that, the team knows things about a school that no government file contains, because a teacher has told them.

So we designed a system that holds both. The official data refreshes every month and is never lost; the knowledge the team has built up is protected and never quietly overwritten. When a teacher spots something wrong, they report it through their own portal, it reaches the right person automatically, and they hear back when it's fixed. The loop closes.

We designed, built and went live between April and July. The part I'm proudest of came after: the team took it on with a full design document, a test pack, seven runbooks and a working wiki. Nobody was left holding something they didn't understand.

In the room

Software engineers · Senior data analysts · Digital experience manager · National learning programmes manager · Engagement manager · Functional consultant

65,000+ schools 4 nations April to July Dataverse · Power Pages · Azure B2C

A Microsoft cloud & security partner 2026 · Part-time · Six months

Room to change things without holding your breath

A growing sales and marketing team wanted to move faster — new campaigns, new sequences, better reporting. What they wanted underneath all of it was confidence that changing something wouldn't break something else.

We put proper foundations in first: a dedicated publisher, a managed solution, and a clear path from sandbox to production. Unglamorous work, and everything afterwards depended on it.

Then the data. Lead source and service type were standardised so the same thing was called the same thing everywhere, and carried through automatically when a lead was qualified. We remapped over three thousand leads onto a sensible industry list, repaired records that had lost their connections, and filled in gaps on accounts from information the business already had but couldn't see.

With the data trustworthy, the sales sequences could be built on top — email and calls working together, with an agreed handover between marketing and sales, and honest reasons recorded when a lead was turned down. All of it written up in a knowledge base the team can maintain.

In the room

Sales and marketing leadership · Internal IT · Sellers who had to live with the result

3,382 leads remapped 431 accounts enriched 30-section knowledge base Sales · Customer Insights Journeys

A luxury design studio 2023–2024 · Two days a month

Someone to call

A design studio with a CRM and nobody in-house to look after it. Not broken — just nobody whose job it was. Two days a month was enough.

Most of it was steady: changes people needed, questions answered, the odd difference between environments tracked down before it caused trouble. We also worked out how their project records should log changes, so the team could see what had moved and when.

The bigger piece was access. Permissions had grown one request at a time over several years, which is how it goes everywhere. We mapped who genuinely needed to see and do what, redesigned the structure around that, and reduced two dozen overlapping roles to a small set anyone could understand — with a step-by-step plan for getting there without anyone losing work.

Then I helped them choose a new implementation partner and handed over a platform that was documented and settled. The best outcome I could give them was not needing me.

In the room

Marketing team · Studio leadership · Incoming implementation partner

2 days a month 24 roles → a set you can hold in your head Handed over, not held onto

Nineteen years,
and counting.

I started on Microsoft CRM 3.0. Microsoft has rebuilt the product roughly six times since — 4.0, 2011, 2013, 2015, 2016, Dynamics 365, and now the Power Platform. I've worked through every one of them.

All kina ting — across property, banking, housing, regulation, education and charity.

Let's find out if
we're a good fit.

Every bread have a cheese. No hard sell, no jargon-heavy intro call — just a straightforward conversation about what you need, and whether I'm the right person to help. If I'm not, I'll tell you that too, and point you at someone who is.

A name earned
with love and graft

Common sense
before book sense.

Dynamics 365

Power Platform

Design & Analysis

Product Ownership & Delivery

You don't have to hire a full-time consultant to get senior help.

Across sectors,
and across decades.

Three teams.
Three very different problems.

A record for every school in the country

Room to change things without holding your breath

Someone to call

Nineteen years,
and counting.

I learnt as much from them
as they did from me.

Let's find out if
we're a good fit.

A name earnedwith love and graft

Common sensebefore book sense.

Dynamics 365

Power Platform

Design & Analysis

Product Ownership & Delivery

You don't have to hire a full-time consultant to get senior help.

Across sectors,and across decades.

Three teams.Three very different problems.

A record for every school in the country

Room to change things without holding your breath

Someone to call

Nineteen years,and counting.

I learnt as much from themas they did from me.

Let's find out ifwe're a good fit.

A name earned
with love and graft

Common sense
before book sense.

Across sectors,
and across decades.

Three teams.
Three very different problems.

Nineteen years,
and counting.

I learnt as much from them
as they did from me.

Let's find out if
we're a good fit.