Right-Size Your Licensing
We work through the Dynamics 365 licensing options with you and put the most cost-effective mix in place for your team's roles, so you pay for what you use and nothing you don't.
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As your Dynamics 365 implementation partner, we craft an implementation strategy tailored to your industry, backed by 300+ successful D365 projects.
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Our D365 implementation services cover the full rollout, from licensing and scope through configuration, data migration, training and post go-live support. Every engagement is run by a D365 implementation consultant who stays with the project from kickoff to launch.
We work through the Dynamics 365 licensing options with you and put the most cost-effective mix in place for your team's roles, so you pay for what you use and nothing you don't.
We evaluate the complexity and operational needs of your organization, pin down the customization and effort required, and give you a precise plan before the build begins.
We configure the modules you need and tailor Dynamics 365 to your exact processes and business objectives, so the platform fits how your teams already work.
We map, cleanse, migrate and validate your data from existing systems into Dynamics 365, so you go live on records you can trust, with no duplication or gaps.
We plan and deliver role-based training with practical materials, so your people are ready to use the platform from day one and adoption doesn't stall after launch.
Our work continues past launch with ongoing maintenance, updates and support, budgeted from the start, so your solution keeps pace with your business, and the running cost is never a surprise.
Three issues commonly push Dynamics 365 implementations over budget or off schedule.
In many cases, configuration, customization, integrations, and internal responsibilities are not defined in enough detail before the project starts.
Small Changes Become Change RequestsWhen configuration, integrations, and internal responsibilities are not defined in enough detail, the required effort is underestimated and the timeline starts to drift.
In many implementations, licensing, customization, and training are not fully estimated at the start, leaving gaps that show up later in the project.
The Initial Estimate Misses Key Cost AreasWhen licensing choices, customization effort, and training needs are not assessed early, the original estimate rarely reflects the true Dynamics 365 implementation cost.
Many projects focus heavily on configuration and leave user preparation until the end, when teams have the least time to absorb new workflows.
Training Is Left Out of the PlanWhen role-based training is not included in the original timeline and budget, it gets rushed, delayed, or reduced just before go-live.
Whichever modules you're rolling out, we handle the configuration, data and integration to get them live.
Give sellers a clearer view of leads, opportunities, relationships, activities, and forecasts, so they can focus on the deals most likely to move forward.
ExploreBring cases, conversations, knowledge, routing, and service history together so agents can respond faster and resolve issues with better context.
ExploreConnect work orders, scheduling, dispatch, technicians, customer assets, inventory, and service communications across field operations.
ExploreCreate connected customer journeys using segmentation, automation, analytics, and personalized communication across the customer lifecycle.
ExploreConnect sales, resource planning, project delivery, time, expenses, billing, and profitability within one project lifecycle.
ExploreAI reduces repetitive implementation work and helps teams use more of Dynamics 365 after go-live. Every configuration, migration, test result, and deliverable is reviewed by a Dynamics 365 specialist before it reaches your environment.
01. AI in Our Delivery Process
We use AI to support time-consuming implementation tasks, helping the project move forward while keeping technical decisions and approvals with experienced consultants.
02. AI Within Dynamics 365
Dynamics 365 includes built-in AI and Copilot capabilities. As part of the implementation, we configure the relevant features around your data, processes, user roles, and governance requirements.
As your Microsoft Dynamics 365 implementation partner, our job is to make sure you actually get these outcomes, not just the licenses.
Bring finance, sales, service, projects, and operations together so teams work from the same data instead of disconnected systems.
Connect Dynamics 365 with Teams, Outlook, Excel, Power BI, and other Microsoft tools your teams already use.
Give every department access to accurate, up-to-date customer and operational information.
Use role-based licensing to give each employee the access they need without paying for unnecessary applications.
Reduce manual work, improve resource use, and automate repetitive processes across departments.
Improve monitoring, reporting, audit trails, and risk visibility with built-in controls and automated alerts.
Capture, track, and nurture leads from email, webinars, websites, and campaigns within one connected sales process.
Use unified customer profiles and real-time insights to deliver more relevant marketing and service interactions.
Use AI-powered virtual agents and intelligent routing to reduce resolution time and free service teams for more complex issues.
Help sales and field teams access customer information, manage tasks, and continue working even when offline.
Match technicians to jobs based on skills, availability, issue type, and location.
Connect sales, resources, time, expenses, billing, and project performance in one system.
A consultant walks your modules, data and timeline before anything is quoted.
Talk to our D365 expertHere's a breakdown of our Dynamics 365 Implementation workflow
Industries
Configure Dynamics 365 around the processes, regulations, customer journeys, and operational challenges specific to your industry.
We help banks and financial firms use Dynamics 365 to manage client relationships alongside the compliance, reporting, and document controls their teams rely on.
Explore moreFor retailers, Dynamics 365 brings commerce, inventory, and customer data together across stores and digital channels.
Explore moreManufacturers can connect supply chain, operations, and field service in one system, with SharePoint-based bid and project management added where needed.
Explore moreAEC firms can use Dynamics 365 to manage CRM, contracts, documents, and project tracking. Legacy environments can also be upgraded and connected with tools such as DocuSign and ZoomInfo.
Explore moreFor logistics and transportation firms, Dynamics 365 can bring CRM, operational workflows, and Power BI reporting together for better visibility across fleet activity.
Healthcare organizations can use Dynamics 365 to support patient engagement and day-to-day operations while meeting sector-specific compliance requirements.
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Dynamics 365 Solutions
why choose us
Trusted by organizations worldwide to implement, optimize, and scale business-critical platforms.
Beyond implementation, we offer end to end Dynamics 365 services to help you plan, integrate, extend, optimize, and support your business systems.
Connect Dynamics 365 with your existing ERP, ecommerce, finance, data, and third-party systems so information flows reliably across your business.
Explore Integration ServicesMove from legacy Dynamics versions to a modern cloud environment with structured upgrade planning, data validation, and post-upgrade optimization.
Explore Upgrade ServicesKeep your environment stable with ongoing troubleshooting, enhancements, version updates, and proactive monitoring aligned to your SLAs.
Explore Support ServicesExtend Dynamics 365 with Power BI, Power Apps, Power Automate, and Power Pages to automate workflows and build custom experiences on top of your data.
Explore Power Platform ServicesMicrosoft provides the platform, but successful implementations require business process design, data migration, integration planning, and change management. A partner brings proven methodology, accelerators, and experienced consultants who reduce risk, avoid rework, and help you go live on a realistic timeline.
We start with discovery and scope definition, then move through configuration, data migration, testing, training, and go-live support. Every phase is led by a dedicated D365 implementation consultant who stays with the project from kickoff through post-launch stabilization.
Cost depends on modules selected, customization depth, data volume, integrations, and user count. Licensing, services, training, and post-go-live support all factor in. We provide a detailed scope and fixed-price options after discovery so you know the full investment before build begins.
Timelines range from a few months for focused CRM or ERP rollouts to longer programs for multi-module, multi-entity deployments. Phased implementations help teams go live in stages while managing risk and spreading investment over time.
Typical services include licensing guidance, business process mapping, module configuration, customization, data migration, integration setup, testing, user training, go-live support, and ongoing maintenance. Scope is tailored to your modules, industry, and operational priorities.
The process moves through inspection and analysis, solution design, iterative configuration and development, testing, user readiness, and deployment. We define acceptance criteria, deliverables, and handover plans upfront so every stakeholder knows what success looks like.
Common drivers include vague scope, underestimated customization, missing integration requirements, licensing surprises, and training left until the end. Detailed discovery, fixed deliverables, and change-control processes help keep budgets predictable.
Define clear business outcomes, align executive sponsorship, map processes before configuring, prioritize must-have requirements, plan data migration early, include role-based training in the timeline, and budget for post-go-live support from day one.
That depends on how closely your processes align with standard Dynamics 365 capabilities. We recommend configuring out-of-the-box features first, then adding targeted customization or Power Platform extensions only where they deliver measurable business value.
We map source fields to Dynamics 365 entities, cleanse and deduplicate records, run trial migrations, validate results with business users, and execute final cutover during a controlled go-live window. Data quality checks are built into every stage.
Yes. Dynamics 365 connects with ERP, CRM, ecommerce, finance, HR, and line-of-business applications through APIs, middleware, and Power Platform connectors. Integration scope is defined during discovery and built alongside module configuration.
Yes. We assess the current environment, documentation, and outstanding work, then create a recovery plan with clear milestones. Rescue engagements often include scope reset, data cleanup, re-testing, and accelerated go-live planning.
Licensing is role-based and module-specific. Options include user subscription licenses, team member licenses, and application licenses depending on modules and access needs. We help you select the most cost-effective mix for each role in your organization.
We deliver role-based training, quick-reference guides, and hands-on sessions aligned to each team's daily workflows. Super-user programs and train-the-trainer approaches help build internal champions who support adoption after launch.
Post-go-live support covers issue resolution, environment monitoring, version updates, and enhancement requests. We offer fixed-price support packages so ongoing maintenance costs are predictable and your solution continues to evolve with your business.
CRM and ERP modules share a common data platform but serve different functions—sales and service versus finance and operations. They can be implemented together or in phases. Unified data models help both sides work from consistent customer and operational information.
Identify executive sponsors, document current processes, inventory existing data sources, define priority use cases, and assemble a cross-functional project team. Clear goals and stakeholder availability during discovery significantly accelerate the implementation.
Discover our latest publications on technology, trends, and what is shaping the industry.
Learn how AI agents and Copilot capabilities in Dynamics 365 Customer Service help teams route cases faster, resolve issues with better context, and improve service outcomes.
Read More >See how AI-driven case routing and knowledge recommendations in Dynamics 365 helped this manufacturer improve service efficiency and customer satisfaction.
Read More >Discover how AI transforms operations across industries with real-world use cases, ROI insights, and practical tools for business leaders.
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