Microsoft cloud

Dynamics 365 consulting services

Elevate your business with our tailored Dynamics 365 consulting services. Our experts will help accelerate your CRM solution from strategy to customization and migration.

Increase business agility with Dynamics 365

Dynamics 365 is a collection of business applications designed to help companies manage various tasks, such as sales, customer service, finance, and project management. Dynamics 365 simplifies business processes and improves efficiency by connecting different parts of a business. What makes Dynamics 365 stand out against competing CRM systems is its flexibility to fit businesses of all sizes, from small startups to large enterprises.

Flexibility

Dynamics 365 stands out for its ease of use, flexibility, and variety of modules available such as sales, marketing, project and field service management. This ensures that every area of your business has a dependable ERP with integrated modules to meet operational, compliance, and productivity requirements.

Customization

With Dynamics 365, you can easily customize the system to fit the specific needs of your organization. The platform provides a wide range of options for customization, automation, reporting, and security.

Integration

Dynamics 365 CRM integrates with other Microsoft products, such as Office 365, SQL, and LinkedIn, making it easy for organizations to use the CRM system alongside third-party already available integration in the marketplace.

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What our Dynamics 365 consultants deliver

Let us handle the technical side of Microsoft Dynamics for your business. We'll design a complete solution tailored to your needs, including all the features and integrations you'll need.

Our certified Dynamics 365 consultants and developers will design a comprehensive CRM or ERP solution tailored to your requirements, encompassing all the necessary features and integrations to optimize your business processes and drive efficiency.

Our Dynamics 365 approach

Solution discovery

Our team will provide a Dynamics 365 solution discovery workshop to identify business goals and needs. The workshop also includes a lightly customized Dynamics 365 solution to demonstrate capabilities and potential use.

Strategy and planning

Our Dynamics 365 solution architects work with your team to discover business needs and pave the way to a successful design, implementation, deployment, and adoption of your Dynamics 365 CRM or ERP solution.

CRM development

Dynamics 365 customization and development encompasses UI enhancement, integration creation, workflow design, report generation, and automation implementation, delivering a tailored and efficient solution.

Training and support

Our experienced consultants deliver customized Dynamics 365 training and support tailored to your unique needs, empowering employees to fully leverage Dynamics 365 capabilities and ongoing enhancements.

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Our Dynamics 365 product specialties

Whether you're just starting with Dynamics 365 or looking to upgrade from an older CRM version, we can help you every step of the way.

Our CRM and ERP consultants and developers can help you maximize your investment in Dynamics 365. We provide planning and implementation of your Dynamics 365 solution, customize it to meet your specific business needs, and train your team on how to use it effectively.

Sales

Marketing

Business central and ERP

Project operations

Customer service

How our Dynamics 365 consulting works

Our comprehensive Dynamics 365 delivery process: From envisioning to go-live and beyond.

Envision

Understanding your business goals, current capabilities, requirements, and processes is key to any CRM implementation. Through discovery and gap analysis, together we will document a guideline and a roadmap to a CRM that drives success and growth.

Design

Getting it all together. Your processes, documents, automation, third-party applications, business requirements, security, and data. At this stage, our team begins a design process and breaking the project into milestones.

Develop

The development stage consists of developing your CRM user experience, integrations, and back-end code tasks. Each development milestone is presented and reviewed with your project stakeholders to ensure satisfaction.

Feedback

Optional ongoing cloud management and optimization services to help you increase your cloud ROI through resource management, right-sizing, cost optimization, and security.

Data conversion

We conduct a series of internal and collaborative workshops to test and validate the product in preparation for data conversion. This allows our team to present a usable product ready, demonstrate business processes, and engage with your team on suggestions.

User adoption and training

During the project’s early stages, together, we define a successful adoption playbook to continuously drive engagement and usage. Our Dynamics 365 consultants will oversee training based on the agreed-on playbook as well as provide internal champion training for each CRM role.

Go-live

Importing most recent data and pre-live cleanup to ensure a smooth live transition. Our engagements continue beyond going live. We aim to increase your CRM ROI, drive user adoption and engagement, and enhance and support your Dynamics 365 solutions.

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Related insights and case studies

Business Central

This case study highlights how GOBI Technologies implemented Dynamics 365 Business Central for an auto parts manufacturing company to address its management challenges efficiently. The implementation involved needs assessment, solution design, customization, migration, and integration with the company's existing systems. Implementing Business Central has provided benefits such as improved productivity, enhanced inventory management, financial management, BOM management, and increased customer satisfaction.

Auto-Parts manufacturer modernize operation with Business Central

Dynamics 365

Durable Roofing National. is a well-established roofing company that has been serving its customers for over 20 years. With a team of experienced roofers and a strong reputation for quality workmanship, Durable Roofing has always been focused on delivering top-notch customer service. However, as the company has grown over the years, Durable realized they needed to find a better way to manage their field service operations.

Durable Roofing enhances service delivery with Dynamics 365

Cloud

Discover the different suites Dynamics 365 offers and how it can help your team unify sales, marketing and customer service. Read this eBook to learn more.