Dynamics 365 Sales, Marketing, Customer Service & More.

CRM Implementation Services

Microsoft Dynamics 365 CRM implementation solutions for your enterprise, including custom implementations, integrations, migrations, consulting, and ongoing support. Our team of world-class consultants has empowered over one million people worldwide.

ImplemenT CRM FROm Microsoft Dynamics

CRM Implementation Consulting


CRM is the core component of most enterprises, and implementing Dynamics 365 CRM allows organizations to manage their privacy, security, implement data migration strategies, create training, and reduce downtime challenges. Don’t make the same mistakes during your implementation. Invest in a first-class Dynamics 365 consultant that supports your organization throughout the CRM implementation process, from installation to migration to deployment and beyond.

Why Should You Implement CRM ?

A customer relationship management (CRM) system is your centralized hub for managing communications with customers. These include customers, clients, suppliers, and partners. Prospects and customers will feel the pain when your team isn’t on the same page from department to department. From their perspective, they have a relationship with one company, not a collection of different people and departments. Everyone on your team needs context about your customer’s everyday needs, wants, and current state, so they can pick up the conversation where it left off. Get a clear view of an organization’s decision-makers and their relationships.

A CRM system compiles customer records in one system, making it easier to track interactions, solve problems, run business-critical analytics, protect data privacy and communicate more effectively. You can also predict customer needs, segment customers and generate accurate insights into your customer base for better decision-making.

Why Should You Use Microsoft Dynamics 365 CRM?

Microsoft Dynamics 365 CRM is the world’s most powerful CRM system for building customer relationships. It provides unrivaled security, scalability and performance. Learn how you can shift to digital selling with prebuilt intelligence and equip sales teams with adaptive guidance to better serve customers with Sales AI.

Unlike some CRMs, you can integrate Dynamics 365 CRM with other Microsoft products for even better customer outcomes. These products include programs in the Microsoft Dynamics suite, Power Apps and more. By incorporating Dynamics 365 CRM with other programs, you can generate a 360-degree overview of your customers for better relationship-building, problem-solving, and decision-making.

The 5 Best Dynamics 365 CRM Features

Visualizations & Dashboards

Visualize where customers are in your pipelines for sales and revenue growth with dashboards and direct integrations to tools like Power BI and Tableau.

Sales AI & Analytics

Generate real-time performance data about customers by predicting sales with advanced analytics and machine learning.

Workflows & Automation

Automate CRM tasks and workflows such as emails, customer feedback, sales quotes, and customer service responses with Power Automate.

Integrations & CDS (Dataverse)

Connect with customers across various platforms for more effective engagement. You can communicate with customers via phone, email, live chat, and social media.

Customer Insights

Get meaningful insights about your customers. Bring together transactional, behavioral, and demographic data in real time to create a 360-degree view of your customers.

Once you use Dynamics 365 CRM, you can engage with customers, improve retention, generate insights, boost sales, and grow your business. However, implementing this platform can be difficult. Businesses face many problems during implementation, such as data loss, downtime, and a lack of user adoption. Working with a Dynamics 365 partner like Dynamic Consultants Group solves these challenges.

Think of a Dynamics 365 consultant as an extra pair of eyes and ears for your customer service team. A reliable consulting company like Dynamic Consultants Group takes care of all the issues associated with implementation and provides ongoing consulting and support for your employees. Working with a consultant can make all the difference between CRM success and failure.

Facts About CRM

It takes, on average, 3-6 months to implement a traditional CRM and another 1-3 years before the company generates an investment return from the system. When businesses take the right steps during a CRM Implementation, from selecting the right partner, to defining clearly their goals, and assembling the right implementation team, and other key steps, they can reach the full potential of even 500%.


What Does a CRM Implementation Cost?

It depends. CRM implementation can cost tens or even hundreds of thousands of dollars. But we typically associate these costs with projects that go over budget because of delays, technical problems, a lack of user adoption, and other challenges. Simple CRM implementations are relatively cheap, but few B2B businesses succeed because they underestimate the complexities of installing, integrating and maintaining a new system.

Working with a consultant can reduce the costs of CRM implementation significantly. These professionals know the common problems associated with installation, migration and maintenance and can create a blueprint for CRM implementation success.


Working with a consultant can prevent Dynamics 365 CRM implementation failures. Click below to contact Dynamic Consultants Group, the No.1 Dynamics 365 partner for businesses.

How Long Does a CRM Implementation Take?

Project Envisioning Session
Phase 0 of every project is the Envisioning Session, this is at the core of what makes our implementations a success. We work with your team to identify risks, areas of concern and set milestones and success criteria for your project.
Solution Roadmapping
This phase is a series of workshops with your implementation team, your users and your stakeholders to refine the scope, detail the project goals, discuss data migrations and implementation tasks in detail. These workshops will allow us to map out the implementation in the most effective way.
Implementation Build
Following the roadmap sign off we begin engaging our delivery engine to start the build out of your CRM. Our team begins with configuration, security and customizations, as well as data migrations and third-party tools. This is the core CRM build out that takes us to 70-90% project completion.
Refinement and Iterative Build
Once we have the initial build completed, the next step is to begin iterating on that build. Our unique process allows you to see your system within a few weeks not months, this allows you to make on-the-fly adjustments during the project to keep the project on-track and on-timeline. Learn about our approach.
User Adoption & Training
User adoption and training are critical to seeing any system have long-term success. This phase we work to build out a training library of your system, conduct end user and admin training. We set you up for success from day one. Learn more about training.
Implementation Go-Live
During the final weeks of your implementation we work with your team to ensure you hit the ground running. Your dedicated team will work with project stakeholders, end-users and project champions that will propel your project into success.
Post Go-Live Support
Post go-live support is critical to the ongoing success of a project. You've spent so much time planning and implementing your solution, do not let it get stagnant by bypassing support. Supporting users is key to ongoing adoption. Learn more about support.
Week 1
Week 2-4
Month 1-6
Month 3-8
Month 4-12
Month 6-12
Beyond Go-Live

Ready to Start a CRM Implementation?

Why Should You Work With a Partner for CRM Implementations?

A Dynamics 365 CRM partner provides CRM implementation services that power your B2B workflows. A good partner takes care of every aspect of CRM implementation with personalized consulting and support solutions for your workforce and does all the hard work for you. 

So you want to scale your CRM operations. But where do you start? Some enterprises know they need to implement new tools and technologies but require a helping hand. A Dynamics 365 partner provides custom consulting services for CRM implementation that focus on migration, licensing, pricing, customizations, and security.

Investing in these services provides multiple benefits:

Save Time on Implementation and Go-Live
Save Money on Implementation Costs
Power Your Team
Generate more value from Microsoft Dynamics 365 CRM
Access the knowledge of world-class Microsoft Dynamics specialists
Identify problems with CRM implementation early on
Streamline CRM Implementation Efforts
Generate more value from Microsoft Dynamics, Power Platform, and other Microsoft products

Working with a partner optimizes the entire Microsoft Dynamics implementation process, providing you with a solution roadmap for Microsoft Dynamics 365 CRM and Microsoft Dynamics 365 ERP. A good partner also provide you with the best build vs. buy techniques, on-premise and cloud migration strategies, architectural strategies, integration and migration tips, and analytics and reporting shortcuts. 

Knowledge is power. Working with a Dynamics 365 partner provides you with unparalleled insights into the implementation process. The result? You make fewer implementation mistakes and guarantee the success of new technologies in your enterprise.

Get a FREE Project Assessment

Our free project assessment reviews your enterprise’s requirements, processes and potential challenges as you expand your B2B efforts. Use this free tool to predict your future implementation project. Also, learn why working with a Dynamics 365 partner like Dynamic Consultants Group saves you time, money and hassle. 

Microsoft Dynamics 365 CRM Implementation

Microsoft Dynamics 365 implementation on your terms, just the way you like it. A partner streamlines implementation so you can reach core clients with the No.1 CRM system on the planet and customizes it all based on your budget and requirements.

Microsoft Dynamics 365
CRM Integrations

Microsoft Dynamics 365 is the endpoint for almost every tool via an API. But it’s complicated to integrate 365 into your enterprise. A partner provides integrated solutions for on-premises and cloud-based systems.

Microsoft Dynamics 365
CRM Migrations

Migrating data to Microsoft Dynamics 365 can be difficult. But a partner supports you at every step of your journey with continued solutions that reduce data loss, data integrity and downtime.

Microsoft Dynamics 365
Consulting and Support

A good partner provides full-scale consulting and support services for all Dynamics 365 products, including Sales, Marketing, Customer Service, Project Service Automation, Finance and Operations and more.

Microsoft Power Platform Consulting and Support

Power Apps lets you build scalable apps that grow your business with Microsoft Power Platform, and use a reputable partner for ongoing implementation, integration, migration, consulting and support.

Other Microsoft Implementations

Get more value from the entire Microsoft ecosystem with customized consulting and support. A partner will drive your workflows, providing you with the technological framework you deserve. 

Business Intelligence

Generate real-time business insights that empower your operations. A partner finds you the best BI tools on the market so you can access the latest intelligence from Microsoft Power Apps, Power Automate, Power BI and other products in the Microsoft ecosystem. 

Scroll to Top