Microsoft Dynamics 365 Consulting Services
Trusted Microsoft Solutions Partner for complete Dynamics 365 CRM implementation, customization, integration, and support needs.
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Trusted by Leading Organizations Globally
Microsoft Dynamics 365 Consulting Services
Transform business operations with an AI–powered CRM solution
Microsoft Dynamics 365 is powerful customer relationship management software —but only when implemented with clarity, customization, and a deep understanding of your business goals. At Soluzione IT Services, our expert Microsoft Dynamics 365 consultants help businesses move beyond out-of-the-box functionality into a CRM system that supports AI-driven business transformation for smarter selling, faster service delivery, and data-backed decisions across teams.
We achieve this through seamless Microsoft Dynamics integration, customization, support, and maintenance of your Microsoft Customer Relationship Management (CRM) solution. Our team of Microsoft-certified professionals works closely with your internal teams, bringing 14+ years of Dynamics 365 expertise to every phase of our D365 solutions.
- Configure Dynamics 365 CRM around how you sell, serve, and support customers.
- Boost customer experience with our Dynamics CRM managed services while reducing delays with modules like Microsoft Dynamics 365 Sales, Marketing, Customer Service, Field Service, and Customer Insights.
- Unify scattered customer data, reduce manual work, and make smarter decisions through connected workflows.
- Provide continuous engagement through adoption, upgrades, and evolution, so your CRM also scales and you build a long-term capability.
What are the Dynamics 365 Services offered?
Soluzione offers end-to-end Microsoft Dynamics 365 CRM services
Dynamics 365 Consulting Services
Our Dynamics 365 consultants work alongside your leadership and technical teams to develop a long-term Dynamics 365 CRM strategy to help you make informed, scalable decisions from the start.
Dynamics 365 Licensing & Compliance Advisory
Get unbiased, up-to-date guidance on MS Dynamics 365 licensing models. We also help you stay compliant with Microsoft’s evolving terms and industry-specific regulatory expectations
Dynamics 365 Setup & Administration
Contact our D365 experts to build a stable foundation for your CRM with structured D365 administration and licensing that are best suited for your business needs.
Dynamics 365 Customization & Configuration
Get MS D365 CRM to work the way your business requires with our purpose-built MS Microsoft Dynamics 365 implementation services.
Dynamics 365 Migration & Integration
Securely migrate data from legacy systems to the latest AI-enabled Dynamics 365, or need to connect existing Dynamics with other applications? Look no further – we’ve got you covered!
Dynamics 365 Quality Assurance & Testing
Our Microsoft-certified D365 QA team runs automated and manual test cases for every feature to ensure smooth deployment, low downtime, and minimal rework post-launch.
Dynamics 365 Maintenance & Support
Keep Microsoft D365 CRM up-to-date and up-to-speed with our Dynamics CRM managed services, including health checks, bug fixes, patch management, and continuous improvement.
Dynamics 365 Copilot & AI Enablement
Infuse intelligence into your CRM using Microsoft’s AI-powered assistant to automate repetitive tasks, draft communications, and surface next-best actions.
Microsoft Power Pages
Create scalable, secure web portals with D365 Power Pages to enable self-service interactions for customers, partners, or internal teams.
Dynamics 365 Modules We Specialize In
Empower your sales teams with a centralized platform for consistent processes, real-time pipeline visibility, deal stages, forecasting, and AI-powered insights (including Copilot for next-best actions). Achieve higher win rates and faster closes.
Deliver faster, consistent support by unifying customer data, case management, omnichannel channels (voice, chat, email), and AI-driven routing in one place—boosting satisfaction, reducing resolution times, and optimizing service operations.
Unify customer data for deeper understanding and orchestrate real-time personalized journeys. Identify behavior patterns, predict needs, create smart segments, and drive engagement, retention, and lifetime value.
Bring project planning, execution, resource management, costing, and invoicing into one unified system. With expert consulting setup, gain accurate visibility, optimal resource utilization, and tighter margin control for project-based businesses.
Optimize field operations with intelligent scheduling, real-time technician tracking, work order management, and mobile tools—ensuring efficient on-site delivery, better coordination, and consistent customer experiences.
Extend Dynamics 365 with Click for advanced email marketing, multi-channel journey automation, lead scoring, web tracking, and analytics. Nurture leads effectively, personalize communications, and align marketing tightly with sales—all natively integrated.
Boost Dynamics 365 Capabilities with Our Pre-Built Add-Ons
Built by Soluzione, our Dynamics 365 Add-Ons help you move longer, faster, and better.
Report Scheduling Automation
Automate the generation and delivery of reports in MS Dynamics 365 CRM, ensuring timely insights without manual intervention.
Interactive Kanban Board
Visualize your CRM data with an intuitive Kanban view – enhancing workflow visibility and efficiency.
Activity Timeline Accelerator
Enhance the default activity timeline to track emails, calls, notes, and tasks with a more interactive and customizable view.
Advanced Auto-counter
Automate the creation of unique identifiers for CRM records. Configure counters with custom prefixes, suffixes, and date formats to maintain consistent and meaningful record numbering.
Pro Email Template Editor
Design professional, responsive email templates directly within Dynamics 365. Utilize drag-and-drop features to create engaging emails that align with your branding and communication strategies.
SharePoint Metadata Capture
Capture and synchronize additional metadata for documents uploaded from Dynamics 365 to SharePoint, ensuring the accuracy and relevance of records.
Accounting Connectors for Xero
Integrate Dynamics 365 CRM with Xero to synchronize customers, invoices, and financial data—ensuring alignment between sales and finance teams.
Accounting Connectors for MYOB
Connect Dynamics 365 CRM with MYOB to maintain consistent accounting records and improve financial visibility across systems.
Accounting Connectors for QuickBooks
Seamlessly integrate Dynamics 365 CRM with QuickBooks to keep customer, invoice, and payment data up to date across platforms.
Attachment Archival
Enhance CRM performance by organizing and storing files in SharePoint and Azure, ensuring secure cloud-based storage and easy access to archived files through links in the CRM.
Notify365
Gain better visibility, faster follow-ups, and a reliable audit trail for all outbound notifications— making it ideal for sales, service, operations, and compliance-driven teams.
Dynamics 365 Solutions Customized for Every Industry
Educational
Insurance & ReInsurance
Nonprofit Organizations (NPOs)
Wealth Management
Professional & Legal Services
Accreditation
Transport & Logistics
Aged Care
Lending Management
Real Estate & Property Management
Telecom & Utility Providers
Travel & Tourism
Is Your Required CRM Solution Not Listed Above?
Our Microsoft D365 developers are capable of much more, covering all your CRM needs.
Our Implementation Process
Why Choose Soluzione for your CRM needs?
We provide full lifecycle support to ensure your CRM continues to perform, evolve, and deliver value long after go-live. From timely updates and performance optimization to user adoption strategies and expert technical support, we help businesses get consistent outcomes from their Dynamics 365 investment.
We offer a flexible and cost-effective engagement model without compromising on quality. Our approach combines competitive pricing with reliable delivery. While our agile delivery and seasoned offshore teams help accelerate Dynamics 365 implementation, enabling “QuickStart” deployments that deliver value within weeks.
- 14+ Years in the IT Industry
- 100+ Qualified Specialists
- 100+ Certifications
- 500+ Successful Projects
- 250+ Happy Clients
- 25+ Countries Worked in
- ISO-Certified
Flexible Engagement Models to Suit Your Project
Partner with a trusted Microsoft Dynamics 365 implementation expert offering onshore and offshore Dynamics 365 development services with flexible pricing models for both on-site and off-site teams.
Time & Material
An hourly rate-based pricing to cover all aspects – time, effort, and resources – for your upcoming project or idea. Collaborate in an agile environment with our skilled software engineers.
Fixed Price Projects
Ideal for projects with well-defined requirements and specifications from the start – ensuring predictable costs, process monitoring, and timely delivery.
Offshore CRM Development
A cost-effective option that enables businesses to access global talent in Microsoft Dynamics 365 at different locations. Scale your team up and down as needed while maintaining high-quality CRM solutions.
Hybrid CRM Development (Onshore-Offshore)
Get Microsoft Dynamics 365 expertise combining onshore expertise with extended remote support for a balanced, scalable, and cost-effective approach.
Considering the implementation of Microsoft Dynamics 365 CRM Business Apps?
Get Free ConsultationClient Testimonials
We sought to upgrade our Podio-based ERP system to Dynamics 365. After 2 consecutive failures (by different parties), we came across Soluzione IT Services who were actually able to accurately reflect our internal processes and transition our ERP from Podio to Microsoft D365. Thank you, Soluzione
The Soluzione programmers were knowledgeable and responsive. I especially appreciate their ideas and suggestions on how to best maximize CRM. I would definitely recommend the Soluzione team for Dynamics CRM programming support.
The Soluzione team quickly understood our legacy environment and built the electronic timecard in short order with little direction. We couldn’t have met our customer demand without their rapid response.
Success Stories of Our Dynamics 365 CRM Clients
Integrated Digital Solutions for Distribution Marketing
Advertising & Marketing Services
Transforming Student Management with Custom Dynamics 365 CRM Solution
Education & Vocational Training
Do you have inquiries about Microsoft Dynamics 365 CRM?
Check our FAQs for the right answers !
Microsoft Dynamics 365 is a suite of integrated business applications that combines CRM (Customer Relationship Management) and ERP (Enterprise Resource Planning) functionalities, providing a unified platform for various business processes.
Dynamics 365 is used to streamline and optimize business operations. It encompasses modules for sales, customer service, finance, operations, marketing, and more, helping organizations manage and improve various aspects of their business.
With Microsoft Dynamics CRM, businesses gain more than just a contact database. You get a scalable system that enables:
1. Smarter selling with AI-driven recommendations and deal insights
2. Personalized customer service with omnichannel engagement
3. Connected workflows across departments and platforms
4. Seamless integration with Microsoft 365, Power Platform, and third-party tools
5. Secure, compliant, and cloud-ready infrastructure built on Azure
Soluzione helps you turn these capabilities into competitive advantages, offering expert-led Dynamics 365 consulting services, support, and customization that align with your goals.
Microsoft Dynamics 365 comprises both Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions. The key modules in Microsoft Dynamics 365 CRM are Sales, Marketing, Customer Service, Field Service, Project Operations, and Customer Insights. In contrast, D365 ERP modules are Finance, Supply Chain Management, and Human Resources. At Soluzione, we cater to almost all modules in CRM.
A consulting partner for Microsoft Dynamics 365 gives complete support for both CRM and ERP-related issues. Whether businesses need just consultation, guidance, and planning, or they need implementation, integration, customization, support, or they want to migrate, upgrade, support, and maintenance, they get everything at just one place.
Yes, as it’s a modern, flexible cloud platform. And to do it seamlessly, Dynamics 365 customization services allow you to tailor the CRM (and ERP) solution to match your existing workflows, tools, and unique requirements. This ensures that it works in accordance with how your business functions to maximize efficiency, higher user adoption, and better overall output.
Integrating Dynamics 365 CRM with Microsoft Power Platform—Power Automate, Power Apps, and Power BI—unlocks powerful benefits like:
1. Low-code custom app development
2. Real-time data visualizations
3. Workflow automation
4. Enhanced user experience
Soluzione provides Microsoft Dynamics integration services that connect Dynamics with Power Platform and third-party apps seamlessly.
Yes. While it’s enterprise-ready, MS Dynamics 365 CRM offers flexible pricing and modular scalability that makes it ideal for SMEs as well. Businesses can start small with Sales or Customer Service and scale as needs grow.
Dynamics 365 has different modules, Sales and Customer Service are among them. As the name suggests, Dynamics 365 for Sales is designed to help sales teams perform more efficiently with automation, AI-driven suggestions, forecasting, and productivity tools.
While Dynamics 365 for Customer Service focuses on delivering faster issue resolution, omnichannel support, and personalized service experiences to customers, its effectiveness has led to it being named a leader in the Gartner June 2021 Magic Quadrant.
Microsoft Dynamics 365 is built on Azure, which meets international security standards like GDPR, HIPAA, and ISO. It includes role-based access controls, data encryption, and continuous threat monitoring.
Yes, you can easily migrate data from your existing CRM, whether it’s a third-party CRM or an old one, to the latest Microsoft Dynamics 365 CRM with Soluzione’s Dynamics 365 migration services. Here we ensure smooth migration, data safety, accuracy, and minimal disruption.
Yes, Soluzione offers remote consulting services for Dynamics 365. Their team of experts can provide support and consulting services regardless of your location, ensuring you receive the necessary assistance to optimize your Dynamics 365 environment.
Soluzione prioritizes data security and compliance by implementing best practices and adhering to industry standards. They ensure that all Dynamics 365 solutions are configured with robust security measures, including data encryption, access controls, and regular security audits. Additionally, they help businesses comply with relevant regulations such as GDPR and HIPAA.
Yes, we provide post-implementation support, including ongoing maintenance and support services, to ensure your Dynamics 365 system remains up to date and performs optimally. Our AMS services include regular updates, performance monitoring, issue resolution, and user support. We also offer proactive maintenance to prevent potential issues and ensure system stability.
Yes, Dynamics 365 can be integrated with third-party applications and systems. APIs and pre-built connectors are used to ensure seamless integration with other software, including accounting systems (e.g., Xero, MYOB, QuickBooks), Office 365, LinkedIn, and more. This integration capability helps streamline business processes and enhances overall productivity.
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