Microsoft Dynamics 365 Consulting and Implementation Services
Dynamics 365 is where your customer relationships, cases, and field work live. BizTech Ally implements it so it matches how your organization actually sells and serves — and then puts AI agents on top of it so the record keeps itself up to date.
Vendor-neutral · Access to 250+ technology partners · Serving organizations nationwide · A program of The Philly Made Us Foundation (a nonprofit).
We work across Dynamics 365 Sales, Customer Engagement, Customer Service, Field Service, and Project Operations. Whether you're moving off spreadsheets, replacing a CRM your team abandoned, or fixing an implementation that never finished, we start from your process, not the software's defaults.
What dynamics 365 services include
- Implementation and configurationEntities, pipelines, queues, and dashboards configured for your sales and service process — not a generic template.
- Data migrationContacts, accounts, history, and open work moved over cleanly, with duplicates resolved before go-live.
- Integration with your other systemsBusiness Central, Microsoft 365, marketing tools, and line-of-business applications connected so data flows one way.
- Reporting and Power BI dashboardsPipeline, service level, and utilization reporting leadership can trust.
- AI agents for CRM hygieneMeeting notes into the CRM, pipeline hygiene nudges, daily sales briefs, case triage, and escalation watch — all from our agent marketplace.
- User training and adoption supportRole-based training and follow-up so the system gets used after week two.
Dynamics 365 services are for organizations whose customer, case, or field data is scattered across inboxes and spreadsheets, or who own Dynamics licenses but aren't getting value from them.
One reliable view of every customer and case, forecasts leadership can act on, and far less manual data entry because agents keep the record current.
How it works
- 1Process and requirements reviewWe document how you sell and serve today, and where the current system breaks down.
- 2Configure, migrate, integrateWe build the environment, move your data, and connect the systems around it.
- 3Train, automate, supportAdoption training, AI agents for the repetitive parts, and ongoing support as you grow.
Frequently asked questions
Which Dynamics 365 apps do you support?
Sales, Customer Engagement, Customer Service, Field Service, and Project Operations — plus the Power Platform and Dataverse underneath them.
Can Dynamics 365 connect to Business Central?
Yes. Connecting the two is one of the most common projects we run — quotes and orders flow from the CRM into the ERP without re-keying.
Our last CRM rollout failed. Why would this be different?
Most CRM failures are adoption failures. We configure around your existing process, keep data entry minimal, and use AI agents to update records automatically instead of relying on discipline.
Do you help nonprofits and government agencies?
Yes. We serve nonprofits, workforce and government programs, healthcare and home care providers, education, and small businesses nationwide.
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Get help with dynamics 365 services.
A free, no-obligation consultation with a vendor-neutral advisor.
Vendor-neutral · 250+ technology partners · Nationwide · A program of The Philly Made Us Foundation (a nonprofit).
Let's find the right technology for your organization.
A free, no-obligation consultation with a vendor-neutral advisor — backed by access to 250+ technology partners.