Microsoft Dynamics 365 services
- Home
- Dynamics 365 CRM
We use an ecosystem of Microsoft Dynamics 365 products to deliver business solutions that integrate and streamline business workflows across supply chain, finance, marketing, sales, and other key areas, improve companies’ operational efficiency through automation, and help them make informed business decisions for growth and innovation.
Company highlights
Microsoft Partner since 2008
A team of Microsoft-certified specialists
25+ years in enterprise software development Â
10+ years offering CRM and ERP services and solutions
100+ successful CRM projects
50+ completed ERP projects in our portfolio
4.9 average review rating on Clutch
We deliver Dynamics 365 solutions for different business operations
Marketing & sales
- Dynamics 365 Customer Insights
Consolidate and analyze lead and customer data to optimize your marketing campaigns through accurate segmentation and personalized content strategies, boosting customer engagement and maximizing lead generation.
- Dynamics 365 Sales
Coordinate, automate, and analyze operations across the sales pipeline and get insights from customer and lead data to maximize lead conversion, cross-selling, and upselling.
Customer service
- Dynamics 365 Customer Service
Speed up support case resolution with the help of automation and provide self-service functionality for customers to improve their satisfaction, loyalty, and lifetime value.
- Dynamics 365 Contact Center
Effectively manage multi-channel customer interactions and maximize case resolution rates in a unified solution featuring chatbots, smart case routing, and other AI-based capabilities.
- Dynamics 365 Field Service
Facilitate on-site and remote service operations through mobile capabilities and AI-powered automation and assistance to boost technicians’ efficiency and help clients anytime, anywhere.
Supply chain
- Dynamics 365 Commerce
Deliver personalized and consistent buying experiences across digital and physical channels based on consolidated customer data and automate back-office retail workflows to 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.
Â
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 tasks 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 project delivery within budget and deadlines.
SMB operations
- Dynamics 365 Business Central
Automate and streamline key business processes through an SMB-oriented set of essential features covering various business functions.
Choose Itransition as your Dynamics 365 implementation partner
Dynamics-based enterprise solutions we deliver
Dynamics ERP
Itransition provides organizations with Dynamics 365 ERP solutions to manage and harmonize complex business operations across departments effectively. Our experts can deliver a comprehensive Dynamics ERP based on Finance & Supply Chain Management apps to meet the business goals and operational needs of large enterprises. Alternatively, they can help implement Business Central, Microsoft’s all-in-one ERP solution for SMBs.
Our Dynamics 365 service offering
Consulting
We provide comprehensive consulting services to help you conceptualize a Dynamics 365 solution tailored to your operational needs, as well as plan and oversee key business and technical aspects of the implementation project from early analysis to go-live and beyond.
- Business 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
End-to-end 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 user training and support
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
Integration
We connect your Dynamics 365 solution with other systems through custom or out-of-the-box integrations, helping you access business data and handle key business operations in a unified tool.
- Integration with other Microsoft products (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 planningÂ
- Data cleansing and backup
- Migration testing and execution
- Post-migration validation
Support & maintenance
We provide user training, help desk support, administration, and on-demand improvement to facilitate Dynamics 365 adoption and make sure the solution operates seamlessly.Â
- Solution demoing and workshops for employees
- Software monitoring and troubleshooting
- User, data, and update management
- Solution upgrades, including new customizations
Success stories
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.
Glenn M. Wirick
Industries we serve
Healthcare
We create Dynamics 365 solutions to personalize patient experiences and boost the operational efficiency and decision-making capabilities of clinicians and hospital administrators through care coordination and health analytics functionality.
Retail
Our team equips retailers with Dynamics products to help create tailored buyer's journeys across channels and manage in-store and ecommerce operations through a unified platform.
Manufacturing
Our Microsoft specialists deliver solutions to optimize supply chain planning based on demand and inventory levels and strengthen customer relationships through effective marketing, sales, and service management.
Automotive
Our team empowers automakers and dealerships with Microsoft 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 your logistics operations, including asset and inventory management, warehouse management, and order fulfillment.
Finance
We provide BFSI companies with ERP and CRM systems 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-based software facilitating the provision of personalized telecommunications services tailored to customer preferences, as well as 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 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 their 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, to make more informed business decisions.
Team up with a Dynamics solutions partner like Itransition for successful 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 (code consistency, accurate code review, etc.) 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 comply with relevant guidelines, such as the CIS Benchmark for Dynamics 365, to deliver secure solutions.
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.
Service
Microsoft consulting
Itransition is a Microsoft Gold Partner company providing consulting and implementation services. Ready to capitalize on Microsoft technologies? We can help.
Service
ERP services & solutions
Get ERP consulting and development services from certified experts. Choose a platform-based or a custom ERP solution to streamline your workflows.
Service
CRM services and solutions
Hire CRM service providers with 10+ years of experience in CRM consulting, implementation, and development to get a 360-degree view of your customer data.
Insights
Salesforce vs Microsoft Dynamics 365: in-depth comparison & selection tips
Explore the differences between the capabilities and pricing of Microsoft Dynamics and Salesforce to select the right CRM platform for your needs.
Service
Microsoft Power BI consulting
Power BI consulting services from certified Microsoft experts to ensure smooth implementation of the Power BI platform and its continuous evolution.
Service
Azure consulting
Experienced in implementing software based on the Microsoft stack, Itransition delivers services at all levels of the Azure deployment and customization.