Skip to content
Contact Us

Microsoft Dynamics 365 Implementation and Customization Services

Creating custom CRM solutions that boost sales and efficiency

Let's Talk
Let's Talk

Overview

Transform Customer Relationships with Dynamics 365 CRM Solutions

  • Are you a small or medium-sized business struggling with your traditional CRMs that drain your IT resources?
  • Perhaps you’re missing out on key customer insights and a streamlined system to effectively track sales and growth due to limited automation and customization options?

At TechZoetic, we understand how legacy systems hold back business growth. With our custom Microsoft Dynamics 365 CRM solutions, we offer complete visibility across the sales cycle, streamline lead conversion, and empower your teams to run targeted campaigns and manage cases efficiently — helping you turn leads into loyal customers and maximize your ROI. 

Why Choose Microsoft Dynamics 365 for Your Business

Reduce IT Costs 
  

Lower overhead expenses by minimizing the need for new hardware with cloud-based solutions.

Flexible Deployment Options  

Choose to deploy Dynamics 365 in the cloud or on-premises to suit your business needs.

Centralized Data Management

Gain a unified view of your business operations, customers, and financials in one  platform.

AI-Powered Insights 
  

Empower sales and marketing teams to deliver more personalized customer journeys using AI-assisted guidance and predictive insights.

Our Solution

Microsoft Dynamics 365 Customized Solutions for your CRM

Dynamics 365 Installation
  • Comprehensive CRM installation and setup services, covering all aspects of system setup - including user role configuration, security protocols and custom level access.
  • Additionally, Azure portal supports centralized monitoring, enhanced data security, and easy scalability as your business grows.
Dynamics 365 Customization
  • Design custom business process flows that guide users through specific, repeatable tasks:
    - Lead Qualification Process
    - Customer Service Case Resolution
    - Onboarding New Customers
    - Project Service Management
    - Field Service Dispatch and Completion
    - Marketing Campaign Management
    - Approval Processes for Financial or Compliance Tasks

    • Build dynamic dashboards and reports tailored to your KPIs and business goals, visualizing data from across your CRM, including lead conversion rates, sales performance, and customer satisfaction metrics.
Custom Module Development

 

  • Custom CRM modules developed from scratch to provide you extra functionality – such as tools and features like calculators,  lead scoring, or one-click quote generation that isn’t available in Microsoft AppSource. 
3rd Party Integration

 

  • Integrates your CRM with essential tools like SharePoint, Office 365, MYOB, SAP, and Xero.
  • Integrate with other corporate systems – ERP, accounting, marketing etc. 
  • Social Media Integration 
Dynamics 365 Migration

 

  • Migrate from your legacy CRM or ERP systems like salesforce to Dynamics 365, ensuring minimal downtime and disruption during your transition. 
Dynamics 365 Installation
  • Comprehensive CRM installation and setup services, covering all aspects of system setup - including user role configuration, security protocols and custom level access.
  • Additionally, Azure portal supports centralized monitoring, enhanced data security, and easy scalability as your business grows.
Dynamics 365 Customization

 

  • Design custom business process flows that guide users through specific, repeatable tasks:   
    Lead Qualification Process 
    Customer Service Case Resolution 
    Onboarding New Customers 
    Project Service Management 
    Field Service Dispatch and Completion 
    Marketing Campaign Management 
    Approval Processes for Financial or Compliance Tasks
  • Build dynamic dashboards and reports tailored to your KPIs and business goals, visualizing data from across your CRM, including lead conversion rates, sales performance, and customer satisfaction metrics.
Custom Module Development

 

  • Custom CRM modules developed from scratch to provide you extra functionality – such as tools and features like calculators,  lead scoring, or one-click quote generation that isn’t available in Microsoft AppSource. 
3rd Party Integration

 

  • Integrates your CRM with essential tools like SharePoint, Office 365, MYOB, SAP, and Xero.
  • Integrate with other corporate systems – ERP, accounting, marketing etc. 
  • Social Media Integration 
Dynamics 365 Migration

 

  • Migrate from your legacy CRM or ERP systems like salesforce to Dynamics 365, ensuring minimal downtime and disruption during your transition. 

Our Expertise

Dynamics 365 Application Expertise

We offer extensive expertise in Dynamics 365 applications, including Sales, Marketing, Project Operations (formerly Project Service Automation), Field Service, and Customer Service. Our knowledge empowers you to streamline processes and elevate customer engagement. 

Dynamics 365 Sales

• Custom sales pipelines.
• One-click quote generation.
• Sales performance reports.

Dynamics 365 Field Service

• Scheduling and dispatching of field agents.
• Mobile access for field technicians. 
• Inventory management for services.

Dynamics 365 Customer Insights (for marketing) 

• Custom email and landing page templates.
• Customer segmentation.
• Integrated marketing channels.

Dynamics 365 Customer Service

• Custom case management workflows.
• Self-service customer portal.
• Integration with support channels

Dynamics 365 Project Operations

• Project planning and resource tools.
• Time and expense tracking.
• Project performance dashboards.

Dynamics 365 Business Central

• Comprehensive business management features
• Financial, Supply chain and inventory management 
• Integration with other Dynamics 365 applications  

Benefits

Why Choose TechZoetic for your Dynamics CRM Customization?

Dynamics 365 Expertise

Our experienced team specializes in Microsoft Dynamics 365 customization, ensuring expert guidance throughout your project.

Proven Track Record

We have successfully delivered high-quality Dynamics 365 projects across various industries.

Comprehensive Service Offerings

We provide a full suite of CRM services, from installation to ongoing support and maintenance.

Commitment to Business Success

Your success is our priority; we aim to help you maximize ROI and achieve sustainable growth through effective Dynamics 365 solutions.

Ready to Transform Your CRM Experience?

Contact Us Today

Schedule a free consultation with us and discover how Microsoft Dynamics 365 can help you meet your business needs.






    FAQs

    Microsoft Dynamics 365 is a cloud-based suite of business applications that combines CRM and ERP functionalities, helping businesses manage customer relationships, financials, and operations efficiently. 

    TechZoetic specializes in customizing and implementing Microsoft Dynamics 365 solutions tailored to your unique business needs, offering services from installation and customization to ongoing support.

    Yes, we provide comprehensive migration services, ensuring a smooth transition from your legacy CRM or ERP systems to Dynamics 365 with minimal downtime and disruption.

    We offer a range of customization services, including tailored views, forms, dashboards, mobile optimization, custom modules, and integration with third-party applications to meet your specific requirements. 

    Our team offers comprehensive support services, including troubleshooting, system enhancements, and regular reviews to ensure your 365 solution remains optimized for performance. Dynamics

    Company

    Services

    Resources

    Contact

    Dynamic Copyright Year

    © TechZoetic. All Rights Reserved.

    Company

    Resources

    • Blogs
    • Case Studies
    • Whitepapers
    • Newsletter
    • Events

    Services

    Contact

    Dynamic Copyright Year

    © TechZoetic. All Rights Reserved.

    Open chat
    1
    Scan the code
    Hello 👋
    How can we help you?