Microsoft Dynamics 365 consulting services
About Itransition
Microsoft Partner since 2008
Microsoft-certified team of specialists
25+ years of experience in enterprise software development
10+ years delivering CRM and ERP solutions
100+ successful CRM projects
50+ ERP projects in our portfolio
4.9 average rating on Clutch
Dynamics 365 solutions for different business operations
Marketing & sales
- Dynamics 365 Customer Insights
Consolidate and analyze lead and customer data to accurately segment them and create highly personalized marketing campaigns, boosting customer engagement and maximizing conversions.
- Dynamics 365 Sales
Automate key operations across the sales pipeline and leverage 360-degree insights to accelerate sales cycles and maximize cross selling and upselling.
Customer service
- Dynamics 365 Customer Service
Accelerate customer case resolution with intelligent automation and self-service options to deliver consistent, high-quality support and enhance customer satisfaction and loyalty.
- Dynamics 365 Contact Center
Effectively manage multi-channel customer interactions and maximize case resolution rates with a unified solution incorporating chatbots, smart case routing, and other AI-driven capabilities.
- Dynamics 365 Field Service
Facilitate on-site and remote service operations through mobile capabilities and AI-powered automation to boost employee productivity and help clients anytime, anywhere.
Supply chain
- Dynamics 365 Commerce
Consolidate customer data and automate back-office retail workflows to deliver personalized and consistent customer experiences across digital and physical channels and improve operation efficiency.
- Dynamics 365 Supply Chain Management
Facilitate order, warehouse, production, and transportation management to streamline procurement and order fulfillment while minimizing the risk of value chain disruption.
Resource management & administration
- Dynamics 365 Finance
Automate accounting and budgeting operations and enable data-driven financial management to maximize business profitability.
- Dynamics 365 Human Resources
Automate and optimize personnel management to create a more productive workplace and promote employee success and retention.
- Dynamics 365 Project Operations
Enhance project planning and management to foster team collaboration and productivity and ensure on-time and on-budget project delivery.
SMB operations
- Dynamics 365 Business Central
Achieve operational visibility and automate key business processes across finance, sales, marketing, and supply chain with a scalable, unified platform.
Choose Itransition as your Dynamics 365 consulting partner
Dynamics-based enterprise solutions we deliver
Dynamics ERP
Our team helps implement Dynamics 365-powered ERP solutions to effectively manage and harmonize complex business operations across departments. Our experts can deliver a comprehensive Dynamics ERP solution based on Finance & Supply Chain Management apps to meet the business goals and operational needs of large enterprises. For small and mid-sized businesses, we implement Business Central, Microsoft’s all-in-one ERP solution.
We create Dynamics 365-based enterprise CRM systems or lightweight Power Apps CRMs that help launch and manage successful marketing campaigns, streamline sales operations, and provide clients with timely, personalized support, leading to stronger customer relationships and increased customer lifetime value.
Our Dynamics 365 service offering
Consulting
We help you conceptualize a tailored Dynamics 365-powered solution, as well as plan and oversee key business and technical aspects of its implementation project from early analysis to go-live and beyond.
- Business needs analysis and implementation strategy development, including platform feature mapping
- Solution design
- License selection and optimization
- Project planning (budget, project team composition, deliverables) and supervision
- End-user training and support
Implementation
Our team implements business solutions based on an optimal combination of Dynamics 365 apps and facilitates its adoption across your company. We offer a standard implementation package involving all necessary platform configurations and customizations, along with quick implementation packages for some Dynamics 365 products.
- Application configuration and customization
- Software integration
- End-to-end QA and testing
- Deployment to a cloud-based environment on Microsoft Azure
- Data migration
- Ongoing support and user training
Customization
We modify and expand Microsoft Dynamics’ off-the-shelf functionality to provide your organization with a solution fully aligned with your workflows and business requirements.
- Data storage modifications (fields, entities, etc.)
- Custom UI and data visualization (forms, dashboards, etc.)
- Custom logic creation (business rules, flows, etc.)
- Custom modules and apps development
We connect your Dynamics 365 solution with other systems through custom or out-of-the-box integrations, helping you democratize business data access and handle key business operations with a unified tool.
- Integration with other Microsoft solutions (Microsoft Teams, Power BI, Office 365, LinkedIn, etc.)
- Integration with third-party apps and services
Migration
Our specialists migrate business data from your legacy systems to Dynamics 365 or move your on-premises Dynamics solution to a cloud environment for superior scalability.
- Migration planning
- Data cleansing and backup
- Migration testing and execution
- Post-migration validation
We offer comprehensive maintenance and support services to help you facilitate Dynamics 365 adoption and make sure the solution operates seamlessly and efficiently in the long run.
- Solution demoing and workshops for employees
- Software monitoring and troubleshooting
- User support and data management
- Solution upgrades, including new customizations
Success stories
50%
cut in operational expenses
Automotive ERP for car servicing
We helped an auto repair company implement an ERP solution to automate order, document, and task management, drastically reducing manual efforts and related costs.
50%
decrease in average customer response time
Healthcare solution for patient management
We delivered a solution for a healthcare provider to centralize information on treatment plans, medical history, and other details, facilitating smoother service delivery and boosting patient satisfaction.
Improved
business process transparency and standardization
Solar industry ERP for resource management
We provided a global photovoltaics company with an ERP solution to unify business data and harmonize key resource management operations across their regional branches.
50%
cut in operational expenses
Automotive ERP for car servicing
We helped an auto repair company implement an ERP solution to automate order, document, and task management, drastically reducing manual efforts and related costs.
50%
decrease in average customer response time
Healthcare solution for patient management
We delivered a solution for a healthcare provider to centralize information on treatment plans, medical history, and other details, facilitating smoother service delivery and boosting patient satisfaction.
Improved
business process transparency and standardization
Solar industry ERP for resource management
We provided a global photovoltaics company with an ERP solution to unify business data and harmonize key resource management operations across their regional branches.
50%
cut in operational expenses
Automotive ERP for car servicing
We helped an auto repair company implement an ERP solution to automate order, document, and task management, drastically reducing manual efforts and related costs.
50%
decrease in average customer response time
Healthcare solution for patient management
We delivered a solution for a healthcare provider to centralize information on treatment plans, medical history, and other details, facilitating smoother service delivery and boosting patient satisfaction.
Improved
business process transparency and standardization
Solar industry ERP for resource management
We provided a global photovoltaics company with an ERP solution to unify business data and harmonize key resource management operations across their regional branches.
We enhance your business operations with a tailored Dynamics solution
What our customers say
Itransition has become a trusted partner through a number of system releases. They have designed and developed key functionality around an advanced commenting engine, report variables framework, and pixel perfect reporting, to name a few. Itransition’s specialists prove to possess in-depth technical expertise and the required ERP domain knowledge to entrust the project to.
Industries we serve
Healthcare
We create Dynamics 365-powered solutions to personalize patient experiences and boost the operational efficiency and decision-making capabilities of clinicians and hospital administrators.
Retail
Our team configures and customizes Dynamics products to help retailers create personalized omnichannel buyer journeys and manage in-store and ecommerce operations through a unified platform.
Manufacturing
Our Microsoft specialists deliver industry-specific solutions that enable manufacturers to balance production, demand, and inventory and strengthen customer relationships through unified marketing, sales, and service management.
Automotive
Our team empowers automakers and dealerships with Microsoft-driven solutions to streamline vehicle production, inventory, and order management, facilitate sales operations, and provide better car servicing.
Logistics
We build Dynamics-based software solutions to facilitate key logistics operations, including transportation management, inventory control, warehousing and storage, and order fulfillment.
Finance
We provide BFSI companies with ERP and CRM solutions built on top of Dynamics 365 to automate complex accounting operations and deliver services that help customers meet their financial goals.
Insurance
Our Dynamics experts deliver business applications to centralize information about clients’ policies and coverage terms, recommend insurance products matching customers’ preferences, and facilitate claim review and management.
Telecom
Our team creates Dynamics 365 CRM and ERP software facilitating the provision of personalized telecommunications services, as well as efficient contract and billing management and better field service operations planning.
Software & hi-tech
We deliver Dynamics-based software to facilitate every aspect of IT product lifecycle management, from development project planning to post-sales technical support.
Real estate
We implement Dynamics-powered solutions to help realtors unify customer and property data, match clients with suitable properties, facilitate asset management and maintenance, and schedule property visits.
Enhance your business operations with Microsoft Copilot AI
Itransition delivers Dynamics 365 solutions that leverage Copilot, Microsoft’s AI assistant, helping companies unlock a wider set of advanced operational and analytical functionalities.
Task automation
Enable employees across departments to automate repetitive tasks, such as order processing or invoicing, and work more efficiently.
Content generation
Allow specialists handling customer and partner relationships to compose responses, meeting summaries, messages, and other content via generative AI to alleviate their workloads and streamline communication.
Employee assistance
Provide specialists from different teams with AI-powered recommendations like the next best actions or relevant knowledge articles to maximize their performance.
Business forecasting
Empower stakeholders to generate business insights, including conversion rates and cash flow trends, to make data-driven decisions.
Team up with Itransition for successful Microsoft Dynamics 365 implementation
How we approach Dynamics 365 projects
Adherence to Dynamics 365 best practices
We follow Microsoft’s Success by Design implementation framework and other standards and guidelines, such as code consistency and accurate code review, provided by the vendor to successfully design, build, test, and deploy Dynamics 365 solutions.
Focus on quality & security
We’ve established quality and information security management systems compliant with ISO 9001 and ISO 27001, which enables us to provide high-quality services and keep your project’s development environment and data assets safe. We also deliver secure solutions that comply with relevant guidelines, such as the CIS Benchmark for Dynamics 365.
Multiple cooperation options
We offer different engagement models to best suit your project needs. These include full project outsourcing (our team manages your project end-to-end), a dedicated team (we assemble a group of our specialists to work alongside your internal or outsourced specialists), and staff augmentation (individual experts from Itransition join your project).
What you get from a Dynamics solution by Itransition
Scalability & flexibility
A modular software architecture that enables adopters to add functionality based on their business needs.
Unified operations
A comprehensive system covering major business functions to facilitate operations management and cross-department data flow.
Cost-efficiency
A subscription-based pricing model and multiple licensing plans to meet both your operational and budget requirements.
Security & compliance
Built-in security mechanisms like data encryption and multi-factor authentication and compliance with industry regulations.
FAQs
What does a Dynamics 365 consultant do?
A certified Microsoft Dynamics 365 consultant helps you solve any challenge you’ve encountered throughout the entire lifecycle of their Dynamics-powered solution, from implementation strategy development and solution design to deployment, user training, and post-launch support. Their key responsibilities include:
- Assessing the company’s goals, processes, and existing IT environment to determine suitable use cases for Dynamics-powered solutions
- Creating a Dynamics solution specification covering functional requirements, integration scope, and an implementation strategy
- Adapting Dynamics 365 apps to the company’s unique processes by performing configurations and customization
- Designing and setting up integrations with other corporate systems for seamless real-time data exchange
- Developing a secure and accurate migration roadmap to safely move data and workflows from legacy systems with minimal business process disruption
- Preparing training materials and guiding users to ensure successful adoption and efficient use of the new solution
- Monitoring Dynamics-powered solution performance, identifying improvement opportunities, and recommending and planning system enhancements
What are the benefits of hiring a Dynamics 365 consulting partner?
Partnering with an experienced Microsoft Dynamics 365 consulting provider ensures your implementation or optimization project is strategically aligned with your business goals. Backed by extensive platform expertise, industry knowledge, and proven methodologies, a certified partner helps align Dynamics 365 applications to your specific objectives and accelerate implementation, reducing project risks.
Why implement Microsoft Dynamics 365?
Microsoft Dynamics 365 is widely recognized as a market leader in enterprise CRM and ERP solutions. The platform delivers tangible business benefits by centralizing enterprise-wide data, automating workflows, and generating AI-driven insights across sales, marketing, customer service, finance, and supply chain operations. Its modular architecture enables companies to start with the functionality they need and scale as their business grows, without heavy upfront investments. Additionally, its native integration with the Microsoft ecosystem ensures superior interoperability for organizations already using Microsoft products.
How long does it take to implement Microsoft Dynamics 365?
The duration of a Dynamics 365 implementation project depends on several factors, including project complexity, customization scope, integration requirements, data migration volume, and the extent of user training and support needed. For instance, implementing a Dynamics-powered ERP system can take anywhere from 2 months for a small-scale project to up to 12 months for a large enterprise deployment. To receive a more accurate estimate for your specific initiative, consult Itransition’s Dynamics 365 experts.
Service
ERP services & solutions
ERP consulting and development services from certified ERP experts. Platform-based and custom ERP solutions for business data integration and workflow automation.
Service
CRM services: our expertise & tailored solutions
Itransition provides CRM services to help you implement a tailored CRM solution or enhance an existing one, strengthen customer relationships, and drive sales.
Insights
Salesforce vs Microsoft Dynamics 365: in-depth comparison & selection tips
Discover how Microsoft Dynamics and Salesforce compare across functionality, customization, pricing, and more to choose the best CRM platform for your needs.
Case study
Scaling enterprise operations with Dynamics 365
Learn how we helped a global retailer ensure operational scalability by implementing a Microsoft Dynamics 365 Finance and Supply Chain Management solution.
Service
Azure consulting services
Itransition delivers tailored Azure cloud solutions and infrastructures to help companies optimize business workflows and reduce operational overheads.
More about ERP services
Services
Platforms
Industries