Microsoft Dynamics 365 Services

Modernize, Integrate, and Scale Your Business

Lay the foundation of a connected enterprise that’s data-driven and agile by unifying ERP, CRM, and Power Platform with our Dynamics 365 Services.

Book a FREE 30-minute consultation

120+

Projects Delivered

90+

Dynamics Experts

15+ yrs

Managed Services

Excellent

Trusted by Clients: Rated 4.9 Stars.

Consult with Experts

Professional consultant providing expert Dynamics 365 guidance and support

Trusted by Global Enterprises Across Industries

Aegis Softtech Client Tata Consulting Services

Aegis Softtech Client Sterling Hospitals

Awards and Appreciation

The Business Impact of Microsoft Dynamics 365 Services

Microsoft Dynamics 365 helps enterprises connect finance, operations, sales, and customer experience into one intelligent ecosystem.

A broader look at its critical impact on your business highlights:

Microsoft Dynamics 365, connecting ERP, CRM, and analytics for better efficiency and growth.

Connected Ecosystem: One platform for ERP, CRM, and analytics, improving collaboration and efficiency.
Data-Driven Agility: Built-in AI and predictive insights drive faster, smarter business decisions.
Scalable Innovation: Cloud-first architecture adapts seamlessly to your growth and evolving needs.
Measurable Outcomes: Reduced manual effort, improved ROI, and accelerated digital transformation.

Dynamics 365 Services Aegis Softtech Offers

Consulting & Strategy

Our approach begins with a comprehensive assessment of your current business processes, identifying inefficiencies, and understanding your strategic objectives.

Here’s what Dynamics 365 consulting and strategic primarily involves:

Business Process Analysis: Conduct workshops and interviews to map existing workflows and identify areas for improvement.
Technology Assessment: Evaluate current systems and infrastructure to determine integration points and potential challenges.
Roadmap Development: Define a phased implementation plan with clear milestones, KPIs, and ROI projections using Microsoft’s “Success by Design” framework.

Implementation & Customization

Dynamics 365 Implementation is more about customizing the platform to fit your unique business needs than just deployment. Our team employs agile methodologies, including sprint-based and phase-gate approaches, to ensure flexibility and alignment with your evolving requirements.

Our experts ensure you receive a well-built platform through:

Agile Implementation: Use iterative cycles to incorporate feedback and adapt to changing business needs.
Customization: Extend Dynamics 365 functionality using Power Platform tools like Power Apps, Power Automate, and Power BI to create bespoke solutions.
User Training: Provide comprehensive training programs to ensure user adoption and proficiency.

Integration & Migration

Dynamics 365 migration and integration with existing systems demands meticulous planning and execution. We employ best practices for data migration, including data auditing, mapping, and transformation, to ensure a smooth transition with minimal disruption.

Our process involves working on:

Data Migration Strategy: Develop a comprehensive plan that includes data cleansing, mapping, and validation to ensure data integrity.
Integration Architecture: Design scalable and secure integration solutions using Azure services and Dynamics 365 connectors.
Testing & Validation: Conduct thorough testing to validate data accuracy and system interoperability.

Support & Managed Services

Dynamics 365 support post-implementation is crucial for maintaining system performance and adapting to changing business needs. We understand that a resilient and high-performing Dynamics 365 environment that evolves with your business ensures sustained value and ROI.

Here’s what D365 platform management includes:

24/7 Monitoring: Utilizing advanced monitoring tools to detect and resolve issues before they impact operations.
Performance Optimization: Regularly assessing system performance and implementing improvements to ensure optimal efficiency.
Continuous Improvement: Providing ongoing support and enhancements to adapt to evolving business requirements.

Need help choosing the right D365 services? Schedule a 30-minute discovery call with our Microsoft-certified team.

Book a FREE Consultation

Schedule a 30-minute discovery call with Microsoft-certified Dynamics 365 experts to choose the right D365 services for your business.

Dynamics 365 Functionalities We Cover

We offer comprehensive expertise across the full spectrum of Microsoft Dynamics 365 applications, encompassing ERP and CRM functionalities, added with the Power Platform.

The holistic approach ensures smooth integration, optimized performance, and tailored solutions that drive measurable business outcomes.

Enterprises can optimize operations across finance, supply chain, commerce, HR, and project operations. It enables them to drive visibility, efficiency, and measurable results.

Dynamics 365 Finance

The module enables real-time insights, automated processes, and robust compliance features. You can easily streamline financial management, improve decision-making, and initiate global financial operations.

Dynamics 365 Supply Chain Management

With this module, you can utilize AI-driven demand forecasting, inventory optimization, and integrated logistics to increase efficiency and responsiveness. Achieve end-to-end visibility and control over your supply chain.

Dynamics 365 Commerce

The D365 commerce module helps you integrate online and in-store operations, manage product assortments, and provide uninterrupted customer journeys across all touchpoints. Deliver personalized, omnichannel retail experiences.

Dynamics 365 Human Resources

The HR functionality of Dynamics 365 boosts employee engagement, ensures compliance, and optimizes workforce planning. Streamline HR processes, from talent acquisition to performance management.

Dynamics 365 Project Operations

The project ops functionality supports real-time insights into project performance, profitability, and resource utilization. Unify project management, resource scheduling, and financial tracking.

Empower your teams to engage, serve, and retain customers with data-driven, AI-powered CRM capabilities.

Dynamics 365 Sales

Accelerate sales cycles with AI-driven insights, lead scoring, and personalized engagement. Empower your sales team to close deals faster and build stronger customer relationships.

Dynamics 365 Customer Service

Provide exceptional customer support with omnichannel capabilities, case management, and AI-powered virtual agents. Enhance customer satisfaction and loyalty.

Dynamics 365 Marketing

Create targeted, data-driven marketing campaigns. Utilize customer segmentation, journey orchestration, and analytics to drive engagement and conversions.

Dynamics 365 Customer Insights

Unify customer data from various sources to create a 360-degree view. Leverage AI to derive actionable insights, enabling personalized and responsive customer interactions.

Integrate, analyze, and act faster with apps, analytics, and automation that enhance productivity across the enterprise.

Power BI

Transform data into actionable insights with interactive dashboards and reports. Empower users at all levels to make informed decisions based on real-time data.

Power Apps

Develop custom applications without extensive coding. Accelerate app development to address specific business needs and enhance user experiences.

Power Automate

Automate repetitive tasks and workflows across applications. Increase efficiency, reduce errors, and streamline business processes.

Unsure which modules fit your business goals? We have got your back!

Get a Custom Dynamics 365 Roadmap NOW.

Aegis Softtech: Your Dynamics 365 Development Company

A Dynamics 365 transformation succeeds when your partner brings expertise, strategy, and proven execution. That’s where we deliver measurable impact.

Here’s why you should partner with us:

Microsoft-Certified Experts

Work with a team that lives and breathes the Dynamics ecosystem — from ERP to CRM to Power Platform.

Cross-Module Intelligence

We connect the dots across your business apps to create one intelligent ecosystem that scales with your growth.

Global Delivery

Global reach with local agility, delivering quality and consistency wherever you operate.

Outcome Over Output

We focus on results that matter—efficiency gains, cost reduction, and accelerated time to value.

Team that Believes in Delivering Results

80+

Bespoke CRM Application Deployed

120+

Enterprise Application Deployed

90+

Client Served Globally

20+

Industries Served

Partner with Aegis for a results-driven D365 implementation. 24X7 managed services promised.

Hire our Dynamics 365 Developers

Industry Solutions We Offer with Dynamics 365

At Aegis Softtech, we tailor Dynamics 365 development services to deliver solutions that address unique challenges and opportunities within various industries.

Our expertise spans across:

Manufacturing Retail & E-Commerce Financial Services Healthcare

Manufacturing

Dynamics 365 is a catalyst in manufacturing as it helps in streamlining production processes, increasing supply chain visibility, and improving asset management.

The benefits we deliver include:

Real-Time Production Monitoring: Gain insights into production performance and quality metrics, enabling timely interventions.
Predictive Maintenance: Utilize AI-driven analytics to predict equipment failures and schedule maintenance, reducing downtime.
Integrated Supply Chain Management: Synchronize procurement, inventory, and logistics to ensure timely delivery and reduce costs.

Retail & E-Commerce

Dynamics 365 for retailers is a medium to unify online and offline operations, providing a seamless shopping experience.

The benefits we deliver include:

Omnichannel Engagement: Engage and interact with customers across various touchpoints, ensuring consistent messaging and service.
Inventory Optimization: Utilize real-time data to manage stock levels, reducing overstocking and stockouts.
Customer Insights: Analyze customer behavior to personalize marketing efforts and improve customer loyalty.

Financial Services

Financial institutions can utilize Dynamics 365 to streamline operations, ensure regulatory compliance, and make informed decisions.

The benefits we deliver include:

Automated Financial Processes: Reduce manual tasks in accounting and reporting, enhancing accuracy and efficiency.
Regulatory Compliance: Stay updated with evolving regulations and ensure adherence through automated workflows.
Advanced Analytics: Use data analytics to gain insights into market trends and customer behavior, informing strategic decisions.

Healthcare

Dynamics 365 for healthcare organizations works as a tool to improve patient care, streamline operations, and maintain compliance.

The benefits we deliver include:

Centralized Patient Data: Access comprehensive patient information, improving care coordination and decision-making.
Regulatory Compliance: Ensure adherence to healthcare regulations and standards through automated processes.
Operational Efficiency: Optimize scheduling, billing, and resource allocation to improve service delivery and reduce costs.

Our Team

Nikul Patel

Dynamics 365 Consultant

Harsh Savani

Director & Head of Operations

Rajen Raiyarela

Delivery Head, Aligning Team-Outcomes

Success Stories

CRM-based ASP.NET tutoring and donation management system for a New Zealand firm.

CRM-Backed Tutoring Platform for Social Impact

Developed a custom ASP.NET web app powered by Dynamics CRM to manage tutoring sessions and donations for a New Zealand-based firm. Enabled smooth data flow, user-friendly interface, and back-end automation.

Know More

Integrated payment gateway in Dynamics CRM using HTML, JavaScript, and secure APIs for a Canadian fintech firm.

Embedded Payment Processing in Dynamics CRM

Integrated multi-mode payment gateway directly into Dynamics CRM using HTML, JavaScript, and secure APIs eliminating external accounting dependencies for a Canadian fintech client.

Know More

Custom CRM Enhancements for World Vision NZ

Delivered advanced features like rule-based UI, editable grids, and integrated child sponsorship search tools to improve efficiency and reduce manual intervention.

Know More

Engagement Models to Choose From

Work with us in the way that best fits your business goals—flexible, scalable, and outcome-driven.

Project-Based Engagement

Ideal for well-defined goals and timelines. We plan, implement, and deliver measurable outcomes with clear milestones and transparent reporting.

Dedicated Dynamics 365 Team

Expand your capabilities with a handpicked team that functions as an extension of yours, ensuring faster rollouts, continuous improvements, and long-term consistency.

Long-Term Support Partnerships

Go beyond deployment with continuous optimization, monitoring, and version upgrades, keeping your Dynamics 365 environment secure, high-performing, and future-ready.

Start your Dynamics 365 journey today. Let’s design the right strategy for your enterprise transformation.

Book Your FREE Consultation!

Dynamics 365 Journey – Free Consultation

FAQs

Implementation costs vary depending on project scope, user count, and customization level. For most mid-to-enterprise businesses, a full Dynamics 365 rollout ranges from $25,000 to $250,000+, including licenses, setup, data migration, and training. Working with a certified partner helps optimize spend and ensure long-term ROI.

Implementation timelines depend on complexity and modules. Single-module projects may take 3-6 months, while enterprise-wide ERP + CRM rollouts can span 9-18 months. A phased delivery approach allows faster adoption and better change management across departments.

Yes, Microsoft and certified Dynamics 365 development companies like Aegis Softtech provide migration frameworks to move from AX, NAV, or on-prem CRM to Dynamics 365 Finance, Operations, or Sales. The process includes data cleansing, mapping, validation, and testing to ensure a seamless transition without data loss.

Dynamics 365 integrates easily with ERP, BI, eCommerce, and third-party tools through APIs, connectors, or Azure Integration Services. A well-planned integration architecture ensures real-time data flow, security compliance, and end-to-end process visibility across platforms.

Most business needs can be met using configuration and the Power Platform (Power Apps, Power Automate, Power BI). Custom code is only used when core functionality doesn’t fit specific processes. This approach maintains upgradability and reduces the total cost of ownership.

Yes, Dynamics 365 runs on Microsoft Azure, supporting global standards like GDPR, ISO 27001, HIPAA, and SOC. With role-based access, encryption, and compliance management, it ensures data privacy and audit readiness for industries such as finance and healthcare.

Organizations typically see faster order-to-cash cycles, improved inventory accuracy, higher forecast reliability, and lower manual effort. ROI depends on project scope and adoption rates, but many businesses we have partnered with achieve measurable gains within the first 12 months.

The Power Platform extends Dynamics 365 through low-code automation, custom app creation, and advanced analytics. It empowers teams to digitize workflows, visualize KPIs in real time, and innovate faster — all without heavy development overhead.

Latest Insights

Create/Update/Delete Dynamics CRM Operation in a Power-Automate Flow Dynamically

This quick guide explains an easy and effective way to figure out whether a Dataverse-triggered Power Automate flow is running because of a Create, Update, or Delete action in Microsoft Dynamics 365 CRM Solutions. By capturing the sdkmessage value from the trigger’s output, we can clearly identify what kind of operation started the flow.

Dynamics 365 CRM vs ERP: Understanding the Key Differences and Benefits

The rapidly changing business environment compels organisations to adopt efficient tools that effectively handle various operations, such as customer relationship management. The choice between Microsoft Dynamics 365 ERP and CRM solutions requires careful assessment of these business tools because their functions complicate the selection process.

TABLE OF CONTENTS