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CRM & Customer Experience

Dynamics 365 Customer Engagement Services

Transform your customer relationships with Dynamics 365 CE. From new implementations to fully managed support, we deliver CRM solutions tailored to your organization's unique needs.

Comprehensive Customer Engagement Services

Everything you need to succeed with Dynamics 365 CE—from day one implementation through ongoing optimization.

Complimentary 2-Day Assessment

New Implementations

Start your CRM journey with confidence. Our proven methodology ensures a smooth deployment that meets your business objectives on time and on budget.

  • Free 2-day discovery and assessment
  • Sales process mapping and optimization
  • Data migration and integration planning
  • User training and change management
  • Go-live support and hypercare
24/7/365 Support

Managed Services

All-inclusive support options tailored to fit your organization's needs. Whether you're implementing, need ongoing support, or want to fully outsource—our managed services adapt to you.

  • 24/7/365 dedicated support team
  • Proactive monitoring and maintenance
  • Flexible packages based on your needs
  • Version upgrades and patch management
  • Performance optimization
AI-Powered

Dynamics Copilot

Unlock the power of AI in your CRM environment. Our experts help you enable, configure, and maximize Copilot to automate routine tasks and gain intelligent insights.

  • AI-generated email drafts and replies
  • Meeting preparation summaries
  • Opportunity scoring and insights
  • Conversation intelligence
  • Case summaries and knowledge suggestions
Solution Architect Led

General Audits

Comprehensive audits conducted by a Solution Architect designed for existing CE environments. Identify opportunities to automate processes with Copilot and optimize your system.

  • Full system health assessment
  • Process automation opportunities
  • Copilot readiness evaluation
  • Security and compliance review
  • Prioritized optimization roadmap
Hands-On

Training

Hands-on training programs designed to maximize user adoption and ensure your team gets the most out of Dynamics 365 CE. From sales reps to admins—we've got you covered.

  • Role-based training programs
  • Live virtual and on-site options
  • Custom training materials
  • Admin and power user certifications
  • Ongoing learning resources
Flexible Resources

Staff Augmentation

Extend your team with experienced CE professionals. From short-term project support to long-term embedded resources—scale your capabilities without the overhead.

  • Functional consultants
  • Power Platform developers
  • Project managers and team leads
  • Flexible engagement models
  • Quick ramp-up and knowledge transfer

Managed Services Built Around You

Regardless if you are looking to implement CRM, need support, or simply want to outsource it entirely—our Managed Services are created based on your unique needs.

All-Inclusive 24/7/365 Support

Our managed services go beyond break-fix support. We become an extension of your team, proactively monitoring your environment, handling updates, and continuously optimizing your CRM investment. Flexible packages mean you only pay for what you need—whether that's full outsourcing or targeted project support.

Round-the-Clock Coverage

24/7/365 support ensures your CRM never sleeps—and neither does your business.

Proactive Monitoring

We identify and resolve issues before they impact your sales team.

Dedicated Account Team

Your own team of CE experts who know your business inside and out.

Flexible Packages

Scale up or down based on your needs—no long-term contracts required.

Dynamics 365 Customer Engagement Applications

A unified suite of applications built on Dataverse to power every customer interaction—from first touch to ongoing support.

Ready to Transform Your Customer Relationships?

Schedule your complimentary 2-day assessment and discover how Dynamics 365 CE can accelerate your sales and service operations.