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Microsoft Dynamics 365 consulting services

A certified Microsoft Partner, Itransition provides end-to-end Dynamics 365 consulting services, guiding you through the design, implementation, and optimization of your Dynamics 365 solution to ensure it drives process improvement and efficiency and brings long-term business value.

About Itransition

Microsoft partner since 2008

25+ years of experience in software engineering and consulting

250+ Microsoft projects completed

Microsoft-certified Dynamics 365 experts on board

10+ years delivering ERP and CRM solutions

ISO 9001 and ISO 27001-aligned quality and information security management practices

4.9 average review rating on Clutch

Our Dynamics 365 consulting service scope

Our Dynamics 365 consulting service scope

Strategy & delivery planning

Our consultants analyze your current business processes and needs, together with desired business goals, to recommend the most suitable Dynamics applications, map the Dynamics 365 capabilities to your workflows, conceptualize your future solution, and advise on the licensing options. We also estimate the project’s timeline and budget and create a risk mitigation strategy, helping you set the foundation for a successful Dynamics 365 adoption.

Implementation guidance

We create a detailed Dynamics 365 implementation roadmap and supervise the implementation process, including the solution’s architecture design, the platform configuration and customization, integration with business software, data migration, and solution rollout, helping you confidently navigate emerging technical challenges and making sure the final solution meets your business requirements.

Adoption support

We help you make a smooth transition to the new Dynamics 365 solution by assessing your organization’s readiness to change, developing tailored adoption plans, advising on the best change management governance practices, and providing end-user training and support after go-live.

Optimization support

Our team ensures your Dynamics 365 solution stays fully operational and aligned with your business needs post-implementation by auditing it, identifying areas for improvement, and recommending functional, performance, and user experience enhancements.

Licensing & TCO consulting

We help clients optimize the total cost of ownership of their Dynamics 365 solution by balancing out Dynamics’ default functionality with customizations, recommending the most suitable licensing options, and leveraging partner-exclusive volume discounts. Our team also accurately assesses the expected ROI of your Dynamics 365 implementation.

Hire certified Dynamics 365 consultants for your project

Contact us

Our featured Dynamics 365 projects

Dynamics 365 integration & implementation support

50%

faster order dispatch

Dynamics 365 integration & implementation support

Our team helped a global fashion accessories production and distribution company migrate from their legacy ERP system to a tailored solution based on Dynamics 365 to streamline order fulfilment and supply chain workflows. We integrated the new solution with the customer’s IT ecosystem and coordinated the implementation process performed by a third-party service provider, ensuring timely project delivery.

Sales automation for a special equipment dealer

18%

more closed deals

Sales automation for a special equipment dealer

We delivered a CRM solution based on Dynamics 365 Sales to help a construction and special equipment provider automate sales operations, enable precise offer personalization for end-clients, and support informed decision-making. To maximize the solution’s value, we customized the default data model, processes, and dashboards and provided user training.

What our customers say

[Itransition’s] knowledge and expertise were a huge advantage and the skillset they each demonstrated is beyond reproach. They took the time to truly listen to our requirements and make suggestions to ensure that we were delivered a high-quality user-friendly application.

Joanne Jacks

Office Manager, ECCI

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We are extremely happy with the quality of Itransition work, as evidenced by the reduction in time to render the report from 60 to 1-2 seconds! It took the Itransition team only 2 weeks to optimize the embedded Power BI and enhance its maintainability. As a result, we went to production with the embed-for-clients solution quickly.

John Joseph

Head of Technology, Solomon Coyle

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Why choose Itransition as a Dynamics 365 consulting partner

Partner-level advantages

As a certified Microsoft Solutions partner, we have access to specialized training resources, developer tools, and support from Microsoft’s experts to help us deliver Dynamics 365 projects of any complexity.

Comprehensive Dynamics 365 expertise

Our team holds over 300 certifications across key Dynamics 365 roles, which enables us to support any type of Dynamics 365 project and ensure the high quality of the delivered services.

Microsoft-aligned delivery practices

We follow Microsoft’s Success by Design implementation framework and recommended practices to design, build, test, and deploy Dynamics 365 solutions in a structured, predictable way.

Continuous innovation

We accumulate technology knowledge, create proof-of-concepts for new solutions and use cases, and research emerging tech trends in 10+ in-house competency centers, including those dedicated to Microsoft, ERP, and CRM. This allows us to address our clients’ changing and increasingly complex business challenges by recommending the appropriate tech stack and designing robust software solutions.

Dynamics 365 products we work with

We assist companies with implementing both standalone solutions built on top of individual Dynamics 365 applications to support targeted business areas as well as unified systems powered by a combination of Dynamics 365 modules to support broader, cross-departmental operations.

Achieve visibility into your sales pipeline and increase the efficiency of your sales team, allowing them to better capture sales opportunities, speed up sales cycles, and close more deals.

Gain a holistic view of your customers to segment them accurately and create highly personalized marketing campaigns that drive high customer engagement and conversions.

Streamline inventory, procurement, order, production, and transportation management processes to ensure supply chain resilience and timely order fulfilment.

Facilitate front-to-back-office operations across in-store and digital commerce channels, creating personalized and consistent customer experiences.

Automate accounting, budgeting, and reporting processes and streamline financial decision-making to improve overall business performance and maintain regulatory compliance.

Streamline recruitment, employee development, and benefits management processes and provide your workforce with self-service tools to create engaging experiences and foster employee productivity.

Facilitate management of all project activities, from planning and resource allocation to time tracking and financial management, to ensure on-time and on-budget project completion.

Provide your customers with self-service capabilities, automate case management, and gain insights into service teams’ performance to speed up issue resolution and enhance customer satisfaction.

Unify customer interactions across call center, chat, email, and social channels, automate service workflows, and provide agents with AI-powered assistance to maximize their productivity.

Optimize field service scheduling, work order management, and resource allocation to boost technicians’ efficiency, minimize equipment downtime, and resolve customer requests more efficiently.

Consolidate your finance, supply chain, sales, and marketing data and automate core business processes across the entire organization with a full-scale ERP platform designed for small and mid-sized companies.

Looking for a reliable Microsoft Dynamics 365 consulting partner?

Turn to Itransition

Other Dynamics 365 services we offer

Implementation

We provide comprehensive Dynamics 365 implementation services, taking care of all delivery stages, from business needs analysis and solution conceptualization to platform configuration, integration, and post-launch support.

Dynamics 365 customization

Customization

We modify and extend the default functionality of Dynamics 365 to provide a solution fully aligned with your specific needs. As part of our customization services, we configure out-of-the-box capabilities, personalize user interfaces and dashboards, design custom business rules and workflows, and develop brand new extensions and add-ons.

Integration

Our developers connect Dynamics 365-based solutions with a wide range of business applications and services, including apps from the Microsoft ecosystem (e.g., Microsoft Teams, Outlook, Power BI, Power apps), companies’ legacy systems, third-party tools, and IoT devices, enabling your staff to access relevant data and manage key operations within a unified solution.

Migration

We transfer business data from your legacy software to Dynamics 365, handling all data preparation stages and ensuring data quality and integrity after the migration. Our team also moves your on-premises Dynamics 365 solution to the cloud environment to make it more scalable and accessible across teams, locations, and devices.

Support

We provide hypercare support during and after go-live to help companies smoothly transition to the new Dynamics 365 solution. We also provide ongoing support and functional consulting services to help drive user adoption, maintain stable and efficient Dynamics 365 operation over time, and ensure it evolves in line with your business needs.

Our industry expertise

Relying on our hands-on experience across 20+ domains, we tailor the Dynamics 365 platform to address your unique business challenges, aligning it with your industry-specific processes, regulations, and best practices.

Retail

Manufacturing

Real estate

Automotive

Healthcare

Logistics

Finance

Telecom

Software & hi-tech

Insurance

Professional services

Construction

FAQs

Dynamics 365 is a cloud-based suite of Microsoft business applications that combines enterprise resource planning (ERP) and customer relationship management (CRM) capabilities. By implementing Dynamics 365-based solutions, organizations can modernize and streamline operations across sales, marketing, customer service, supply chain, commerce, and finance. The platform also supports digital transformation through the consolidation of operational, financial, and customer data, automation and standardization of workflows, and data analytics. Moreover, companies can improve their overall operational efficiency and facilitate data-driven decision-making by leveraging Dynamics’ built-in AI-driven capabilities, including Copilot and AI agents, to automate routine tasks and gain real-time insights and recommendations. Additionally, the platform’s modular architecture allows for on-demand scalability, so businesses can start with specific applications and expand their solutions over time with other Dynamics 365 modules or Power Platform apps to support their growth.

By providing expert guidance and applying best practices, experienced Dynamics 365 consultants help companies align Dynamics 365 applications to their specific business objectives, ensuring the solution is implemented successfully and delivers the expected business value, performance improvement, and long-term success. Additionally, consultants provide user adoption support to help teams start using Dynamics 365 solutions effectively as soon as possible and realize their full potential.

With hundreds of service providers offering Dynamics 365 consulting support, companies often find it challenging to find the best fit for their project. Here are important aspects to consider when selecting a Dynamics 365 partner.

  • Experience with Microsoft technologies, including Dynamics, Power Platform, Microsoft Cloud, and Azure services
  • Proven ability to deliver Microsoft solutions, in particular ERP and CRM systems, for companies from the same industries supported by case studies
  • Project management expertise and adherence to a structured delivery methodology
  • Pricing transparency
  • Clients’ testimonials and reviews on software review platforms like Clutch, G2, or Capterra

The timeline for a Dynamics 365 project varies depending on multiple factors, including the number of applications implemented, the scope of their configuration and customization, the number and complexity of integrations, data migration needs, and the extent of user training required. It typically takes about 2 months to deliver a small-scale Dynamics ERP system with minimal configuration and customization, while implementing larger, enterprise-grade solutions can require up to 12 months. Contact our Dynamics 365 consultants to discuss your specific project needs and get a more accurate time estimation.

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