Dynamics 365 CRM Consulting Services

Maximize efficiency, optimize workflows, and drive sustainable growth with tailored Dynamics 365 CRM solutions

Our Dynamics 365 CRM consultants specialize in customizing and integrating D365 to streamline your operations, enhance customer experiences, and accelerate your digital transformation.

Dynamics 365 CRM Consulting Expertise

Fully Customized CRM Solutions

Every business is unique, and a one-size-fits-all approach doesn’t work for CRM systems. Our team specializes in designing and implementing customized Dynamics 365 CRM solutions that align with your business goals and processes. We ensure that your CRM system works for you, not the other way around.

End to End Dynamics 365 Support

From initial consultation through implementation and ongoing optimization, we provide comprehensive, end-to-end support for your Dynamics 365 CRM journey. Our experts are with you every step of the way, ensuring a smooth transition and long-term success with your CRM platform.

 

Deep Industry Expertise

With extensive experience across a wide range of industries, we know how to address the unique challenges your business faces. Our industry-specific knowledge allows us to configure Dynamics 365 CRM to meet your exact needs, from custom workflows and automations to sector-specific solutions that drive business results.

 

Proven Track Record of Success

We’ve helped countless organizations maximize the potential of their CRM systems. Our proven success with Dynamics 365 CRM is backed by real results—improved sales processes, enhanced customer relationships, and increased operational efficiency. Let us show you how we can do the same for your business.

Featured Case Studies

M365 Powered HR Process Automation – QuoteWizard

Affirma enhanced QuoteWizard's onboarding and offboarding with automated solutions including Azure Automation, Power Platform, Teams, and SharePoint Online.…
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Search Engine Optimization Assessment – Illuminate Education

Illuminate Education came to Affirma for a technical assessment and audit to discover strengths, vulnerabilities and the latest SEO best practices.…
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SEO Content Management – Expedia Group SEO

Expedia came to Affirma for support with content production including improving their content workflows and SEO implementation.…
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Supercharge your business with tailored Dynamics 365 solutions that enhance productivity and drive growth. Partner with Affirma to turn your goals into reality and stay ahead of the competition.

Want to learn more about our Dynamics 365 services?

Dynamics 365 Consulting Services We Provide

Dynamics 365 Assessment and Strategic Planning

We start by understanding your unique business challenges and goals. Our experts conduct a comprehensive needs assessment to develop a strategic plan that ensures your Dynamics 365 implementation aligns perfectly with your long-term objectives.

Dynamics 365 Implementation

We handle the entire Dynamics 365 implementation process, from initial planning to final deployment. Our team ensures a smooth and seamless transition, delivering a solution that is tailored to meet your specific business needs and drive measurable results.

Customization and Configuration

Our consultants specialize in customizing and configuring Dynamics 365 to match your exact business requirements. We design workflows, dashboards, and reports that empower your team to work more efficiently and effectively.

Dynamics 365 Integration

We seamlessly integrate Dynamics 365 with your existing enterprise systems, ensuring a unified and efficient business environment. Our integration services enhance data flow and interoperability, allowing your systems to work together seamlessly.

Data Migration

We manage the entire data migration process, ensuring a secure and accurate transfer of your data to Dynamics 365. Our meticulous approach minimizes risk and ensures your business data remains intact and reliable throughout the transition.

Process Automation

We help you automate key business processes within Dynamics 365, reducing manual tasks and improving efficiency. Our automation solutions streamline your operations, allowing you to focus on what matters most growing your business.

Training and User Adoption

We provide tailored training programs designed to maximize user adoption and proficiency with Dynamics 365. Our ongoing support ensures that your team is confident and capable, helping you get the most out of your Dynamics 365 investment.

Ongoing Dynamics Maintenance and Support

We offer continuous support and maintenance to keep your Dynamics 365 system running smoothly. Our proactive approach ensures that your solution stays up-to-date and performs optimally, allowing you to focus on your core business.

Analytics and Reporting

We develop custom reports and dashboards within Dynamics 365 that provide actionable insights into your business performance. Our analytics solutions help you make informed, data-driven decisions that drive success.