Customer Relationship Management
Microsoft Dynamics 365 CRM Solutions & Consulting Services
Armanino’s Microsoft Dynamics 365 CRM Consulting Services helps you get more from Microsoft Dynamics 365 with a full suite of strategy, implementation, optimization and ongoing support services. We combine deep Dynamics 365 expertise with an understanding of how your marketing, sales and service teams work, helping you design and implement a connected CRM that people actually use.
From streamlined processes and trusted data to Copilot and AI-powered insights and automation, we help you maximize the latest Dynamics 365 capabilities while connecting your CRM with your ERP and broader Microsoft ecosystem. Your team gets better visibility, greater productivity and a more connected customer experience.
Your Advantages
Connect your customer processes from lead to cash and issue to resolution and drive long-term value from your Microsoft investment. Here’s what you can expect from our approach:
What We Offer
Build a connected CRM that supports the entire customer lifecycle, keeps your teams aligned, helps you work within existing tools (like Teams and Outlook) and gives decision-makers the clarity to make well-informed decisions.
Get a roadmap aligned to marketing, sales, service and customer experience priorities that gives you more value from Dynamics 365
Implement your platform around how your reps sell, serve and support customers for better adoption and visibility
Connect your CRM to ERP and other business systems for more seamless processes and visibility across the customer lifecycle
Build a scalable AI and automation strategy that reduces repetitive work and improves service delivery
Prepare and migrate your CRM data to create a trusted foundation for Dynamics 365, reporting, automation and AI
Continue evolving your CRM after go-live with dedicated support to adopt new features, improve performance and boost ROI
Checklist
Choosing the right Dynamics 365 consulting provider is about more than technical expertise. Ask these questions to find an advisor who understands your business and supports you well beyond go-live:
Proven Expertise
With more than 12 years as a Microsoft Inner Circle Partner, we bring proven Dynamics 365 leadership and implementation experience to complex CRM initiatives and know the business needs behind it.
Backed by a full-service advisory firm, our team has spent decades helping leaders like you connect sales, service and finance in one platform. We help you build AI and automation into your day-to-day workflows, so your team spends less time on busy work and more time delivering value to customers.
Talk to an expert who understands CRM, your business processes and the value Dynamics 365 can deliver.