Microsoft Dynamics 365 CRM implementation services
Dynamics 365 capabilities we help you leverage
Enhance operational efficiency
Streamline and automate your CRM workflows, freeing your teams from clerical tasks and allowing them to engage with customers instead.
- AI-enabled lead and opportunity scoring to focus your efforts on high-value ones
- Task planning and tracking across the sales process for better team coordination
- Task automation, including Copilot-enabled marketing and sales content generation or customer issues diagnostics, to reduce workloads
- Conversational AI chatbots and AI-powered IVR for human-like interactions and real-time customer issues resolution
Drive sales & boost revenues
Identify and nurture leads to maximize conversion rates and profit.
- AI-powered audience segment recommendations and marketing campaign personalization to boost lead generation
- AI-based recommendations on the next best sales actions to close more deals
- Omnichannel communication with real-time translation to engage customers across multiple touchpoints in the language of their choice
Deliver superior customer experiences
Serve your clients more effectively and boost customer engagement, satisfaction, and retention.
- Real-time customer journey personalization to deliver more relevant products and services
- Mobile access to CRM data and functionality to assist customers anytime and anywhere
- Case management automation and self-service support to facilitate query resolution
Make better business decisions
Centralize and analyze customer data or other business information to get a 360° view of your clients and optimize your CRM strategies.
- Sales forecasting capabilities to predict your revenues
- Support and sales teams’ performance monitoring to track progress towards KPIs
- Sales and support agents staffing planning based on seasonality and predicted workload
- Sentiment analysis to gauge customer perception of your brand and service offering
Our Microsoft Dynamics CRM service offering
Consulting
Experienced providers of Dynamics CRM consulting services, Itransition guides you throughout your Dynamics CRM project to overcome technical challenges and maximize the value of built-in functionalities, assisting you with business analysis, license advisory, implementation plan creation and supervision, project management, and user adoption.
Implementation
We handle your Dynamics 365 implementation process end-to-end, helping you adopt a software solution based on a suitable combination of products from Microsoft’s CRM suite. Itransition offers the following options:
- Standard implementation
a comprehensive offering that includes advanced customizations to equip companies of all sizes with a solution tailored to their established workflows.
- Quick implementation
a cost-effective package covering basic configurations to swiftly implement Dynamics 365 CRM or lightweight Power Platform-based Power Apps CRM in up to seven weeks.
Customization
Our specialists customize Microsoft Dynamics’ out-of-the-box functionality and user interface to better align the solution with your needs, workflows, and business requirements.
Integration
We connect Dynamics 365 CRM solution to your existing systems (ERP, accounting software, ecommerce platforms, etc.), other Microsoft products (Microsoft Teams, SharePoint, Power BI, etc.) as well as third-party apps and services (LinkedIn, Salesforce, Hotspot, etc.) through native integrations and custom APIs, enabling your staff to manage CRM operations and access relevant data in a unified solution.
Migration
Our team transfers business data from your legacy CRM and other systems to Dynamics 365 with minimal disruption. We can also migrate your Dynamics solution and related data from the on-premises environment to the cloud for superior application scalability.
We offer user training and help desk support to streamline Dynamics 365 adoption, along with administration services covering platform configuration, update scheduling, user management, and data management. Furthermore, we monitor the solution to identify and fix bugs or other issues, ensuring seamless software operation.
Drive digital transformation with expert Dynamics 365 implementation
Client spotlight
70%
potential licence cost reduction
CRM for engineering consultancy
We assisted a US-based engineering and environmental consulting firm with selecting, conceptualizing, and implementing a CRM system to substitute the legacy inefficient one. The new solution, based on the Microsoft’s Power Platform, proved to be user-friendly and efficient and allowed the company to save implementation costs.
Itransition’s Dynamics CRM implementation roadmap
1
Analysis, design & planning
2
Implementation
3
Rollout
4
Ongoing support
About Itransition
Microsoft Partner since 2008
Certified Microsoft Dynamics experts on board
10+ years providing CRM services and solutions
100+ CRM projects successfully completed
In-house Microsoft and CRM Centers of Excellence
10+ industry-specific Centers of Excellence
Quality and information security management compliant with ISO 9001 and ISO 27001
4.9 average review rating on Clutch
Implement Dynamics 365-based CRM system with Itransition’s guidance
Dynamics 365 CRM apps we help implement
Streamline workflows with advanced automation and leverage AI-driven insights and real-time data to close deals faster and strengthen customer relationships.
Deliver personalized customer support with AI-powered automation, self-service capabilities, and seamless omnichannel engagement.
Consolidate customer data and leverage AI-driven analytics to create personalized marketing campaigns and drive effective customer engagement strategies.
Optimize field operations with intelligent scheduling, real-time service tracking, and AI-powered insights, improving operational efficiency and customer satisfaction.
Other Microsoft products we work with
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