Dynamics 365 CRM Consultants

Transform Your Business, Maximize Efficiency and Growth with Our Tailored Dynamics 365 CRM Solutions

Microsoft Dynamics 365 is a modern Customer Engagement Platform that brings intelligence into your sales and services process by better predicting your customer needs. Our expert consultants will work closely with you to understand your unique needs and design a customized CRM solution that drives efficiency, innovation, and lasting success. From sales and marketing automation to customer service and support, Dynamics 365 CRM empowers you to streamline operations, improve customer satisfaction, and build deeper connections with your customers. With our expert guidance and support, you can leverage the power of Dynamics 365 CRM to optimize your sales pipeline, enhance customer service, and gain valuable insights into your business performance.

    Get a Free Quote

    Our Dynamics 365 CRM Consulting Services

    Our team of seasoned consultants are dedicated to providing customized Dynamics 365 CRM solutions that seamlessly integrate with your business processes. From small startups to large enterprises, we offer comprehensive services to help you optimize operations, enhance customer relationships, and drive growth.

    Our comprehensive implementation services include:

    Customized Dynamics 365 CRM Implementations: We design solutions tailored to your specific business requirements, leveraging the power of Dynamics 365 Sales, Customer Insights, Customer Service, Contact Center, and Field Service modules. These modules offer a comprehensive suite of tools to manage sales pipelines, analyze customer data, provide exceptional customer support, streamline contact center operations, and optimize field service operations.

    Configuration and optimization: We optimize your Dynamics 365 environment for maximum efficiency, streamlining workflows and enhancing user experience utilizing different technologies like Dynamics 365 Model-driven Apps, Canvas Apps, Power BI Reports/Dashboards, and Power Automate flows.

    Training and support: As a Microsoft Tier-1 CSP, our team provides comprehensive training to empower your staff to use Dynamics 365 effectively, and we offer ongoing support to address any questions or issues.

    Dynamic 365 Implementation

    As a full-stack Microsoft Solution Provider, our expert team specializes in ensuring a smooth and efficient transition to Dynamics 365, safeguarding your valuable data and minimizing disruptions to your operations. Leveraging cutting-edge migration tools and proven methodologies, we meticulously transfer your data, ensuring accuracy and integrity.

    Our comprehensive migration services encompass data migration, system configuration, rigorous testing, and tailored training, ensuring a seamless transition. We also excel in migrating data between Dynamics 365 instances and upgrading your system to the latest version, maximizing its potential.

    Before embarking on the migration process, we conduct a thorough assessment to evaluate the complexity, scope, and potential challenges of your migration project. This assessment helps us identify potential risks and develop a tailored migration plan to ensure a successful transition.

    Migration to Dynamic 365

    Our Expertise with Dynamics 365 CRM Applications

    Our Dynamics 365 Sales expertise leverages technologies like Model-driven Apps, Canvas Apps, and Power Automate to streamline your sales operations. We help optimize your sales pipeline, improve customer engagement, and drive revenue growth. By automating administrative tasks, we empower your sales team to focus on building relationships and closing deals. Our advanced analytics provide real-time insights into sales performance, enabling you to identify opportunities for improvement and optimize your strategies. Partner with VNB to achieve your sales objectives and drive revenue growth.

    VNB’s Dynamics 365 Customer Insights expertise, coupled with Power BI, can help you uncover valuable insights from your customer data. By creating interactive reports and dashboards, we’ll enable you to understand customer behavior, preferences, and trends. This empowers you to make data-driven decisions, personalize customer experiences, and ultimately increase satisfaction. As a trusted Microsoft partner, we offer tailored solutions to help businesses of all sizes harness the transformative potential of their customer data.

    Provide exceptional customer service with our Dynamics 365 Customer Service solutions. We leverage technologies like Model-driven Apps and Power Automate to streamline case management, knowledge base management, and customer support processes. Our solutions help you improve response times, enhance customer satisfaction, and build stronger customer relationships.

    VNB’s solutions help you deliver exceptional customer experiences across all channels and drive operational efficiency. Optimize your contact center operations with our Dynamics 365 Contact Center expertise. We utilize advanced features like omnichannel routing, IVR, and analytics to improve customer interactions and agent productivity.

    Our team leverages technologies like mobile apps, scheduling, and asset management to optimize work orders, dispatch, and technician productivity. Streamline your field service operations with our Dynamics 365 Field Service solutions. Our solutions will help you improve service delivery, reduce downtime, and enhance customer satisfaction.

    Take the First Step in Your Microsoft Dynamics 365 Consultation Now

    We're committed to understanding your goals and delivering a tailored solution that best fits your needs.

    Work With Us

    Dynamics 365 CRM Proof of Concept

    powerapps and flow proof of concept vnb consulting

    Dynamics 365 Customer Engagement: 1-Wk Proof of Concept

    This limited implementation is designed to evaluate if Dynamics 365 for Customer Engagement (Sales, Customer Service, Field Service, and Project Automation) is right for your organization. We will set up Dynamics 365 with some of your sample data and business processes so you can see how the system will work for you. This Proof of Concept implementation can be expanded to your production environment.

    Dynamics 365 CRM Assessments

    microsoft assessment 1

    Dynamics 365 Field Service: 2-Day Assessment

    An evaluation of your current Field Service processes that results in a detailed plan for Dynamics 365 for Field Service deployment. This 2-day assessment is held on-site at your facility. The engagement will include meetings with the clients of your Field Services processes, as well as IT stakeholders.

    microsoft assessment 2

    Dynamics 365 Sales: 2 Day-Assessment

    An evaluation of your current Sales processes that results in a detailed plan for Dynamics 365 for Sales deployment. This 2-day assessment is held on-site at your facility. The engagement will include meetings with the clients of your Sales processes, as well as IT stakeholders.

    power bi sales dashboard

    Dynamics 365 Service: 2 Day-Assessment

    An evaluation of your current Customer Service processes that results in a detailed plan for Dynamics 365 for Customer Service deployment. This 2-day assessment is held on-site at your facility. The engagement will include meetings with the clients of your Customer Service processes, as well as IT stakeholders.

    Our Dynamics 365 Customer Stories

    Power and Utilities Organization Consolidate Multiple CRMs to Target New Markets

    VNB Consulting assisted a Power and Utilities organization to consolidate multiple CRMs into a single Dynamics 365 CE environment

    VIEW DETAILS
    dynamics 365 customer engagement plan solution vnb consulting

    Migration From A Legacy CRM (Maximizer) To Dynamics 365 Services For A Fitness Brand In Canada

    VNB Consulting assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365

    VIEW DETAILS
    dynamics 365 sales vs customer service vnb consulting

    Upgrade From Dynamics CRM 2013 To Dynamics 365 Sales For A Manufacturer

    VNB Consulting assisted a global manufacturer upgrade its Dynamics CRM 2013 to latest Dynamics 365 Sales to improve sales processes

    VIEW DETAILS

    Latest Dynamics 365 Posts

    Dynamics 365 Customer Insights – Microsoft’s Customer Data Platform (CDP)

    Learn how to gain a deeper understanding of your customers and provide personalized experiences for better business outcome.

    Customizing Dynamics and Power Platform with PowerApps Component Framework (PCF)

    Learn how PCF allows developers to create custom controls that can be used in Power Apps, Dynamics 365, and other Power Platform applications.

    Microsoft Power Pages: What to Expect?

    Microsoft Power Pages is a standalone product that evolved from their Power Apps portal. The enterprise-grade Software as a Service (SaaS) platform enables companies to build secure, business-centric web applications using low-code/no-code development tool

    Dynamics 365 CRM Consultants

    Transform Your Business, Maximize Efficiency and Growth with Our Tailored Dynamics 365 CRM Solutions

    Microsoft Dynamics 365 is a modern Customer Engagement Platform that brings intelligence into your sales and services process by better predicting your customer needs. Our expert consultants will work closely with you to understand your unique needs and design a customized CRM solution that drives efficiency, innovation, and lasting success. From sales and marketing automation to customer service and support, Dynamics 365 CRM empowers you to streamline operations, improve customer satisfaction, and build deeper connections with your customers. With our expert guidance and support, you can leverage the power of Dynamics 365 CRM to optimize your sales pipeline, enhance customer service, and gain valuable insights into your business performance.

      Get a Free Quote

      Our Dynamics 365 CRM Consulting Services

      Dynamic 365 Implementation

      Our team of seasoned consultants are dedicated to providing customized Dynamics 365 CRM solutions that seamlessly integrate with your business processes. From small startups to large enterprises, we offer comprehensive services to help you optimize operations, enhance customer relationships, and drive growth.

      Our comprehensive implementation services include:

      Customized Dynamics 365 CRM Implementations: We design solutions tailored to your specific business requirements, leveraging the power of Dynamics 365 Sales, Customer Insights, Customer Service, Contact Center, and Field Service modules. These modules offer a comprehensive suite of tools to manage sales pipelines, analyze customer data, provide exceptional customer support, streamline contact center operations, and optimize field service operations.

      Configuration and optimization: We optimize your Dynamics 365 environment for maximum efficiency, streamlining workflows and enhancing user experience utilizing different technologies like Dynamics 365 Model-driven Apps, Canvas Apps, Power BI Reports/Dashboards, and Power Automate flows.

      Training and support: As a Microsoft Tier-1 CSP, our team provides comprehensive training to empower your staff to use Dynamics 365 effectively, and we offer ongoing support to address any questions or issues.

      Migration to Dynamic 365

      As a full-stack Microsoft Solution Provider, our expert team specializes in ensuring a smooth and efficient transition to Dynamics 365, safeguarding your valuable data and minimizing disruptions to your operations. Leveraging cutting-edge migration tools and proven methodologies, we meticulously transfer your data, ensuring accuracy and integrity.

      Our comprehensive migration services encompass data migration, system configuration, rigorous testing, and tailored training, ensuring a seamless transition. We also excel in migrating data between Dynamics 365 instances and upgrading your system to the latest version, maximizing its potential.

      Before embarking on the migration process, we conduct a thorough assessment to evaluate the complexity, scope, and potential challenges of your migration project. This assessment helps us identify potential risks and develop a tailored migration plan to ensure a successful transition.

      Our Expertise with Dynamics 365 CRM Applications

      Our Dynamics 365 Sales expertise leverages technologies like Model-driven Apps, Canvas Apps, and Power Automate to streamline your sales operations. We help optimize your sales pipeline, improve customer engagement, and drive revenue growth. By automating administrative tasks, we empower your sales team to focus on building relationships and closing deals. Our advanced analytics provide real-time insights into sales performance, enabling you to identify opportunities for improvement and optimize your strategies. Partner with VNB to achieve your sales objectives and drive revenue growth.

      VNB’s Dynamics 365 Customer Insights expertise, coupled with Power BI, can help you uncover valuable insights from your customer data. By creating interactive reports and dashboards, we’ll enable you to understand customer behavior, preferences, and trends. This empowers you to make data-driven decisions, personalize customer experiences, and ultimately increase satisfaction. As a trusted Microsoft partner, we offer tailored solutions to help businesses of all sizes harness the transformative potential of their customer data.

      Provide exceptional customer service with our Dynamics 365 Customer Service solutions. We leverage technologies like Model-driven Apps and Power Automate to streamline case management, knowledge base management, and customer support processes. Our solutions help you improve response times, enhance customer satisfaction, and build stronger customer relationships.

      VNB’s solutions help you deliver exceptional customer experiences across all channels and drive operational efficiency. Optimize your contact center operations with our Dynamics 365 Contact Center expertise. We utilize advanced features like omnichannel routing, IVR, and analytics to improve customer interactions and agent productivity.

      Our team leverages technologies like mobile apps, scheduling, and asset management to optimize work orders, dispatch, and technician productivity. Streamline your field service operations with our Dynamics 365 Field Service solutions. Our solutions will help you improve service delivery, reduce downtime, and enhance customer satisfaction.

      Take the First Step in Your Microsoft Dynamics 365 Consultation Now

      We're committed to understanding your goals and delivering a tailored solution that best fits your needs.

      Work With Us

      Dynamics 365 CRM Proof of Concept

      powerapps and flow proof of concept vnb consulting

      Dynamics 365 Customer Engagement: 1-Wk Proof of Concept

      This limited implementation is designed to evaluate if Dynamics 365 for Customer Engagement (Sales, Customer Service, Field Service, and Project Automation) is right for your organization. We will set up Dynamics 365 with some of your sample data and business processes so you can see how the system will work for you. This Proof of Concept implementation can be expanded to your production environment.

      Microsoft Dynamics 365 CRM Assessments

      microsoft assessment 1

      Dynamics 365 Field Service: 2-Day Assessment

      An evaluation of your current Field Service processes that results in a detailed plan for Dynamics 365 for Field Service deployment. This 2-day assessment is held on-site at your facility. The engagement will include meetings with the clients of your Field Services processes, as well as IT stakeholders.

      microsoft assessment 2

      Dynamics 365 Sales: 2 Day-Assessment

      An evaluation of your current Sales processes that results in a detailed plan for Dynamics 365 for Sales deployment. This 2-day assessment is held on-site at your facility. The engagement will include meetings with the clients of your Sales processes, as well as IT stakeholders.

      power bi sales dashboard

      Dynamics 365 Service: 2 Day-Assessment

      An evaluation of your current Customer Service processes that results in a detailed plan for Dynamics 365 for Customer Service deployment. This 2-day assessment is held on-site at your facility. The engagement will include meetings with the clients of your Customer Service processes, as well as IT stakeholders.

      Our Dynamic 365 Customer Stories

      Power and Utilities Organization Consolidate Multiple CRMs to Target New Markets

      VNB Consulting assisted a Power and Utilities organization to consolidate multiple CRMs into a single Dynamics 365 CE environment

      VIEW DETAILS
      dynamics 365 customer engagement plan solution vnb consulting

      Migration From A Legacy CRM (Maximizer) To Dynamics 365 Services For A Fitness Brand In Canada

      VNB Consulting assisted a Canadian fitness brand move from a legacy CRM (Maximizer) to Dynamics 365

      VIEW DETAILS
      dynamics 365 sales vs customer service vnb consulting

      Upgrade From Dynamics CRM 2013 To Dynamics 365 Sales For A Manufacturer

      VNB Consulting assisted a global manufacturer upgrade its Dynamics CRM 2013 to latest Dynamics 365 Sales to improve sales processes

      VIEW DETAILS

      Latest Dynamic 365 Posts

      Dynamics 365 Customer Insights – Microsoft’s Customer Data Platform (CDP)

      Learn how to gain a deeper understanding of your customers and provide personalized experiences for better business outcome.

      Customizing Dynamics and Power Platform with PowerApps Component Framework (PCF)

      Learn how PCF allows developers to create custom controls that can be used in Power Apps, Dynamics 365, and other Power Platform applications.

      Microsoft Power Pages: What to Expect?

      Microsoft Power Pages is a standalone product that evolved from their Power Apps portal. The enterprise-grade Software as a Service (SaaS) platform enables companies to build secure, business-centric web applications using low-code/no-code development tool