Microsoft Dynamics 365 consulting services

Our expert consultants guide you through the seamless implementation of several systems of Microsoft Dynamics 365. By studying each client’s unique challenges, we create a precise roadmap for customizing and deploying a suite of apps to supercharge everyday operations.

25+

projects delivered

25+

projects delivered

When businesses might need Dynamics CRM consulting services

Complex system integration

Customization challenges

Data migration issues

High costs

User adoption

Compliance and security

Complex system integration

We help you integrate Dynamics 365 with your current setup, connecting all necessary components for a smooth workflow.

Customization challenges

The consultants study your business structure and come up with a Dynamics 365 customization scope that you will benefit the most from.

Data migration issues

Innowise experts our experience to guide you through a safe data migration to Dynamics 365 with minimal downtime.

High costs

Our consultants will identify the right Dynamics 365 solution for your needs. This way, you won’t waste resources on integrating irrelevant functions.

User adoption

The Innowise team offers hands-on training to help your employees manage Dynamics 365 efficiently.

Compliance and security

DevSecOps experts help you align your data storage policies with regional and global regulations and ultimately keep your data protected.

Complex system integration

We help you integrate Dynamics 365 with your current setup, connecting all necessary components for a smooth workflow.

Customization challenges

The consultants study your business structure and come up with a Dynamics 365 customization scope that you will benefit the most from.

Data migration issues

Innowise experts our experience to guide you through a safe data migration to Dynamics 365 with minimal downtime.

High costs

Our consultants will identify the right Dynamics 365 solution for your needs. This way, you won’t waste resources on integrating irrelevant functions.

User adoption

The Innowise team offers hands-on training to help your employees manage Dynamics 365 efficiently.

Compliance and security

DevSecOps experts help you align your data storage policies with regional and global regulations and ultimately keep your data protected.

Cost calculator for Dynamics 365 implementation

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Get comprehensive Microsoft Dynamics 365 consulting services

We help you enhance your already implemented Microsoft Dynamics 365 solutions or guide you through the process of deploying it from scratch. Our comprehensive services ensure that your business can use Dynamics 365 to efficiently pinpoint growth opportunities.

MS Dynamics 365 software audit

We audit your MS Dynamics 365 solution to suggest performance optimizations and new features to drive your growth.

Architecture design & technical roadmap planning

Microsoft Dynamics 365 consultants design an architecture and implementation roadmap so that the future solution would reflect your business goals.

Prototyping & MVP development

Our engineers guide you through the prototyping phase to validate concepts and polish the solution before you begin the full-scale development.

MS Dynamics 365 customization

Innowise engineers can customize a Dynamics 365 solution to grant you a deeper insight into sales analysis or automate financial reporting procedures.

Integration of MS Dynamics 365 tools and products

Innowise consultants perform an audit of your entire digital infrastructure to come up with ways to integrate MS Dynamics 365 tools in a way that would promote seamless information flow.

Legacy modernization & migration

We advise you on upgrading your older Dynamics solutions or migrating from other solutions with minimal disruption to your everyday operations.

Maintenance & support ERP & CRM

Our team leverages their knowledge to continuously support your MS Dynamics 365 system through updates and troubleshooting procedures.

Maksim Striletskii Power Platform Solution Architect

“The true value of Microsoft Dynamics 365 lies in its customization capabilities, allowing organizations to develop specific features that supercharge their everyday operations most efficiently. A professional team of consultants is essential in properly planning MS Dynamics 365 implementation, guiding you from inception through continuous maintenance. With expert consulting, businesses can utilize Dynamics 365 to drive the most growth.”

Dynamics 365 business solutions we specialize in

Dynamics 365 CRM

Dynamics 365 Customer service

Dynamics 365 Field Service

Dynamics 365 Finance and Operations

Dynamics 365 Supply Chain Management

Dynamics 365 Sales

Dynamics 365 Navision

Dynamics 365 Project Operations

Dynamics 365 Marketing

Dynamics 365 Business Central

Dynamics 365 Commerce

Microsoft Dynamics 365 packs

We do not offer redundant services or bloated costs. What we do is evidence-based calculations to get your MS Dynamics CRM up & running

Sales
Service
Customer Insights
Field Service
Project Operations

Service	Basic	Standard	Advanced	Explanation
Environment setup				Basic deployment of the system.
Contacts/accounts				Configuration of Contact & Account entities (forms, columns, views).
Leads/opportunities				Configuration of Lead & Opportunity entities (forms, columns, views).
Quotes/orders/invoices				Configuration of Quote/Order/Invoice entities (forms, columns, views).
Products/price lists				Basic Product List upload & Price list configuration.
Product hierarchy, relationships, bundles & properties				Advanced Product List hierarchy logic setup, bundles configuration, properties tuning.
D365 App for Outlook				Preparatory work & enablement of D365 App for Outlook Plugin to automatically send/track emails and other activities.
Dashboards				Configuration or real-time sales dashboards/charts.
Activities setup				Configuration of Activities list, forms, columns.
Sales literature/goals/forecasts/competitors				Configuration & adjustment of Sales Literature/Goals/Forecasts/Competitors
Data migration				Upload of .csv files into the system.
Process automation				Creation of custom system alerts, reminders, notifications, workflows
Security configuration				Configuration of Business Units, Security Roles.
Training & user guides				User Guides drafting & End-user Trainings (2 sessions)
Project management				Project Coordination.
Hours	38	70	150

Service	Basic	Standard	Advanced	Explanation
Environment setup				Basic deployment of the system.
Contacts/accounts				Configuration of Contact & Account entities (forms, columns, views).
Case/queues				Configuration of Case entity (forms, columns, views). Creation of Queues.
Knowledge base/knowledge articles				Drafting the Knowledge Base Articles.
SLA/SLA KPIs/SLA items/working schedule/business closures				Configuration of SLA KPIs, SLA Levels, Success Criteria, Warn & Fail times, Work & Closure Schedules.
Power Platform portal				Setup of External/Internal -facing Portal to capture Cases, track Resolution Progress and capture feedback.
Customer voice surveys				Setup of trigger condition, details to capture & metrics inside a survey
Entitlements				Setup of terms to a customer's service contract (hour/case allotment)
Dashboards				Configuration or real-time sales dashboards/charts.
Activities setup				Configuration of Activities list, forms, columns.
AI-powered chat bot				Setup & configuration of a chatbot to address common questions
Data migration				Upload of .csv files into the system.
Process automation				Creation of custom system alerts, reminders, notifications, workflows
Security configuration				Configuration of Business Units, Security Roles.
Training & user guides				User Guides drafting & End-user Trainings (2 sessions)
Project management				Project Coordination.
Hours	36	80	200

Service	Basic	Standard	Advanced	Explanation
Environment setup				Basic deployment of the system.
Contacts/accounts/segments				Configuration of Contact & Account entities (forms, columns, views). Segments creation
Marketing emails/social posts				Setup of marketing emails & social posts.
Customer journeys				Configuration of Customer Journeys, tiles, branching & logic
Marketing pages/forms/websites				Creation of Marketing Forms, Pages and Websites.
Event management				Setup & configuration of event management functionality
Dashboards				Configuration or real-time sales dashboards/charts.
Activities setup				Configuration of Activities list, forms, columns.
Templates				Drafting the templates for email, pages, forms etc.
Data migration				Upload of .csv files into the system.
Process automation				Creation of custom system alerts, reminders, notifications, workflows
Security configuration				Configuration of Business Units, Security Roles.
Training & user guides				User Guides drafting & End-user Trainings (2 sessions)
Project management				Project Coordination.
Hours	35	55	155

Service	Basic	Standard	Advanced	Explanation
Environment setup				Basic deployment of the system.
Contacts/accounts				Configuration of Contact & Account entities (forms, columns, views).
Work orders				Configuration of Work Order entity (forms, columns, views).
Scheduling				Configuration of Scheduling Board.
Inventory/purchases/return				Setup of stock management, purchases and returns
Resources (skills/characteristics)				Setup of resources, routing & skill matching
Asset management				Setup of equipment and service history
Dashboards				Configuration or real-time sales dashboards/charts.
Activities setup				Configuration of Activities list, forms, columns.
Data migration				Upload of .csv files into the system.
Process automation				Creation of custom system alerts, reminders, notifications, workflows
Security configuration				Configuration of Business Units, Security Roles.
Training & user guides				User Guides drafting & End-user Trainings (2 sessions)
Project management				Project Coordination.
Hours	42	70	166

Service	Standard	Advanced	Explanation
Environment setup			Basic deployment of the system.
Contacts/accounts			Configuration of Contact & Account entities (forms, columns, views).
Quotes/projects			Configuration of Quote & Project entities (forms, columns, views).
Orders/contracts/invoice			Configuration of Order/Contract/Invoice entities (forms, columns, views).
Schedule board			Schedule Board configuration.
Resources/skills/roles/work hours			Setup of Resources and their properties.
Time entries			Time Entry-related adjustments
Dashboards			Configuration or real-time dashboards/charts.
Activities setup			Configuration of Activities list, forms, columns.
Price lists			Setup of Pricelists
Requirements/bookings			Booking-related adjustments
Data migration			Upload of .csv files into the system.
Process automation			Creation of custom system alerts, reminders, notifications, workflows
Security configuration			Configuration of Business Units, Security Roles.
Training & user guides			User Guides drafting & End-user Trainings (2 sessions)
Project management			Project Coordination.
Hours	100	160

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Choose Innowise as a Microsoft Dynamics 365 consulting expert

Innowise experts leverage their technical expertise and knowledge of your domain to guide you toward a solution that will support your growth.

Informed decision-making

We rely on data-driven insights to help you make informed decisions about your Dynamics 365 strategy.

Operational efficiency

Our experienced professionals identify project bottlenecks and deal with them promptly to guarantee predictable outcomes.

Proactive risk management

We identify potential risks early and implement strategies to mitigate them so that the Dynamics 365 deployment goes smoothly and securely.

Customization and flexibility

Innowise consultants advise you on implementing Dynamics 365 features that will empower your organization to overcome its unique challenges.

Seamless integration

We ensure Dynamics 365 integrates flawlessly with your existing systems to enhance operational harmony and efficiency.

Continuous support

Innowise offers comprehensive training and ongoing support to maximize your team’s competence and Dynamics 365’s return on investment.

Our partnerships and awards

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Industries we serve

Innowise, with extensive experience working across various business fields, customizes the Dynamics 365 suite to meet a wide range of operational needs. We tailor solutions to optimize performance and drive growth in diverse industries.

Sales

MS Dynamics 365 offers a selection of tools that managers use to gain insights into their customers, manage incoming leads, and monitor sales performance.

Results:

Increased lead conversion rates
Improved sales forecasting
Enhanced customer relationship management

Finance

Organizations can use MS Dynamics 365 to automate budgeting and review financial performance analytics to inform decisions for future growth.

Results:

Enhanced financial reporting accuracy
Streamlined budgeting processes
Improved regulatory compliance

Marketing

Dynamics 365 helps empower marketing efforts with advanced data analytics, tools to launch and monitor marketing campaigns, and features for personalized customer engagement strategies.

Results:

Higher campaign ROI
Improved customer segmentation
Enhanced brand visibility

Commerce

Dynamics 365 supports commerce by integrating isolated sales channels with customer data and inventory management tools, which empowers businesses to offer personalized shopping experiences.

Results:

Increased sales channel efficiency
Improved inventory management
Enhanced customer satisfaction

Customer service

With Dynamics 365, customer service specialists get quality tools for managing customers’ cases along with the relevant information. The solutions feature comprehensive knowledge bases and feedback mechanisms.

Results:

Faster issue resolution times
Improved customer satisfaction scores
Enhanced support team productivitye

Supply chain

MS Dynamics 365 provides a sufficient number of tools for businesses to collaborate with suppliers, manage procurement, track shipments and inventory. In addition, the logistics planning features enable them to offer reliable service.

Results:

Reduced operational costs
Improved demand forecasting accuracy
Enhanced supplier relationships

All industries

Case studies

All case studies

Anna Muchnik

Business development manager

Eliminate inefficiencies with MS Dynamics 365.

And we will help you along the implementation journey.

Our approach to Dynamics 365 consulting services

At Innowise, our consultants are committed to bringing the most value to our clients. We approach each and every project with utmost attention to detail, thoroughly researching relevant market trends and competition while keeping our services aligned with our clients’ requirements.

Risk-proof project scoping

Our expert consultants study all of the aspects of the clients business to identify and mitigate potential risks of the future project. This way, you can be sure that your MS Dynamics 365 solution will be implemented without a hassle.

Realistic cost estimation

Having considered all the business and technological intricacies, Dynamics 365 consultants create a project roadmap with accurate cost estimates, allowing our client to precisely plan their investments.

Collaborative environment

Innowise team collaborates closely with our customer’s team, keeping all stakeholders updated on project progress. By maintaining contact with their team, we can swiftly address emerging issues and adjust the scope.

Top security

We keep your data safe all around. We work under negotiable non-disclosure agreements, and our SecOps consultants help you deploy strong solutions that keep the data of your employees and clients confidential.

Focus on user experience

Innowise helps clients design and build solutions that focus on end-user experience. We ensure that your MS Dynamics 365 solution won’t be bloated with irrelevant features, and will be easy to navigate.

Clear success metrics

Our Dynamics 365 consultants outline the project success metrics that are clear and easily measurable. Straightforward goals allow for breaking the project down into digestible tasks, guaranteeing flawless execution.

Get these benefits with Innowise

70%

IT department cost reduction

Due to a centralized data management system.

315%

ROI with a payback period of 6 months

From more efficient customer support handling with the help of Dynamics 365 Customer Service.

Microsoft Dynamics 365 integration methods we use

First-party integrations

Dual-Write
Azure Data Lake
Power Automate
Logic apps

Third-party integrations

Custom integration
iPaaS or middleware

Our implementation roadmap

Innowise consultants guide clients through the entire lifecycle of a Microsoft Dynamics 365 implementation. With a polished process under our belts, we offer continuous support throughout the solution development and eventual deployment.

Discovery and analysis

Client interviews
Technology audit
Scope definition

Design and implementation

Solution architecture
System customization
Data migration

Testing and debugging

System testing
User acceptance
Issue resolution

Deployment and optimization

Go-live support
User training
Performance monitoring

Need extra hands to move faster?

Our developers can join your team and start contributing right away.

Core technologies we work with

MS Dynamics 365 Finance

MS Dynamics 365 Business Central

MS Dynamics CRM 2016 and older

AX 2012 and older

MS Dynamics 365 CE

MS Dynamics NAV 2017 and older

X++

Data Migration Framework

Microsoft SQL Server

WHS App

SysOperation

C/AL

JavaScript

PowerApps

Microsoft SQL Server

Blob Storage

Azure SQL Database

Dataverse

Application Object Server

Admin User Provisioning tool

Virtual Machine

Azure DevOps

Azure Comms Services

WHS App

SysOperation

REST

OData

GraphQL

SOAP

GRPC

oAuth

Basic Auth

OpenID

Visual Studio

Visual Studio Code

MorphX

Postman

Team Explorer

MS Dynamics 365 products Programming languages and frameworks Databases & storage Tools & utilities Integration & APIs Development & testing tools

MS Dynamics 365 Finance & Operations

MS Dynamics 365 Business Central

AX 2012 and older

MS Dynamics CRM 2016 and older

MS Dynamics 365 Customer Engagement

MS Dynamics NAV 2017 and older

X++

Data Migration Framework

Microsoft SQL Server

WHS App

SysOperation

C/AL

JavaScript

PowerApps

Microsoft SQL Server

Blob Storage

Azure SQL Database

Dataverse

Application Object Server

Admin User Provisioning tool

Virtual Machine

Azure DevOps

ACS (Azure Communication Services)

WHS App

SysOperation

REST

OData

GraphQL

SOAP

gRPC

oAuth

Basic Auth

SAML

OpenID

Visual Studio

Visual Studio Code

MorphX

Postman

Team Explorer

What our customers think

Kristian Lasić Advanced Product Owner Global soft d.o.o.

“What we noted during the workshop was the experience that Innowise as a company and their team member as an individual had, with a good answer for every real life and hypothetical scenario we could think of.”

Industry IT services
Team size 4 specialists
Duration 21 months
services IT Consulting

Tim Benedict CTO Vitreus

“Innowise has successfully delivered the client's MVP, marking the project's success. The team has offered excellent project management, as they're highly efficient and always deliver on time. Overall, their passion and depth of expertise are outstanding.”

Industry Enterprise
Team size 15 specialists
Duration 15 months
Services Architectural design, blockchain, custom software development

Stefania Basciu Senior Manager Topcon Agriculture

“We are more than satisfied with our fruitful cooperation with Innowise, as they perform tasks in accordance with our high requirements and corporate standards and bring the desired results.”

Industry IoT services
Team size 2 specialists
Duration 28 months
Services Software development, QA, platform updates, supportn

FAQ

How can Microsoft Dynamics 365 consulting service help my business?

Microsoft Dynamics 365 Consulting helps you integrate the solution in a way, which helps you address your business challenges. Whether you’re looking to improve customer engagement, get a better view of your finances, or manage supply chains, the consulting team helps you choose the right tool and customize it to your liking.

When should a business hire a Microsoft Dynamics 365 consulting partner?

If you have trouble migrating to your MS Dynamics 365 from proprietary digital systems, integrating it with other software your teams use, or adding custom features – a consulting team will make the transition easier if hired to both plan and overlook the execution process.

Do you offer ongoing maintenance and support?

Yes, we offer ongoing maintenance and support. Our team is dedicated to ensuring your Microsoft Dynamics 365 system runs smoothly, providing regular updates, resolving issues, and continuously improving the solution with new features and enhancements.

How can I get started with Innowise's Dynamics 365 Consulting?

To get started with Innowise’s Dynamics 365 consulting, simply contact us through our website. We will schedule an initial consultation to understand your needs and develop a roadmap for MS Dynamics 365 integration.

Feel free to book a call and get all the answers you need.

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Once we’ve received and processed your request, we’ll get back to you to detail your project needs and sign an NDA to ensure confidentiality.

After examining your wants, needs, and expectations, our team will devise a project proposal with the scope of work, team size, time, and cost estimates.

We’ll arrange a meeting with you to discuss the offer and nail down the details.

Finally, we’ll sign a contract and start working on your project right away.