Microsoft Dynamics 365 CRM implementation services
As a Microsoft Partner with vast experience in CRM consulting, FinITCon helps you implement Dynamics 365 business applications in line with unique customer relationship management needs, integrate them into your business processes, and foster their adoption across your organization.
Our Services
Table of contents
Dynamics 365 capabilities we help you leverage
Enhance operational efficiency
Streamline and automate your CRM workflows, freeing your teams from clerical tasks and allowing them to engage with customers instead.
- AI-enabled lead and opportunity scoring to focus your efforts on high-value ones
- Task planning and tracking across the sales process for better team coordination
- Task automation, including Copilot-enabled marketing and sales content generation or customer issues diagnostics, to reduce workloads
- Conversational AI chatbots and AI-powered IVR for human-like interactions and real-time customer issues resolution
Drive sales & boost revenues
- AI-powered audience segment recommendations and marketing campaign personalization to boost lead generation
- AI-based recommendations on the next best sales actions to close more deals
- Omnichannel communication with real-time translation to engage customers across multiple touchpoints in the language of their choice
Deliver superior customer experiences
- Real-time customer journey personalization to deliver more relevant products and services
- Mobile access to CRM data and functionality to assist customers anytime and anywhere
- Case management automation and self-service support to facilitate query resolution
Make better business decisions
- Sales forecasting capabilities to predict your revenues
- Support and sales teams’ performance monitoring to track progress towards KPIs
- Sales and support agents staffing planning based on seasonality and predicted workload
- Sentiment analysis to gauge customer perception of your brand and service offering
Consulting
Experienced providers of Dynamics CRM consulting services, FinITCon guides you throughout your Dynamics CRM project to overcome technical challenges and maximize the value of built-in functionalities, assisting you with business analysis, license advisory, implementation plan creation and supervision, project management, and user adoption.
Implementation
We handle your Dynamics 365 implementation process end-to-end, helping you adopt a software solution based on a suitable combination of products from Microsoft’s CRM suite. FinITCon offers the following option:
-
Standard implementation
a comprehensive offering that includes advanced customizations to equip companies of all sizes with a solution tailored to their established workflows.
Customization
Integration
We connect Dynamics 365 CRM solution to your existing systems (ERP, accounting software, ecommerce platforms, etc.), other Microsoft products (Microsoft Teams, SharePoint, Power BI, etc.) as well as third-party apps and services (LinkedIn, Salesforce, Hotspot, etc.) through native integrations and custom APIs, enabling your staff to manage CRM operations and access relevant data in a unified solution.
Migration
Support & maintenance
Industry Solutions
Microsoft Dynamics 365 is a one-stop solution for all
industries
Retail & Commerce
Manufacturing
Financial Services
Healthcare
Education
Government & Public Sector
Automotive
Professional Services
Energy & Utilities
Nonprofits
1
Analysis, design & planning
Analysis of your specific business needs, workflows, and software ecosystem
Identification of suitable Dynamics products, modules, and pricing plans as well as necessary customizations and configurations
Project budget, team composition, and roadmap definition
2
Implementation
CRM implementation starts with choosing the right platform that fits your business goals and processes.
Next, the system is customized and integrated with your existing tools to ensure smooth and efficient operations.
Finally, the implemented CRM helps improve customer relationships, increase team productivity, and support long-term business growth.
3
Rollout
CRM rollout begins with planning and preparing your team for the new system through training and clear communication.
The system is then deployed in phases or all at once, depending on your business needs, ensuring minimal disruption to daily operations.
After rollout, ongoing support and optimization help maximize adoption, improve user experience, and ensure long-term success.
4
Ongoing support
Ongoing support ensures your CRM continues to perform optimally as your business evolves and grows.
It includes regular updates, troubleshooting, and user support to address any issues quickly and efficiently.
This continuous assistance helps maintain system stability, improve user adoption, and maximize the value of your CRM investment.
About FinITCon
- Microsoft Partner since 2008
- Certified Microsoft Dynamics experts on board
- 10+ years providing CRM services and solutionson board
- 100+ CRM projects successfully completed
- In-house Microsoft and CRM Centers of Excellence
- 10+ industry-specific Centers of Excellence
- Quality and information security management compliant with ISO 9001 and ISO 27001
Implement Dynamics 365-based CRM system with FinITCon guidance
Other Microsoft products we work with
FinITCon offers Microsoft Dynamics 365 as a powerful, all-in-one solution for streamlining operations, enhancing customer engagement, and driving business growth through intelligent, cloud-based ERP and CRM capabilities.
FinITCon delivers Microsoft Dynamics CRM to help businesses manage customer relationships, boost sales productivity, and enhance service through data-driven insights and automation.
Other IT Services we offer
Custom Development Services
FinITCon’s Custom Development service delivers tailored software solutions built from the ground up to meet your unique business needs. Our expert team ensures scalable, secure, and high-performance applications that drive real results.
Excel Financial Modelling Services
FinITCon’s Excel Modelling service helps you build dynamic, data-driven models for forecasting, analysis, and decision-making. We design tailored spreadsheets that simplify complex calculations and enhance business insights.
Service
Hire CRM service providers with 10+ years of experience in CRM consulting, implementation, and development to get a 360-degree view of your customer data.
Service
FinITCon is a Microsoft Gold Partner company providing consulting and implementation services. Ready to capitalize on Microsoft technologies? We can help.
Service
Hire CRM service providers with 10+ years of experience in CRM consulting, implementation, and development to get a 360-degree view of your customer data.
Service
FinITCon is a Microsoft Gold Partner company providing consulting and implementation services. Ready to capitalize on Microsoft technologies? We can help.