Customer Relationship Management

Microsoft Dynamics 365 CRM

Sell smarter, surpass customer expectations and improve forecast accuracy.
Microsoft Dynamics CRM
Gold Certified Partner

Microsoft Dynamics 365 CRM Implementation

When you partner with Armanino, your Dynamics 365 implementation journey begins with personalized insights from our team’s decades of experience working with Microsoft Dynamics. As a Gold Certified Microsoft Dynamics 365 CRM partner, we’ll use these insights to design a low-risk, high-reward implementation process that uses predictive analytics to help you build authentic customer relationships, capitalize on revenue opportunities and maximize operational efficiencies.

Customer Experience

Drive Your Digital Transformation With Microsoft Dynamics 365 CRM

Whether you’ve got defined project requirements or need help assessing your current CRM situation or creating a strategic roadmap — Armanino can help. We don’t just implement Dynamics 365, we partner with you to reach your CRM goals, maximize ROI and propel your customer experience and your company’s digital transformation forward.

We show you ways to anticipate your customers’ needs and improve sales performance by leveraging an intelligent and adaptable CRM system that provides insights into customer relationships, predictive analytics, improved forecasting and a wide array of service capabilities that enable you to deliver exceptional service to your customers.

We take into account your existing technology and your business goals to provide best-practice guidance on which CRM modules to use, what redundant systems you can eliminate and which processes can be streamlined.

The result achieves a seamless end-to-end integration for your entire customer lifecycle, connects data across departments, capitalizes on upsell opportunities and empowers your team to focus on what’s important—improving customer loyalty and growing your organization.

Get in touch with us for a consultation. Together, we’ll assess your business goals and design a plan that lets you surpass customer expectations, cut costs and gain more value from platform tools like Dynamics ERP, Power BI, PowerApps and Flow.


What Our Customers Are Saying

Microsoft Dynamics 365 CRM

D365 Sales, Customer Service, Field Service and Project Service Automation

Microsoft Dynamics 365 Sales, Customer Service, Field Service and Project Service Automation is a top-tier, adaptable CRM platform. The CRM modules integrate with a wide range of business applications, providing actionable insights throughout your company so you can make smarter business decisions when they matter most.

When you partner with Armanino, you leverage our decades of experience and knowledge implementing D365 CRM. Our expertise enables us to capitalize on industry best practices and work with you hand in hand to implement comprehensive, cloud-based CRM solutions that abide by rigorous industry requirements and adapt to unexpected market demands.

We’ll implement D365 CRM to optimize your company’s resource management, automate redundant tasks like filling out work orders, improve sales and operations forecasting accuracy and personalize customer journey touchpoints.

James Donovan, CRM Leader, Imanami Corporation, shares his experience.

Achieve Your Business Goals

Implementation to Fit Your Business

Armanino’s deep industry experience equips us to identify the ideal Dynamics 365 CRM modules to support your business’s goals. We help you exceed sales and customer satisfaction milestones by providing the means for your teams to access correct, easy-to-understand data and supportive resources.

Together, we’ll identify ways D365 can help improve upsell and cross-sell opportunities, better manage customer relationships at scale, eliminate unnecessary systems and processes, and empower your team to focus on what matters most — growing your business and delivering world-class service.

Microsoft Customer Engagement and Microsoft Teams Integration
Learn The Latest
Dynamics Customer Engagement Updates 2021.2
Dynamics CE is the CRM that merges with many of your favorite Office software tools. Microsoft makes updates twice a year to fulfill the latest requests and keep their clients on the cutting edge of technology. Discover the latest updates to keep your system running smoothly and securely.
Jeff Russell - Partner, Consulting - San Jose CA | Armanino
Jeff leads Armanino's industry excellence team for High Tech and Life Sciences Manufacturing.

Austin, TX
Carmel Wynkoop - Partner, Consulting - San Francisco CA | Armanino
Carmel has over 20 years of experience applying software solutions to solve her clients strategic business goals.

San Francisco, CA
Tim Hourigan - Partner, Consulting - San Ramon CA | Armanino
Tim has over 23 years of business and IT project management and systems integration consulting experience.

San Ramon, CA
Dynamics CRM Insights
Combine Your ERP & CRM Solutions into a Cohesive, Integrated Solution & Gain Operational Control
Stay ahead of the curve, gain operational control and minimize employee training.

October 18, 2022
Dynamics CE 2022 Wave 2 Release Webinar
Practical webinar to help Dynamics CE users incorporate the new software features into their workflow.

September 29, 2022 | 11:00 AM - 12:00 PM PT
Chemical Manufacturer Improves Data Accuracy, Reporting Via Systems Integrations & Managed Services
Case Study
Here’s how the firm cut in-house costs, maximized systems efficiency and streamlined complex multi-entity reporting.
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