Microsoft Dynamics 365 CRM
implementation services

Microsoft Dynamics 365 CRM implementation services

About Itransition

Microsoft Partner since 2008

Certified Microsoft Dynamics experts on board

10+ years providing CRM services and solutions

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 Dynamics 365 implementation partner?

Turn to Itransition

Dynamics 365 capabilities we help you leverage

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 pipeline for better team coordination
  • Task automation, including AI-based marketing and sales content generation or customer issues diagnostics, to reduce workloads
  • Conversational AI chatbots and AI-powered IVR for human-like interactions and real-time customer issues resolution

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 or 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

Our Microsoft Dynamics CRM service offering

Itransition’s consultants guide you throughout your Dynamics CRM project to overcome technical challenges and maximize the value of built-in functionalities, assisting you with business analysis, license advisory, implementation plan creation and supervision, and user adoption.

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 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 Apps CRM in up to seven weeks.

Our specialists customize Microsoft Dynamics’ out-of-the-box functionality and user interface to better align the solution with your specific needs, workflows, and industry requirements.

We connect Dynamics 365 CRM to your corporate systems (ERP, accounting software, ecommerce platforms, etc.), other Microsoft products (Microsoft Teams, SharePoint, Power BI, etc.) as well as third-party apps and services (LinkedIn, Salesforce, Hotspot, etc.) through native integrations and custom APIs, enabling your staff to manage CRM operations and access relevant data in a unified solution.

Our team transfers business data from your legacy CRM and other systems to Dynamics 365 with minimal disruption. We can also migrate your Dynamics solution and related data from the on-premises environment to the cloud for superior application scalability.

We offer user training and help desk support to streamline Dynamics 365 adoption, along with administration services covering platform configuration, update scheduling, user management, and data management. Furthermore, we monitor the solution to identify and fix bugs or other issues, ensuring seamless software operation.

Itransition’s Dynamics CRM implementation roadmap

1

Analysis, design & planning

Analysis of your business needs, workflows, and software ecosystem
Identification of suitable Dynamics products and plans as well as necessary customizations and configurations
Project budget, team composition, and roadmap definition

2

Implementation

Dynamics 365 customization and configuration
Integration with other systems or third-party services
Functional, performance, usability, and security testing

3

Rollout

User acceptance testing (UAT)
Solution deployment to a cloud-based production environment on Microsoft Azure
CRM data migration

4

Ongoing support

End-user training and onboarding
Software maintenance and troubleshooting
Solution upgrade via new customizations, implementation of additional products, etc.

Implement Dynamics 365 with Itransition’s guidance

Let's talk
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