Unlock the Full Potential of Microsoft Dynamics 365 with Expert Consultancy
At Rolustech, we help businesses transform their operations with tailored Microsoft Dynamics 365 consultancy services. Whether you’re launching a new CRM setup, migrating from another system, or fine-tuning your existing Dynamics environment, our certified consultants provide strategic guidance every step of the way.
With over 15 years of experience and more than 900 successful implementations worldwide, our team brings the technical expertise and business insight needed to transform Dynamics 365 into a powerful growth engine for your organization.
Tailored Dynamics Configuration for Every Business
Every organization is different, and so is the way they use CRM. Our consultants work closely with your team to configure Microsoft Dynamics 365 to match your unique workflows, KPIs, and user roles. We don’t just deploy features, we design solutions.
What Our Configuration Services Include:
- Setting up Sales, Marketing, and Customer Service modules
- Designing automated workflows, approval processes, and lead routing
- Implementing user roles, security models, and data governance
- Creating custom dashboards, views, and Power BI analytics
- Enabling features like AI recommendations, business rules, and scoring models
- Connecting with Dataverse and Power Platform for deeper customization
Customizing Dynamics to Fit Your Business, Not the Other Way Around
Off-the-shelf CRM setups rarely deliver maximum value. Our consultancy includes deep customization services that ensure Dynamics 365 fits your processes, not the other way around. We make the system work the way your teams already do.
Key Customization Capabilities:
- Designing custom entities, fields, and business rules
- Automating complex workflows using Power Automate and plugins
- Tailoring UI/UX for department-specific views and layouts
- Building real-time KPIs and performance dashboards
- Configuring personalized customer journeys and nurture tracks
- Embedding AI, logic layers, and predictive scoring models
Our Proven Dynamics Consultancy Approach
Building a Connected Business with Seamless System Alignment
Our consultants help you integrate Microsoft Dynamics with the rest of your business tools bringing your data, teams, and departments together on one platform.
Common Platforms We Advise & Connect:
- Salesforce CRM
- SugarCRM
- SharePoint, Microsoft Teams & Office 365
- SAP, Oracle, NetSuite, QuickBooks
- Outlook, Gmail, Exchange
- HubSpot, Mailchimp, Marketo
- Shopify, Magento, WooCommerce
User-Focused Design for Better CRM Adoption
The best CRM is the one your team loves to use. We optimize the user experience of Dynamics 365 to simplify actions, declutter screens, and show only the most relevant data per role. This leads to faster onboarding and higher daily productivity.
Innovative Apps That Extend Dynamics Power
Need to build a custom portal, internal tool, or mobile app? We offer strategic consulting and technical development for apps that connect directly to your Dynamics instanceleveraging Power Apps, secure APIs, and Dataverse.
Personalized Rollouts with Branding & Team Training
Every successful CRM rollout needs proper onboarding. We help tailor Dynamics layouts to reflect your brand identity and team structure, and provide role-specific training, documentation, and ongoing support to maximize adoption and performance.