Microsoft Dynamics CRM Services

Get the Most from Customer Relationships

Struggling with cluttered processes and low CRM adoption? Our team helps you turn Dynamics 365 CRM into a solution you can rely on. Now, personalize every interaction and focus on business growth, while we handle the rest.

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Microsoft Partner for Microsoft Dynamics 365 CRM Services

120+

Projects Delivered

90+

Dynamics Experts

15+ yrs

Managed Services

Excellent

Trusted by Clients: Rated 4.9 Stars.

Consult with Experts

As Trusted By

Aegis Softtech Client Tata Consulting Services

Aegis Softtech Client Sterling Hospitals

Awards and Appreciation

15 Years of Experience in Microsoft Dynamics 365 CRM

On choosing us, you work with an ISO/IEC 27001-certified company backed by a team of over 30 Microsoft-certified CRM developers.

The in-depth knowledge and skills in on-demand resource augmentation services set us apart in the sea of Dynamics 365 CRM solutions.

Automate processes and unify data with our clean and flexible implementations.

In search of a partner who can provide industry-specific solutions to your current, complicated CRM system? Or, want a dedicated team to set up Dynamics CRM from scratch. We do it all at competitive prices!

Team that Believes in Delivering Results

80+

Bespoke CRM Application Deployed

120+

Enterprise Application Deployed

90+

Client Served Globally

20+

Industries Served

Technical Expertise Of Our Dynamics 365 CRM Developers

Our team thrives at the intersection of Power Platform extensibility, Azure-native services, and custom C# plugin engineering.

Our Dynamics 365 CRM development skills come from the experience of solving complex CRM customizations, integrating disconnected systems, and automating processes for businesses across industries.

CRM Module Expertise

Sales, Customer Service, Marketing, Field Service
Secure, role-based setups designed around your business processes

Data & Analytics Management

Secure, compliant pipelines using Synapse, Data Lake, and Kafka
Real-time data processing with encryption and tokenization built in

Custom Development & Extensibility

Advanced C# plugin development and JavaScript UI enhancements
REST/SOAP API integrations for third-party and legacy systems
Reusable SDKs and connectors for faster, repeatable deployments

Power Platform Advantage

Workflow automation with Power Automate
Lightweight, task-focused apps with Power Apps
Actionable insights using Power BI
Intelligent self-service with Power Virtual Agents

Azure-Powered Innovation

Logic Apps to streamline workflows
Cognitive Services for natural language and AI
Azure Functions for scalable, event-driven operations

Hire our Dynamics CRM Developers

Microsoft Dynamics 365 CRM Services We Deliver

Aegis Softtech, as your Microsoft Dynamics CRM development company, commits to delivering technically sound solutions that are also strategically aligned with your business objectives.

Dynamics 365 CE (CRM) Consulting Services

Your CRM should streamline operations, drive productivity, and scale with your business growth. Our certified Dynamics 365 consultants, solution architects, and .NET developers work closely with your team to design an adaptable CRM strategy.

The intent is always to accelerate adoption, optimize costs, and ensure compliance with industry regulations.

What our Dynamics CRM consulting delivers:

Tailored CRM Blueprints: We analyze your existing processes to create a customized Dynamics 365 CE roadmap that fits your business DNA.
Process Optimization: Re-engineer workflows, business logic, and user journeys for maximum efficiency and ROI.
Cloud Migration Strategy: Build a clear on-premise-to-cloud roadmap with minimal disruption and secure, scalable architecture.
Cost-Optimized Licensing: Identify the right Dynamics 365 modules and licensing models to reduce overheads without compromising performance.
Enterprise Governance & CoE Advisory: Establish a Center of Excellence (CoE) to maintain standards, enable innovation, and scale CRM adoption across the organization.

Outcome:
A CRM blueprint that’s scalable, compliant, and ROI-focused from day one.

Dynamics 365 CRM Implementation

Implementing a CRM is about remodeling how your business manages relationships, data, and growth. We deliver end-to-end Dynamics 365 CRM implementation—strategic, scalable, and ROI-driven.

Our implementation approach covers:

Discovery & Planning: Map your business processes, identify gaps, and design a future-ready CRM roadmap.
Configuration & Customization: Tailor modules, workflows, and dashboards to align with your team’s daily operations.
Data Migration & Integration: Move clean, validated data from legacy systems and integrate Dynamics with ERP, BI, and third-party apps.
Training & Go-Live: Ensure seamless adoption with user-centric training and a controlled rollout.
Ongoing Optimization: Continuous monitoring, updates, and performance tuning to keep your CRM evolving with your business.

Outcome:
A connected, intelligent CRM ecosystem that eliminates silos and automates workflows, backed by our expertise in Azure, Power Platform, and enterprise governance.

Dynamics 365 CRM Customization & Configuration

With our Dynamics CRM Customization services, we go far beyond surface-level UI tweaks to deliver functionality that drives real outcomes.

Our team of certified Dynamics engineers and solution architects brings deep expertise in custom development, process automation, and system optimization.

How we tailor Dynamics 365 for your business:

Advanced Backend Logic: Build C# plugins and custom workflow activities to handle complex processes and automate repetitive tasks.
Dynamic User Experiences: Configure role-based forms, JavaScript scripts, and PCF controls for responsive, personalized UIs.
Process-Driven Automations: Design custom entities, relationships, process flows, and security roles to enforce business rules and ensure compliance.
Uninterrupted Cross-System Operations: Utilize Power Automate flows to connect Dynamics with other business-critical applications.

Outcome:
A CRM ecosystem that reflects your business DNA, improves efficiency, and scales as you grow.

Dynamics 365 CRM Migration Services

Your CRM is only as powerful as the data it holds. Our team ensures that your historical and transactional records migrate to Dynamics 365 CE safely, accurately, and without business disruption.

Our data migration expertise includes:

Strategic Data Assessment & Cleansing: Analyze and clean data from legacy CRMs like Salesforce, SAP, or Zoho to eliminate errors before migration.
Scalable ETL Pipelines: Utilize Azure Data Factory and KingswaySoft for reliable, high-volume data extraction, transformation, and loading.
Entity Mapping & Transformation: Configure entity-level mapping, deduplication rules, and transformation logic to maintain consistency.
Controlled Data Imports: Orchestrate bulk imports using the Data Import Wizard, SDK scripts, or SSIS to streamline the migration process.
Validation & Compliance: Conduct sandbox testing, audit trails, and compliance checks to ensure complete data accuracy and security.

Outcome:
Your Dynamics 365 CE system starts with clean, reliable, and compliant data, empowering your teams to make faster, smarter, and risk-free decisions from day one.

Dynamics CRM Maintenance & Support

Our managed services ensure your Dynamics 365 CE system runs smoothly and continuously improves to keep pace with your business needs.

Whether you’re supporting a team of 500 or 50,000 users, our 24x7 global support model guarantees your CRM remains resilient, secure, and ready for tomorrow’s challenges.

Reliable support you can count on:

Comprehensive Incident Handling: From L1 to L3 support, backed by SLA-driven ticket management for fast resolution.
Regular Updates & Patching: Stay current with scheduled upgrades, patches, and hotfix deployments that safeguard performance.
Automated Regression Testing: Leverage tools like EasyRepro and Selenium to ensure every update maintains system stability.
Proactive System Monitoring: Use Azure Monitor and Log Analytics for real-time insights and issue prevention.
Strategic Release Management: Employ solution segmentation and release best practices to minimize risk and maximize uptime.

Outcome:
Enjoy zero downtime, peak CRM performance, and peace of mind knowing your system is in expert hands.

Co-Pilot-Driven Dynamics 365 CRM

The next frontier in CRM is intelligence. We embed AI-powered Dynamics 365 Copilot directly into your workflows, transforming customer engagement into a smarter, faster, and more productive experience.

Our clients have realized up to 40% productivity improvements in Sales and significant reductions in turnaround time for Customer Service, with Copilot driving ongoing innovation and growth.

How we help you employ Copilot

Activate Copilot across Sales, Service, and Marketing modules to automate routine tasks and surface critical insights.
Configure AI-assisted email responses, opportunity summaries, and next-best-action suggestions for your teams.
Develop custom AI prompts and models leveraging Azure OpenAI and Dataverse, tailored to your unique business needs.
Design intelligent Copilot experiences integrated with Teams, Outlook, and Power Apps to boost collaboration and efficiency.

Outcome:
Equip your teams with AI-augmented tools that accelerate decisions and customer interactions with a sustainable CRM ecosystem.

Partner with us to set up a reliable Dynamics 365 CRM system that evolves with your business growth.

Let’s build the right CRM solutions for you

Dynamics 365 CRM Services Expert helping businesses grow

Need for Microsoft CRM Development Services

The customer relationship journey should be adaptive to technological evolution. Microsoft CRM development services use a multi-casted approach that plans and defines the crucial elements of your customer’s journey, ensuring a smooth transition from acquisition to loyalty.

User-friendly Interface

Microsoft Dynamics CRM development solutions make it easy for professionals to utilize applications and navigate the platform.

Flexible CRM Platform

It comes with simple, potential, and versatile features that allow the automated execution of different business processes.

Highly Customizable

Dynamics CRM system adapts to your business's needs and syncs well with other Microsoft products, such as the Office 365 office suite.

360-degree Customer View

Microsoft Dynamics 365 CRM solutions give a 360-degree perspective on your clients and pull customer data from different sources into a single dashboard.

Personalized Marketing Campaigns

The platform facilitates the creation of data-driven, individualized marketing campaigns that yield high engagement and conversion rates with excellent customer service.

Improved Productivity

With intelligent automation through Copilot in Microsoft Dynamics 365 CRM, businesses can drive efficient task management and eliminate manual efforts.

See What Our Clients Say

Client testimonial on Microsoft Dynamics 365 CRM services by Aegis Softtech

AEGIS Team joined our growing delivery partner network in mid-2019 to provide Functional and Technical expertise for Dynamics 365 Business Central application.

~ Ladislav Vosika (Director)

Independent D365 Consultant

Client testimonial highlighting Microsoft Dynamics CRM services by Aegis Softtech

Aegis is our trusted and valued partner for a number of years now and all the solutions we implement are developed by Aegis only.

~ Manoranjan (Independent D365 Consultant)

More Testimonials:

Our Expertise In Dynamics 365 CRM Modules

Are you seeking an alternative to your existing system? Or looking to scale or increase the capabilities of the existing one? Our Dynamics CRM modules expertise offers unique and personalized solutions to drive your growth.

With our Dynamics CRM Development services for the supply chain, your procurement or inventory managers can gather necessary information and deploy the right product portion into supply chain operations.

Use predictive analysis to gain insight into the latest emerging trends
Set alerts for key events and stay ahead of the game
Automate lead scoring and create trigger rules for customer responses

Grow revenue with Microsoft Dynamics 365 sales services by fostering long-lasting customer relationships. We offer a comparative sales application to provide your sales representative with the insights and action plans they need to attract potential clients and close deals faster.

Set up territorial parameters for communicating with the potential customer
Create and monitor customized offers for personalized opportunities
Identify the relationship between customers and activities to increase productivity

We support your organization in managing on-site service delivery with comprehensive solutions, which will improve your performance levels significantly.

Schedule smarter with AI-driven resource allocation to assign the right technician based on skills, location, and availability.
Empower field teams with a mobile app that provides job details, asset info, and offline access for faster fixes.
Prevent downtime using IoT integration for proactive alerts and remote monitoring.

We enable your team to have a 360 view of all your customers with AI-driven customer support and efficient query resolution. Our team simplifies and consolidates the end-to-end customer journey.

Personalize every interaction with Copilot, enabling agents to manage cases, chats, calls, and emails in one threaded, context-rich workspace.
Connect with customers through their preferred channels—chat, SMS, email, phone, or messaging apps—with guidance on modern alternatives for deprecated channels.
Streamline service operations using AI-driven routing, integrated knowledge management, and real-time insights, all configurable via the Copilot Service admin center.

AI-driven Microsoft Dynamics 365 marketing solutions assist in creating interactive and custom dashboards.

Build audiences in minutes with Copilot Query Assist—describe your target in plain language, and AI handles the segmentation
Generate fresh email and campaign copy instantly with Copilot Content Ideas, cutting content creation time by up to 50%
Identify hidden customer trends through Copilot-powered data exploration, enabling more relevant and timely campaigns

Industries We Serve: Tailored Dynamics 365 CRM Solutions

Manufacturing Retail and E-Commerce Healthcare Real Estate Education

Manufacturing

Digitize and streamline dealer onboarding, field service, and equipment monitoring.

Solution Highlights: Automated onboarding workflows, SAP-integrated data validation, IoT-triggered case creation, and Power BI dashboards for real-time visibility.
Outcome: 40% faster dealer onboarding and 25% higher first-time fix rates.

Know how we do it

Faster Dealer Onboarding & IoT Case Management

Business Challenge: Manual dealer onboarding and reactive field service caused delays and high operational costs.

Our Solution:

Rule-Driven Dealer Onboarding: Built with Dynamics 365 Customer Service and Power Apps, leveraging JavaScript customizations and plugin libraries for real-time validation.
SAP & Power Apps Portal Integration: Document verification with Azure Cognitive Services for OCR and distributor data sync via Azure Logic Apps.
IoT-Enabled Case Management: Automated case creation from Azure IoT Hub telemetry with SLA-driven C# workflows and Power BI embedded dashboards for real-time prioritization.

Outcome:

40% faster dealer onboarding
25% higher first-time fix rate

See Less

Retail And E-Commerce

Deliver personalized experiences and boost repeat sales with intelligent CRM ecosystems.

Solution Highlights: Multi-tier loyalty engine, POS/e-commerce integrations, omnichannel engagement via WhatsApp, SMS, and email, plus AI-powered recommendations.
Outcome: 60% increase in repeat purchases and 80% better targeted email open rates.

Know how we do it

Loyalty & Omnichannel Engagement

Business Challenge: Fragmented customer engagement and poor loyalty program ROI.

Our Solution:

Custom Loyalty Engine: Multi-tier rewards and behavioral triggers built using Dataverse extensions, custom actions, and JavaScript.
Omnichannel Automation: Integrated WhatsApp, SMS, and email journeys via Omnichannel for Customer Service and Azure Cognitive Services for AI-sentiment tagging.
Real-Time Analytics & Recommendations: Power BI dashboards + Azure ML for purchase predictions and cart abandonment follow-ups.

Outcome:

60% increase in repeat purchases
80% improvement in targeted email open rates

Healthcare

Improve patient experiences with a secure, integrated healthcare CRM.

Solution Highlights: Appointment scheduling engine, EMR data sync via Azure, automated patient feedback with sentiment analysis, and Power BI dashboards for administrators.
Outcome: 70% improvement in appointment accuracy and significant patient satisfaction gains.

Know how we do it

HIPAA-Compliant CRM for Appointments & Billing

Business Challenge: Patient data silos and slow appointment/billing workflows impacted patient experience.

Our Solution:

Appointment Scheduling Engine: Custom workflows and plugins for real-time availability checks and referral tracking.
Secure Data Sync: Azure Service Bus & API Management for EMR integration with HIPAA-compliant encryption via Azure Key Vault.
Patient Feedback & Sentiment Analysis: Power Apps Portal for feedback + Azure Text Analytics for automated sentiment classification and escalation.

Outcome:

70% improvement in appointment accuracy
Significant patient satisfaction gains

Real Estate

Accelerate sales cycles and deliver a seamless buyer experience.

Solution Highlights: Centralized lead scoring, automated booking engine, Power Apps portals for buyers, ERP/Tally integration, and project-wise case management.
Outcome: 70% faster sales cycles and fewer unit mismatches.

Know how we do it

Sales Funnel & Post-Sales Care

Business Challenge: Manual lead qualification, booking errors, and fragmented post-sales support.

Our Solution:

Centralized Lead Management & Scoring: C# plugins + Business Rules to auto-qualify inquiries from multiple channels.
Booking Engine & Buyer Portal: Canvas Apps + Dataverse, 3D inventory views via Azure-hosted APIs, and Tally/ERPNext integration via Azure Logic Apps.
Post-Sales Case Management: Escalation workflows with C# libraries for project-wise issue handling.

Outcome:

70% faster sales cycles
Fewer unit mismatches and smoother post-sale support

Education

Streamline admissions, enrollment, and alumni engagement with a centralized CRM.

Solution Highlights: Branded Power Apps Portal for applications, automated workflows for document collection and interviews, LMS integration, and AI-driven dropout risk alerts.
Outcome: 45% faster admissions and 30% less counselor workload.

Know how we do it

Student Lifecycle CRM & Portal Integration

Business Challenge: Manual admissions and decentralized student data slowed decisions and reduced counselor efficiency.

Our Solution:

Student Lifecycle Entity: Set up the student lifecycle entity in Dynamics 365 CE with related modules for applications, assessments, and placements.
Admission Portals: Power Apps Portal for admissions with custom plugin logic and Business Rules for eligibility checks.
Automated Workflows & AI Risk Alerts: Power Automate for interviews/doc collection, Azure ML scoring models for dropout prediction surfaced in Power BI Embedded dashboards.

Outcome:

45% faster admissions
30% counselor workload reduction

Want to know how we can deliver the desired results for your business?

Schedule a free 30-minute call

professional representing Microsoft Dynamics CRM development services for businesses

Our Approach to Dynamics CRM Development

Understand the requirements

We start by understanding your business model, challenges, and user expectations, so every solution we propose is grounded in what matters, not mere assumptions.

Plan with Precision

Based on the requirement analysis, we outline a CRM roadmap with clear milestones, realistic timelines, and focused outcomes.

Customize to Meet Demands

From modules and fields to workflows and permissions, we tailor Dynamics 365 CRM solutions to align with how your teams work as you grow.

Deploy With Zero Disruption

Our CRM developers handle end-to-end deployment, including setup, configuration, integration, and testing. We ensure minimal downtime and a smooth transition.

Enable Your Teams

Post-deployment, we onboard your teams with hands-on training and documentation for them to confidently navigate and use the CRM from day one.

Success Stories

CRM solutions developed with Microsoft Dynamics to manage tutoring sessions and donations

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.

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Dynamics CRM integrated with secure multi-mode payment gateway for fintech company

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.

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Children supported through Microsoft Dynamics CRM enhancements for sponsorship programs

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.

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Our Team

Nikul Patel

Dynamics CRM Consultant

Harsh Savani

Director & Head of Operations

Rajen Raiyarela

Delivery Head, Aligning Team-Outcomes

Our Engagement Models

Time And Materials

In this model, you only pay for the actual time spent and materials used, based on hourly rates of $18. It is best for projects with unclear scope or evolving requirements, where the number of hours needed is unpredictable.

Dedicated Resource Or Staff Augmentation

Clients hire a dedicated consultant or team for a specified period, either full-time or part-time. If your company is looking for specialized skills or long-term support for customization or system maintenance, you can choose this model. Our monthly hiring costs for a dedicated resource starts from $2500.

Turnkey Solution

Our team handles the entire CRM project, from implementation to customization, integration, and training. You can go with this model if you need a complete, hassle-free solution for large or complex CRM deployments.

Subscription-Based Model

Pay a fixed monthly or annual fee for a set number of Dynamics 365 CRM consulting hours, often at a discounted rate. If you require ongoing support for tasks like customizations or troubleshooting with flexibility, choose this model.

Managed Services

You receive long-term support and maintenance for your CRM system, including updates, training, and optimizations. It is best for continuous management and improvements post CRM deployment.

Find the right model for your business with us

FAQ's

Yes. We customize Dynamics 365 CRM to align with your current processes and build it to scale as your business grows. From modular architecture to automation workflows and third-party integrations, we ensure your CRM evolves with your needs, without disruption.

Be it better lead tracking, smarter reporting, or user-friendly dashboards, we tailor the CRM to make daily operations smoother and decision-making faster. We don’t just configure Dynamics CRM features but optimize workflows, eliminate inefficiencies, and strengthen your data visibility.

Our team streamlines your sales pipeline, automates follow-ups, and integrates lead data from multiple sources to reduce manual touchpoints and improve lead-to-sale conversion. You get a proactive CRM system to help your team close sales faster and smarter.

Yes, we set up Dynamics 365 Marketing to automate campaign journeys, personalize outreach, and track engagement. With integrated email, social, and segmentation tools, we help you scale campaigns without losing relevance.

It is not mandatory, but highly recommended. Integration bridges the gap between collaboration and customer data. Your teams can chat, schedule, and collaborate on CRM records—all without switching tools. It reduces delays and boosts team efficiency.

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.