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Microsoft Dynamics Consultancy Service

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.

microsoft dynamic consultancy

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
Customizing Dynamics

Our Proven Dynamics Consultancy Approach

Step 1: Business Needs Analysis

We begin by understanding your goals, team structures, and operational pain points to ensure a purpose-driven CRM strategy.

Step 4: Optimization & Governance

We monitor performance, fine-tune functionality, and provide best-practice governance models to ensure your CRM is secure and future-ready.

Step 2: Architecture & Planning

Using Microsoft best practices, we develop a scalable architecture that’s modular, secure, and aligned with your growth roadmap.

Step 3: Customization & Testing

We configure your CRM in iterations, applying customizations, user flows, and automation rules, then rigorously test everything for real-world use.

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

Customizing Dynamics to Fit Your Business
Sales perfomance

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.

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Innovative Apps That Extend Dynamics Power

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.

Why Choose Rolustech for Dynamics 365 Consultancy?

Strategic Planning

We don’t just configure, we create a roadmap that ensures long-term value and scalability.

Increased Productivity

Customized dashboards, logic-based workflows, and automation boost efficiency at every level.

Faster Time to Value

Our proven methods help launch your Dynamics 365 environment in weeks, not months.

Scalable and Future-Ready

Our solutions grow with your businessintegrating with new tools and processes effortlessly.

Business-Centric Design

Everything is built around how your people work, not around software limitations.

Measurable ROI

From improved customer relationships to more informed decisions, we help transform your CRM into a powerful business growth engine.
FAQs

Freequently Asked Question

t includes CRM assessment, strategic planning, module configuration, customization, user training, and ongoing support, ensuring your CRM is tailored to your business needs.
Yes. We help optimize your existing CRM, align it with evolving business goals, and improve user adoption and system efficiency.
Absolutely. We tailor every element of your CRM—fields, forms, workflows, reports—so it reflects how your business works.
Projects can range from 2 to 12 weeks in duration, depending on their complexity, but we always follow a structured timeline to ensure smooth delivery.
We support a wide range of industries, including finance, healthcare, manufacturing, e-commerce, education, and professional services.