Microsoft Dynamics 365 CRM Implementation

Embrace a portfolio of intelligent cloud-based business applications that deliver superior operational efficiency and breakthrough customer experiences.

Adastra Named 2024 Data & AI Americas Partner of the Year

Adastra is proud to have won our 11th Impact Award this year—the Azure Data & AI 2024 Microsoft Americas Partner of the Year Award! We were also recognized as a finalist for three awards: Analytics Partner of the Year (Global), Business Applications (Americas), and Azure Infrastructure and App Innovation (Americas).

Microsoft Dynamics 365 CRM is designed to address a wide variety of business needs across many industries including manufacturing, healthcare, retail, and financial services. There are applications that support marketing and sales, customer service, digital commerce, supply chain management, and finance.

Why Implement Microsoft Dynamics 365 CRM? 

Dynamics 365 CRM is a suite of modular business application that cover both CRM and ERP. Each application can be used alone or in conjunction with other applications to cover your business needs. Dynamics 365 CRM is also part of the Microsoft stack, which means it works together with services in the Microsoft 365 family, such as Teams or Excel.

Customer Service

Help support agents close cases faster with AI-driven productivity tools that help them leverage the right information at the right time.

Sales

Streamline sales cycles through suggested next best actions, focusing on the highest-priority activity with the best propensity to close.

Marketing

Orchestrate personalized journeys across all touchpoints to strengthen customer relationships and earn loyalty.

Business Central

Ensure business continuity with a cloud solution that connects sales, service, finance, and operations teams to adapt faster and deliver results.

Project Operations 

Get the visibility, collaboration, and agility needed to drive success across your project-centric business. 

Guides

Enhance remote collaboration and empower employees with step-by-step holographic instructions to use where the work happens.

Adastra’s Microsoft Dynamics 365 CRM Craftsmanship

Business Process Management

Assess current business processes and map them to systems workflows to enhance productivity.

Solution Implementation

Implement solutions, with full software development life cycle (SDLC), from discovery to post-live support using Microsoft’s sure-step approach.

Migration and Upgrades

Support the organization’s upgrade from older versions of Dynamics to the latest version as well as migration from other applications such as Salesforce.

Master Data and Analytics

Support sales and service insights with real-time synchronization with data lakes as well as data mastering from multiple systems.

Tier 3 Support

Provide access to supplementary global support and documentation through thought leaders and subject matter experts.

Approach to Microsoft Dynamics 365 CRM Implementation

Assess organization’s sales cycles to better qualify the business needs, plan budget and select viable modules.

Perform a comprehensive analysis, build the solution and functional architecture, assess current business processes, set implementation timelines, scope, and cast.

Create a detailed solution design according to the organizational setup and security policies while facilitating business process automation.

Customize, configure, and develop a comprehensive Microsoft Dynamics 365 CRM, including organizational change and transition management and education.

Deploy the Dynamics 365 CRM solution, go live and ensure the new Microsoft Dynamics 365 ecosystem is durable and highly available.

Deliver ongoing support, knowledge transfer and value-added business user enhancements.

40% Lower TCO with a Modern Data Analytics Platform in Azure Cloud - square.
Success Story

Modern Data Analytics Platform in Azure Cloud

Our client wanted to modernize their CRM and website, as well as to enable self-service BI and predictive analytics for business users across the organization by facilitating artificial intelligence capabilities.

Adastra built a Modern Analytics Platform in Azure Cloud that allows our client to have a single source of truth while enabling the end users to consume real-time analytics.

40%

reduced Total Cost of Ownership (TCO)

3x

faster solution development using Azure Synapse Analytic

100%

cleaned data

Connect Sales, Service and Operations with Dynamics 365

We will review your processes and current systems and outline a Dynamics 365 implementation scoped to your priorities.

Microsoft Dynamics 365 FAQ

What options are available for Dynamics 365 Sales licenses?

Dynamics 365 Sales is available as Sales Professional, Sales Enterprise and Sales Premium, with increasing capabilities for forecasting, automation and AI-driven insights. The right choice depends on your sales processes, team size and integration needs. Adastra reviews your requirements and recommends the license mix that delivers the needed features without overspending.

Dataverse is the data platform behind Dynamics 365 and the Power Platform. It securely stores and manages the data used by Dynamics 365 apps, with a common data model, business rules and role-based security. Using Dataverse, your sales, service and marketing apps share consistent customer data and can be extended easily.

Adastra implements Dynamics 365 Customer Service, Sales, Marketing, Business Central, Project Operations and Guides. We help you decide which applications to start with, configure them around your processes and connect them securely to your existing systems, so teams across sales, service and operations work from the same, consistent customer data.

Adastra follows six steps: diagnostic, analysis, design, development, deployment and support. We start by understanding your business processes, then configure and extend Dynamics 365 where needed, migrate data and train users. This structured approach keeps scope clear and makes sure the system supports how your teams actually work every day.

Yes. Adastra handles migrations from other CRM systems and upgrades of older Dynamics versions. We map and cleanse your data, migrate customizations where they still add value and test the new environment before go-live. Master data and analytics services make sure customer data stays accurate and useful after the move.

Adastra provides tier 3 support for complex issues, ongoing improvements and help with Microsoft release updates. We monitor how the system is used, fix problems quickly and add improvements as your processes change. This keeps Dynamics 365 aligned with your business and protects your investment long after the initial implementation.

Adastra was named 2024 Data and AI Americas Partner of the Year and combines Dynamics 365 expertise with business process management, master data and analytics. We implement Dynamics 365 as part of your wider data landscape, so CRM data feeds reporting and AI, rather than becoming another isolated system that nobody trusts.