Turn Dynamics 365 CRM Licenses Into Measurable
Aegis Softtech is an ISO 27001-certified Dynamics 365 consulting company in India with 20 years of experience delivering scalable CRM and ERP solutions. Our Microsoft-certified experts design, implement, and optimize Dynamics 365 environments aligned to real business workflows, not generic templates.
Dynamics 365 CRM consulting is a professional service that helps businesses implement, customise, integrate, and optimise Microsoft Dynamics 365 to improve sales performance, customer service, and operational efficiency. It covers strategy, deployment, data migration, system integration, user training, and ongoing managed support — ensuring high adoption rates and measurable ROI.
With the right Microsoft Dynamics 365 consulting partner, organisations typically achieve faster implementation timelines, higher user adoption, and significantly improved revenue visibility within the first 90 days.
Organizations that align CRM with business strategy typically see:
Unstructured CRM deployments often lead to delays and rework. With a proven approach, you can expect:
Generic CRM setups slow teams down. Custom-fit systems deliver:
Disconnected systems create data silos and inefficiencies. With proper integration:
Low adoption is the #1 reason CRM investments fail. With the right enablement:
Most CRM implementations fail because of poor strategy, subcontracted delivery, and no accountability post-launch. Here's how we're different.
Over 95% of our team hold active Microsoft certifications across Dynamics 365, Azure, and Power Platform. The consultant who designs your solution also builds and supports it.
Strategy, implementation, migration, integration, training, and post-launch support. We have all under one accountability chain. No knowledge is lost between vendors or project phases.
We bring sector knowledge across Healthcare, BFSI, Manufacturing, Retail, and Logistics. That industry context shapes every configuration decision. It is not generic CRM practices applied blindly.
India-based delivery providing Microsoft-certified expertise at a fraction of Western consulting rates. All budgets are agreed in writing before any configuration begins, no billing surprises.
Metrics based on verified post-implementation reviews at 6–12 months post-launch. Not projected estimates. Client references available for every vertical we serve.
Every fixed-price project includes a 60-day warranty. Our managed services team ensures your investment delivers because go-live is the start of adoption, not the end of our engagement.
Professional Dynamics 365 CRM services make a measurable difference in these specific situations, not a marginal one.
Low adoption is a configuration and change management problem, not a technology failure. We fix both simultaneously with structured enablement.
Accumulated legacy customisations block Microsoft updates and cause performance issues. We audit, clean, and future-proof your environment.
Migration without a defined methodology means lost records and broken workflows. Proven track record of zero data loss across Dynamics 365 migrations.
Sales lacks inventory visibility. Finance re-enters what sales have already captured. We connect D365 to SAP, Business Central, and finance platforms.
Copilot may already be in your licence, but adoption is near zero. We handle licence assessment, governance setup, and team training end-to-end.
The platform launched, nobody used it, and you're still paying licence fees. We run implementation rescues and structured adoption programmes.
These figures come from post-implementation reviews conducted with clients at 6–12 months post-launch, not estimated projections.
| Metric | Result | Primary Driver | |
|---|---|---|---|
| Lead-to-close rate improvement Customer Insights — avg. across 6 clients | 40–42% | Predictive scoring, unified contact history, and AI segmentation | |
| Reduction in manual data re-entry Power Automate — within 90 days of go-live | 60% | Workflow automation across approvals, invoicing, and routing | |
| Saved per week per operations team Finance & operations — documented, maintainable | 8–15 hrs | Process automation eliminates manual handoffs | |
| Operational overhead reduction Unified D365 + ERP environments | 27–35% | Unified data, automated repetitive workflows | |
| Faster decision cycles Power BI + Copilot AI recommendations | 30% | Real-time dashboards replacing weekly static reports | |
| Faster ROI realisation Azure scalability + Power Platform extensibility | 2.5× | Low-code extensibility, modular deployment |
Beyond core CRM capabilities, we help you unlock AI-driven productivity with Microsoft Copilot.
Copilot is embedded natively across Dynamics 365 Sales, Customer Service, and Customer Insights. Our consultants guide your team from licence assessment through governance setup, adoption planning, and ongoing AI enablement. So Copilot actually changes how your people work, not just lives in a settings menu.
| Module | What Copilot Delivers |
|---|---|
| D365 Sales | Email drafts, meeting summaries, follow-up actions in Outlook & Teams; next-best-action and predictive lead scoring from historical data |
| Customer Service | Real-time case summaries, knowledge base resolution suggestions, AI-assisted routing, 24/7 conversational chatbot with human escalation |
| Customer Insights | Predictive lead scoring, opportunity prioritisation, and automated workflow triggers based on buyer intent signals |
Copilot is included in select plans and available as an add-on in others. Copilot Studio agents require separate Azure consumption credits. We advise on the correct licensing model before you commit.
These resources are already provided by default but have yet to be enabled for most of these firms using Dynamics 365. Our implementation will cover a fully integrated Microsoft stack to provide seamless operation between the entire Microsoft stack with respect to CRM sales, marketing, and field service modules.
Over 1,000 connectors. Streamline manual processes in approvals, routing, and invoicing. Average time saved per week: 8-15 hrs.
Custom mobile applications offline-ready via Dataverse for field personnel, managers, and operations.
Live dashboards with a direct connection to your Dynamics 365. Replace your weekly KPI reports with real-time reporting.
Copilot for Teams meeting summarization and tasks generation directly from your CRM pipeline.
Smart forms and conversational AI chatbots. Build your bot on top of Dataverse; no additional infrastructure is needed.
SAP, Shopify, Magento, custom API integrations via managed Azure middleware services.
Shared backend database across Dynamics 365 and Power Platform. Our preferred platform for integration.
Documents and knowledge base management from within Dynamics 365.
Not projected estimates. These results come from documented post-implementation reviews. Client references available on request.
A medium-sized healthcare organization was using manual methods to track patient engagement using disparate spreadsheets, causing duplicate entries and missed follow-ups in three locations. We deployed Dynamics 365 Customer Service with a patient engagement dashboard. Patient follow-up time decreased by 40% in 60 days post-implementation, and there were no duplicate contact entries in any of the three locations.
Read Detailed Case StudyA wealth management firm was paying for two CRM platforms and getting clean data from neither. We migrated their Salesforce environment to Dynamics 365, rebuilt client journey workflows in Power Automate, and integrated the platform with their portfolio management system. Manual re-entry was cut by 60% within 60 days.
Read Detailed Case StudyA New Zealand IT company needed a tutoring platform built entirely on MS Dynamics CRM 2011, with a custom API connecting CRM data to the web front end. Aegis built all custom entities, automated back-end logic through plug-ins and workflows, and delivered a typed .NET API that the UI team could consume directly. The client confirmed performance and code quality exceeded expectations — with zero rework after handover.
Read Detailed Case StudyPSN's staff were navigating four to five separate CRM screens to complete basic invoicing and batch tasks every day. Aegis embedded a custom HTML and JavaScript dashboard directly inside CRM, replacing the multi-screen workflow with instant record search, auto-fill on selection, and one-click batch creation. PSN reported a drastic reduction in daily data-entry effort within weeks of go-live, with zero retraining required.
Read Detailed Case StudyA US investment firm was manually managing every stage of their seminar pipeline across four territories, campaigns, venues, staff, leads, and post-event revenue. The firm has no system to support the volume. Aegis built a fully customised Dynamics CRM solution in six months, with automated lead capture from the firm's website, end-to-end workflow automation, and SSRS performance reporting across all territories. The firm scaled to three sessions per week per territory from day one of go-live.
Read Detailed Case StudyWorld Vision New Zealand's IT team was raising developer requests every time a field visibility rule needed to be changed. A process that took days. Aegis delivered four targeted CRM solutions: a contextual alert system, a no-code rules engine that IT staff could configure themselves, enhanced JqGrid views with inline editing and nested sub-grids, and a single-screen child sponsorship and payment tool. Field configuration changes that previously needed a developer now take minutes, with no code required.
Read Detailed Case StudyVijay Electronics had no way to restrict salespeople to their own accounts and parts, and commission calculations were done manually by comparing purchase and sale records across two disconnected systems. Aegis built a CRM customisation layer with user-level security roles, a live parts catalogue synced from Dynamics GP every five minutes, automated QA and credit approval gates, and a PO Shipments Report that validated buyer commissions automatically. Commission disputes dropped to zero, and salespeople reported working faster with a focused, uncluttered interface.
Read Detailed Case StudyAEGIS Team joined our growing delivery partner network in mid-2019 to provide Functional and Technical expertise for Dynamics 365 Business Central application. Since then we have engaged in multiple projects and pursued various other opportunities with our customers in Australia and around the world.
We engaged with Aegis in the summer of 2016 to work on development project for an app for Microsoft Dynamics CRM. This development was to take over work done by a different provider as well as extending the functionality considerably.
Aegis is our trusted and valued partner for a number of years now and all the solutions we implement are developed by Aegis only. We are using four dedicated Microsoft Dynamics CRM and .NET resources with Aegis. I would highly recommend Aegis for offshore software development and IT project services.
We offer three flexible engagement structures to match different project types, team sizes, and budgets. Every model includes a named account manager, IST timezone availability, and monthly reporting.
No minimum commitment. Suitable for ad hoc Dynamics 365 development, configuration changes, and support queries. Same certified consultants as full project engagements. Monthly timesheets and activity summaries provided. Response within four business hours (IST).
Full scope agreed upfront before work begins: no billing surprises. Milestone-based payment schedule tied to deliverables. Includes UAT, training, and go-live support. A 60-day post-go-live warranty period is included with every fixed-price project.
Monthly block of hours at a reduced blended rate. Dedicated resource allocation to your team, every sprint. Covers ongoing Dynamics 365 development, enhancements, and support. Scales up or down with 30 days' notice. Priority SLA response with a named account manager.
Not every business is ready for a full cloud move, and we do not apply pressure to do so. We support all three Dynamics 365 deployment models and advise based on your compliance requirements, data residency needs, and infrastructure plans.
Microsoft manages hosting, security patching, and automatic feature updates. This model includes native Copilot capabilities, full Power Platform access, and the lowest IT overhead of the three options. Recommended for most new Dynamics 365 CRM implementations.
Full infrastructure control with data staying on your own servers. Preferred by highly regulated industries with strict data residency requirements. We document your upgrade and cloud migration pathway from day one, so on-premise is never a dead end.
Sensitive data stays on-premises while cloud-based Dynamics 365 services extend capability for the teams that need them. A practical model for businesses mid-transition or those with mixed compliance requirements across departments.
Dynamics 365 delivers different outcomes in different industries. Our consultants bring sector-specific implementation knowledge to every engagement, not just platform configuration skills.
Patient Engagement, Follow-up automation, Care Coordination
Client Relationship Management, Compliance Workflows, Portfolio System Integration
CRM-to-ERP integration, Quote Management, Supply Chain Visibility
Unified Customer Data across online and offline channels
Operational CRM, Fleet, and Delivery Coordination
Project-based CRM, Billing Integration, Resource Planning
A Dynamics 365 CRM consultant analyses your business requirements, designs CRM workflows, configures the platform, and manages end-to-end implementation. They also handle data migration, third-party system integration, user training, and ongoing optimisation to ensure high adoption rates and measurable business outcomes.
Professional Dynamics 365 consulting delivers a system configured to your actual business processes. Benefits include faster implementation, higher user adoption, improved sales performance, better customer experience, and measurable ROI within 6–12 months of go-live.
Consultants reduce implementation risk, automate key processes, and ensure high user adoption from day one. This accelerates time-to-value and delivers higher productivity across sales and operations teams, consistently leading to 2–3x faster ROI realisation compared to self-managed implementations.
Standard Dynamics 365 CRM implementations range from 6–12 weeks for core CRM modules. Complex projects involving multiple Dynamics 365 modules, ERP integration, or large-scale data migration can take 3–9 months, depending on scope and business requirements. A fast-track 4-week option is available for defined, limited-scope deployments.
Dynamics 365 CRM consulting services in India start from $25/hour for certified consultants. Fixed-price mid-sized implementations typically range from $5,000 to $50,000 depending on module scope, customisation depth, and integration complexity. All project budgets are agreed in writing before work begins.
Yes. Dynamics 365 CRM integrates with ERP systems, marketing automation platforms, and third-party tools, including SAP, Business Central, HubSpot, Shopify, and Magento — using Dataverse, Azure Logic Apps, Power Automate, and custom APIs.
Yes. Dynamics 365 CRM is highly modular and scalable. SMBs can start with Dynamics 365 Sales or Customer Service and expand incrementally as their requirements grow — without replacing the underlying platform.
Healthcare, financial services (BFSI), manufacturing, retail, logistics, and professional services consistently achieve the strongest results from Dynamics 365 CRM due to the platform's flexibility and its native integration with Microsoft's broader enterprise ecosystem.
Yes. Post-implementation managed support includes SLA-backed issue resolution, proactive performance monitoring, Microsoft update wave management, user training, and continuous improvement reviews. Every fixed-price project also includes a 60-day post-go-live warranty period.
