Microsoft Dynamics 365 Services
IMPLEMENTATION | CUSTOMIZATION | INTEGRATION | DEVELOPMENT | MIGRATION
Microsoft Dynamics 365
The Best Customer Relationship Management Software
Delight your Customers by driving Sales Productivity, improving Marketing Efforts and exceptional Customer service
Microsoft Dynamics 365 Applications
Let Us Help You Make Your CRM A Success
We are Dynamics 365 CRM Experts for End To End Implementation
Soluzione specializes in helping businesses do things quicker, better, and wiser with a CRM. If you have planned to get started with MS Dynamics 365 CRM, we can help you navigate through the journey. We leverage our cross-sector expertise for implementing solutions and maximize them to their highest potential. We offer consultation, development and implementation for Dynamics 365 CRM solutions since 2011 and can prove to be the best partner for Dynamics 365 CRM.
Our Dynamics 365 Services
Setup & Administration
Work with dedicated team of experts:
- Identify what are the best Dynamics 365 CRM applications for your business needs
- Get Tailored Dynamics 365 CRM setup and implemented.
- Get ongoing Support and Maintenance, Troubleshoot Issues, and Enhance your CRM over time.
- Get Performance Optimization & Health Checks
Configuration & Customization
Enhance Dynamics 365 CRM to fit to your business needs:
- Get Entity Customizations
- Build Business Process Flows, Dialogues, Business Rules.
- Enhance Ribbon & Sitemaps
- System Workflow, Plugins & Power Automate
- Generate System and Custom SSRS reports
- Build intuitive System Dashboards & Power Bi Reports And Dashboards.
Development & Enhancement
Get Dynamics 365 CRM extended to the next level and increase your reach :
- Get Power App development
- Build Microsoft Portals for Clients, Vendors and Employees
- Build Custom Portals that completely are tailored to suit your needs
- Get Micro Website development
Dynamics 365 Integration
Make Dynamics 365 talk to other applications and work seamlessly with:
- SharePoint, Office 365, MS Exchange, Teams, Yammer, Outlook and other office applications
- Connect with Click Dimensions, Mail Chimp, etc to enhance your marketing
- Connect with Business Central, MYOB, XERO, QuickBooks & other accounting software
- Integrate with any other 3rd party applications using APIs
Migration & Upgrade
We can help you with complete upgrade and data migration:
- Upgrade from Dynamics CRM 4.0, 2011, 2013, 2015 or 2016 to latest D365
- Migrate Dynamics on-premise to Dynamics 365 .
- Migrate ZOHO to Dynamics 365.
- Migrate-from SalesForce.com to Dynamics
- Migrate from MS Dynamics CRM to PowerApps
Dynamics CRM Add-Ons
Enhance your Dynamics CRM productivity with these custom-built add-ons:
- Report Scheduler
- HTML Template Editor
- Interactive Kanban Board
- SharePoint Metadata Capture
- Activity Timeline Accelerator
- Accounting connector for Xero
- Accounting connector for MYOB
- Advanced Auto-counter Read details
Our Certifications
Why Should You Engage With Us?
We are a team of MS Dynamics CRM consultants who are striving to give our best to our customers. Here are some facts about our team:
- We carry right mix of functional and technical skills ensuring that you get the best out of Dynamics 365 CRM .
- Re engineer and optimize your processes and tasks in your Dynamics 365 through custom features, plugins, and add-ons .
- Audit and Address your Dynamics 365 issues (e.g., performance, business process flow issues) .
- Rescue and Turn Around a failed CRM project (e.g., to poor user adoption or workflow inefficiency) .
- Help migrate or upgrade to any version of Dynamics CRM or Dynamics 365 to the latest version, with all preparation required to prevent system downtime or data inconsistencies .
- Ensure smooth integration and data transfer between Dynamics 365 and other corporate software (ERP, web portals, POS, etc.) .
Get Focused Dynamics 365 Services For Your Business
Dedicated Add-Ons For Dynamics 365 CRM
Report Scheduling Automation
Now optimize efforts and time to create and run multiple reports on your Dynamics 365 CRM software with a report scheduler add-on. Report Scheduling Automation is an excellent mechanism for generating analytical and detailed reports. Utilizing data for improved business insights for making well-informed business decisions.
HTML Email Template Editor
An email has been the most important means of both internal, and external business. Soluzione’s HTML Email Template Editor for Dynamics 365 allows you to create beautiful and highly professional emails and email templates by using its feature-rich yet user-friendly HTML Editor.
Interactive Kanban Board
Soluzione’s Interactive Kanban Board Add-On for Dynamics 365 takes it up by a few notches by transforming Kanban into an executable dashboard with its super-simple Drag-&-Drop Controls to not only give an insight into records but also allow updating them from the board itself.
SharePoint Metadata Capture
The SharePoint Metadata Capture Add-On for Dynamics 365 by Soluzione captures all a document’s metadata automatically when it is uploaded to SharePoint from D365. The integration between D365 and SharePoint is enhanced by the ability to include condition-driven logical automation specially designed for SharePoint.
Activity Timeline Accelerator
Soluzione’s Activity Timeline Accelerator Add-On for D365 addresses most cardinal issues so that every feature optimizes its potential by offering a smart and interactive timeline view for both standard and custom entities. That may seem simple but can make all the difference for a quicker and clearer insight into activities.
Auto-Counter
Soluzione’s Auto-Counter Add-On for Microsoft Dynamics eliminates the limitations of the default D365 module by allowing pre-established naming conventions to be used for the auto-numbering of records of any standard or custom entity. Allowing configuring the required prefix, suffix, counter zero padding, and specified date formats with auto-numbering.
Xero Connectors
Soluzione’s Accounting Connectors for Bi-Directional Integration of Dynamics 365 help in overcoming these challenges for organizations using D365 with Xero as their accounting software. For a secure, robust, and reliable cloud-hosted service experience.
QuickBooks Connectors
Soluzione’s QuickBooks Connector Add–On for Dynamics 365 CRM offers you a smart and straightforward sync process to connect Dynamics CRM and QuickBooks.
MYOB Connectors
Soluzione’s MYOB Connector Add–On for Dynamics 365 CRM offers you a smart and straightforward sync process to connect Dynamics CRM and MYOB.
FAQ
Falling under the category of Microsoft Business Applications, Dynamics 365 is cluster\set of multiple cloud-based applications for Marketing, Sales, Finance, Customer Support and other services that businesses typically use for executing and managing their Internal and External (B2B, B2C, C2C, etc.) processes.
At the time of its origin, Dynamics was mainly an On-Premise CRM-centric Software which with-time evolved into a full-fledged ERP with its Axapta and other versions.
In its current model, Microsoft makes Dynamics available in a variety of subscription plans which allows companies to only procure\subscribe for the services that their business needs. For example, if a company only needs Marketing and Accounting capabilities, it can choose a subscription for only these services and not go for other Dynamics platform products like Field Services, PMO, etc.
Being a comprehensive set of Business Applications, Dynamics can be used in pretty much any and every business activity, be it Internal or External.
Dynamics provides Business Applications for Marketing, Sales, Operations, Project Management, Finance, Customer Service, Accounting, and more.
In their native (vanilla) state, these applications provide ready-to-use modules\functions that are in line with the respective line of work. For eample, Dynamics 365 for Marketing provides features for running\managing Ad Campaigns, tracking leads, etc. while Dynamics 365 Project Operations covers features for Resource Management, Activity Planning\Scheduling\Tracking, etc.
Companies using multiple D365 Apps can take advantage of the shared DataVerse between these apps which allows them to unify their end-to-end business processes securely. For example, an organization using Marketing, Sales and Customer Service apps can maintain a common database of their customers from the initial Lead stage at marketing to negociation at Sales and post-sale Support at Customer Service applications of Dynamics 365 in the same Tenant.
No, Dynamics 365 is subscription-based Paid application which is available in a wide variety of licensing plans like Standard, Professional, Enterprise, etc. with different price ranges for Educational, Non-Profitable, and other Institutions, but none of them are available for free.
For majority of Dynamics 365 Apps, Microsoft does provide the option for a 1 Month Free Trial for individuals\organizations to try it hands-on in their bsuiness before needing to make any financial investment in its licensing.
While Dynamics 365 Subscription can be procured by Individual or Companies directly from Microsoft's website, but to avoid procuring a plan that is not suitable for a company's needs\budget, it is highly recommended to contact a Microsoft Partner like Soluzione IT Services to assist in identifying the correct version\volume of D365.
There is no single price for Dynamics 365 Licenses as the price can vary based on a variety of aspects like version (Standard, Professional, Enterprise, etc.), Parment Cycle (Monthly, Quarterly, Annual, Pay-As-You-Go, etc.), Business Type (Standard, Non-Profit, etc.), volume (sinle user, Upto 25, Upto 100, etc.), and more.
To determine the Licensing Cost best suited for a business, it is highly recommended to contact a Microsoft Partner like Soluzione IT Services to assist in identifying the correct version\volume of D365.
Know More About Microsoft Dynamics 365 CRM
Book A Free Consultation
See how dynamics square can help transform your business with microsoft business applications.
