Dynamics 365 Customer Center and Finance & Operations (F&O) Implementations

Our Dynamics 365 Customer Center and Finance & Operations (F&O) Implementations empower businesses to modernize their CRM and ERP systems for enhanced agility, better customer service, and smarter financial management. We specialize in full-cycle implementation of Microsoft Dynamics 365—from planning and customization to integration and post-deployment support.

For Customer Engagement (CE):

We implement Dynamics 365 Customer Center to streamline your sales, service, and marketing functions. Our team configures modules for lead tracking, case management, omnichannel support, and customer analytics. The result is a 360-degree view of your customers, enabling personalized engagement and faster resolution of service issues.

For Finance & Operations (F&O):

We help you digitize and optimize core business functions like finance, supply chain, procurement, inventory, and HR with the F&O suite. Our consultants align F&O workflows with your operational structure to improve cost control, enhance compliance, and support real-time reporting and forecasting.

Our implementation process includes:

  • Requirements gathering and business process mapping

  • Solution architecture design with custom modules

  • Data migration, cleansing, and transformation

  • System integration with third-party applications (e.g., Power BI, Outlook, Azure, etc.)

  • User training and change management support

  • Ongoing system monitoring and maintenance

We follow the Microsoft Sure Step methodology and use best practices to ensure a smooth and secure deployment. Whether you’re migrating from an on-premise ERP or starting fresh, our approach reduces implementation risk and accelerates ROI.