Microsoft Dynamics 365 CRM consulting & implementation services
Dynamics 365 capabilities & benefits we help you unlock
Enhance operational efficiency
Streamline and automate your CRM workflows, freeing your teams from clerical tasks and allowing them to engage with customers instead.
- AI-enabled lead and opportunity scoring to focus your efforts on high-value ones
- Task planning and tracking across the sales funnel for better team coordination
- Task automation, including Copilot-enabled marketing and sales content generation or customer issues diagnostics, to reduce manual effort
- Conversational AI chatbots and AI-powered IVR for human-like interactions and customer issue resolution in real-time
Drive sales & boost revenues
Identify and nurture leads to maximize conversion rates and profit.
- AI-powered audience segment recommendations and marketing campaign personalization to boost lead generation
- AI-based recommendations on the next best sales actions to close more deals
- Omnichannel communication with real-time translation to engage customers across multiple touchpoints in the language of their choice
Deliver superior customer experiences
Serve your clients more effectively and boost customer engagement, satisfaction, and retention.
- Real-time customer journey personalization to deliver more relevant products and services
- Mobile access to CRM data and functionality to assist customers anytime and anywhere
- Case management automation and self-service support to facilitate query resolution
Make better business decisions
Centralize and analyze customer data and other business information to get a 360° view of your clients and optimize your CRM strategies.
- Sales forecasting capabilities to predict your revenues
- Support and sales teams’ performance monitoring to track progress towards KPIs
- Sales and support agents staffing planning based on seasonality and predicted workload
- Sentiment analysis to gauge customer perception of your brand and service offering
Our Microsoft Dynamics CRM service offering
Consulting
Our certified consultants guide you through every stage of your Dynamics CRM project, helping you overcome technical challenges and maximize the platform’s value. We assist with business needs analysis, license selection, project management, implementation planning and execution, and user adoption.
Implementation
We handle your Dynamics 365 implementation process end-to-end, helping you adopt a software solution based on a suitable combination of products from Microsoft’s CRM suite. Itransition offers the following options:
- Standard implementation
a comprehensive offering that includes advanced platform customizations to equip companies of all sizes with a solution tailored to their established workflows.
- Quick implementation
a cost-effective package covering basic configurations to swiftly implement Dynamics 365 CRM or lightweight Power Platform-based Power Apps CRM in up to seven weeks.
Customization
Our specialists help you tailor the out-of-the-box functionality of Microsoft Dynamics to your specific CRM needs, established workflows, and evolving industry requirements.
Integration
We integrate Dynamics 365 CRM with your existing systems, such as ERP, accounting software, and ecommerce platforms, as well as with other Microsoft products, including Teams, SharePoint, and Power BI, and third-party applications like LinkedIn, Salesforce, and HubSpot. We configure the platform’s native integrations or develop custom APIs, enabling your staff to manage CRM operations and access relevant data within a unified solution.
Migration
Our team transfers business data from your legacy CRM and other systems to Dynamics 365 with minimal downtime. We can also migrate your Dynamics solution and related data from the on-premises environment to the cloud for superior application scalability.
We provide comprehensive user training and help desk support to facilitate smooth Dynamics 365 adoption. We also offer Dynamics CRM administration services that include platform configuration, update management, user and data administration, and ongoing system monitoring to promptly identify and resolve issues, ensuring uninterrupted and efficient software performance.
Drive digital transformation with expert Dynamics 365 implementation
Client spotlight
70%
potential licence cost reduction
CRM for engineering consultancy
We helped a US-based engineering and environmental consulting firm select, design, and implement a CRM system to replace its legacy solution used for over 15 years. Built on top of Microsoft’s Power Platform, the new system proved user-friendly and cost-efficient and enabled the company to increase sales agents’ productivity and streamline core CRM workflows.
15h
fewer on admin tasks per week
Sales automation for a special equipment dealer
We implemented a Microsoft Dynamics 365 Sales-based solution, customizing its functionality and workflows, to help a construction and special equipment provider automate sales operations, ensure more precise client targeting and experience personalization, and make more informed business decisions.
25%
more closed deals
Centralized customer engagement solution for retail
To help a B2B retailer streamline their sales and after-sales processes and deliver faster and more personalized customer support, Itransition’s team delivered a unified Customer Engagement Management platform built with Sales, Customer Service, and Field Service Microsoft Dynamics 365 products.
70%
potential licence cost reduction
CRM for engineering consultancy
We helped a US-based engineering and environmental consulting firm select, design, and implement a CRM system to replace its legacy solution used for over 15 years. Built on top of Microsoft’s Power Platform, the new system proved user-friendly and cost-efficient and enabled the company to increase sales agents’ productivity and streamline core CRM workflows.
15h
fewer on admin tasks per week
Sales automation for a special equipment dealer
We implemented a Microsoft Dynamics 365 Sales-based solution, customizing its functionality and workflows, to help a construction and special equipment provider automate sales operations, ensure more precise client targeting and experience personalization, and make more informed business decisions.
25%
more closed deals
Centralized customer engagement solution for retail
To help a B2B retailer streamline their sales and after-sales processes and deliver faster and more personalized customer support, Itransition’s team delivered a unified Customer Engagement Management platform built with Sales, Customer Service, and Field Service Microsoft Dynamics 365 products.
70%
potential licence cost reduction
CRM for engineering consultancy
We helped a US-based engineering and environmental consulting firm select, design, and implement a CRM system to replace its legacy solution used for over 15 years. Built on top of Microsoft’s Power Platform, the new system proved user-friendly and cost-efficient and enabled the company to increase sales agents’ productivity and streamline core CRM workflows.
15h
fewer on admin tasks per week
Sales automation for a special equipment dealer
We implemented a Microsoft Dynamics 365 Sales-based solution, customizing its functionality and workflows, to help a construction and special equipment provider automate sales operations, ensure more precise client targeting and experience personalization, and make more informed business decisions.
25%
more closed deals
Centralized customer engagement solution for retail
To help a B2B retailer streamline their sales and after-sales processes and deliver faster and more personalized customer support, Itransition’s team delivered a unified Customer Engagement Management platform built with Sales, Customer Service, and Field Service Microsoft Dynamics 365 products.
Itransition’s Dynamics CRM implementation roadmap
1
Analysis, design & planning
2
Implementation
3
Rollout
4
Ongoing support
About Itransition
Microsoft Partner since 2008
Certified Microsoft Dynamics experts on board
10+ years of experience in CRM services
100+ CRM projects successfully completed
In-house Microsoft and CRM Centers of Excellence
10+ industry-specific Centers of Excellence
Quality and information security management compliant with ISO 9001 and ISO 27001
4.9 average review rating on Clutch
Looking for a trustworthy Microsoft Dynamics implementation partner?
Dynamics 365 CRM apps we help implement
Leverage advanced automation and AI-driven analytics insights to close deals faster and strengthen customer relationships.
Deliver personalized customer support with AI-powered automation, self-service capabilities, and seamless omnichannel engagement.
Consolidate customer data and leverage AI-driven analytics to create personalized marketing campaigns and effective customer engagement strategies.
Optimize field operations with intelligent scheduling, real-time service tracking, and AI-powered insights, improving operational efficiency and customer satisfaction.
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