Microsoft Dynamics 365 Consulting Services

Enterprise application projects require a capable partner – 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 and sustainable supply chain? Or optimized financial and operating models? Microsoft’s Dynamics 365 suite is the platform you need.​

Microsoft’s integrated cloud-based Dynamics 365 suite of CRM and ERP business applications consisting of Dynamics 365 Customer Engagement (CE), Dynamics 365 Business Central (BC) and Dynamics 365 Finance & Operations (F&O) are the modern enterprise applications needed to form the foundation of your digital operating model.

A credentialed Microsoft partner, our Dynamics consultants have the hands-on experience needed to deploy and integrate these packages in a tailored manner that makes sense for your business.​

We are not just a great technical partner. Our Dynamics consultants also have the business consulting skills necessary to drive true operating value and organizational adoption. Examples include strategy, process enhancement, change management, and program-level management.​

Finally, we bring a tested methodology that ensures efficiency, lowers risk, and increases cross-team communication and collaboration.

OUR CRM & ERP CONSULTING SERVICES

We can provide the following services for Dynamics 365 Customer Engagement (CE), Business Central (BC), and Finance & Operations (F&O).

Our Dynamics consultants and developers have the needed experience across a broad spectrum of project types.​

Advisory Services

Consulting guidance to establish a vision and a direction for your Dynamics 365 project work.​

  • Software Selection​
  • Assessments & Improvement Roadmaps​
  • Business Case Development​
  • Migration Planning & Execution​
  • Health Checks – Project Rescues & Recovery​
  • License Sales & Assessments

Implementation Services

Expertise to make your Dynamics CRM & ERP vision a reality.​

  • Implementations and Enhancements​
  • Version Updates and Upgrades​
  • Custom App Development​
  • Integrations and Data Conversions​
  • Migrations – On-Prem to Cloud​
  • Analytics & Reporting

Managed Services

A team of experts dedicated to your long-term success.​

  • Staff Augmentation​
  • Administration​
  • Onshore or Offshore​
  • Functional and Technical Support​
  • Proactive and On Demand Support​
  • Training

ON-DEMAND WEBINAR

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In this on-demand webinar, our Microsoft AI experts help you learn how to assess and level up your readiness for using the powerful AI tools that Copilot provides.

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

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Certified Microsoft Resources
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ERP/CRM Engagements
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Microsoft Partnership Designations

Our Microsoft Dynamics 365 Expertise

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

D365 Finance & Operations​

  • Finance​
  • Supply Chain Management​
  • Project Operations​
  • Human Resources​
  • Intelligent Order Management​
  • Commerce​
  • Fraud Protection​
  • Connected Store
  • D365 Copilot

D365 Customer Engagement​

  • Sales​
  • Customer Service​
  • Field Service​
  • Marketing ​
  • Project Operations (Lite)​
  • Customer Insights​
  • Customer Voice​
  • D365 Copilot

D365 Business Central​

  • Financial Management​
  • CRM & Service Management​
  • Project Management​
  • Supply Chain Management​
  • Human Resources Management​
  • Warehouse Management​
  • Manufacturing 
  • D365 Copilot

Power Platform ​

  • Power Apps​
  • Power Automate​
  • Power BI​
  • Power Virtual Agents​
  • Power Pages
  • Copilot for Power Platform

Dynamics Legacy – CRM, GP, Nav, AX​

  • Upgrades & Migrations​
  • Support Services​
  • Integrations

M365 / Modern Work​

  • Teams​
  • Exchange​
  • SharePoint​
  • Power Platform​
  • M365 Copilot

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

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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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D365 Finance and Operations (F&O) Modules​

Microsoft Dynamics 365 Finance & Operations (F&O)

 

Watch a product demo of Microsoft’s D365 Finance and Operations

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Need Ongoing Dynamics 365 Assistance And Support?

Client support with a scalable, continuous improvement mindset gives you the end-to-end Microsoft Cloud operational expertise you need. Our solution grows with your needs.

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Dynamics 365 Business Central​

A business management solution that helps small and midsized companies connect finance, sales, service, and operations teams within a single, easy-to-use application to unlock the insights needed to adapt faster, worker smarter, and perform better. Our Dynamics 365 consultants can help plan and implement your upgrade to Business Central​.

  • Adapt Faster – Innovate and adopt new business models faster with flexible deployment models, mobility and cloud reliability that can scale with your business needs​
  • Work Smarter – Enjoy a complete picture of your business with easy-to-create dashboards, built-in analytics and interoperability with Microsoft 365 products​
  • Perform Better – Enable high performance with guided workflows, governance, and real-time metrics that drive continuous process optimization, accelerate financial closes, and improve cycle times

D365 Business Central Modules

 

Watch a product demo of Microsoft’s D365 Business Central

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Dynamics 365 Customer Engagement​

Digitally transform your sales approach. Provide seamless, end-to-end customer service with connected support across all channels. Move from reactive to proactive field service utilizing connected cloud services. Enjoy increased sales success – our Dynamics CRM specialist can help.​

  • 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 – delight customers to ensure the technician arrives on time, equipped with the right tools, the right information, and the right amount of time to resolve the issue the first time
  • Elevate Agent Effectiveness – take the guesswork out of case resolution using tools designed to equip agents with the right information at the right time.​​

D365 Customer Engagement (CE) Modules​

 

Microsoft Dynamics 365 Customer Engagement (CE)

 

Watch a product demo of Microsoft’s D365 Customer Engagement.

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Implementation Methodology – We’ve Done This Before​

We’ve combined our 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 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​

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 Dev, Cloud Dev, Mobile.

Modern Workplace

O365, M365, Teams, Power Platform.

Data & Analytics

Data Strategy, Modern Analytics Platform, Artificial Intelligence.

Core Technology

Security, Azure, Internet of Things, Interfaces.

Customer Experience

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

Business Transformation

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

Operational Excellence

Op Assessment & Roadmap, BPI, RPA.

People & Change

Org Design, Org Change Management, Org Communication, Team Effectiveness.

Our Microsoft Partner Credentials

Our team of Dynamics consultants and developers have the needed certifications to achieve numerous 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 CSP, and Fastrack Ready partners.

Our Data Analytics 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.

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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

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

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