Dynamics CRM 365 Consulting Services
Solve Real Business Challenges
Optimize your customer journey and scale operations by aligning your tech stack with desired business outcomes. Aegis enables you to achieve this when you work with our certified Dynamics 365 CRM consultants.
Dynamics 365 CRM Consulting: An Overview
Businesses often struggle with scattered customer data, inefficient sales processes, and systems that don’t speak to each other. The haywire operational systems lead to a slowdown in growth and decision-making. Without a clear view of customer interactions or access to real-time insights, delivering personalized experiences becomes a challenge.
Sounds relatable? Dynamics 365 CRM consulting services help resolve your difficulties by unifying data, automating workflows, and integrating seamlessly with your existing tools. With expert guidance from Aegis, you gain a tailored solution that improves customer engagement, boosts team productivity, and enables smarter, faster decisions.
Why Choose Aegis for Dynamics 365 CRM Consulting?
Beyond technical expertise, you need a consulting partner who understands your business, speaks your language, and delivers real outcomes. At Aegis, our approach isn’t limited to implementation. We help you turn Dynamics 365 CRM into a long-term growth enabler.
Certified Dynamics Experts
Our team comprises Microsoft-certified professionals with hands-on experience in complex CRM environments. We stay updated with every new release, so your CRM is always aligned with best practices and evolving needs.
End-to-End Consulting
Our consulting team covers the entire CRM lifecycle—initial assessment, strategy, implementation, deployment, and long-term support. Whether you're starting fresh or optimizing an existing setup, we’re with you at every step.
Industry-Specific Expertise
We’ve worked across sectors such as fintech, healthcare, retail, manufacturing, and more. Our team brings domain-specific insights that help tailor Microsoft Dynamics 365 CRM solutions to your specific operational needs.
Flexible Models and Fair Pricing
You get to choose how we work together—hourly, fixed, or on-demand. No hidden costs, just transparent pricing and delivery models designed to match your scale and pace of growth.
Benefits of Dynamics 365 CRM Consulting for Your Business
Every business manages customers, but does every business do it well? Without the right systems in place, valuable leads fall through the cracks, teams work in silos, and growth stalls.
Here’s when Dynamics 365 CRM consulting can make a measurable difference.
Improved Customer Engagement
Dynamics 365 CRM helps you build smarter, more personalized customer journeys. With better segmentation, automation, and communication tools, your teams can foster stronger, more meaningful relationships at every stage.
Streamlined Operations
Forget disconnected tools and redundant processes. Centralize your sales, marketing, and service functions into one integrated platform. By eliminating silos, you gain better visibility and control over your workflows, leading to faster decisions and fewer delays.
Scalable & Adaptable Platform
Business growth and expansion are the core of every profitable organization. Your Dynamics 365 CRM grows and adapts with your adjusting internal workflows, without the need for a costly overhaul.
Data-Driven Insights
Get more from your data. With built-in analytics and AI-powered forecasting, Dynamics 365 CRM helps you track KPIs and understand customer behavior. You can make informed business decisions with confidence.
Dynamics 365 CRM Consulting Services Aegis Offers
All the benefits of Dynamics 365 CRM you read about above? Our team of skilled Microsoft-certified Dynamics CRM consultants delivers all of them. At Aegis, consulting services involve extracting business value from CRM implementation.
Our services are designed to meet you where you are and take you further.
Dynamics 365 Consulting & Licensing
Consulting starts with clarity—assessing your needs, goals, and existing systems to recommend the right Dynamics 365 CRM modules. From licensing guidance to roadmap creation, we ensure you invest only in what delivers value, not unnecessary features.
Dynamics 365 Implementation
A poor implementation costs time and trust. A CRM is only as good as its implementation. We ensure your CRM rollout is aligned with your workflows and integrated with your current systems. Our team also handles its configuration for real users, not just ideal scenarios. Expect faster adoption and a setup that works from day one.
Dynamics CRM Development
Need features that go beyond the default setup? Hire Dynamics CRM developers in our team to build custom components, workflows, and extensions that add the required functionality, not just bells and whistles. Be it automating lead scoring or building role-specific dashboards, we tailor the CRM to your team’s needs.
Dynamics 365 Customization
Out-of-the-box solutions rarely cover every workflow. We go beyond standard templates to build a CRM that fits your business. So, your teams can spend less time adjusting and more time delivering.
Dynamics 365 Upgrade & Migration
Migrating to Dynamics 365—or upgrading from an older version—shouldn’t feel risky. With us, data mapping and cleansing, system validation, downtime, and user re-training, everything is handled professionally. Rest assured, a smooth shift without disrupting your operations or losing critical information.
Dynamics 365 Integration & Testing
Your CRM works best when it talks to the rest of your tech stack. We integrate Dynamics 365 with ERPs, marketing automation tools, and third-party apps to create a connected ecosystem. Rigorous testing at every stage ensures nothing breaks when it goes live.
Dynamics 365 Support & Maintenance
Your needs evolve, and so should your CRM. So, our team of certified Microsoft Dynamics 365 crm consultants doesn’t disappear after delivery. We offer proactive maintenance, version upgrades, performance monitoring, and issue resolution. Your system keeps running at its best, and your teams stay focused on growth, not glitches.
Our Dynamics CRM consultants can handle everything.
Our Clients Assessed Our Work
Success stories matter more than promises. Here’s how our clients—from fast-growing startups to global enterprises—describe their experience working with our Dynamics CRM consultants.
We have worked with Aegis for nearly one and a half years. Their consulting to support services is spot on. They envisioned our business objectives to design out-of-the-box solutions. They are highly professional, skilled, and devoted to projects.
Aegis consulting services have helped us leverage The built-in intelligent features of the Microsoft CRM platform. It has boosted our conversion rates and improved sales productivity. We highly recommend using their consulting services.
During our collaboration with Aegis Softtech, we felt that they were genuine partners rather than a vendor. They spent time to understand the details of our business to give the app that received widespread customer acclaim now.
We worked with Aegis on Microsoft CRM consulting engagements. They have introduced us to the new functionalities of the sales portal. Very happy with the way the sales process transformed.
Industries We Serve
Like no two industries operate alike, no customer relationship management platform is meant to operate alike. At Aegis, we bring domain-specific insight to every Dynamics 365 CRM consulting engagement. You name the industry, and our team can develop a plan to build connected, intelligent systems tailored to their unique challenges.
Real Estate
From lead management to property listings and tenant services, we help real estate firms create smooth client journeys. Our consultants enable automation across campaigns, follow-ups, and maintenance workflows. Your team can focus on closing deals!
Healthcare
Aegis supports healthcare providers with secure CRM implementations that manage patient records, appointments, and field services. Whether it’s case management or medical equipment tracking, we bring efficiency without compromising compliance or care quality.
Manufacturing
Our team helps manufacturers integrate CRM with production, inventory, and field operations. It results in smoother order processing and proactive maintenance. Rely on a smarter supply chain from warehouse to doorstep.
Retail & E-commerce
We enable retailers to deliver personalized, omnichannel experiences with unified customer data, behavioral tracking, and real-time engagement tools. It turns browsers into loyal customers and transactions into relationships.
Fintech
Aegis helps financial institutions improve client relationship management, regulatory tracking, and data security through tailored Dynamics 365 CRM deployments. Build trust, manage risk, and strengthen your advisory capabilities in one platform.
Telecommunications
For telecom providers, we build CRM solutions that centralize customer support, streamline billing, and automate service workflows. From onboarding to AMC scheduling, every touchpoint becomes faster and more reliable.
Travel & Hospitality
We empower hospitality and travel businesses to manage guest preferences, bookings, and service history effortlessly. Deliver personalized experiences, increase loyalty, and reduce service friction throughout the collaboration.
Professional Services
We equip professional services firms with CRM systems that track billable hours, streamline invoicing, and manage client projects from proposal to delivery. Expect better visibility, smarter resource planning, and more reliable client experiences.
How Our Dynamic CRM Consultants Delivered Desired Results
See the tangible outcomes our Dynamics 365 CRM consultants have delivered across diverse projects.
Streamlined Invoicing with a Custom CRM Dashboard
Within Microsoft Dynamics 365 CRM, our team developed a lightweight, HTML-based custom dashboard for PSN, a New Zealand-based charitable trust. It was to streamline invoice creation, boost user interface responsiveness, and automate key processes. This solution supported effective management of contributions, reduced manual effort, and improved operational efficiency.
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Automated Seminar Management for a U.S. Financial Firm
Our Dynamics 365 CRM solution enabled a financial institution to automate campaign scheduling, venue management, personnel assignments, lead generation, and post-event analytics. This allowed the client to efficiently manage over 100 seminars annually, improving lead capture and overall campaign effectiveness.
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Integrated CRM and ERP for Improved Order Management and Security
To develop a secure and efficient system to manage sales operations, our consultants customized Microsoft Dynamics CRM. The objective was to segregate salesperson access, automate order processing, and synchronize data with their ERP system. The solution included a real-time parts catalog, commission validation, and inspection workflows.
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Our Excellence In Dynamics 365 CRM Modules
Aegis consultants excel at all the dynamics 365 CRM modules. The platform provides various business apps with CRM functionality. We guide you to use them alone or together to benefit your business.
Dynamics 365 marketing
Dynamics 365 Sales
Dynamics 365 Field service
Dynamics 365 Customer Service
Dynamics 365 Customer insights
Dynamics 365 Business Central
Dynamics 365 remote Assist
Dynamics 365 Commerce
Dynamics 365 Fraud protection
Dynamics 365 Finance
Dynamics 365 Project operations
Dynamics 365 Supply chain management
Dynamics 365 Intelligent order management
Dynamics 365 Guides
Dynamics 365 Human resources
Deployment Models We Work in
At Aegis Softtech, we understand that every business has unique infrastructure needs. With us, you can choose from flexible Dynamics 365 CRM deployment options to fit your operational and security requirements.
Both deployment models come with Aegis’ expert guidance and support, tailored to help you maximize your CRM investment with minimal disruption.
On-Premise
Our on-premise deployment provides full control over your CRM environment, ideal for organizations with strict data security policies or regulatory compliance needs. Hosting Dynamics 365 CRM on your servers allows for customized configurations. It empowers your IT team with hands-on management, complete privacy and direct access to all the data.
On-Cloud
For businesses seeking scalability and ease of access, our cloud deployment leverages Microsoft’s secure Azure infrastructure. This model ensures automatic updates, reduced maintenance overhead, and anytime-anywhere accessibility, enabling your teams to collaborate efficiently and scale effortlessly as your business grows.
Choose from Our Flexible Engagement Models
To meet your project’s unique demands and budget, Aegis offers flexible engagement models for Dynamics 365 CRM consulting. Whichever model you choose, we prioritize transparency, collaboration, and delivering measurable value.
Hourly Model
Ideal for short-term or ad-hoc tasks, this model starts at $25 per hour. You get on-demand access to our certified Dynamics CRM consultants who provide precise solutions without long-term commitments.
Fixed Model
For well-defined projects with clear deliverables, our fixed-price model ensures predictable costs and timelines. We provide dedicated senior CRM experts at $2,800 per month per resource, delivering focused expertise throughout the engagement.
Time & Material-based Model
This model suits evolving projects that require ongoing adjustments. You pay for the actual hours and resources utilized, giving you control over costs while benefiting from continuous support and development.
FAQs
We focus on a smooth adoption process by tailoring training sessions to your team’s experience and roles. Our consultants provide hands-on guidance, user-friendly documentation, and ongoing support to ensure your team feels confident using Dynamics 365 CRM from day one.
Data migration at Aegis is a carefully planned and executed process. We assess your existing data, clean and map it to Dynamics 365 CRM’s structure, and conduct thorough testing to ensure accuracy and completeness — all while minimizing downtime to keep your operations running smoothly.
Our experts analyze your workflows and challenges to design custom features, modules, and automations that align perfectly with your business processes. This tailored approach maximizes efficiency and lets you leverage Dynamics 365 CRM to its full potential.
We build your CRM ecosystem with growth in mind. By designing flexible configurations, automating repetitive tasks, and integrating with other systems, we ensure your Dynamics 365 CRM scales as your business expands or evolves.
We enhance your reporting capabilities by setting up customized dashboards, real-time analytics, and intelligent insights. This empowers your decision-makers with clear, actionable data to track performance and drive business success confidently.
In Dynamics 365 CRM having filtered lookups can greatly enhance the user experience by just simplifying the input of data entry. It ensures that users are presented with only related options based on their previous selected option also it improves accuracy and reduces chances of selecting wrong options.
Customer experience has turned into a foundation of business progress in the present cutthroat scene. To remain ahead, organizations are embracing progressed Customer Relationship Management (CRM) apparatuses to comprehend their customers better and designer benefits as needs be.