Bridging the gap between business process and CRM

• Process-driven CRM design that supports your workflows
• Rapid deployment so you see value right away
• Copilot AI integration to automate process and surface insights
• Unified data systems that eliminate data silos
• Mobile-optimized solutions for field and mobile workers

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“We needed experts with the advice, skills, and support to make changes quickly and guide us in the right direction. Everyone at Dyn365Pros has been very supportive, and with Dyn365 Assist, we get a quick turnaround on all our requests.”
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ResiBuilt
Anthony Stansberry
Director, Sales
“Working with Dyn365Pros was terrific! The level of care that we got was undeniably great. The communication between both parties was clear and concise, and I always felt like our questions and concerns were addressed promptly, just as we discussed.”
Dynamics 365 Partner
Ainsley's Angels
Joe Orth
Executive Vice President
“I cannot say enough good things about Dyn365 Assist. Our consultant is always responsive and available anytime I have a question. As an administrator, I can better communicate our needs and free up our consultant’s resources to work on the more complicated changes going forward.”
<b>Business Development Resources</b> <br> Kim Archer <br>Vice President, Coaching
Business Development Resources
Kim Archer
Vice President, Coaching
“Our experience with Dyn365Pros was truly superb. From the initial meeting to the achievement of our goals, the communication, information, coaching, and execution were spot on! Don’t wait another minute. Get to where you need to be quickly by calling the team at Dyn365Pros."
<b>Sun Valley Solar Solutions</b> <br>Michelle Burnett<br>Vice President, Sales
Sun Valley Solar Solutions
Michelle Burnett
Vice President, Sales
“Dyn365Pros kept up with all the deadlines and the expectations were met. It seemed to go off without a hitch and we were up and running in no time. We are fifty times more productive than we were."
<b>Fire Sprinklers Systems Inc. </b> <br> Chris Rodgers <br> Manager IT
Fire Sprinklers Systems Inc.
Chris Rodgers
Manager IT
“This has been a partnership from the start and having a great partner is extremely helpful. Working with Dyn365Pros is a pleasure. Downtime can cause a loss of business and the Dyn365Pros team is always ready work with me. Dyn365Pros gets 5 stars!"
<b>Consumer Portfolio Services, Inc.</b> <br>Theresa Harris<br>Production Administrator
Consumer Portfolio Services, Inc.
Theresa Harris
Production Administrator
“The team at Dyn365Pros translated our requirements into a very effective solution in a short time frame. They are efficient, very responsive and answer all questions thoroughly – qualities that we value highly in a partner.”
<b>Exagen Diagnostics, Inc.</b> <br> Brian Littlefield <br>Vice President, Information Services
Exagen Diagnostics, Inc.
Brian Littlefield
Vice President, Information Services
“Dyn365Pros’ style is very much like our own. We deliberately schedule successive steps and have the communication planned out, so they were easy to work with and very professional. It went very, very well.”
<b>Project Insight</b> <br>Cynthia West <br>Vice President Sales and Marketing
Project Insight
Cynthia West
Vice President Sales and Marketing
“Dyn365Pros has been key to not only helping us deploy Dynamics CRM, but in giving us ideas of what functionality was available — mostly outside-of-the-box — that could be implemented in our unique environment.”
<b>Palomar Technologies</b> <br> Rich Hueners <br>Vice President, Sales and Marketing
Palomar Technologies
Rich Hueners
Vice President, Sales and Marketing

We Align Your People and Process

Improve your ability to execute on:

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Sales

Maximize your sales team’s performance.
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Marketing

Drive lead generation and stay top of mind.
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Customer Service

Earn customers for life.
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Field Service

Maximize profits in field service
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New Technology Can Feel Complex. Implementing Doesn't Have to Be.

Adopting new technology can be a challenge. We’ve been delivering Dynamics 365 implementations for 15 years. We understand you need more than a shiny new piece of software.

To meet your business objectives, you need a technology partner you can trust. That’s why we never just configure your solution and leave the rest to you. We’re your dependable guide through your entire transformation journey, from system implementation to adoption. By focusing on long-term success, we make sure Microsoft Dynamics works for your users and supports your business processes—your long-term goals are our goals.

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We Have a Time-tested Process

We’re called Dyn365Pros for a reason. Our tried and true methodology for successfully implementing Dynamics 365 results from over two decades of experience.

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Discovery

We meet with key decision-makers and stakeholders to learn about your people, their processes, objectives, and data. Together we set clear project expectations to assure success.

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Planning & Design

We map and design your Dynamics 365 system, including, data sources, workflow automation, and operational needs. We then present you with a project plan and timeline.

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Configuration

We build and configure those designs into Dynamics 365 system with workflows, dashboards, views, and reports. We use an iterative process so you see the system come to life as we work.

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Deployment

We migrate your data into the new application, test, and work with you on a rollout plan for your users. We troubleshoot any process issues as your team acclimates to Dynamics 365.

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Coaching & Support

Your system must evolve to keep pace with the changes in your business. Our Dynamics 365 success programs ensure your system and data remain healthy and relevant.

Don't Let Outdated Systems Sabotage Your Bottom Line

We’re here to help you plan and execute your vision.

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