MSFT Dynamics 365 Customer Support Implementation & Customization Service

Unlock the full potential of your customer service operations with Peritos Solutions' Microsoft Dynamics 365 Customer Support Implementation Services. As your trusted Microsoft partner, we offer expert-led implementations, intelligent customizations, and ongoing support tailored to your unique business needs.

Clients

UXE

Agent Analytics

CS land traders

Department of Transport and Main roads

Content Monarchy

Social media Butterfly

Adinath Auxichem

Kailash Tubes

Pioneer school, Convent, 4 companies

AS Institute Ajmer

What We Do – Customer Support Implementation, Customization & Optimization

At Peritos Solutions, we enable businesses to deliver exceptional customer experiences by leveraging the power of Microsoft Dynamics 365 Customer Service. Our team of certified Dynamics 365 experts crafts tailored support systems that empower your teams to resolve issues faster, drive customer satisfaction, and build long-term relationships.
Whether you're starting from scratch or looking to enhance your existing setup, we ensure your Dynamics 365 Customer Support environment is fully aligned with your workflows and service strategies.

Implementation of Dynamics 365 Customer Support

We provide comprehensive Dynamics 365 Sales implementations, featuring tailored workflows, role-specific security configurations, guided sales paths, and automated processes designed specifically for your business operations. Our solutions drive rapid adoption, improved efficiency, and accelerated ROI.

Seamless CRM Integration & Migration

Our team integrates Dynamics 365 Sales seamlessly with Microsoft Office 365, Teams, Outlook, and various third-party systems to create a unified sales environment. We also expertly handle migrations from legacy CRM platforms, ensuring smooth, secure, and disruption-free transitions.

Post-Implementation Support & Optimization

Peritos Solutions offers ongoing support with continuous monitoring, timely issue resolution, and proactive platform optimizations. Our commitment is to keep your CRM environment secure, up-to-date, and fully aligned with your evolving sales strategies and objectives.

Responsive & Intuitive User Experiences

We focus on creating intuitive, user-friendly interfaces tailored for customer support agents. Our designs are responsive across desktops, tablets, and mobile devices, providing quick access to cases, histories, and customer insights — anytime, anywhere.

INTELLIGENT SUPPORT PROCESSES & AUTOMATION

Leverage powerful automation within Dynamics 365 to streamline repetitive tasks, set up auto-escalations, enable AI-powered virtual agents, and reduce manual workload. Peritos configures intelligent workflows that help agents prioritize efficiently and resolve issues faster.

Data-Driven Insights & Enhanced Reporting

Unlock the power of actionable insights with real-time dashboards and performance analytics. Our tailored reporting tools help your service managers monitor resolution times, customer feedback, SLA adherence, and identify areas for continuous improvement and growth.

Deliver Exceptional Customer Support with Dynamics 365!

Empower your service teams with intelligent, scalable, and personalized support solutions built on Dynamics 365 Customer Service.

Building World-Class Customer Support Platforms with Microsoft Dynamics 365

Unlock the full potential of your service operations with Peritos’ Dynamics 365 Customer Support Implementation Services. Our certified experts deliver secure, scalable, and high-performance support solutions that streamline ticket resolution, boost agent productivity, and improve customer satisfaction — all while enabling long-term business success.

Comprehensive Microsoft Dynamics Support Suite

Smart Workflow Orchestration

Robust Testing & Quality Control

Service Performance & Engineering Enhancements

Insightful Agent Interfaces & Dashboards

Flexible Service Process Customization

Customized Dynamics 365 Customer Support Solutions

Scalable, Intelligent, and Service-Focused CRM Capabilities
At Peritos, we deliver tailored Dynamics 365 Customer Support services that help organizations build efficient service operations, enhance agent performance, and elevate customer satisfaction. Whether you’re looking to expand your internal support team, engage a dedicated implementation squad, or fully outsource your CRM service delivery, we offer flexible, high-quality solutions built on Microsoft Dynamics 365.

DYNAMICS 365 CUSTOMER SERVICE STAFF AUGMENTATION

Amplify your support operations with certified Dynamics 365 Customer Service professionals from Peritos. Our experts specialize in setting up case management systems, defining SLAs, building automated workflows, and integrating tools like Teams, Outlook, and SharePoint. Whether you need assistance with service design, custom configurations, or day-to-day CRM support, our professionals seamlessly align with your team to accelerate delivery and improve service outcomes.

DEDICATED DYNAMICS 365 SUPPORT DELIVERY TEAMS

Accelerate your service transformation with a dedicated team built exclusively for your Dynamics 365 Customer Support deployment. Peritos assembles cross-functional squads including service consultants, CRM developers, Power Platform experts, and UI/UX designers. We build intelligent workflows, configure role-based dashboards, automate escalations, and integrate third-party tools — ensuring quick go-lives, scalable solutions, and enhanced agent efficiency.

FULLY MANAGED DYNAMICS 365 CUSTOMER SERVICE OUTSOURCING

Leave your entire Dynamics 365 Customer Service journey to Peritos — from initial consultation to post-implementation optimization. Our fully managed model includes case taxonomy design, system configuration, data migration, virtual agent integration, role setup, and performance tuning. With built-in reporting, continuous improvement cycles, and deep CRM expertise, we help you deliver exceptional support while you stay focused on your core business goals.

Our Dynamics 365 Expertise Across Industries

As a trusted Microsoft Dynamics 365 service provider, Peritos empowers organizations across diverse industries with tailored customer support solutions that solve real-world challenges and drive digital service excellence. From healthcare and manufacturing to BFSI, retail, and tech-driven enterprises, we deliver scalable, secure, and high-performing Dynamics 365 Customer Service implementations that enhance response times, streamline case management, and maximize service impact.

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Learn how Peritos developed a custom AWS application for Yorker, optimizing performance and scalability for seamless business operations.

Flexible Engagement Models for Dynamics 365 Customer Support Implementation

Select the Right Engagement Approach to Match Your Support Strategy

Embedded Dynamics 365 Support Teams

For businesses seeking long-term CRM support continuity, Peritos offers embedded Dynamics 365 Customer Service teams that integrate seamlessly with your internal operations.

Agile Dynamics 365 CRM Deployment Specialists

Need to scale or launch quickly? Our agile delivery specialists ensure rapid CRM implementation tailored to fast-changing service environments.

Strategic Support Process Engineering for Dynamics 365

Transform your service workflows with intelligent engineering and automation. We focus on designing streamlined processes that reduce resolution time and improve experience quality.

Why Choose Peritos for Dynamics 365 Customer Support Solutions

Reliable, Scalable, and Impact-Driven CRM Service Implementations
Peritos is your trusted partner for delivering end-to-end Dynamics 365 Customer Support solutions that help businesses elevate service quality and optimize support operations.
We enable service transformation with customized configurations, AI-driven automation, and deep Microsoft ecosystem integration. From omnichannel case handling to SLA governance and knowledge base optimization, our certified experts ensure your deployment is future-ready, secure, and designed for operational excellence.

Awards & Certifications -

Partnering Globally to Deliver Dynamics 365 Customer Support Excellence

As a trusted Microsoft Dynamics 365 implementation partner, Peritos collaborates with startups, SMBs, and large enterprises across industries to deliver transformative CRM solutions. Our deep domain expertise, scalable delivery models, and commitment to Microsoft best practices ensure that clients receive high-impact, secure, and future-ready Dynamics environments tailored to their sales strategy.

Industries We Empower with Dynamics 365 Customer Support Solutions

Enabling Exceptional Support Across Sectors with Scalable CRM Deployments
At Peritos, we help organizations across industries transform their customer service operations using Microsoft Dynamics 365 Customer Service. Our tailored implementations are designed to reduce response times, improve resolution accuracy, and elevate the overall customer experience—no matter the industry. Whether you’re managing high-touch client relationships, patient support, student services, or technical helpdesks, we deliver scalable, secure, and intelligent support systems that align with your industry’s unique needs.

Financial Services & Insurance

✅ Advanced lead scoring and opportunity forecasting
✅ Compliance-focused workflows and secure client data handling
✅ Integrated portfolio tracking and advisor dashboards
✅ Real-time reporting on revenue and client lifecycle
✅ Custom SLA enforcement for regulated environments
✅ Outlook & Teams integration for relationship management

Manufacturing & Supply Chain

✅ Territory management and partner account mapping
✅ Forecasting modules aligned with production cycles
✅ Integration with ERP and inventory systems
✅ Quote-to-cash automation for complex B2B sales
✅ Pipeline views for distributors and field reps
✅ SLA-based escalation and service workflows

Education & EdTech

✅ Student lifecycle CRM with lead nurturing flows
✅ Automated outreach for admissions and enrollment
✅ Integration with learning portals and email campaigns
✅ Role-based dashboards for faculty and counselors
✅ Event, webinar, and campaign tracking modules
✅ Custom workflows for inquiry-to-enrollment journeys

Healthcare & Life Sciences

✅ CRM for managing provider relations and partnerships
✅ HIPAA-compliant data workflows and field-level security
✅ Sales Copilot integration for reps and field agents
✅ Appointment scheduling and referral management
✅ Opportunity tracking across clinical product lines
✅ Mobile-ready CRM for medical sales teams

Real Estate & Property Management

✅ Custom CRM modules for deal flow and property leads
✅ Sales automation across buyer, seller, and broker journeys
✅ Integration with property listing platforms
✅ Agent performance dashboards & follow-up triggers
✅ Campaign and email drip automation
✅ Lead scoring based on property interest and location

IT Services & SaaS

✅ Subscription and license-based CRM workflows
✅ Integration with DevOps, helpdesk, and billing platforms
✅ AI-driven sales recommendations and churn risk tracking
✅ Sales playbooks and business process flows
✅ Custom reporting for ARR, MRR, and renewal cycles
✅ Power BI dashboards for leadership and investors

Frequently Asked Questions

Here are answers to some questions related to Dynamics 365 Sales Implementation & Development Services, which our clients frequently ask.

Q. What is Dynamics 365 Sales, and how does Peritos help implement it?

Ans. Dynamics 365 Sales is Microsoft’s CRM solution for streamlining lead management, forecasting, and customer engagement. At Peritos, we specialize in implementing and customizing it to match your sales goals and business workflows.

Ans. Yes. We configure Dynamics 365 Sales to align with your specific operations—customizing entities, sales stages, workflows, and automation rules for a seamless fit.

Ans. Absolutely. We integrate Dynamics 365 Sales with Microsoft 365, Outlook, Teams, SharePoint, and external platforms like ERP, marketing automation, and support systems.

Ans. Depending on the project scope, our implementations typically range from 4 to 12 weeks. We also offer agile, phased rollouts for faster results with minimal disruption.

Ans. Yes. We provide end-to-end CRM migration services—from data mapping and cleansing to secure transfer and validation—ensuring accuracy and continuity.

Ans. We do. Our services include ongoing support, platform optimization, user training, and documentation to ensure your team stays productive and confident.

Ans. Yes. We help you deploy and configure mobile-optimized CRM access so your sales teams can manage leads, deals, and updates from anywhere.

📩 Have more questions? Get in touch with our frontend experts today! 🚀

What Our Clients Have to Say About Us

We are grateful for our clients’ trust in us, and we take great pride in delivering quality solutions that exceed their expectations. Here is what some of them have to say about us:

Dr Akanksha Niranjan

Director | Ekanshi Solutions

I am working with Ekanshi solutions as part of Medical Advisor. I am also reviewing the HMIS software and involved in the process of forms and formats development. Peritos solutions is very well versed with the conversion of ideas in HMIS development..

John Leeves

Director | Tonkin + Taylor

Peritos are very easy to work with and have excellent development skill. They were dedicated/committed to our project and provided great service.

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