Dynamics 365 Consulting Services

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Comprehensive Dynamics 365 Consulting – We’re Here to Help

Dynamics 365 consulting services are the best way to deal with all of the intricacies of a complex D365. They are designed to help organizations implement, customize, and optimize the platform environment to meet their business needs. Specialist assistance covers many tasks, from initial planning and strategy development to post-implementation support and continuous improvement. This way, you master Dynamics 365 tools and make the system work for you.

Let’s explore key issues Microsoft Dynamics 365 consultants can help you with.

Needs Assessment and Discovery

At this stage, Microsoft Dynamics consultants determine the main requirements of your company, estimate the scope of work, and offer the most reliable and effective business solutions. Our consulting services at this stage include the following points:

Business Analysis. We determine the company state, measure KPIs, and set further goals. It involves understanding existing software, manual processes, and current limitations or challenges. Subsequently, it will allow you to optimize D365 to meet your strategic priorities.
Requirements Gathering. Based on the information gathered, the expert advice helps to define key business needs. It may be the automation of routine tasks, the search for financial management tools, or customer interaction improvement. Then, we offer relevant modules to fulfill them.
Fit-Gap Analysis. Finally, an expert team assesses which of your needs are covered by the basic functionality of Dynamics and which may require additional customization, configuration, or integration with other platforms. Here, you will receive recommendations on how to fill in the gaps.

Architecture Design. Dynamics 365 consultancy helps todevelop the layout of applications, databases, servers, integrations, and network components. This way, you get the architecture for the Dynamics 365 solutions that will keep your platform up and running.
Customization Strategy. You get guidelines for necessary custom development, such as plugins, custom workflows, tools, dashboards, or entities.
Implementation Roadmap. The full implementation roadmap provides a clear plan for installing and configuring modules. More importantly, this service includes a strategy for overcoming potential risks.

Solution Design and Planning

Microsoft Dynamics 365 consulting services will create all the prerequisites and stepping stones for smooth operation. As a result, you get a software architecture and an implementation plan aligned with your company’s goals. This service covers the following issues:

Implementation and Deployment

Best Dynamics 365 consulting helps not only with planning but also with implementation. Experts are ready to assist with all the deployment complexities and ensure everything goes as planned. Here is how we can assist:

System Configuration. Specialists take care of the full configuration of every component in the new software. As a result, you get an environment where all databases, tools, and user roles meet the specific needs of your business.
Data Migration. Are you concerned that information from your legacy system will be lost? With thorough data migration, it's no longer a specter to put off the transition to Dynamics 365. Our professionals ensure that all data is safely extracted, standardized, and transferred to the new software.
Integration Services. With D365 consulting, your core system works with other internal and external programs, applications, and databases. Thus, you get all the tools you need to run your company.

Custom Development. We understand that every organization has unique needs and challenges, so we are ready to overcome them. Our team develops custom apps, customer portals, or employee self-service portals that provide a fully personalized experience and facilitate many processes.
User Interface Customization. Customization is not just about functionality. We create a visually appealing interface and adapt it to your team's corporate style. So you'll work in an intuitive, attractive, and user-friendly environment.
Workflow Automation. D365 allows you to automate many manual tasks. Experts will set up the necessary rules and synchronize data to make your work faster and easier. It applies to any aspect, including lead assignment, approval processes, task creation, notifications, and more.

Customization and Development

Here, we focus on adapting Dynamics 365 to specific requirements that go beyond the standard features of the platform. MS Dynamics consultants ensure the solution is tailored to your team and provides a pleasant user experience. Let's look at what it entails:

Support and Maintenance

Every platform needs support to ensure long-term operation and data security. Here's how we handle these issues:

Post-Implementation Support. Even after all the modules and workflows have been set up, our specialists continue working with the newly configured software. It involves regular health checkups and performance monitoring to identify and eliminate errors.
System Maintenance. We will help keep your platform afloat for many years. With expert assistance, you will update your modules on time, catch the latest security settings, and keep all the features in robust condition.
Continuous Improvement. The Microsoft team is constantly developing and upgrading their products. We, in turn, keep up with them and implement all the improvements in your software.

System Optimization. Specialists work with the existing features to improve the speed and quality of their work. It applies to finding bottlenecks and slow-loading components, freeing up memory, and tuning databases to fix errors and increase performance.
Scalability Planning. If your business is growing, your software needs to expand with it. Specialist assistance allows you to plan the stages for moving to more complex tools and modules without losing important data or failures.
Load Testing. Let's evaluate the performance under varying loads and stress! It allows us to identify limits, potential risks, and areas that need optimization.

Performance Optimization

If you've been working in a Dynamics environment for a while, you may have experienced slow performance or a lack of tools. It happens when the amount of information expands and the system remains at the first level. Dynamics consulting services are here to help! Here's how we solve performance issues:

Security and Compliance

Already running applications need security protection, especially if you deal with sensitive customer data or financial records. Our assistance ensures you comply with industry regulations and protect your environment from threats. Here's how it works:

Security Audits. This service involves a comprehensive review and assessment of the D365 to identify potential vulnerabilities, security gaps, and risks. Our experts conduct controlled penetration tests to simulate cyber-attacks on the app and identify weaknesses for further remediation.
Compliance Assurance. We will check the main regulatory requirements, such as GDPR and HIPAA, and ensure everything is completely legal.
Access Control Management. If you work with many clients, this service is a must-have for protecting your software. It prevents unauthorized access and protects private information.

Version Upgrades. Specialists upgrade your modules to the latest versions while considering data integrity and speed optimization.
Feature Enhancements. Do you need a more comprehensive toolkit to complete your operations? Our team of experts will make the necessary adjustments to improve the functionality and adapt it to your growing needs.
System Extensions. We can help make your software even more powerful and efficient! Consultants integrate external applications, develop custom modules, and create additional code to strengthen your workspace.Microsoft Dynamics Solutions We Can Consult

Upgrades and Enhancements

We are here to improve your software! This service covers any upgrade, from local feature customizations to upgrades to new versions. Here's what it includes:

Range of Microsoft Dynamics 365 Consulting Services We Provide

Dynamics consulting services cover all D365-related issues, apps, and technologies. Do you strive to implement smooth communication, drive sales, or engage stakeholders? Need Microsoft Power BI dashboard development consulting services? With an extensive database, we select the most qualified professionals for you! Share your goals with us, and we’ll find a top-level assistant.

Dynamics 365 CRM Consulting

We know all about dealing with consumers and share the best features for smooth interaction. As a result, you manage leads, analyze behavior, and upgrade your products to meet user needs.

Dynamics 365 Customer Engagement Consulting

Our experts are ready to optimize customer interactions and set lead-generation processes. This way, you get more clients and increase your income.

Dynamics 365 Customer Insights Consulting

How about impressing users with personalized offers? We help create a detailed view of your clients by studying their data and creating detailed reports.

Dynamics 365 Finance and Operations Consulting

Cash flow, income, expenses, and investments are always complex and painful topics. Let’s make them much more transparent with an ERP for financial management. With it, you may track all transactions, stay on top of expenses, and increase revenue.

Dynamics 365 Business Central Consulting

We configure and customize a comprehensive system for small and medium-sized firms with Business Central. The module allows you to control supply, sales, and marketing for rapid growth and expansion.

Dynamics 365 Commerce Consulting

Consulting services come in handy for online stores and eCommerce projects. We integrate back-office, store, and digital features to provide a convenient experience.

Dynamics 365 Field Service Consulting

If you hire experts, you optimize the planning, scheduling, and tracking of field service tasks with the power of this application. It is the best solution for teams working remotely.

Dynamics 365 Human Resources Consulting

Not only funds and products need your control, but also your staff. We implement a flexible system for recruiting, analyzing performance, and tracking hours to upgrade your ecosystem.

Dynamics 365 Marketing Consulting

We may fully customize a new Marketing module to improve your campaigns. This module collects information and provides analytics to create personalized company promotion strategies.

Dynamics 365 Sales Consulting

Want to close even more deals? Provide top-level sales managers with this tool to track user behavior, communicate with them, and maintain interest in your products.

Dynamics 365 Project Operation Consulting

We cover everything, from project planning and execution to budgeting and invoicing. Experts customize all the features to help you run projects, track time, and increase satisfaction.

Dynamics 365 Supply Chain Management Consulting

Want to ensure absolute transparency in production and procurement? Our Microsoft Dynamics 365 consulting is here to help! With the tools in this app, you may improve planning, control inventory, and track transportation to maximize efficiency and minimize costs.

Dynamics 365 Customer Service Consulting

We deliver an end-to-end experience that addresses all stages, from lead generation to loyalty.

Dynamics 365 Customer Voice Consulting

With our professionals skilled in this app, you may capture and analyze opinions and feedback to upgrade your products.

Aspects We Improve with Microsoft Dynamics Consulting Services

Modern business is constantly evolving and growing to meet the rising demands of customers. This is true for all processes, from better internal management to upgrading customer interaction. A Dynamics 365 consulting company is the best assistant in modernizing your workflows and bringing them to a new, much higher level. Here are the aspects you can improve with professional customization and software support with Microsoft Dynamics consulting service.

Business Process Optimization

As the company expands, company processes need to be optimized for efficient operation. Implementing new modules in collaboration with specialists will improve team management, automate many manual tasks, and bring control over all processes, from finance to marketing campaigns.

Data Management and Analytics

The more data you have, the more difficult it is to manage. Consultancy services can easily overcome this problem and help organize all materials in a convenient and accessible way. In addition, you get detailed analytics with data on your business development, campaign success, expenses, and profits.

Customer Relationship Management (CRM)

Dynamics consulting improves all aspects of the customer experience. Lead generation, offer personalization, customer retention, and easier communication are all benefits you may expect.

Financial Management

Keeping control of your finances is easy with the convenient tools of D365 modules. Experts set up automatic report generation, facilitate tax management, and keep track of all revenues and expenses. It significantly reduces the likelihood of manual errors and increases the speed.

Supply Chain and Inventory Management

If you deal with a commodity business, then controlling supplies and inventory is a must-have for the successful operation of your company. Connecting innovative tools allows you to stay on top of all supply chain issues without frequent visits to the warehouse and physical counts.

Human Resources Management

Professional services help facilitate communication between your employees: managers, team leaders, and department heads. This way, you can set assignments with deadlines, monitor progress, and provide feedback on task completion. In addition, the tools allow you to facilitate HR processes for hiring new employees.

Compliance and Risk Management

Experts customize the app to meet the industry's regulatory requirements for data storage or e-commerce business. In addition, we develop a detailed action plan to overcome obstacles and avoid risks associated with data loss and program downtime.

Scalability and Flexibility

Microsoft Dynamics consulting companies provide flexibility for your system by customizing all features and tools. It ensures the modules are ready to scale and grow with your enterprise.

Integration with Other Systems

We improve the interaction of your software with third-party systems. It facilitates the exchange of information and allows you to get a well-rounded environment with all the necessary tools.

Our Successful Case Study

We had an amazing experience working with a startup that is revolutionizing the virtual meeting experience! The company approached us with a unique requirement to develop an application for Microsoft Teams. The client needed a solution that would allow companies to customize their invitations with branding elements such as logos, company name, meeting details, etc.

For this project, we engaged a Middle/Senior MS Dynamics consultant with extensive application development experience and a deep understanding of the API. The specialist was tasked with creating a flawless, branded invitation system that would be available in the Microsoft Teams app store and later in AppSource.

The project progressed smoothly, with the consultant delivering the required customization features, increasing user engagement, and aligning it with the client’s goal of reducing absenteeism while creating a professional, branded presence. The client was completely satisfied with the consultant’s technical expertise, flexibility and high quality results.

Discover Our Cooperation Models

One of our priorities is flexibility. We focus on the needs of our clients, so we offer different models of cooperation to hire specialists. Let's review each of them to choose the best option.

Dedicated Team of Specialists

You may hire a dedicated team for 40 hours/week. This way, the staff devotes their full time to your task and always keeps in touch.

Full-Time Consultant

We offer cooperation with a full-time Microsoft Dynamics consultant. Thus, the specialist will work 8 hours/day and perform tasks at the agreed time.

Part-Time Consultants

If you need a flexible schedule, choose the part-time model. You cooperate with the expert at the agreed time and build a convenient timetable.

Dynamics Consultant Recruitment

Our HR team covers all Dynamics recruitment issues. So, you don’t have to worry about searching, onboarding, and supporting specialists.

Local Hiring

We have access to the best talents worldwide thanks to our extensive database. So, we are ready to find professionals in the local market if you seek better mutual understanding and want to interact with a specialist from a particular region or country.

Technical Interview as a Service

If you want to check the technical skills of a professional but don't have a specialist in this field, we can take care of it. We provide senior experts with the necessary modules to lead a technical interview and determine the candidate's expertise.

Dynamics Consulting Services in the US

We have an extensive database of specialists and are ready to connect you with an expert from anywhere in the world. One of the most popular locations is the United States. Here you can find highly skilled professionals ready for any of your challenges.

California