Microsoft Dynamics 365 CRM configuration and consulting

What we do

Dynamics 365 CRM

We design and develop modular, scalable, and integrated CRM solutions based on Microsoft Dynamics 365 and Power Platform to enhance sales, marketing, and customer service performance.
Our approach combines native platform configuration, low-code or full-code development, and accelerated adoption through proprietary modules and tools.

Our solutions are designed to ensure fast delivery, GDPR compliance, and cloud scalability-guaranteeing maximum operational continuity and full integration with the broader IT ecosystem.

Service

Process Optimization

Full digitalization of CRM processes: lead management, opportunity tracking, ticketing, and marketing campaign management.

DevOps & ALM

CI/CD pipelines on Azure DevOps, environment management (development, QA, production), branching strategies, and version control.

Platform Integration

REST APIs, standard connectors, Power Automate, Azure Logic Apps, Dataverse, and Common Data Model for a fully integrated CRM.

User Experience

Responsive, role-based, and mobile-friendly interfaces, seamlessly integrated with Microsoft Teams and Outlook.

Scalability & Governance

Multi-tenant solutions, RBAC access control, audit logs, and full GDPR compliance.

Vertical Features

Sales 

  • End-to-end management of leads, opportunities, quotes, and orders
  • Integration with Outlook, Teams, and LinkedIn Sales Navigator
  • Forecasting, automation, and customizable KPI dashboards

Customer Service 

  • Multichannel ticketing with SLA and AI-based routing
  • Knowledge base, chatbots, and self-service portals
  • Customer satisfaction monitoring

Field Service 

  • AI scheduling for on-site technical operations
  • Resource management, offline mobile app, and IoT integration
  • Real-time inventory and parts management

Marketing – Customer Insights Journeys 

  • Multichannel campaigns with dynamic segmentation
  • Journey designer, A/B testing, and advanced insights
  • Native integration with Customer Insights and Power Platform

AI & Copilot: The New Proactive CRM

With the integration of Copilot and generative AI, Microsoft Dynamics 365 CRM evolves into a predictive and collaborative platform that supports users in every customer interaction.
AI-powered features boost productivity, enhance content quality, and enable real-time data-driven decisions.

What Copilot enables: 

  • Suggestions for emails and sales content
  • Real-time insights on opportunities and customers
  • Sales forecasting based on historical patterns
  • Automatic campaign creation and response generation
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