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Microsoft Dynamics 365 services

About Itransition

Microsoft Partner since 2008

Team of Microsoft-certified specialists

25+ years of experience in enterprise software development

10+ years delivering CRM and ERP solutions

100+ successful CRM projects

50+ ERP projects in our portfolio

4.9 average rating on Clutch

Dynamics 365 solutions for different business operations

Itransition helps businesses deploy comprehensive Dynamics 365 business management solutions, allowing them to unify CRM and ERP operations, reduce data silos, increase teams’ efficiency, and drive enhanced business process automation. We implement these solutions as standalone applications or in bundles to cover the unique needs of your business.

Dynamics 365 solutions for different business operations

Marketing & sales

  • Dynamics 365 Customer Insights
    Consolidate and analyze lead and customer data to accurately segment them and create highly personalized marketing campaigns, boosting customer engagement and maximizing conversions.
  • Dynamics 365 Sales
    Automate key operations across the sales pipeline and leverage 360-degree insights to help the sales team accelerate sales cycles and close more deals.

Customer service

  • Dynamics 365 Customer Service
    Accelerate customer case resolution with intelligent automation and self-service options to deliver consistent, high-quality support and enhance customer satisfaction and loyalty.
  • Dynamics 365 Contact Center
    Effectively handle multi-channel customer interactions, maximize case management efficiency, and improve resolution rates with a unified solution incorporating chatbots, smart case routing, and other AI-driven capabilities.
  • Dynamics 365 Field Service
    Facilitate on-site and remote service operations through mobile capabilities and AI-powered automation to boost employee productivity and help clients anytime, anywhere.

Supply chain

  • Dynamics 365 Supply Chain Management
    Facilitate order, warehouse, production, and transportation management to streamline procurement and order fulfillment while minimizing the risk of value chain disruption.

Commerce

  • Dynamics 365 Commerce
    Consolidate customer data, including store visits, previous interactions, and preferred product categories, and automate back-office retail workflows to deliver personalized and consistent customer experiences across digital and physical channels and improve operational efficiency.

Finance & resource management

  • Dynamics 365 Finance
    Automate accounting and budgeting operations and enable data-driven financial management to maximize business profitability.
  • Dynamics 365 Human Resources
    Automate and optimize personnel management to create a more productive workplace and promote employee success and retention.
  • Dynamics 365 Project Operations
    Connect sales, resourcing, project management, and finance specialists and provide visibility into project progress to increase team productivity and ensure on-time and on-budget project delivery.

SMB operations

  • Dynamics 365 Business Central
    Achieve operational visibility and automate key business processes across finance, sales, marketing, and supply chain with a scalable, unified platform.

Choose Itransition as your Dynamics 365 consulting partner

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Dynamics-based enterprise solutions we deliver

Our team implements Microsoft Dynamics 365 enterprise solutions to help organizations optimize business processes, increase operational efficiency, and enhance customer experiences.

Our team helps implement Dynamics 365-powered ERP solutions to effectively manage and harmonize complex business operations across departments. Our experts can deliver a comprehensive Dynamics ERP solution based on Finance & Supply Chain Management apps to meet the business goals and operational needs of large enterprises. For small and mid-sized businesses, we implement Business Central, Microsoft’s all-in-one ERP solution.

We create enterprise Microsoft Dynamics 365 CRM systems or lightweight Power Apps CRMs that help launch and manage successful marketing campaigns, streamline sales operations, and provide clients with timely, personalized support, leading to stronger customer relationships and increased customer lifetime value.

Key applications

Our Dynamics 365 service offering

We support businesses at all Dynamics 365 implementation stages, from early analysis to go-live and beyond. Our team helps you conceptualize and design tailored solutions, as well as plan and oversee key business and technical aspects of implementation.

  • Business needs analysis and implementation strategy development, including platform feature mapping
  • Solution design
  • License selection and optimization
  • Project planning (budget, project team composition, deliverables) and supervision
  • End-user training and support

Our team implements business solutions based on a combination of Dynamics 365 apps and facilitates their adoption across your company.

We take on all implementation activities, from discovery to platform customization, integration, rollout, and ongoing support.

  • Application configuration and customization
  • Software integration
  • End-to-end QA and testing
  • Deployment to a cloud-based environment on Microsoft Azure
  • Data migration
  • Ongoing support and user training

We provide tailored Microsoft Dynamics 365 solutions, modifying and expanding the platform’s off-the-shelf functionality to fully align it to your unique workflows and business requirements.

  • Data storage modifications (fields, entities, etc.)
  • Custom UI and data visualization (forms, dashboards, etc.)
  • Custom logic creation (business rules, flows, etc.)
  • Custom modules and apps development

We connect your Dynamics 365 solution with other systems through custom or out-of-the-box integrations, helping you democratize business data access, unify key business operations, and eliminate data silos.

  • Integration with other Microsoft solutions, including Microsoft 365 apps (Microsoft Teams, Excel, SharePoint, and Outlook), Azure services, and Microsoft Power Platform apps (Power Apps, Power BI, and Power Automate)
  • Integration with third-party apps and services

Our specialists migrate business data from your legacy systems to Dynamics 365 or move your on-premises Dynamics solution to a cloud environment for superior scalability.

  • Migration planning
  • Data cleansing and backup
  • Migration testing and execution
  • Post-migration validation

We offer comprehensive maintenance and support services, including service desk support, hypercare, and ongoing solution optimization, to help you facilitate Dynamics 365 adoption and make sure the solution operates seamlessly and efficiently in the long run.

  • Solution demoing and workshops for employees
  • Software monitoring and troubleshooting
  • User support and data management
  • Solution upgrades, including new customizations

Success stories

30%

faster sales cycle

19%

more deals closed

35%

increase in customer support team efficiency
Dynamics 365 customer engagement platform for a medical equipment manufacturer & distributor

We implemented a unified customer engagement solution on top of Microsoft Dynamics 365 Sales, Customer Service, and Field Service. As a result, the new platform streamlined the entire customer lifecycle, enabled reducing operational costs through process automation and self-service options, and ensured improved operational efficiency and consistent customer experience.

25%

sales cycle acceleration

18%

more closed deals

15h

saved on admin tasks per week
Customized customer relationship management solution for sales automation

We delivered a customized CRM solution based on Microsoft Dynamics 365 Sales application for a special equipment dealer to streamline sales workflows, provide visibility into sales funnel stages, and enable end-client segmentation and targeting.

28%

faster order processing

25%

fewer delivery errors

50%

faster order dispatch
Dynamics 365 integration & implementation support for an accessories conglomerate

We helped a global fashion accessories company migrate from an inefficient legacy ERP solution to a Microsoft Dynamics 365-based platform, integrating it with the customer’s business applications and coordinating its implementation.

40%

increase in technician efficiency

35%

faster issue resolution

40%

decrease in missed appointments
Optimizing field service operations for healthcare equipment company

We introduced a Dynamics 365 Field Service platform, enabling efficient technician scheduling and equipment maintenance, real-time technician collaboration, and mobile and offline platform accessibility. The new platform helped our client enhance transparency across service operations, reduce dispatchers' and technicians' manual effort, and improve the company’s operational efficiency.

30%

increase in operational efficiency

Accelerated

decision-making across multiple legal entities

95%

successful user adoption rate within three months
Comprehensive Dynamics 365 ERP platform for an agri-food company

Our team deployed a comprehensive, scalable Microsoft Dynamics 365 Finance and Supply Chain Management solution for a food manufacturer and distributor. As a result, the platform helped unify and streamline business operations and ensure compliance with a complex regulatory landscape.

20%

reduction in administrative workload

15%

lower TCO

82%

on-time, in-full delivery rate

Improved

forecasting and operational control
Operations modernization with Dynamics 365: from fragmented tools to a unified platform

We helped an official dealer and service partner for leading construction equipment brands modernize fragmented business operations by implementing a proof of concept built on Microsoft Dynamics 365 Finance and Supply Chain Management. The new solution unifies finance, procurement, and HR processes, improves cross-functional visibility, and provides a scalable foundation for future digital transformation initiatives.

Handle your business operations more effectively with a tailored Dynamics solution

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What our customers say

Itransition has become a trusted partner through a number of system releases. They have designed and developed key functionality around an advanced commenting engine, report variables framework, and pixel perfect reporting, to name a few.

Itransition’s specialists prove to possess in-depth technical expertise and the required ERP domain knowledge to entrust the project to.

Glenn M. Wirick

VP Product Management, insightsoftware

Industries we serve

We help organizations across 20+ industries accelerate digital transformation by implementing Microsoft Dynamics 365 solutions tailored to the unique industry-specific workflows, operational challenges, regulatory requirements (including HIPAA and GDPR), and business objectives while ensuring scalability and long-term value.

We create Dynamics 365-powered solutions to help healthcare providers unify patient and clinical data into secure environments. This approach enables personalized patient care, boosts hospital administrators' operational efficiency, and improves decision-making through real-time data analytics and integrated EHR systems.

Healthcare

Our team configures and customizes Dynamics products to help retailers create personalized omnichannel buyer journeys and manage in-store and ecommerce operations through a unified platform.

Retail

Our Microsoft specialists deliver industry-specific solutions that enable manufacturers to balance production, demand, and inventory and strengthen customer relationships through unified marketing, sales, and service management.

Manufacturing

Automotive

Our team empowers automakers and dealerships with Microsoft-driven solutions to streamline vehicle production, inventory, and order management, facilitate sales operations, and provide better car servicing.

Automotive

Logistics

We build Dynamics-based software solutions to facilitate key logistics operations, including transportation management, inventory control, warehousing and storage, and order fulfillment.

Logistics

Finance

We provide BFSI companies with ERP and CRM solutions built on top of Dynamics 365 to automate complex accounting operations and deliver services that help customers meet their financial goals.

Finance

Our Dynamics experts deliver business applications to centralize information about clients’ policies and coverage terms, recommend insurance products matching customers’ preferences, and facilitate claim review and management.

Insurance

Telecom

Our team creates Dynamics 365 CRM and ERP software facilitating the provision of personalized telecommunications services, as well as efficient contract and billing management and better field service operations planning.

Telecom

Software & hi-tech

We deliver Dynamics-based software to facilitate every aspect of IT product lifecycle management, from development project planning to post-sales technical support.

Software & hi-tech

We implement Dynamics-powered solutions to help realtors unify customer and property data, match clients with suitable properties, facilitate asset management and maintenance, and schedule property visits.

Real estate

We deliver Dynamics 365 solutions to help construction companies streamline project, resource, and inventory management, improve cost control, and maintain safety compliance, ensuring on-time project completion across multiple job sites.

Construction

Enhance your business operations with Microsoft AI capabilities

Itransition delivers Dynamics 365 solutions that leverage Microsoft AI capabilities, including the Microsoft Copilot assistant and autonomous agents, helping companies unlock a wider set of advanced automation and analytical functionalities.

Intelligent business process automation

Automate routine workflows and deploy AI agents to execute routine tasks, including order processing, invoicing, sales lead qualification, inventory levels monitoring, and approval management, allowing employees across departments to improve their operational efficiency and productivity, as well as focus on higher-value work.

Content generation

Allow specialists handling customer and partner relationships to compose responses, meeting summaries, messages, and other content via generative AI to alleviate their workloads and streamline communication.

Employee assistance

Provide specialists from different teams with AI-powered recommendations like the next best actions or relevant knowledge articles to maximize their performance.

Business forecasting

Empower stakeholders to generate business insights, including conversion rates and cash flow trends, to make data-driven decisions.

Team up with Itransition for successful Microsoft Dynamics 365 implementation

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How we approach Dynamics 365 projects

Adherence to Dynamics 365 best practices

We follow Microsoft’s Success by Design implementation framework and other standards and guidelines, such as code consistency and accurate code review, to successfully design, build, test, and deploy Dynamics 365 solutions.

Focus on quality & security

We’ve established quality and information security management systems compliant with ISO 9001 and ISO 27001, which enables us to provide high-quality services and keep your project’s development environment and data assets safe. We also deliver secure solutions that comply with relevant guidelines, such as the CIS Benchmark for Dynamics 365.

Multiple cooperation options

We offer different engagement models to best suit your project needs. These include full project outsourcing (our team manages your project end-to-end), a dedicated team (we assemble a group of our specialists to work alongside your internal or outsourced specialists), and staff augmentation (individual experts from Itransition join your project).

What you get from a Dynamics solution by Itransition

Itransition helps you build secure, scalable, and future-ready business systems that streamline and unify operations, as well as adapt to your evolving business needs.

Scalability & flexibility

A modular software architecture that enables adopters to add functionality based on their business needs.

Unified operations

A comprehensive system covering major business functions to facilitate operations management and cross-department data flow.

Cost-efficiency

A subscription-based pricing model and multiple licensing plans to meet both your operational and budget requirements.

Security & compliance

Built-in security mechanisms like data encryption and multi-factor authentication and compliance with industry regulations.

FAQs

A certified Microsoft Dynamics 365 consultant solves any challenge you can encounter throughout the entire Dynamics solution implementation lifecycle, from implementation strategy development and solution design to deployment, user training, and post-launch support. Their key responsibilities include:

  • Assessing the company’s goals, processes, and existing IT environment to determine suitable use cases for Dynamics-powered solutions
  • Creating a Dynamics solution specification covering functional requirements, integration scope, and an implementation strategy
  • Adapting Dynamics 365 apps to the company’s unique processes with relevant configurations and customizations
  • Designing and setting up integrations with other corporate systems for seamless real-time data exchange
  • Developing a step-by-step migration roadmap to safely move data and workflows from legacy systems with minimal business process disruption
  • Preparing training materials and guiding users to ensure successful adoption and efficient use of the new solution
  • Monitoring Dynamics-powered solution performance, identifying improvement opportunities, and recommending and planning system enhancements

Partnering with an experienced Microsoft Dynamics 365 consulting provider ensures your implementation or optimization project is strategically aligned with your business goals. Backed by extensive platform expertise, industry knowledge, and proven methodologies, a certified partner helps align Dynamics 365 applications to your specific objectives and accelerate implementation, reducing project risks.

As a leading CRM and ERP platform, Dynamics 365 enables organizations to build scalable solutions that improve user efficiency, enhance decision-making, and support significant cost savings. The platform transforms day-to-day business processes by integrating AI capabilities for routine task automation, generative AI functionality, as well as predictive analytics across sales, marketing, customer service, finance, and supply chain operations, helping your organization remain efficient and competitive in a data-driven market. Its modular architecture enables companies to start with the functionality they need and scale as their business grows, without heavy upfront investments. Additionally, its native integration with the Microsoft ecosystem ensures superior interoperability for organizations already using Microsoft products.

The duration of a Dynamics 365 implementation project depends on several factors, including project complexity, customization scope, integration requirements, data migration volume, and the extent of user training and support needed. For instance, implementing a Dynamics-powered ERP system can take anywhere from 2 months for a small-scale project to up to 12 months for a large enterprise deployment. To receive a more accurate estimate for your specific initiative, consult Itransition’s Dynamics 365 experts.

Organizations using deprecated legacy Microsoft Dynamics solutions (Dynamics GP, AX, NAV, SL) can migrate to cloud-based Dynamics 365 applications to benefit from continuous support, timely updates, and innovative AI capabilities. Depending on your current system, the recommended migration path can vary. For example, Dynamics NAV customers typically transition to Microsoft Dynamics 365 Business Central, while Dynamics AX users move to Dynamics 365 Finance & Supply Chain Management. To select the most suitable applications for your business needs and get a detailed migration plan, you can reach out to our Dynamics 365 consultants.