Adoption is a real battle
If logging in takes longer than the activity itself, people stop. Pipeline data goes stale, and leadership loses trust in the numbers.
Microsoft Dynamics 365 Consulting Services
CRM Adoption, Built-in AI and Connected Operations
Disconnected systems, low CRM adoption and reporting that always looks backward quietly drain your revenue teams. Microsoft Dynamics 365 changes that. One connected CRM and ERP platform.
20+
Years of Microsoft delivery
500+
Clients served worldwide
350+
Microsoft-certified experts
1000
Copilot Credits per user with D365 Premium
What Organizations Gain with Dynamics 365 Consulting Services
Copilot AI built into every module, native Microsoft integration.
Our Dynamics CRM Consulting Services brings CRM and ERP together in one connected suite, with Copilot AI built into every module and native links to the Microsoft 365 apps your team already lives in. The result is a system people use.
One source of truth
Sales, service, and operations in one connected model
Copilot in every module
Built-in AI that drafts, summarizes, and recommends in the flow of work
Native Microsoft apps
Outlook, Teams, and Excel without bolt-on connectors
Always current
Two Microsoft release waves a year, applied automatically
Why CRM Projects Stall After Go-Live
If you have led or sponsored a CRM rollout before, none of this will be new. It is worth naming clearly though, because the reasons CRM initiatives underdeliver are structural, not a question of effort.
Data sits in silos
Sales, service, and finance each use their own tool, so nobody has the full picture of a customer, and obvious cross-sell and renewal signals get missed.
Reporting always looks backward
By the time a monthly report is compiled by hand, the moment to act has passed.
Customization turns into debt
Heavy custom code on the wrong platform makes every upgrade painful and slows down the next change instead of speeding it up.
How Dynamics 365 Changes the CRM Equation
What makes Dynamics 365 different from the standalone CRM tools many teams have tried is that it was not built as an island. It is one part of the Microsoft ecosystem, sharing the same data model, identity, apps, and AI layer.
Built-in AI, not an add-on
Copilot drafts emails, summarizes cases and opportunities, answers questions about your own records, and now runs autonomous agents that qualify leads and handle routine service work. Microsoft has moved Dynamics 365 from a system of record into what it calls a system of action.
One connected data model
Every Dynamics 365 app writes to Dataverse, a shared, secured data foundation. Sales, Customer Service, and Business Central work from the same customer record, so a service issue is visible to the account manager, and a finance flag is visible to the seller, without integration projects to make it happen.
Native Microsoft integration
Your team works in Outlook, Teams, and Excel all day, and Dynamics 365 lives inside those apps rather than asking people to leave them. That single fact does more for adoption than any training plan.
Innovation on a schedule
Microsoft ships two major release waves every year, delivered automatically. You are not stuck on the version you bought, and the platform you adopt this quarter keeps getting better without re-implementation.
Enterprise security and compliance
Dynamics 365 runs on Microsoft Azure, with role-based access, encryption, and audit trails. For regulated and data-sensitive organizations, that posture is part of the product, not an afterthought.
Meet the AI Agents Built into Dynamics 365
These are not generic chatbots bolted on top. Each agent below ships inside Dynamics 365, runs on your own data, and reached general availability or public preview in Microsoft's recent release waves. With Dynamics 365 Premium, 1,000 Copilot Credits per user are included to run them.
| Built-in Agent | Lives In | What It Does for Your Team |
|---|---|---|
| Sales Qualification Agent |
Sales
|
Works through high volumes of inbound leads your
team has no capacity to chase, enriching and
prioritizing them and drafting personalized
outreach so sellers spend time on deals that are
real.
|
| Sales Research Agent |
Sales
|
Pulls together account, contact, and market
context before a call, so the seller (or another
agent) walks in with the full picture instead of
starting cold.
|
| Sales Opportunity Agent |
Sales
|
Continuously surfaces research, risks, and shifts
in engagement across Dynamics 365 and Microsoft
365, then recommends the next best action on each
opportunity.
|
| Case Management Agent |
Customer Service
|
Takes routine cases end to end, from intake and
classification through resolution steps, so
service reps focus on the cases that need human
judgment.
|
| Customer Knowledge Management Agent |
Customer Service
|
Turns resolved cases into reusable knowledge
automatically, keeping your knowledge base current
without a manual content backlog.
|
| Customer Intent Agent |
Customer Service
|
Detects what customers are trying to achieve
across conversations and routes or resolves
accordingly, improving first-contact resolution.
|
| Quality Evaluation Agent |
Customer Service and Contact Center
|
Reviews most interactions, both human and AI-led,
in real time, tracking quality, sentiment, and
compliance instead of sampling a tiny fraction of
calls.
|
| Customer Assist and real-time voice agents |
Contact Center
|
Handle high-volume voice and digital requests in
natural language, support interruptions and
language switching, and keep context across
channels.
|
Not sure which agent to start with? We will map it to your data in the assessment.
Talk to a Microsoft CRM ConsultantConnected Business Solutions from Microsoft
Full-service implementation and support for the entire Dynamics 365 and Power Platform portfolio.
We work across all Microsoft business applications—ERP, CRM, analytics, automation and AI—to help you deploy the right tools for seamless operations, deeper customer engagement and data-driven decisions.
Dynamics 365 Finance & Operations ERP
Learn More
Dynamics 365 Business Central ERP
Learn More
Dynamics 365 Copilot AI
Learn More
Dynamics 365 Sales
Learn More
Dynamics 365 Field Service
Learn More
Dynamics 365 Customer Service
Learn More
Dynamics 365 Customer Insights
Learn MoreUSE CASES
How Dynamics 365 Consulting Services Work Across Your Business
Dynamics 365 is modular. You choose one app, several, or the full suite, and they all share the same data.
For revenue teams that want a clean pipeline and less administrative drag, with AI scoring on leads and the Copilot agents above doing the qualifying and research sellers usually skip.
- Pipeline and forecasting: live funnel visibility with predictive forecasting leadership can trust.
- Seller productivity: email tracking, auto-captured activities, and Copilot summaries inside Outlook and Teams.
- Guided selling: configurable sequences and next-best-action recommendations for your process.
For service teams under volume pressure. Unified routing, a Copilot-assisted desktop, and a self-updating knowledge base mean faster resolutions without adding headcount.
- Omnichannel: voice, chat, SMS, and digital messaging handled in one workspace with full context.
- Case automation: the Case Management Agent resolves routine tickets; supervisors get real-time quality insight.
- Self-service: Power Pages portals and virtual agents deflect repetitive questions around the clock.
For marketing teams that want to orchestrate real journeys, not just send batches, with AI assisting on content and timing.
- Data unification: one customer profile assembled from every source you connect.
- Journey orchestration: trigger-based, multi-channel journeys that respond to real behavior.
Dynamics 365 Field Service For organizations that send people on-site. Move from scheduled maintenance to predictive servicing driven by IoT signals, with smarter dispatch.
- Smart scheduling: AI-assisted dispatch that matches the right technician to the right job.
- Predictive maintenance: IoT-triggered work orders that fix issues before they become failures..
For growing companies that have outgrown entry-level accounting tools. Business Central connects finance, sales, inventory, and operations in one secure cloud ERP that shares data with your CRM, so quote-to-cash is a single flow rather than a handoff between systems.
Read more about Business Central Consulting and request a free consultation.
Request a free consultationACROSS EVERY DEPARTMENT
Dynamics 365 Across Your Business Functions
Wherever your biggest operational friction sits, there is a Dynamics 365 capability that meets it, and you do not have to deploy everything at once.
| Business Function | Dynamics 365 Capability | What Your Team Gains |
|---|---|---|
|
Sales
|
✅
Pipeline management, lead and opportunity scoring,
Copilot agents
|
✅
Higher win rates and a forecast leadership can
trust
|
Marketing
|
✅
Pipeline management, lead and opportunity scoring,
Copilot agents
|
✅
Higher win rates and a forecast leadership can
trust
|
|
Customer Service
|
✅
Omnichannel, case automation, knowledge management
|
✅
Faster resolution without adding headcount
|
|
Field Service
|
✅
Smart scheduling, predictive maintenance, mobile
|
✅
Fewer truck rolls and first-time fixes that stick
|
|
Finance and Operations
|
✅
Business Central, connected quote-to-cash
|
✅
One flow from sale to invoice, fewer
reconciliation errors
|
Leadership and Analytics
|
✅
Power BI dashboards, research agents
|
✅
Real-time answers in plain language, not month-old
reports
|
CONSULTING CAPABILITIES
What Beyond Key Does Across Your Dynamics 365 Journey
The platform is only half the answer. The other half is the consulting work that turns it into something your team adopts. These are the engagements we run most often.
Consulting and Business Value Assessment
CRM assessment, architecture evaluation, and a business case built on Microsoft best practices, before anyone touches a configuration screen.
Implementation and Adoption
Configuration, data migration, and change management for new Dynamics 365 CRM and Business Central rollouts, with adoption planning as a first-class part of the project.
Customization and Integration
Need-based tailoring, plug-in and extension development, and integration with your existing systems and third-party tools.
Modernization and Rescue
Legacy CRM upgrades and migration paths with predictable budgets, plus recovery of stalled or failed implementations.
Industry Plug-n-Play Solutions
Codeless, ready-to-start CRM solutions for non-profit, healthcare, education, hospitality, and manufacturing, as a one-time license or a subscription.
Development and Engineering
Performance engineering, fine-tuning, CRM testing, and build-and-release management using our DevOps experience.
HOW IT COMPARES
Dynamics 365 Compared to the Alternatives You Are Weighing
Most decision-makers are choosing between Dynamics 365, a standalone CRM such as Salesforce, and staying on a legacy or spreadsheet-based setup. Here is an honest, like-for-like view of where the differences matter.
| What Matters | Dynamics 365 | Standalone CRM (e.g. Salesforce) | Legacy / Spreadsheets |
|---|---|---|---|
|
Microsoft 365 integration
|
✅
Native inside Outlook, Teams, and Excel
|
Connector-based, added cost and upkeep
|
Manual exports and copy-paste
|
CRM and ERP together
|
✅
One suite, shared data with Business Central
|
CRM only; ERP needs a third party
|
Disconnected systems
|
Built-in AI
|
✅
Copilot and agents included, Credits with Premium
|
AI tiered as premium add-ons
|
None
|
Analytics
|
✅
Power BI built into the ecosystem
|
Strong, often at additional cost
|
Backward-looking, manual
|
Total cost of ownership
|
✅
Consolidated licensing across the stack
|
Per-app and add-on pricing adds up
|
Hidden cost of manual effort and errors
|
Extensibility
|
✅
Power Platform, low-code and pro-code
|
AppExchange and Apex
|
Limited or bespoke
|
MICROSOFT NAVITIVE INTEGRATION AND COHERENCE
It Connects to What You Already Have
A common question is what you will have to rip out and replace. In most cases, it is very little. Microsoft Business Apps are designed to connect and interact with each other in real time, and our Microsoft Dynamics 365 Consultants have built their expertise on Dataverse and building CRM and ERP data pipelines.
Microsoft 365, Outlook, and Teams
Your CRM lives where your people already work, so sellers manage records from Outlook and service reps collaborate in Teams, with no separate system to log into.
Power BI
Dashboards that pull live data from across every department, so leadership sees the business as it is now, not as it was at last month's close.
Power Platform
Power Apps, Power Automate, and Power Pages extend Dynamics 365 with low-code apps, automated workflows, and customer-facing portals, often without heavy custom development.
Azure and your data estate
Running on Azure means your data residency, security, and scale requirements are met by trusted infrastructure, and integration with your data warehouse is straightforward.
Third-party and line-of-business systems
ERP, accounting, marketing, telephony, and e-commerce tools connect through APIs and Microsoft's growing set of agent-ready connectors, including Model Context Protocol servers.
Legacy systems and data migration
You cannot always replace a core system on a short timeline, and you should not have to. We migrate cleanly from legacy CRM platforms, protect data integrity, and connect what stays while you transition.
Looking for digital transformation with Microsoft Dynamics 365?
Tell us your current stack and we will map the integration path.
Talk to a Microsoft CRM ConsultantWHY BEYOND KEY
Our Case Studies
Casestudy 1
Fenix Group - Microsoft Dynamics 365 Portal Development
Problem: Fenix Group struggled with fragmented customer support processes, making it difficult to track service cases and manage customer inquiries efficiently.
How we solved it: We implemented a custom Microsoft Dynamics 365 Customer Service solution and built a self-service portal to automate case management and enable real-time tracking of customer requests.
Casestudy 2
CGIAR - Donor & Fundraising Management CRM
Problem: CGIAR needed a centralized system to manage donor relationships, fundraising activities, and volunteer engagement across its nonprofit operations.
How we solved it: We implemented Microsoft Dynamics 365 Sales to streamline donor management, fundraising processes, and volunteer tracking within a unified CRM platform.
Why Teams Choose Beyond Key for Dynamics 365
Your data is powerful, but only if it works together. Silos, outdated systems, and inconsistent formats hold you back. Beyond Key's Data Integration Consulting Services break these barriers, turning your scattered data into a unified powerhouse for analytics and AI.
A Microsoft Solutions Partner with depth
20+ years of delivery, 350+ certified experts, 500+ clients, and Tier 1 Cloud Solution Provider standing.
Adoption built into delivery
Change management, training, and champion identification in every engagement, because adoption determines the return on a CRM investment.
Global reach, local presence
Offices in the USA, UK, and Australia, with delivery centers in India and 100% remote cloud delivery.
Proven in regulated and mission-driven sectors
Including donor and fundraising CRM for CGIAR and rollouts for non-profit and education organizations.
MS DYNAMICS 365 IMPLEMENTATION
From First Conversation to Confident Adoption
CRM implementation has a reputation for long timelines and uncertain outcomes. Our phased approach delivers visible value early and builds confidence as you scale.
Step 01
Discovery and Business Value Assessment
We sit with your sales, service, marketing, and operations leaders, map the workflows, and define success in numbers. You leave with a clear, costed business case.
Step 02
Configure and pilot
We sit with your sales, service, marketing, and operations leaders, map the workflows, and define success in numbers. You leave with a clear, costed business case.
Step 03
Integrate and migrate
We connect Dynamics 365 to Microsoft 365, your ERP, and other systems, migrate your data with integrity checks, and build the automations and dashboards you need.
Step 04
Adopt, monitor, and scale
We run training and change management, track adoption against your baseline, and add the next module once the first is delivered.
Want a phased roadmap for your organization?
Talk to Beyond Key ExpertsIndustry Expertise
Beyond Key delivers industry-adaptive Dynamics 365 Consultancy: manufacturing, distribution, services, across all departments.
At Beyond Key, we specialize in harnessing cutting-edge technologies like predictive analysis, deep learning, and machine learning to develop AI-powered mobile and web platforms tailored for the healthcare, pharmaceutical, and fitness industries. With our advanced AI capabilities and skilled developers, we seamlessly integrate AI into healthcare systems, enhancing precision in diagnostics, optimizing treatment plans, and predicting health issues before they arise. Our technology enables the creation of personalized nutrition and exercise plans tailored to individual needs, empowering people to lead healthier lives. Real-time feedback and monitoring make fitness routines more effective and safer. It's exciting to imagine the positive impact these innovations can have on both healthcare professionals and individuals striving for better health.
In both the insurance and banking/finance sectors, the integration of generative AI services is revolutionizing traditional practices. Insurance companies are leveraging AI to enhance risk assessment accuracy, expedite claims processing, automate underwriting processes, and customize coverage and premiums. Similarly, in banking and finance, AI software development services are empowering institutions with advanced data analytics, fraud detection, and forecasting financial trends. These technologies bolster risk management strategies, ensure cybersecurity, and provide personalized customer experiences. By embracing these innovations, both sectors are optimizing efficiency, accuracy, and ultimately, their return on investment.
Transportation and logistics can benefit with AI software development solutions, which can analyze route planning, manage fuel consumption and maintenance, track vehicles in real-time, and provide insights into real-time traffic conditions. These solutions ensure fleet reliability with predictive maintenance, streamline warehouse shipping, and maximize efficiency in the supply chain.
Our proficient AI developers enable manufacturing firms by crafting Artificial Intelligence software solutions that streamline production and operational management, bolster quality control processes, optimize inventory and supply chain management, implement smart automation, and leverage predictive analytics. This transformative approach fosters innovation in software solutions, enriching business processes and driving efficiency.
As a trusted AI development company, we craft AI powered web and mobile applications using AI, machine learning, and natural language processing technologies tailored to the government and public sector. These custom Gen AI solutions enable smarter governance by automating tasks, enhancing policy analysis, and promoting transparency. They streamline document processing like tax filing, aid in smarter resource allocation and infrastructure development, identify suspicious activity, and protect public funds, contributing to productivity, accessibility, and innovation.
The integration of AI and GenAI software development services in agriculture is revolutionizing farming practices. This includes monitoring weather conditions, checking soil and crop health, analyzing market demand, forecasting prices, and determining optimal times for sowing and harvesting. These advancements boost production and profitability, enabling farmers to make better decisions at every stage of the crop cultivation process.
AI development services revolutionize the education industry by enabling personalized learning experiences, chatbots, virtual and gamified learning, multilingual learning support, task automation, adaptive learning, automated grading, intelligent virtual tutoring systems, and more, fostering individualized education paths for learners.
Artificial Intelligence Development Solutions and generative AI services optimize retail operations and the ecommerce industry by utilizing machine learning to personalize marketing efforts and improve customer service. This includes product recommendation, virtual shopping assistance, analyzing browsing patterns, demand forecasting, supply chain management, and inventory control, all of which enhance customer experience and drive sales growth.
At Beyond Key, we strive to assist media and entertainment companies in connecting with modern-day content creators, producers, and consumers. We achieve this by offering personalization in content creation, language translation, game development, movie production, and advertising. Through AI and GenAI development and consulting services, we innovate creative processes across industries, catering to individual preferences and enhancing user engagement. At Beyond Key, we specialize in delivering customized support to media and entertainment enterprises across various sectors including movie production, music, film, gaming, advertising, book publishing, and content creation. Whether you're an OTT player, broadcaster, studio, or ad tech provider, we are committed to empowering you with AI-powered solutions and GenAI development and consulting services. Our expertise enriches user experiences, enables personalized content creation, language translation, and audience analysis, all geared towards enhancing performance and fostering innovation in your industry.
As a leading software company, Beyond Key offers custom generative AI solutions development services tailored for the sports and gaming industry. From personalized recommendations to player performance analysis, scouting, recruitment, real-time tracking, injury prediction, opponent analysis, tactical insights, fan engagement, predictive modeling, virtual reality experiences, to operational optimization and strategy decisions, our services enhance the sports experience.
Develop innovative AI-powered solutions for the travel and tourism industry with Gen AI technologies. Provide virtual tours and interactive maps, offer personalized recommendations for destinations and accommodations through chatbots, and utilize predictive analytics for pricing and demand forecasting. Implement facial recognition-enhanced security to allow travelers to better experience their new environment
With our expertise in deep learning, we create custom AI system solutions for the automobile industry. Through this, we seize the opportunity to improve efficiencies and make faster, data-driven decisions by incorporating features like driver risk assessment, visual defect detection, autonomous driving, traffic management, environmental impact analysis, and driver behavior analytics to boost capabilities.
Not Sure Where to Start? That Is What the Assessment Is For.
Our Microsoft Dynamics 365 Consulting Services kickstart with a readiness assessment.
Process and adoption gap review
Where your current setup costs time and where adoption breaks down.
Opportunity mapping
A prioritized list of what to implement first, based on your data and likely value.
Cost and value analysis
A grounded view of licensing, total cost of ownership, and expected return.
A phased roadmap
Built around your stack, your team's capacity, and your priorities.
Start with one module with our Dynamics 365 consulting service, no legacy overhaul required.
350+
Experts
500+
Clients
20+
years of Microsoft delivery
QUESTIONS WE HEAR
Questions CRM Decision-Makers Ask Us
It is the advisory and delivery work that turns Microsoft Dynamics 365 into a system your organization adopts. It spans assessment and business case, implementation and data migration, customization and integration, and the change management that drives adoption. At Beyond Key it also includes legacy CRM modernization and recovery of stalled implementations.
Both. It is a modular suite that combines CRM apps such as Sales, Customer Service, and Customer Insights with ERP through Business Central and Finance and Operations. Because the modules share one data model, you can run customer-facing and back-office processes on one platform or start with the CRM apps and add ERP later.
Copilot is built into every module for drafting, summarizing, and answering questions about your records. Microsoft has also released autonomous agents that are now generally available, including the Sales Qualification, Case Management, Customer Knowledge Management, Customer Intent, and Quality Evaluation agents. With Dynamics 365 Premium, 1,000 Copilot Credits per user are included to run them.
Both are capable CRMs. The practical difference is integration and scope. Dynamics 365 is native to Microsoft 365, so it works inside Outlook, Teams, and Excel without connectors, and it includes ERP through Business Central. If you already run on Microsoft 365, that removes the layer of integration cost. Salesforce is strong but pairing it with Microsoft tools and an ERP usually means more third-party connections and add-on licensing.
It depends on scope, but a focused first module is typically measured in weeks rather than months. We get the highest-impact area live and validated against your real data, then expand, so you see value early and build confidence before scaling.
Adoption is a deliverable, not an afterthought. We design around the way your team already works, embed the CRM inside Outlook and Teams so it is not a separate destination, and build training and champion identification into every project. Adoption is what determines the return on a CRM investment.
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Related Dynamics 365 Services from Beyond Key
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