Microsoft Dynamics 365 CRM consulting & implementation services

A certified Microsoft Partner with extensive CRM expertise, Itransition helps businesses implement Dynamics 365 applications aligned with their unique customer relationship management needs, integrate them into existing business processes and technology environments, and ensure their company-wide adoption.

Microsoft Dynamics 365 CRM consulting & implementation services

Dynamics 365 capabilities & benefits we help you unlock

Itransition implements Dynamics 365 CRM solutions based on standalone Dynamics 365 applications or a combination of applications tailored to businesses’ specific needs, helping them improve operational efficiency, increase sales productivity, enhance customer experiences, and streamline decision-making.

Enhance operational efficiency

Streamline and automate your CRM workflows, freeing your teams from clerical tasks like manual data entry 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 issue 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 and other metrics
  • 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

We support Dynamics 365 projects end-to-end, offering a wide range of services from consulting and implementation to customization, integration, migration, and post-implementation support. Our experts help organizations select and deploy the right combination of Dynamics 365 CRM applications, tailoring their functionality to the unique business processes, connecting them with the existing tech ecosystem, and continuously maintaining and optimizing their performance after go-live.

Our Microsoft Dynamics CRM service offering

Consulting

We provide end-to-end Microsoft Dynamics 365 consulting services, guiding 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

We tailor Dynamics 365 to your unique business logic, extending its out-of-the-box functionality to match your specific industry requirements and ensuring the CRM solution adapts to your processes.

We deliver a wide range of customizations, from system configuration to custom development, modifying the default data model with new fields and entities, creating custom workflows and business rules, redesigning the user interface, and developing new features to extend the platform’s capabilities and enhance user experience.

Integration

We connect Dynamics 365 CRM with your entire tech stack, including ERP, accounting software, and ecommerce platforms to ensure a unified data flow across your organization. We set up connections with both Microsoft products, including Dynamics 365 apps (Dynamics 365 Business Central, Dynamics 365 Finance or Dynamics 365 Supply Chain Management), Microsoft 365 apps (Teams, SharePoint, etc.) and Power Platform solutions (Power Automate, Power BI, Power Apps), as well as third-party applications like Salesforce, HubSpot, and Adobe Commerce. 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 software and other systems to Dynamics 365 with minimal downtime.

We also provide cloud migration services for businesses moving from on-premises environments for superior application scalability.

Support & maintenance

We offer comprehensive post-implementation support for Dynamics 365 CRM solutions, covering both user adoption and technical needs. To support user adoption, we provide change management support, role-based user training, and help desk services to make sure your team feels confident using the platform from day one. Our team also offers Dynamics CRM managed 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

Turn to Itransition

Client spotlight

15h

fewer admin tasks per week

18%

more closed deals

25%

sales cycle acceleration
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.

30%

faster sales cycle

19%

more deals closed

35%

increase in customer support team efficiency
Centralized customer engagement platform for a healthcare & pharma company

Itransition implemented a unified customer engagement solution based on Microsoft Dynamics 365 Sales, Customer Service, and Field Service for a medical equipment manufacturer and distributor. The delivered solution helps the client streamline the entire customer lifecycle, eliminate operational inefficiencies, reduce time-to-revenue, and support future business growth.

40%

increase in technician efficiency

40%

decrease in missed appointments

35%

faster issue resolution
Optimized field service operations for a medical equipment manufacturer & supplier

We helped our client transition from an inefficient legacy field service system to a Dynamics 365-based platform enabling AI-driven scheduling, proactive equipment maintenance, and real-time technician collaboration and ensuring data-driven field service management.

70%

potential license cost reduction

Increased productivity

of sales agents

Successful migration

from a legacy solution used for 15+ years
CRM solution for an 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.

What our clients say

I have thoroughly enjoyed working with the team of developers at ITransition as they were each truly valuable to the success of our new software. They worked incredibly hard and went above and beyond our expectations. Their 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.

Read original

Joanne Jacks

Office Manager at ECCI

Itransition’s Dynamics CRM implementation lifecycle

Our Dynamics 365 team covers the full Dynamics 365 CRM implementation lifecycle, from initial analysis and solution planning to testing, rollout, and post-go-live support.

1

Analysis, design & planning

We start by analyzing your specific business requirements, workflows, and software ecosystem to identify suitable Dynamics 365 products, modules, and pricing plans, as well as outline necessary customizations and configurations. Based on the results, our team defines the project budget, team composition, and implementation roadmap.

2

Implementation

Our Dynamics 365 experts implement the CRM platform, performing all the necessary customizations and configurations and integrating it with other corporate systems and third-party services. We then conduct thorough functional, performance, usability, and security testing to ensure the platform’s smooth performance.

3

Rollout

During the rollout phase, we run user acceptance testing (UAT) to validate the solution before go-live, migrate the required business data to the new system, and deploy the Dynamics 365 CRM platform to a cloud-based production environment on Microsoft Azure. We also support change management through role-based training and service desk support to facilitate user adoption.

4

After-launch support

After the platform is live, we provide detailed end-user training and onboarding materials, as well as monitor the system’s performance and troubleshoot emerging issues to maintain efficient operation. We also continuously optimize and upgrade the Dynamics 365 CRM solution through further customizations, additional product implementation, and other enhancements as your business evolves.

About Itransition

Official Microsoft Solutions Partner

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

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Dynamics 365 CRM apps we help implement

Leverage advanced automation and AI-driven analytics insights to close deals faster, strengthen customer relationships, and efficiently follow up on leads.

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 customer insights, improving operational efficiency and customer satisfaction.

Other Microsoft products we work with

We use a rich ecosystem of Azure services and products to address your various cloud needs and deliver a highly scalable, secure, and high-performing IT ecosystem in the cloud.

Our team helps you implement Microsoft’s flagship solution for business intelligence and data visualization, aligning it with your analytical needs. We integrate Power BI with your corporate systems or 3rd-party data sources for seamless data exchange and create custom reports and dashboards to provide tailored insights for enhanced decision-making.

Itransition provides healthcare organizations with industry-specific solutions that leverage the combined capabilities of Dynamics 365, Azure, and other Microsoft products to improve clinical decision-making, foster team collaboration, and deliver better patient experiences.

We facilitate the successful implementation of SharePoint solutions to boost your content management capabilities, helping create custom components and workflows, integrate your CMS with Salesforce, Jira, and other business solutions, and migrate it from an on-premises environment to the cloud.