Customer Engagement (CRM)
Your CRM should be driving revenue, not frustrating your sales team. Whether you’re rolling out D365 Sales, Customer Service, Marketing, or Field Service — our independent CE contractors configure, customize, and optimize your Dynamics CRM so your people actually use it.
Key Risks & How an Independent Contractor Helps
The #1 CRM killer. If your sales team sees the CRM as admin overhead instead of a selling tool, they’ll ignore it. Your data becomes worthless.
Our CE contractors design for the end user, not the admin. Simple screens, logical flows, configurations that make your teams faster — not frustrated.
Endless custom entities, workflows, and plugins that make the system fragile, hard to upgrade, and impossible for new team members to understand.
These aren’t ERP consultants moonlighting as CRM people. They specialize in D365 Sales, Service, Marketing, and Field Service — and know Power Platform inside out.
D365 CE needs to talk to your ERP, marketing tools, telephony, and more. Poorly designed integrations cause sync issues and broken processes.
Experienced with Dataverse, Power Automate, Azure Service Bus, and third-party connectors. Integrations that work — and stay working after updates.
“We need a CRM” is not a requirement. Without clear process mapping, you’ll build a system that doesn’t match how your teams actually work.
Independent consultants map your real sales and service processes first, then configure D365 to match. Not the other way around.
Many partners are ERP-first and treat CRM as an add-on. You get a team that knows Dynamics but doesn’t understand sales ops or service workflows.
CE architect for a scoping sprint? Power Platform developer for 3 months? Copilot configuration specialist? Scale up or down without long-term commitments.