Dynamics 365 CRM
Unified, AIâDriven Sales, Service & Marketing for the Modern Organization
A Dynamics 365 Partner You Can Trust
A Microsoft Dynamics 365 partner delivering measurable business outcomes through proven delivery methods, deep product expertise, and long-term customer commitment helping organizations optimize operations, improve decision-making, and scale with confidence.
Ready to Transform Your Customer Experience?
Whether you're streamlining sales, elevating service, or modernizing your entire customer engagement stack, we'll help you design and implement the right Dynamics 365 CRM solution for your business.
One platform to manage your customer lifecycle
Unify sales, service, and marketing. Track every interaction and empower your teams with a complete 360âdegree customer view across the entire lifecycle.
AIâPowered Guidance & Insights
Use Copilot for predictive lead scoring, opportunity insights, conversation intelligence, and service recommendationsâembedded directly into your workflows.
Secure, Compliant & EnterpriseâReady
Manage roles, security, audit trails, and compliance using Microsoft's trusted cloud. Scale confidently across teams, regions, and business units.
Flexible, Modular & Extensible
Add Sales, Customer Service, Field Service, or Marketing as you grow. Extend with Power Platform, AppSource apps, and Dataverse for unlimited integration flexibility.
Productivity Inside Outlook, Teams & Excel
Work where your people already are. View customer records, track emails, update opportunities, collaborate on cases, and access insightsâall inside Microsoft 365.
LowâCode Process Automation
Build workflows, automate approvals, design custom apps, and integrate systems using the Power Platformâwithout heavy custom code.
What's Included in Dynamics 365 CRM
Dynamics 365 CRM brings sales, service, and marketing together so teams can operate from a single source of truthâwith AI insights to drive every stage of the customer journey.
Sales Management
Sales Management
Customer Service
Customer Service
Marketing (Customer Insights)
Marketing (Customer Insights)
Field Service
Field Service
Reporting & AI Insights
Reporting & AI Insights
Sales Management
Accelerate revenue with guided selling, deal insights, and endâtoâend opportunity management.
Why Devanalytic for Dynamics 365 CRM?
A boutique partner built for impactânot overhead.
What sets us apart
Boutique ownership
Work directly with senior leads and architects for accelerated outcomes.
Certified experts
Deep expertise in D365 Sales, Service, Marketing, and Power Platform.
Agile delivery
Short sprints, weekly demos, and measurable KPIs.
Proven accelerators
Lead-scoring templates, service playbooks, integration kits, and data migration packs.
Engineering & security rigor
Gated builds, automated tests, governance, and secure-by-design architecture.
Adoption & ongoing support
Role-based training, change management, and continuous improvement after go-live.
End-to-End
Services
From planning to optimizationâour teams support every stage of your Dynamics 365 CRM journey.
Planning & Consulting
Define customer engagement strategy, KPIs, and solution architecture.
Implementation & Integration
Deliver fast, stable deployments that scale with your revenue operations.
Migration & Modernization
Move from legacy CRMs with structured, low-risk migrations.
Custom Development
Extend CRM with Power Apps, AI, plugins, and low-code components.
Training & Enablement
Workshops tailored for sales, service, marketing, and management teams.
Managed Services
Continuous optimization, reporting, and proactive system improvements.
â The Devanalytic Advantage
Engineering rigor + agile delivery + senior ownership. Whether you're modernizing sales, scaling service, or transforming customer experienceâwe support you from day one to "always on"
Our CRM
Rollout Strategy
In 4 Agile Phases
Outcome-first, risk-controlled, and fully aligned with Microsoft's Success by Design.
Discover & Blueprint
Define goals, scope, data model, and customer journeys.
Configure & Integrate
Implement sales/service processes and integrate with surrounding systems.
Validate & Prepare
Test scenarios, train teams, and prepare for go-live.
Go Live & Evolve
Launch successfullyâand continuously improve.
Free Dynamics 365 CRM Assessments
Stabilize. Modernize. Unlock AI ROI. No-cost, no-obligation assessments by a certified Dynamics team.
Implementation Rescue
Stabilize failing CRM rolloutsâfast.
We do:
- â˘Process & configuration review
- â˘Data model & integrations audit
- â˘Sales/service workflow analysis
You get:
- â˘Risk heatmap
- â˘Top 3 quick wins
- â˘30/60/90-day recovery plan
Ready to get started?
Book your free assessment today - no commitment required
Frequently Asked Questions
Objection handling (timelines, cost, customization, integrations, upgrades)
How long does a CRM implementation take?
How long does a CRM implementation take?
Typical deployments take 6â12 weeks depending on modules, integrations, and data.
What is the cost of implementing Dynamics 365 CRM?
What is the cost of implementing Dynamics 365 CRM?
Costs vary based on licenses, modules, data complexity, and integrations. A discovery session determines an accurate estimate.
Do we need much customization?
Do we need much customization?
Most sales, service, and marketing processes work out-of-the-box. Customizations are only recommended when they add measurable business value.
What do you handle vs. what we handle?
What do you handle vs. what we handle?
We manage configuration, integrations, data migration, training, and support. You provide SMEs, data validation, and approvals.
Can you migrate our data from our existing CRM?
Can you migrate our data from our existing CRM?
Yes. Leads, contacts, accounts, opportunities, cases, and activities are standard migrations.
Will our team receive training?
Will our team receive training?
Yes. We provide role-based training for sales reps, service agents, field techs, and managers.
What integrations are possible?
What integrations are possible?
Outlook, Teams, Power BI, SharePoint, BC/F&O, custom apps, telephony, web forms, and more.
How do you ensure Microsoft best practices?
How do you ensure Microsoft best practices?
By following Success by Design, applying Dataverse/solution layering standards, and minimizing unmanaged customizations.
What support do we get after go-live?
What support do we get after go-live?
Hypercare, continuous support packages, ticketing, and regular system optimization.
Is Dynamics 365 CRM right for our business?
Is Dynamics 365 CRM right for our business?
Sales- and service-driven organizations of any size benefit from CRM's unified data, automation, and AI.
Still have questions? We're here to help.
Ready to Transform Your Customer Relationships?
Start your CRM journey with expert implementation and support