Top 3 Dynamics CRM Customizations For Efficiency
Explore top Dynamics CRM customizations: custom status fields, automatic task creation, and template views for efficient data management. Boost your CRM efficiency now!
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Automate mundane HR tasks from pre-boarding to post-retirement with our award-winning HRMS suite, driven by emotional intelligence and powered by self-serving features at a click.
Microsoft Dynamics 365 is crucial for a successful digital transformation. It contains a gamut of applications – sales, service, finance, operations, and people, that bridge the gap between CRM and ERP. It is fueled by data and insights, and aids in the acquisition of new business opportunities.
Explore top Dynamics CRM customizations: custom status fields, automatic task creation, and template views for efficient data management. Boost your CRM efficiency now!
Discover top 3 Dynamics CRM customizations: inline editing, custom field options, and saving personalized views for better productivity.
Dynamics CRM Customizations: Boost efficiency with custom templates, sidebar editing options, and pinned navigation for quick access to key records.
Explore top Dynamics CRM customizations: custom status fields, automatic task creation, and template views for efficient data management. Boost your CRM efficiency now!
Discover top 3 Dynamics CRM customizations: inline editing, custom field options, and saving personalized views for better productivity.
Dynamics CRM Customizations: Boost efficiency with custom templates, sidebar editing options, and pinned navigation for quick access to key records.
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
This case study explores the features & challenges of migrating from Azure Dataverse to Azure blob Storage under Microsoft Dynamics Support.
We helped with Dynamics Discounted Licensing to procure licenses from Peritos instead of Microsoft to get the Partner discount
Dynamics 365 is Microsoft’s suite of intelligent business applications combining ERP and CRM capabilities. It helps businesses manage operations, sales, customer service, finance, marketing, field service, and more—all with deep integration into Microsoft 365 and Azure.
We specialize in Dynamics 365 Finance, Supply Chain, Sales, Customer Service, Field Service, Project Operations, Business Central, and Marketing. We also integrate Power Platform for automation, analytics, and custom apps.
Yes. We’ve delivered tailored Dynamics solutions for public sector, local government, healthcare, construction, retail, utilities, and finance sectors—using industry accelerators and customized workflows.
Absolutely. We handle upgrades from older Dynamics AX/CRM versions and migrations from other ERPs (like SAP or Oracle) to Dynamics 365 with minimal disruption.
Yes. We provide licensing advisory based on your usage needs to ensure cost efficiency. We also help clients consolidate or restructure their existing Microsoft licenses.
Yes. We provide hypercare, user training, support, enhancement services, and managed service options to ensure long-term success and stability.
We configure role-based access, data loss prevention, audit trails, and ensure solutions are compliant with standards like GDPR, HIPAA, and ISO.
Yes. We use Power Automate, Power BI, and custom plugins to automate approvals, notifications, and reporting—ensuring streamlined business processes.
We work with Microsoft to offer funding for qualified customers through FastTrack, pre-sales assessments, and solution envisioning workshops. Funding Summary: FastTrack for Dynamics 365 – up to $25K in onboarding and technical assistance for eligible deployments Solution Assessments / Envisioning Workshops – fully funded planning and ROI sessions by Microsoft ISV/Partner Incentives – discounts and POC credits for eligible industry and SaaS-based solutions
We begin with a free discovery session to assess your needs. Based on this, we propose a tailored roadmap covering licensing, implementation, integration, and support.
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