MS Dynamics CRM Consulting Services
Microsoft Dynamics 365 is a suite is a multi-module CRM and ERP solution that lets you automate sales, customer service, field service, marketing, finance, and operations in a consistent, intuitive, highly usable manner. Dynamics 365 Consulting can help eliminate siloed customer information and make it easier for your teams to enhance the customer experience and boost productivity.
Beyond Key Advantage
Digitizing small, medium, and large businesses with their Microsoft technology ecosystem and beyond.
As a Microsoft Solutions Partner, Beyond Key has been helping clients accelerate their CRM initiatives to build deeper customer relationships through the power of automation and reporting using Dynamics 365 consulting CRM. Underpinned by Microsoft Dynamics CRM, Power Platform and the Azure Data Platform, our MS Dynamic 365 Consultants will work in partnership with you.
20+
Years of Experience
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Skilled Experts
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Products
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500+
Clients
Our Microsoft Cloud Technology Soup

Most Trusted Microsoft Solution Partner
We’re thrilled to be to be recognized as a Tier 1 Microsoft Cloud Solution Provider.
This further cement the fact that Beyond Key is amongst the very top echelon of Microsoft Business Applications global network of partners.
MS Dynamics 365 Consulting Core Capabilities
Dynamics 365 Consulting Services
Our Dynamics 365 consulting services are catered to conduct Business Value Assessments to create a compelling business case. Regardless of the nature of your business: Our Dynamics 365 Consultants will be your implementation partner in your Dynamics 365 CRM and Business Central adoption and help you with migrating from legacy CRM or modernize your existing CRM or building custom Dynamics 365 CRM solutions from scratch.
- CRM Assessment, Architecture evaluation, Workflow Automation, and delivery
- Business process consulting using Microsoft’s best practices
- Change Management Consulting for Digital transformation
- Industry segments include Healthcare, Non-profits, Hospitality, Higher Education, Manufacturing and Customer Service
CRM Customization & Integration
We understand the importance of on-demand integrations. Our Microsoft Dynamics 365 consultants will consult you on possible integrations with your existing systems and other third-party tools.
- Need-based tailoring
- CRM extension/Plug-in development
- Integration with other business systems
Plug-n-Play CRM for Industries
Our Dynamics 365 consultants build codeless CRM Solutions which give organizations Plug-n-Play capabilities, these solutions are tailored specifically to industries and help you kickstart your CRM journey. Available as a one-time perpetual license as well as a monthly subscription. So far, we have built ready-to-kickstart CRM solutions built with MS Dynamics 365 for various industries.
- Non-Profit
- Hospitality
- Education
- Manufacturing
- Healthcare
CRM Modernization Services
With our Dynamics 365 consulting, we ensure that Dynamics 365 adoption is aligned with your digital transformation vision. Our services are focused on IT simplification so we offer legacy CRM upgrades or migration paths with predictable budgets and ensure data protection at all costs.
- CRM Assessments for Modernization
- Functional and Technical Assessment
- MS Dynamics Customizations
- Rescue failed Implementations
CRM Development & Engineering
Leverage our workflows and automation techniques to boost your CRM adoption and engineering services. Dynamics 365 Consulting employs its DevOps experience and skillset to conduct an in-depth analysis to outline the requirements while focusing on the long-term goal.
- Performance Engineering
- Fine-tuning existing CRM System
- CRM Testing and Feasibility Check
- Build & release management strategy
Have a project in mind?
Talk to our CRM ConsultantsMicrosoft Business Central Consulting
Beyond Key's Business Central consulting helps you fix data silos, automate workflows, and scale.
What you gain:
- Optimized Systems: Strategic analysis pinpoints improvements for a perfectly tailored Business Central solution.
- Smooth Transitions: Change management minimizes disruption, maximizing user adoption of Business Central.
- Effortless Migration: Proven ERP migration strategies ensure data integrity and minimize downtime.
- Unified Integrations: Seamlessly integrate third-party apps for an efficient business ecosystem.
- Tailored Configuration: Advanced configuration matches Business Central to your specific needs.
- Licensing Expertise: Get the most cost-effective Business Central licensing plan.
- Painless GP Migration: Upgrade from Dynamics GP to Business Central smoothly.
- Industry Solutions: Vertical-specific implementations for manufacturing, retail, and professional services.
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Contact Management
Donor Management
Volunteer Management
Fundraising Management
Grant Management
Reporting and Analytics
Pledge Management
Microsoft Dynamics 365 Customer Engagement (CE)
Turn ideas into solutions by adding agility & seamlessness to your ecosystem. Choose modules that meet your specific needs to scale up automation at large. We offer Dynamics 365 Consulting and CRM Development Services using the tools and frameworks of your choice.
Sales Automation
Microsoft Dynamics CRM for Sales will empower your sales teams with actionable intelligence. Collaborate with Marketing and Customer Service teams proactively and adopt quick changes in your sales operations & market-demand strategies and gain full visibility on the sales funnel.
- Tailored for specific roles
- Customizable AI
- Configurable sales workflow
- Planning and forecasting
- Real-time visibility
- Built-in collaboration
- Predict and manage pipelines
- Sales Mobility
- Customer Intelligence
Marketing CRM Automation
Streamline your campaign management and lead generation with MS Dynamics 365 Marketing Cloud. Engage with all customers and prospects in real time and orchestrate personalized journeys across all touchpoints. Leverage analytical dashboards, and run automation with advanced analytics and reporting.
- AI-driven Recommendations
- Collaborate and Engage
- Orchestrate Customer Journeys
- Capture Holistic Customer Experiences
- Multichannel Content Engagement
- Real-time Customer-Led Experiences
- Define Triggers and Flows
- Manage Events and Webinars
- Social Media Automation
Customer Service Automation
Provide a seamless, end-to-end experience to your customers with Microsoft Dynamics CRM Customer Service. Embrace voice, digital, chat, SMS or Digital Messaging in real-time for issue resolution and improve agent productivity along with AI-powered contextual suggestions.
- Automated Help-desk ticketing
- IVR to lead capturing
- Chatbot to CRM lead capturing
- Embrace Self-service Virtual Agents
- Real-time sentiment analysis
- Automated merging of similar cases
- Omnichannel Engagement
- Automated customer feedback
- Design portals, sites, forums
Business Central Services
A highly customizable, comprehensive ERP solution from Microsoft designed specifically to help small and medium-small businesses grow and take more control over their finance and operations. All done in a secure Microsoft Cloud. Leverage 3rd party integrations like payroll, banking, and CRM in a hyperconnected ecosystem.
- Integrated Accounting
- Customer Relationship Management
- Project Management
- Supply Chain Management
- Warehouse Management
- Sales Order Management
- Power BI Reporting
- Contract Management
- Enterprise Asset Management
MS Dynamics 365 Consulting Advantages
You unlock the true potential of Microsoft Cloud through Beyond Key’s proven approach, change management consulting, and ecosystem alignment. We bring a track record of successfully helping organizations realize the value of their CRM & ERP investment. Our deep understanding of the Microsoft Business Applications and tools helps businesses automate various workflows and achieve their digital transformation goals.
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Cloud-based
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Flexible CRM Platform
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User-Friendly Interface
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Customizable
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Scalability
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Increased Productivity
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Codeless Integration
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Compliance
Sign up for your D365 CRM migration plan.
Start nowGet A Headstart for MS Dynamics 365 Adoption
At Beyond Key, we’ve simplified CRM adoption with solutions tailored to address automation challenges faced by most industries. We offer codeless, low-risk, quick-start solutions that allow you to get MS Dynamics CRM up and running quickly. With a 100% remote delivery on Cloud, we at Beyond Key will pre-configure a set of demonstrated baseline configurations as per your project requirements.
- We are Microsoft Certified Gold Partner
- Offices in USA, UK with development centre in India
- Trusted Microsoft Dynamics 365 consulting company
- CRM adoption strategy and assessment
- Change Management Consulting for Digital Transformation
- Recognized by Goodfirms as a Top Software Developer
Get Future Ready with Dynamics CRM
I have had the pleasure of working with the Beyond Key team for nearly a year. Throughout this time, they have truly become partners of ours and were instrumental in helping us through the entire development process, from design concepts and security challenges through deployment and user support. They have embraced our vision and started learning our business to deliver an application that has exceeded our own demands and expectations.
Throughout our relationship, they have challenged us to think through different solutions and worked tirelessly to ensure that we always met our deadline. The team that we work with is dedicated, detail oriented, highly skilled, and truly committed to our success. They often willfully sacrificed personal time in the evenings and weekends to meet their commitments to us, so we can meet our commitments to our clients. They truly embrace their role as a devoted partner and consistently deliver excellence. I am proud to call them part of our team and highly recommend them to others.
Paul A. NorkettChief Operating Officer
Prodigy Care Services LLC
Beyond Key was selected as our strategic partner to help implement the Dynamics CRM Sales module. They also assisted with the development of our dashboards in Power BI, and developed high-level user & administrative documentation.
The project team demonstrated to be highly skilled, organized, friendly and most importantly very flexible! Their flexibility was very much appreciated by our team as they accommodated seamlessly to our changing schedules and requirements. It has been great to work with Beyond Key in this project and I would undoubtably recommend them to others.
Tania JordanBusiness Analysis Officer, CGIAR
CGIAR System Organization





