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Microsoft Dynamics 365 implementation services

About Itransition

25+ years of experience in enterprise software development

Microsoft Solutions Partner since 2008

Microsoft-certified specialists on board

Internal Microsoft Center of Excellence

100+ successful CRM projects

50+ ERP implementation projects in our portfolio

4.9 average rating on Clutch

Our Microsoft Dynamics 365 implementation service offering

We cover every step of the Dynamics 365 implementation lifecycle, from initial business needs analysis and project planning to solution rollout and post-launch support. This approach allows us to deliver comprehensive solutions aligned with your unique business workflows and needs and ensure seamless user adoption.

Business analysis & solution design

Our team analyzes your current business processes and workflows to identify potential inefficiencies and optimization opportunities and define the main project objectives.

We then map your business requirements to the capabilities of the Dynamics 365 suite and conduct a fit-gap analysis to determine which needs can be addressed with out-of-the-box functionality and where customizations, integrations, or additional development are required.

Project planning

We create a detailed implementation plan, including the project timeline, resource allocation, and budget estimate, as well as a robust risk mitigation strategy.

To minimize platform adoption resistance, we develop user onboarding and change management strategies encompassing user training, workshops, documentation, and stakeholder engagement activities.

We also define rollout and go-live strategies to ensure a smooth transition to the new solution with minimal disruption to daily operations.

Configuration & customization

Our team tailors and extends the Dynamics 365 functionality to the organization’s unique business needs offering a wide range of Dynamics 365 configuration and customization services, from out-of-the-box feature configuration to custom extensions and modules development. In parallel, we connect the Dynamics 365 platform with the rest of your IT environment using pre-built and third-party integration solutions or developing custom connectors to ensure seamless data exchange and business process continuity.

Data migration

We assist you with migrating your business data to the new Dynamics 365 platform by assessing legacy data, mapping it to the Dynamics 365 data model, extracting and transferring data with the use of ETL/ELT tools and custom scripts, supporting data cleansing activities in collaboration with your team and validating the quality and integrity of the migrated data.

Testing & launch

Before the solution goes live, our team performs thorough functional, integration, performance, usability, security, and user acceptance (UAT) testing to ensure the solution works as intended and identify and troubleshoot any potential issues.

After testing and confirming that all necessary configurations, customizations, and data migration activities are completed successfully, we proceed to the go-live stage. To support smooth user adoption and ensure your team can confidently use the new solution in their everyday tasks, our team provides training materials and conducts personalized user onboarding.

Post-implementation support

After the rollout, we provide hypercare and ongoing support services to ensure the stable and uninterrupted operation of your Dynamics 365-based solution. Our team supports users during the post-go-live phase, monitors platform health and performance, and ensures continued alignment with Microsoft updates and evolving business requirements.

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Success stories

Microsoft Dynamics 365 platform for a food manufacturer & distributor

30%

increase in operational efficiency

Microsoft Dynamics 365 platform for a food manufacturer & distributor

Our team implemented a comprehensive ERP system based on the Dynamics 365 Finance and Supply Chain Management modules for an international agri-food company. The implemented platform contributed to faster, more informed decision-making, facilitated unified business operations across globally distributed teams, and allowed for the optimization of core business processes.

Centralized CRM solution for streamlining sales, customer support, & field service

35%

increase in customer support team efficiency

Centralized CRM solution for streamlining sales, customer support, & field service

We delivered a Microsoft Dynamics 365-powered CRM solution for a manufacturer and distributor of specialized medical equipment. The delivered solution helped the customer accelerate sales cycles, increase the number of closed deals and contract renewals, and enhance customer satisfaction with a boost to support team efficiency and faster response times.

Dynamics 365 Field Service platform for a manufacturer & supplier of medical equipment

40%

increase in technician efficiency

Dynamics 365 Field Service platform for a manufacturer & supplier of medical equipment

We assisted the client with moving from a legacy field service solution to a Dynamics 365-powered solution, ensuring complete field service operations transparency, reducing dispatchers and technicians manual effort, improving workforce efficiency, and minimizing equipment downtime.

Dynamics 365 Sales platform implementation for a special equipment dealer

25%

faster sales cycles

Dynamics 365 Sales platform implementation for a special equipment dealer

We implemented a comprehensive CRM solution aimed at overcoming operational inefficiencies, low process visibility, and overreliance on individual sales managers stemming from fragmented CRM systems. As a result, Dynamics 365 platform implementation helped our customer achieve shorter sales cycles, an increased number of closed deals, and lower administrative pressure on the sales teams.

Our team helps you select and implement only the Dynamics 365 applications that fit your workflows, tailoring the platform to your unique business goals while reducing unnecessary complexity and additional costs.

Our Dynamics 365 expertise

Sales & marketing

  • Sales
    Gain enhanced visibility into sales operations and ensure their efficiency, turning customer interactions into opportunities with robust lead generation and nurturing tools and enhanced sales pipeline forecasting.
  • Customer Insights
    Create targeted marketing campaigns, boost customer engagement, and maximize conversions with advanced lead and customer segmentation, customer journey orchestration, and marketing campaign performance analytics.

Customer service

  • Customer Service
    Streamline customer service operations with automated case resolution workflows, intelligent recommendations for service teams, and customer self-service options to improve the quality of customer support, enhance customer satisfaction, and foster long-term relationships.
  • Contact Center
    Connect with customers across social media, live chats, call centers, and other channels, and leverage smart case routing tools and AI-driven chatbots and agents to streamline case resolution and ensure consistent customer support.
  • Field Service
    Boost on-site technicians' productivity and enhance customer experience with seamless scheduling and notification tools, as well as integrated IoT, machine learning, and AI capabilities.

Finance & operations

  • Supply Chain Management
    Automate and optimize supply chain management business processes, including order fulfillment, warehouse management, procurement, and logistics, to minimize operational disruption and build resilient supply chains.
  • Commerce
    Deliver seamless personalized shopping experiences and streamline ecommerce business processes across physical and digital channels based on unified customer data on store visits, previous interactions, and shopping preferences, as well as retail workflow automation tools.
  • Finance
    Unify financial data across departments and branches to enable data-driven financial management across budgeting, accounting, and financial reporting, ensure regulatory compliance, and maximize business profitability.

Resource management

  • Human Resources
    Streamline workforce management operations and automate HR workflows to drive informed talent acquisition strategies, optimize workforce costs, and facilitate employee retention.
  • Project Operations
    Unify sales, project management, project execution, and finance teams within a single platform to gain full visibility into the project delivery progress, optimize project operations, accelerate project rollout, and maximize profitability.

SMB operations

  • Business Central
    Control core business processes with built-in operational visibility and automation across sales, finance, marketing, customer service, and supply chain management, supporting efficient operations as your business grows.

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How we de-risk Dynamics 365 implementation

Data migration efficiency

We adhere to Microsoft’s Data Management Framework and established data migration best practices, investing time in auditing and supporting data cleansing activities before transferring it to the new system. This approach allows us to minimize data quality issues, avoid duplicate and outdated records, reduce post-migration rework, and prevent project delays and additional costs.

Avoiding over-customization

To avoid overly complex customizations leading to performance issues and upgrade challenges, we prioritize configurations, maximizing Dynamics 365’s out-of-the-box functionality. In case customizations are required, we follow Microsoft’s official guidelines and thoroughly document all customizations to ensure platform maintainability and compatibility with future upgrades.

Enhanced end-user adoption

Our Dynamics 365 teams introduce structured change management and user adoption strategies, develop role-based documentation, deliver personalized training programs, and provide ongoing technical support. This approach helps teams seamlessly adopt new workflows in their everyday tasks, reduce resistance to change, and maximize ROI.

Ensured system interoperability

We facilitate seamless data flows between your platform and integrated legacy systems, IoT devices, and third-party applications using pre-built and custom connectors, as well as Microsoft Power Platform's native integration capabilities. This way we ensure the smooth functioning of the Dynamics 365-powered solutions, reducing the risk of API limits, data synchronization issues, and security breaches.

Why work with Itransition

Microsoft-certified partner

As an official Microsoft Partner for more than 15 years, we combine deep technical expertise with Microsoft’s proven implementation best practices to ensure predictable project outcomes, high service quality, and the long-term scalability, maintainability, and efficiency of the delivered solutions.

Industry expertise

With hands-on experience and a proven track record across 20+ industries, including retail, healthcare, manufacturing, real estate, insurance, professional services, and finance, we implement industry-specific Dynamics 365 solutions fully aligned with the demand and requirements of the specific domains.

Tailored approach

Based on the specific needs of your project, we offer different engagement models, including full project outsourcing, dedicated teams, and staff augmentation.

FAQs

Microsoft Dynamics 365 is a cloud-based suite of business applications designed to support various business functions, including finance, sales, marketing, customer interactions, supply chain, and project management. The modular nature of the Dynamics 365 ecosystem allows users to choose one or more applications, ensuring the platform aligns with their unique business goals, streamlining operations, enhancing visibility into business processes and their performance, improving efficiency, and boosting customer engagement.

A comprehensive Microsoft Dynamics 365 platform offers robust functionality for unifying and streamlining core enterprise resource planning (ERP) and customer relationship management (CRM) business processes. Implementing Dynamics 365 brings the following key benefits:

  • Dynamics 365-powered platforms offer businesses a unified data hub and a single source of truth across finance, sales, operations, and other business processes, eliminating data silos and improving business insights, forecasting, and reporting accuracy.
  • With the robust analytics tools and AI-powered automation, Dynamics 365 streamlines routine tasks, such as order processing, lead tracking, and inventory updates. This helps minimize errors, speed up workflows, and reduce teams’ manual effort, allowing them to allocate time and effort to more strategic activities.
  • Built-in analytics tools in Dynamics 365, as well as Copilot support, allow for better real-time visibility into key performance metrics, which enables faster, data-driven decision-making and a clear view of business performance.
  • By centralizing customer data and interactions, Dynamics 365 equips sales and customer service teams with the right tools to deliver tailored experiences across channels, improve support services, and enhance customer satisfaction.
  • As a cloud-based modular platform, Dynamics 365 offers advanced flexibility and scalability, whether adding new users, expanding to new locations, or integrating additional apps and modules.

The Dynamics 365 implementation timeline depends on several factors, including project complexity, the scope of needed customizations and integrations, data volumes, and the extent of user support required. Typically, solutions based on Dynamics 365 Business Central (formerly Dynamics NAV) for small and mid-market companies can be implemented in 2-4 months, while large-scale enterprise solutions encompassing multiple Dynamics 365 modules, can take up to 9-12 months. For a more accurate estimate, we recommend consulting Itransition Dynamics 365 experts to assess your specific implementation project’s requirements.

Dynamics 365 implementation pricing is determined by several factors, including the scope of modules deployed, selected licensing options, the level of customization and integrations, as well as the overall complexity of your business workflows. To get a ballpark estimate, feel free to discuss your project details with our Microsoft consultants.

When it comes to Dynamics 365 application licensing, Microsoft offers flexible options that allow organizations to tailor access based on the scope of required applications and the way users interact with the system. Dynamics 365 can be licensed per user, per device, or at the tenant level, which can be combined within a single environment. Moreover, organizations can license individual Dynamics 365 applications or combine multiple modules to meet broader business needs.

The main Dynamics 365 licensing options available, include:

  1. User licenses
    This option involves assigning access to particular apps to each user. Employees can have different levels of access depending on their role, including full users (with access to full functionality), or team members (with access to capabilities such as viewing, basic updates, etc.)

    In this scenario, user-based licenses can be combined to provide access to multiple Dynamics 365 applications for the same individual. A user is assigned a single base license (typically the first or highest-value application), while additional qualifying applications can be added as attach licenses at a reduced cost. This approach is typically used when users require access to multiple modules, helping optimize overall licensing costs.
  2. Device licenses
    In this scenario, instead of assigning licenses to particular individuals, businesses can license a shared device. Such licensing is typically used in shift-based environments, like retail stores (POS systems), warehouses, and field operations.
  3. Tenant licenses
    This licensing option grants access at the tenant (organizational) level that is not assigned to specific users or shared devices. This approach is typically used for solutions that provide shared capabilities across the business, such as customer data platforms or marketing applications.
  4. Base & attach licensing
    This option enables purchasing the first app (base) at full price and adding extra apps for the same user as attach licenses at a reduced cost. This approach works best for businesses that require multiple Dynamics 365 modules, enabling greater cost savings.

The expert guidance of a professional Microsoft Dynamics 365 implementation partner contributes to more successful Dynamics 365 implementations. With deep technical expertise in Dynamics 365 products, specific industry knowledge, and proven methodologies, partners support every phase of the implementation process. Collaborating with the right Dynamics 365 ERP or CRM implementation partner helps reduce deployment complexity, minimize disruptions and costly failures, and ensure the solution is fully aligned with your digital transformation strategy.

To ensure a successful implementation, when choosing a Microsoft Dynamics 365 partner, pay attention to the vendor’s experience with Microsoft products, relevant certifications and industry expertise, completed Dynamics 365 implementation projects, customization and data migration experience, integration capabilities, as well as ongoing support and managed service options.