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.
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.
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.
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.
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 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.
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.
Dynamics 365 customization and development encompasses UI enhancement, integration creation, workflow design, report generation, and automation implementation, delivering a tailored and efficient solution.
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.
Whether you're just getting started with Dynamics 365 or you're looking to upgrade from an older version, we can help you every step of the way.
Our Dynamics 365 experts can help you get the most out of your investment in Dynamics 365. We can help you plan and implement your Dynamics 365 solution, customize it to meet your specific business needs, and train your team on how to use it effectively.
Whether you're just getting started with Dynamics 365 or you're looking to upgrade from an older version, we can help you every step of the way.
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.
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.
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.
Optional ongoing cloud management and optimization services to help you increase your cloud ROI through resource management, right-sizing, cost optimization, and security.
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.
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.
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.