Microsoft Dynamics 365 Consulting Services

Whether you’re implementing Dynamics 365 CRM, modernizing, or migrating from a legacy ERP to Business Central, our Dynamics consultants are ready to assist with your most challenging projects.

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Microsoft Dynamics 365 Consulting Services

What are your digital transformation goals? Connected sales and marketing? A modernized service experience? A resilient supply chain? Optimized financial and operating models? Microsoft Dynamics 365 suite delivers all of it. How it’s implemented makes all the difference. ​

Most Dynamics 365 consulting engagements fall short not because of the technology, but because the implementation partner didn’t understand the business well enough to configure it right. Centric approaches Microsoft Dynamics 365 ERP and CRM projects differently. We combine technical depth across Dynamics 365 Customer Engagement (CE), Business Central (BC), and Finance & Operations (F&O) with the business consulting skills needed to drive real operating change.

As a Microsoft Solutions Partner with all six solution designations, our Dynamics 365 consultants have delivered 500+ ERP and CRM engagements. From first implementation to complex migrations off legacy platforms like Dynamics GP, NAV, and AX, we bring a structured methodology that reduces risk, keeps projects on track, and builds the organizational readiness your teams need.

OUR DYNAMICS CRM & ERP CONSULTING SERVICES

Our Dynamics consultants and developers deliver across the full Dynamics 365 portfolio, including Customer Engagement (CE), Business Central (BC), and Finance & Operations (F&O), from initial advisory through implementation and managed support.​

Advisory Services

Our Dynamics 365 consultants help you make the right decisions before a dollar is spent on implementation, from software selection and business case development to ERP migration planning for moving off legacy platforms.

  • Software selection and vendor evaluation
  • ERP and CRM assessments and improvement roadmaps
  • Business case development that accounts for your customizations and needs
  • Full-scope migration plans from on-prem Dynamics, NAV, GP, and Solomon
  • License sales and assessments

Implementation Services

Our implementation team has delivered complex Dynamics 365 ERP and CRM deployments across diverse industries, bringing both the technical skills and the business process knowledge to configure the system around how you actually work.

  • New implementations and phased enhancements
  • Version updates and platform upgrades
  • Custom application development
  • System integrations and data migrations
  • Cloud migrations, including Business Central upgrades
  • Analytics and reporting

Managed Services

Post-go-live, your Dynamics environment needs ongoing attention. Our managed services team provides dedicated support — functional, technical, and strategic — so your investment keeps delivering.

  • Staff augmentation and administration
  • Functional and technical support (onshore or offshore)
  • Proactive and on-demand support
  • End-user training and adoption reinforcement
  • Copilot and AI Agent enhancements
  • Continuous improvement and process improvement

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Our experienced Dynamics team is ready to help you on your next project

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Client First Approach

Centric has been a pleasure to do business with. I continue to be impressed with the level of talent the Centric leadership team has brought to the project. Their ‘client first’ approach has brought a freshness to the experience which can be seen in every person on the team.

David O'Toole, Director of Strategic Program Operations, World Wide Technology
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Your Legacy ERP Has a Deadline

Microsoft has ended investment in on-premises Dynamics ERP. GP, NAV, and Solomon all share the same path forward: Business Central. We migrate to the cloud without forcing a cutover, preserving your customizations and business intent so nothing breaks on the way over.

On-prem stays live until you’re ready. At go-live you gain BC’s modern cloud, AI, and Copilot capabilities natively, inside the stack you already run. One methodology, three fixed-fee tiers sized to your environment, with Microsoft incentives for eligible customers.

SEE YOUR MIGRATION PATH

Our Microsoft Dynamics 365 Expertise

Our consultants have expertise in the following Dynamics 365 apps as well as Power Platform and M365 and D365 Copilot.

Dynamics 365 Business Central​

Dynamics 365 Business Central is Microsoft’s cloud-based ERP solution for small and mid-sized organizations. And for companies running legacy systems like Dynamics on-prem, GP, NAV, Solomon or older on-prem ERPs, it’s the modern replacement built into the Microsoft ecosystem. Our Dynamics 365 consultants help organizations assess fit, plan the migration, and implement BC in a way that’s configured to your operations, not just deployed out of the box.

  • Connect your business data — finance, sales, service, and operations in a single application, with native integration into Microsoft 365 and Power Platform
  • Replace aging infrastructure — Business Central is the designated migration target for organizations leaving Dynamics GP, NAV, and legacy on-premises ERP platforms
  • Build toward AI adoption — with Copilot for Business Central embedded natively, BC is designed to grow with your AI strategy

We can help with your next Dynamics 365 Customer Engagement, Business Central, or Finance and Operations project.

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Dynamics 365 Customer Engagement​

Dynamics 365 Customer Engagement connects your sales, service, marketing, and field operations teams on a single platform. For organizations trying to move from siloed CRM tools or disconnected processes, CE provides the unified customer data model that makes consistent experiences possible.

  • Activate Digital Selling – adaptive, intelligent solution actively monitors myriad data and signals distilling them into insights that help remote sales teams maintain a customer-centric focus
  • Focus On Selling – sales cycles are shortened with repetitive task automation, seamless collaboration, on-click data access, and intelligent data capture
  • Optimize Field Service Worker Productivity – ensure technicians arrive equipped with the right tools, information, and time to resolve issues on the first visit
  • Elevate Agent Effectiveness – take the guesswork out of case resolution using tools designed to equip agents with the right information at the right time.​​

 

 

Dynamics 365 Finance & Operations​

Monitor the performance of your financial operations in real-time, predict outcomes, and make data-driven decisions to drive agility and growth. Connect all aspects of your operations including sales, resources, projects, and accounting teams within a single application to win more deals, accelerate project delivery, and maximize profitability. Our Dynamics consultants can help you realize the most value from your F&O investment.​

 

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Microsoft Dynamics Implementation Consultants: Our Methodology​

We’ve combined years of project experience with Microsoft’s Success by Design implementation guide to create a comprehensive implementation playbook. Based on your project scope, our Dynamics 365 consultants create the right implementation plan for your specific needs.

Centric Consulting - Microsoft Dynamics Implementation Methodolgy

  • Mobilize – On-board project team, establish governance, create a project plan​
  • Discover – Understand the current environment, document business requirements, and complete change readiness assessment​
  • Design – Design processes, complete data migration strategy, test migration strategy, finalize adoption strategy​
  • Build – Configure the system, build custom objects, migrate data, unit test, create training materials​
  • Test – Conduct end-to-end integration tests, conduct user acceptance tests, finalize go-live plan​
  • Deploy – Execute go-live plan, deliver end-user training, finalize support plans​
  • Support – Activate the support team and finalize project documentation​

Is your Microsoft Enterprise Agreement expiring?

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Our Related Business and Technology Services

We are a full-service business consulting and technology company.​

​Dynamics ERP and CRM projects require much more than pure technology expertise. We have the complementary practices needed to ensure holistic project success.​

Modern Software Delivery

Agile, Application Development, Cloud Development, Agent Augmented Development.

Modern Workplace

O365, M365, Copilot, Teams, Power Platform.

Data & Analytics

Data Strategy, Modern Analytics Platform, Artificial Intelligence and AI Agents.

Core Technology

Security, Azure, Internet of Things, Interfaces.

Experience Design

Vision & Viability, Design Thinking, Service Design, UI/UX.

Business Transformation

Vision & Strategy, Operating Model Design, Enterprise Project & Program Management, Mergers & Acquisitions.

Operational Excellence

Operational Assessments & Roadmaps, BPI, BPM, RPA.

People & Change

Org Design, Org Change Management, Communications & Team Effectiveness.

Client Story

From QuickBooks to a Connected Financial Stack

A mid-market renewable energy services company had outgrown QuickBooks. Their existing Dynamics CE deployment handled sales, but financials lived in a separate system, limiting cross-functional visibility and keeping sales-to-finance handoffs entirely manual. They needed a scalable ERP that could integrate with CE, support field users across locations, and enable the granular reporting their growth demanded.

Centric led software selection, landed on Dynamics 365 Business Central, and executed the full migration, standing up core financials (AP, AR, GL, FA, Inventory, Budgeting, Project Accounting), integrating BC with their CE environment, and deploying the BC Solver Data Source Connector on a redesigned chart of accounts.

The outcome: 1 unified Microsoft stack (BC + CE, Power Platform, M365, Azure-ready) and 100% real-time sales-to-finance handoff, no more manual workflows.

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Our Microsoft Partner Credentials

Our team of Dynamics consultants and developers have helped us achieve all six Microsoft Solution Partner Designations. SEE ALL OUR MICROSOFT PARTNER CREDENTIALS​​

We are a credentialed Solutions Partner in Business Applications, Cloud, Azure, Modern Work, Data & AI, Infrastructure, Security, and Digital & App Innovation. ​We are a 2022 Partner of the Year Finalist and are Microsoft-certified Catalyst, Direct Cloud Solution Provider (CSP), and Fastrack Ready partners.

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Our Microsoft Dynamics 365 FAQs​

Our Dynamics consultants have the business consulting skills necessary to drive true operating value and organizational adoption. A credentialed Microsoft partner, our Dynamics consultants have the hands-on experience needed to deploy and integrate these packages in a tailored manner. Learn more about the business consulting skills we offer below.

What specific Microsoft Dynamics 365 applications do you specialize in?
We specialize in Dynamics 365 Customer Engagement (CE), Dynamics 365 Business Central (BC), and Dynamics 365 Finance & Operations (F&O). Our team has deep expertise across the full range of Dynamics 365 apps, including Sales, Customer Service, Field Service, Customer Insights – Journeys, Customer Insights – Data, Project Operations, Finance, Supply Chain Management, Human Resources, Commerce, and more.
How do you handle the integration of Dynamics 365 with existing systems?
Integrating Dynamics 365 with existing systems can be a complex task, but with the right approach and skillset, it can be streamlined effectively. Our team of certification Microsoft professionals have years of integration experience using out-of-the box connectors, building custom integrations and using middleware solutions to enhance data flow and operational efficiency.
What is your approach to Dynamics 365 implementation projects?
We use a comprehensive implementation methodology combining our project experience with Microsoft’s Success by Design implementation guide. Our approach includes seven phases: Mobilize, Discover, Design, Build, Test, Deploy, and Support. This methodology is designed to ensure efficiency, lower risk, and increase cross-team communication and collaboration throughout the implementation process.
Can you provide examples of successful Dynamics 365 projects you have completed?
We’ve completed over 325 ERP/CRM engagements, demonstrating extensive experience with Dynamics 365 implementations. Our team consists of 50+ certified Microsoft resources with an average of 8+ years of experience in delivering successful projects.
What kind of support do you offer post-implementation?
We offer managed services for ongoing support after implementation. This includes staff augmentation, administration, functional and technical support, and both proactive and on-demand support options. We can also provide training services that emphasize a truly scalable, continuous improvement mindset in your ongoing support needs.
How do you ensure data security and compliance with Dynamics 365 solutions?
We are deeply invested in ongoing monitoring and of the health and security of your Microsoft environment, offering data driven insights, ticketing, regular reporting, and Microsoft Premier Support for direct escalations. Microsoft maintains high standards of data security and compliance across its cloud service and platforms. Our specialists are highly trained in the implementation and maintenance of all data security-related components of a successful Dynamics 365 instance.
What methodologies do you use to ensure successful adoption of Dynamics 365 within an organization?
Our team emphasizes change management and organizational adoption as part of our core services. Our implementation methodology includes conducting robust change readiness assessments and finalizing an adoption strategy that aligns with your business goals. We offer organizational change management and change communication services as part of our People and Change practice, which can lend deeper support to your Dynamics 365 adoption efforts.
Do you help organizations migrate from legacy Dynamics platforms like GP, NAV, Solomon, or AX to Business Central?
Yes. Migrating off legacy Dynamics platforms is one of the more common engagements our ERP consultants support. We work with organizations still running Dynamics GP, Dynamics NAV, Solomon, and older on-premises AX environments to assess readiness, evaluate Business Central fit, plan data migration, and manage the full transition. Many of these projects also involve replatforming business processes, not just a technical lift-and-shift, so our combination of ERP and business consulting expertise matters her.

Let’s discuss your Dynamics 365 Customer Engagement, Business Central or Finance and Operations needs.

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