Microsoft Dynamics 365 ERP consulting & implementation services

As a certified Microsoft Solutions partner, Itransition provides comprehensive Microsoft Dynamics 365 ERP services to help businesses implement, modernize, and support scalable solutions that streamline business process management, enhance workforce efficiency, automate routine tasks, and reduce operational costs.

Microsoft Dynamics 365 ERP consulting & implementation services

Key Dynamics 365 ERP capabilities we help unlock

Unified & streamlined core business operations

Connect finance, supply chain, project operations, human resources, and commerce workflows within a unified Dynamics 365 ERP solution to improve operational control and efficiency.

  • Centralized real-time operational data management supporting a single source of truth across business functions
  • Financial management, budgeting, and accounting for improved financial control and planning
  • Automated procurement, demand planning, multi-warehouse operations, and real-time inventory control tools for minimized supply chain disruptions
  • Integrated order processing, dynamic pricing, returns management, and consolidated customer data to support efficient sales and commerce operations
  • End-to-end oversight over project operations, including resource allocation, time and expenses, and profitability to enhance project efficiency

Improved forecasting & data-driven planning

Leverage real-time data management, AI-powered analytics, and unified reporting to improve forecasting and planning accuracy and enable faster, more informed decision-making across the organization.

  • Real-time operational reporting for greater business visibility and performance monitoring
  • Advanced demand forecasting, cash flow predictions, and production performance analysis to support proactive planning and inform capacity management
  • Scenario modeling and what-if analysis to evaluate risks, optimize resource allocation, and support long-term planning
  • Automated data consolidation and management, KPI tracking, and report generation to reduce manual effort and errors

Business growth & scalability support

Quickly adapt to evolving business needs, increasing workloads, a growing number of system users, and multi-regional and multi-entity expansion with a flexible and scalable ERP solution.

  • Cloud-based architecture supporting seamless expansion across locations, entities, and markets
  • Multi-company, multi-currency, and multi-language support for managing global operations within a unified system
  • Built-in governance, security, and access management capabilities, helping businesses scale operations across teams and locations, maintaining full control over data and compliance with relevant security and privacy regulations

Workflow automation

Automate routine operational tasks with Dynamics 365 Copilot and AI agents, enabling teams to reduce manual effort, make informed business decisions, and focus on higher-value strategic activities.

  • Accelerated books closure with the Account Reconciliation Agent (in preview), autonomously matching subledgers, flagging anomalies, and suggesting corrective actions
  • Improved on-time procurement and order fulfillment with the Supplier Communications Agent (in preview), automatically processing vendor communications, confirming purchase orders, identifying potential delays, and recommending next best actions to resolve emerging issues to keep operations on schedule
  • Improved project oversight with the Time and Expense Agent (in preview), managing time entry, expense tracking, and approval workflows to ensure projects stay on course and within budget

Our Dynamics 365 ERP services

Microsoft Dynamics 365 consulting

Consulting

We provide end-to-end Dynamics 365 consulting services to help you overcome potential challenges and maximize value from the platform. As part of our services, our team conceptualizes Dynamics 365 ERP solutions, defines actionable implementation and modernization strategies, and helps make informed licensing decisions, ensuring alignment with business goals.

Implementation

Our ERP experts implement tailored ERP solutions by configuring the most suitable combination of applications from the Dynamics 365 suite to match your operational needs and strategic goals. We cover the implementation process end-to-end, from business analysis and solution design to user training and post-launch hypercare, ensuring alignment with business requirements throughout the entire project lifecycle.

Customization

We extend and modify Microsoft Dynamics 365 ERP applications to align the platform with your organization’s unique business processes and needs. We deliver both simple Dynamics 365 configurations and custom platform extensions, workflows, and modules, ensuring the solution’s long-term maintainability and scalability.

Migration

We help you migrate from legacy systems to Dynamics 365 to ensure your ERP solution’s operational efficiency, superior scalability, and simplified maintenance. Our team supports secure business data migration and smooth system transition processes with minimal downtime and disruption to ongoing operations.

Support

Our team provides comprehensive training activities and help desk support to facilitate seamless Dynamics 365 platform adoption across your organization. We also deliver ongoing system monitoring, troubleshooting, issue resolution, and regular updates to ensure stable and efficient ERP operations.

Our Dynamics 365 ERP expertise

We work with the whole Microsoft Dynamics 365 ERP ecosystem, customizing and integrating the modules that best align with your current workflows, business needs, and growth plans.

Streamline and automate your business’s financial operations and decision-making to maximize profitability.

Gain real-time visibility and drive automation across key supply chain processes to build resilient supply chains.

Leverage a comprehensive project management toolset to gain visibility into project progress, increase team productivity, and ensure successful project delivery.

Create productive workplaces and drive employee success with centralized HR processes management from recruitment and onboarding to payroll, performance management, and offboarding.

Increase customer engagement and drive sales growth with centralized commerce management, real-time inventory visibility, and personalized omnichannel customer interactions.

Unify key business processes with a comprehensive ERP solution designed specifically for small and mid-market businesses and enable operational visibility, automation, and scalability.

Our Dynamics 365 success stories

28%

order processing time reduction

50%

faster order dispatch

25%

fewer delivery errors

9 months

to ensure successful migration to a new ERP system
Dynamics 365 ERP transformation for a fashion accessories conglomerate

Itransition’s team assisted a global company specializing in the design, production, and distribution of fashion accessories with transitioning from an outdated legacy ERP system to a scalable ERP solution built on top of Dynamics 365 Finance and Supply Chain Management applications. We conducted a thorough business analysis, set up integrations between the new Microsoft Dynamics 365 ERP solution with the customer’s existing systems, and provided implementation support.

30%

increase in operational efficiency

95%

user adoption rate

25%

fewer delivery errors
Dynamics 365 ERP solution implementation for an agri-food company

Itransition implemented a comprehensive ERP platform based on Microsoft Dynamics 365 Finance and Supply Chain Management modules for a food manufacturer and distributor operating across a complex global regulatory landscape. We integrated the new solution into the customer’s existing technology and business environment, unifying heterogeneous legacy, siloed systems, facilitating the efficient management of geographically dispersed teams, ensuring regulatory compliance across multiple locations, and enhancing clarity and decision-making efficiency.

Dynamics 365 ERP implementation lifecycle

1

Analysis & planning

We analyze your business requirements, current workflows, and existing IT environment to identify the main implementation goals

We select suitable Dynamics 365 business applications and licensing options and outline the necessary configurations and customizations

We define the project budget, assemble a team, and define a clear step-by-step implementation roadmap

2

Configuration & customization

Our team configures and customizes the Dynamics 365 applications' out-of-the-box functionality to align the platform’s capabilities with the defined functional and non-functional requirements

We integrate the new ERP solution with other systems and third-party services your business uses

Our team runs functional, performance, usability, and security testing

3

Launch

Before the go-live stage, we conduct user acceptance testing (UAT) to ensure the system is user-friendly and intuitive and effectively supports teams’ everyday workflows

Our team deploys the solution to a Microsoft Azure production environment

We perform ERP data migration, assisting with data mapping, cleansing, and post-migration validation

We also help create role-based user manuals and prepare training programs to ensure smooth and fast user onboarding and minimize adoption resistance

4

Ongoing maintenance & support

We maintain the platform’s efficient performance through robust post-implementation support services, including platform monitoring, troubleshooting, and regular optimizations and upgrades.

Integrations we enable

We enable your teams to seamlessly manage all business operations and data within a single platform by integrating Dynamics 365 ERP solutions with your existing systems, additional Microsoft products, and third-party applications. Using out-of-the-box and custom connectors, our team helps ensure seamless data flows, synchronized operations, and enhanced cross-department collaboration. Typical integrations we implement include, but are not limited to:

Dynamics 365 CRM

Integrating Dynamics 365 CRM applications, including Sales, Customer Service, Customer Insights, and Field Service, enables businesses to connect ERP operations to sales, customer service, and customer engagement processes within tailored, unified business solutions.

Microsoft 365

Microsoft 365 productivity applications, including Microsoft Teams, Outlook, SharePoint, Word, Excel, and more, integrated with the Dynamics 365 ERP platform allow users to seamlessly cooperate, as well as share and manage business data within familiar tools.

Power Platform

We integrate Dynamics 365 ERP solutions with Microsoft Power Platform applications to help businesses create custom software solutions, automate workflows, gain real-time operational visibility, and extend ERP capabilities. Our expertise covers Power BI, Power Apps, Power Automate, Power Pages, and Microsoft Copilot Studio.

Third-party apps

In case your organization needs additional functionality outside the Microsoft ecosystem, the Dynamics 365 ERP platform can be integrated with various third-party applications, including customer engagement platforms (Salesforce, HubSpot), ecommerce apps (Shopify, Adobe Commerce (Magento)), payment gateways (PayPal, Stripe), logistics and shipment solutions (FedEx, UPS), HR and payroll systems (Workday, ADP), and more.

About Itransition

Microsoft partner since 2008

250+ Microsoft projects completed

300+ certified Microsoft specialists on board

Internal Microsoft Center of Excellence

50+ ERP projects in our portfolio

10+ years delivering ERP services

4.9 average review rating on Clutch