Microsoft Dynamics Consulting Centric Consulting

Microsoft Dynamics 365 Consulting Services

Enterprise application projects require a capable partner – our Dynamics
consultants are
ready to assist with your most challenging projects.


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.

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.


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


Microsoft Copilot: An Executive’s Guide to Getting Ready

Are you ready to combine the power of Artificial Intelligence and Microsoft Teams? With over 100,000 US businesses already using Microsoft 365, adopting the company’s newest native AI features is a natural fit.

In our on-demand webinar, our Microsoft experts explain what executives need to know to implement, secure and adopt Copilot.

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

Certified Microsoft Resources
Average Years Experience
ERP/CRM Engagements
Microsoft Partnership Designations

Our Microsoft Dynamics 365 Expertise

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

D365 Finance & Operations​

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

D365 Customer Engagement​

  • Sales
  • Customer Service
  • Field Service
  • Marketing 
  • Project Operations (Lite)
  • Customer Insights
  • Customer Voice
  • Viva Sales

D365 Business Central​

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

Power Platform ​

  • Power Apps
  • Power Automate
  • Power BI
  • Power Virtual Agents
  • Power Pages

Dynamics Legacy – CRM, GP, Nav, AX​

  • Upgrades & Migrations
  • Support Services
  • Integrations

M365 / Modern Work​

  • Teams
  • Exchange
  • SharePoint
  • Power Platform
  • Viva

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

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.​

  • Maximize Financial Performance – by integrating and automating core business processes with financials to support any business model, unify data, automate billing processes, and gain actionable insights.​
  • Reduce Risk – with guided, rules-based chart of accounts, dimensions, and a no-code configuration service that simplifies regulatory and tax reporting, e-invoicing, and payments.​
  • Manage Deals – simplify every aspect of project-based sales from pricing, scope, and budget while capturing conversations, sharing content, and using apps – all in Microsoft Teams.​
  • Optimize Resources – unify all resource management processes into a single connected solution.​
  • Increase Transparency and Visibility – unify your planning and execution systems to create alignment and traceability across your entire supply chain with fulfillment optimization, and orchestrate order journeys in your manufacturing processes.​

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



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.

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



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.



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.

Need Ongoing Support?

Our Dynamics 365 Managed Services offering provides the proactive and on-demand support you need to keep your Dynamics Customer Engagement, Dynamics Business Central, and Dynamics Finance & Operations deployments working optimally.

Proactively Improve

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.

Regularly Measure

Quarterly Business Reviews providing support metrics, Microsoft’s latest news, and a review of your future goals and priorities.

Managed Success

Service delivery excellence with a designated Customer Success Manager (CSM) focused on simplifying Microsoft technology including licensing advice.

Continually Monitor

Centric will proactively work behind the scenes to monitor the health and performance of your Microsoft environment.

Managed Services

Defined teams highly skilled in-service areas – ticketing tool, monthly reports, data-driven insights, SLAs, and Microsoft Premier Support for direct escalations.​

Security Diligence

Managed services specialists specifically focused and trained on the implementation and maintenance of all security-related items.​

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

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.