Dynamics 365 Consulting Services
We enable enterprise-wide transformation with Dynamics 365 through a consulting-led approach that connects ERP and CRM capabilities across core business processes.
Transforming Enterprise Operations with Agentic AI–Driven Dynamics 365 Development Services
Built on the Microsoft Cloud, Dynamics 365 enables enterprises to unify sales, service, and marketing on a single, extensible platform connected to ERP and core business systems. Through our Dynamics 365 development services, we help organizations replace fragmented engagement tools with a cloud-native experience layer that applies AI-driven automation and adaptive intelligence to customer-facing operations.
As a Microsoft Solutions Partner, our consultants embed intelligence across every customer touchpoint, enabling teams to operate from a unified, 360-degree view of the customer journey supported by shared data, workflow automation, and agent-assisted CRM capabilities. This helps organizations move beyond static CRM implementations toward continuously optimized, personalized engagement at scale.
From strategy and solution design to customization, migration, quality assurance, and ongoing optimization, we deliver end-to-end Dynamics 365 solutions that modernize sales, marketing, and service operations improving conversion efficiency, operational visibility, and responsiveness to evolving customer expectations.
Dynamics 365 Services We Offer
Successful Dynamics 365 initiatives go beyond configuring applications; they require a clear business roadmap, the right architectural decisions, and continuous optimization as customer expectations and AI capabilities evolve. Our Dynamics 365 consulting services will help you implement and optimize CRM solutions that integrate with ERP systems, streamline customer and field service processes, and support connected sales, service, and marketing operations.
Our Dynamics 365 consulting work focuses on how organizations operate when AI agents, data platforms, and business applications converge into a single decision fabric. We assess where CRM, ERP, and analytics are creating friction, then design a Dynamics 365 model that supports continuous decision-making, automated execution, and scalable governance across the enterprise.
- Operating Model Design to align agentic CRM and ERP with real enterprise workflows and ownership models.
- Data & Decision Mapping to connect customer, financial, and operational signals into a unified intelligence layer.
- AI & Agent Readiness to prepare Dynamics 365 for autonomous reasoning, orchestration, and execution
- Platform Governance to ensure security, compliance, and control as intelligence scales.
We extend core CRM and ERP behavior so the platform continuously responds to customers, markets, and operational conditions in real time.
- Custom Process Logic to tailor sales, service, and finance workflows to business-specific operating models.
- AI-Enabled Decision Rules to control how agentic actions are triggered, prioritized, and executed across the customer and operational lifecycle
- Role-Based Experience Design to customize interfaces and task flows for users working alongside AI agents.
- Dataverse Customization to model, extend, and govern enterprise data for intelligent business applications.
Accelerate agentic ERP and CRM success with Microsoft Dynamics 365 consulting services. Connect business applications, data platforms, and AI services so users, Copilot, and AI agents work from a continuously synchronized business context.
- ERP and CRM Integration to link Dynamics 365 Finance, Supply Chain, Sales, and Customer Service with external enterprise systems.
- Data Platform Integration to connect Dataverse with Azure Data Lake, Power BI, and analytics platforms for reporting, forecasting, and AI workloads
- AI and Automation Integration to enable Copilot, Power Automate, and AI agents to act on real-time business events.
- API and Middleware Integration using to securely connect legacy systems, SaaS platforms, and custom applications.
Our service moves data, logic, and business operations into Dynamics 365, unlocking their full potential, sparking organizational agility, and delivering quick wins through AI agents, modernized processes, and a more resilient digital foundation.
- Legacy CRM & ERP migration into cloud-based Dynamics 365 applications for unified and transparent operations.
- Data cleansing and transformation to create a trusted, analytics-ready business data foundation.
- Post-migration optimization to sustain performance, adoption, and long-term platform value.
Our Dynamics 365 ERP development services enable organizations to modernize finance, supply chain, and operations on a unified Microsoft platform. Through intelligent automation, AI-assisted insights, and extensible architecture, we help enterprises evolve from static, transaction-focused ERP systems to data-driven platforms that support proactive decision-making and continuous optimization.
- Dynamics 365 Finance & Operations Enablement for intelligent financial planning, controlled close processes, compliance, and operational visibility.
- Supply Chain and Logistics Optimization using data-driven insights, demand forecasting, and automation to improve efficiency, resilience, and scalability.
- Project and Resource Management with real-time visibility into costs, utilization, and delivery performance to optimize resource allocation.
- Governance, Security, and Compliance Frameworks to support enterprise-grade ERP deployments with controlled automation, data integrity, and regulatory alignment.
Our Dynamics 365 maintenance and support services go beyond reactive issue resolution to provide proactive guidance that keeps your platform optimized, secure, and aligned with evolving business and AI capabilities. We help organizations minimize disruption and ensure Dynamics 365 continues to perform reliably, scale efficiently, and deliver sustained business value.
- Platform Monitoring & Performance Management to maintain system health, availability, and operational stability.
- Copilot & Workflow Optimization to continuously improve automation, insights, and execution across CRM and ERP workloads.
- Upgrade & Release Management to apply Microsoft updates, security patches, and feature releases with minimal business disruption.
- Ongoing Support & Continuous Optimization to enhance usability, adoption, and long-term return on investment from Dynamics 365.
Our Dynamics 365 Services Success Stories
Explore how our Microsoft Dynamics 365 consulting and development services drive innovation, automation, and smarter workflows in real projects.
Unlock more value from customer relationships with us as your trusted Dynamics 365 consulting and implementation partner.
Related Offerings
Get a range of Microsoft services to ensure aligned transformation of your business operations and workflows.
Your Dynamics 365 Partner for Integrated CRM, ERP, and Analytics
Our Dynamics 365 consultants help organizations modernize marketing and customer service through integrated, AI-enabled CRM solutions on the Microsoft Cloud.
Microsoft Solutions Partner
As a reliable Microsoft-certified partner with a strong portfolio, we offer Microsoft Dynamics CRM application development services that are consistent in quality with ISO 9001 and ISO/IEC 27001. We offer sustainable growth in customer traction through practical CRM solutions development, integration, testing & maintenance, automation, and infrastructural support through flexible engagement models.
Capability & Competency
As one of the leading integrators, we offer a dedicated support practice for Microsoft Dynamics CRM solutions for on-premise and hybrid cloud environments. We offer advanced capabilities in Dynamics CRM Development Services, including cloud and on-premises hosting, community collaboration, automated lead capture & analytics, sales forecasting, mobile CRM, contact management, and sales team and customer opportunity management.
Solutioning Approach
Our technical and business forte in Dynamics 365 and CRM application development will help you attract more prospects, increase sales, and close deals faster in a dynamic marketplace. Our industry-specific solutioning approach embraces premium out-of-the-box solutions and pre-deployment customizations.
Deliver Best CX
Delivers ever-lasting value with game-changing customer experience (CX) strategies embedded in our Microsoft Dynamics CRM custom development process. Our powerful CX solutions combine unified UI, intuitive designs and dashboards, trend analysis reports, customer service & sales tracing modules, and more to help businesses achieve higher customer engagement.
Dynamics 365 Insights & Resources
Stay informed with expert perspectives on agentic CRM and ERP workflows, Microsoft services, and intelligent automation built on Microsoft Dynamics 365.
Frequently Asked Questions
What are the key benefits of Microsoft Dynamics 365?
Here are the key benefits you can enjoy by opting for Dynamics 365:
- All customer, financial, and operational data is united on a single platform
- Real-time visibility is improved across the whole organization and all processes
- AI-driven insights and analytics speed up decision-making
- Workflows are automated, resulting in less manual effort and shorter delays
- Customer experience is improved with the help of connected, intelligent systems
- It is easy to scale in line with growth in business operations and data volumes
Can Dynamics 365 integrate with our existing systems?
Definitely. Microsoft Dynamics 365 is built with the ability to integrate existing enterprise systems, SaaS platforms, and legacy applications through APIs, Azure Integration Services, and Microsoft Dataverse. This facilitates the connection of data, processes, and workflows without interfering with current business operations.
Why should I choose Microsoft Dynamics CRM solutions over other CRMs?
With CRM-critical features such as opportunity and activity management, sales forecasting, and configuration capabilities, Microsoft Dynamics CRM also offers unique benefits that enhance your business processes.
- Flexible architecture, deployment options, and pricing
- Connection with other Microsoft products, such as Outlook, Office 365, Exchange Server, Skype for Business, SharePoint, Power BI, etc.
- Powerful built-in tools like LinkedIn Sales Navigator Application Platform (SNAP) and Relationship Assistant
Can you help me migrate from legacy CRM to Microsoft Dynamics CRM?
Our Microsoft Dynamics CRM consultants have thorough experience in strategy implementation and process consulting, functional automation, system integration, QA, OOTB implementations, maintenance & support, and more. With Rishabh Software, you can expect the transition to Dynamics CRM – a hassle-free and smooth experience.
Do you offer integrations with Microsoft 365 packages to improve business relevance?
Yes, we do provide custom integrations for almost all Microsoft products, including Dynamics 365, SharePoint, Office 365, Power BI, and more. For organizations already using Dynamics CRM online, our carefully designed process offers seamless transition with Dynamics 365.