In today’s digital environment, it is critical that your business provides an engaging, personalized customer experience across all touchpoints, from marketing and sales to customer service and field operations. Dynamics 365 is a leading cloud-based customer relationship management (CRM) platform that enables you to connect these business units, breaking down silos and improving processes, while building stronger relationships with your customers.

A sample Dynamics 365 CRM dashboard.

Powerful Customer Engagement

Dynamics 365 offers powerful out-of-the-box CRM functionality and customer insights for marketing, sales, customer service, field service and project service automation. It is also highly flexible and can be customized to meet your unique relationship management needs, even those beyond traditional buy-and-sell engagements. We often use Dynamics 365 to build custom solutions for donor, vendor, volunteer, social service, business partner relationships and more.

Microsoft’s suite of business software offerings within the Dynamics 365 suite provide very powerful solutions to digitally transform your business. But it can be complicated and difficult to deploy without the help of an experienced integration partner. As a Microsoft Certified Gold Partner we are here to help you every step of the way.

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Why Choose Dynamics 365 As Your CRM

A group of people working as a team.

Empower Your Team

Dynamics 365 is much more than a data entry system. It’s intelligent, predictive and equips your team with tools, actionable insights and a holistic view of the customer relationship. It also gives your employees the freedom to access information anywhere, from any device and in real time.

Positive customer experience.

Increase Customer Retention

By tracking customer interactions across all parts of your business using built-in AI capabilities, you gain a comprehensive 360-degree view of your relationships. These insights allow you to provide a more personalized service, making every engagement with your customer a positive and meaningful experience.

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Improve Processes

Dynamics 365 works seamlessly with Microsoft’s Office 365 platform, integrating gracefully with Outlook, Exchange, SharePoint and other Microsoft applications you might already be using. In combination with Microsoft’s Power Platform it allows for streamlined and automated business processes, in turn improving productivity and efficiency.

Bar chart depicting growth over time.

Accelerate Growth

Dynamics 365 is very flexible and can be customized to support any of your business relationships. This visibility and predictive power allow you to make informed and timely decisions that will help grow your business.

Dynamics 365 Development & Implementation

While Dynamics 365 may offer all the CRM functionality you need right out of the box, chances are some configuration and customization work will be needed for your business to enjoy its benefits to the fullest. Given the flexibility of the software, it can readily be tailored to support many scenarios outside of the traditional customer and sales relationship. We can help you plan, develop and implement a customized Dynamics 365 CRM solution that will organize your scattered data into a central system that your team will enjoy using.
Sample Dynamics 365 CRM dashboard on a tablet.
Illustration representing the integration of Dynamics 365 CRM with other applications.

Dynamics 365 Migration & Integration

If you’re using an older version of Dynamics CRM, or another CRM system and would like to migrate to the latest version of Dynamics 365, we can help. We will clean up and prepare your data for migration, customize the new system to your unique needs and fully execute the migration. In addition, we can build custom integrations with third-party and Microsoft tools—such as Outlook, Power BI, Power Apps, Microsoft 365 and Azure— or extend capabilities with customizations using the Microsoft Power Platform. Integrating your various software will improve efficiency and productivity while providing a 360 view of all your data.

Dynamics 365 Training & Support

Microsoft offers very powerful business software products but they can be challenging to navigate, resulting in poor adoption rates. In addition to developing and integrating your Dynamics 365 solution, we can provide effective, hands-on training on the ins and outs of Dynamics so your team can take full advantage of its features and feel confident using the new CRM. Plus, our support options range from ad-hoc to regular development improvements so we’re always here to help improve your Dynamics 365 customer engagement solution.
Illustration of a Dynamics 365 CRM support person.
Sample Dynamics 365 CRM dashboard on three different mobile screens.

Dynamics 365 Development Process

We start with understanding your needs and objectives and documenting your requirements. Then, we configure the appropriate Dynamics 365 modules to fit your business needs; We fit the tool to your business rather than fit your business to the tool. This includes integrating existing systems that typically cannot communicate with one another in order to automate sharing data or business rules. If your CRM solution requires a customized front-end user interface, like a web application, we can develop that as well.



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