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CRM Implementation & Migration

Microsoft Dynamics 365 Implementation

Microsoft Dynamics 365 Sales, Customer Service, Marketing, and Customer Insights implementation, customization, migration, and Power Platform integration services for Microsoft-aligned enterprises.

50+
Dynamics Implementations
MCT
Certified Trainers
90 Days
Avg Sales Module Live
4.8/5
Client CSAT

Dynamics 365 + Microsoft 365 = Unified Revenue Operations

For organizations standardized on the Microsoft stack. Microsoft 365, Teams, SharePoint, Azure, Power BI. Microsoft Dynamics 365 delivers a CRM experience that is uniquely tightly integrated with the productivity tools sellers already use every day. Combined with the Power Platform (Power Automate, Power Apps, Power BI) and Microsoft Copilot, Dynamics 365 has become a top-three CRM choice for Microsoft-aligned enterprises.

Widelly’s Dynamics 365 practice covers Sales, Customer Service, Field Service, Marketing (Customer Insights to Journeys), Customer Insights to Data, and the Power Platform. Our certified architects have led Dynamics deployments across financial services, healthcare, manufacturing, and public sector, including complex multi-country rollouts and CRM-to-Dynamics migrations.

Capabilities

Key Microsoft Dynamics 365 Implementation Capabilities

01

Dynamics 365 Sales

Sales pipeline configuration, opportunity management, sales accelerator, sales sequences, and Copilot for Sales.

02

Customer Service & Field Service

Case management, omni-channel, knowledge base, Field Service scheduling, and IoT-enabled service.

03

Customer Insights u2013 Journeys & Data

Real-time marketing journeys, lead scoring, segmentation, and unified customer profile (CDP) implementation.

04

Power Platform Integration

Power Automate flows, Power Apps custom apps, Power BI dashboards, and Dataverse data architecture.

05

Microsoft Copilot for Sales

Copilot for Sales deployment with Outlook, Teams, and Dynamics integration plus custom plugin development.

06

Dynamics Migration

Salesforce-to-Dynamics, legacy Microsoft CRM upgrades, on-premise to cloud, and multi-org consolidation.

Benefits

Why Choose Widelly for Microsoft Dynamics 365 Implementation

Native Microsoft Integration

Deep Outlook, Teams, SharePoint, OneDrive, and Office 365 integration that other CRMs cannot match.

Power Platform Extensibility

Limitless customization via Power Apps, Power Automate, and Power BI without expensive custom code.

Copilot-Native

First-class Microsoft Copilot for Sales, Service, and Marketing integration with enterprise-grade security.

Enterprise Security & Compliance

Azure-grade security, GCC/GCC-High options for regulated and government workloads, and global data residency.

Our Process

Our Microsoft Dynamics 365 Implementation Methodology

01

Architecture & Solutioning

Define Dataverse schema, security model, integration architecture, and Power Platform extensibility strategy.

02

Configuration & Customization

Configure Sales/Service/Marketing modules, build Power Apps and Power Automate flows, and configure Copilot.

03

Migration & Integration

Migrate legacy data, integrate with Microsoft 365, ERP (Dynamics 365 Finance/SCM, SAP), and BI.

04

Adoption & Governance

User training, admin enablement, ALM/governance frameworks, and Power Platform CoE.

Industries We Serve

Financial Services Healthcare & Life Sciences Manufacturing Public Sector Energy & Utilities Education
FAQ

Microsoft Dynamics 365 Implementation FAQs

Dynamics 365 typically wins when (a) you are heavily standardized on Microsoft 365/Teams/Azure, (b) you already use Power BI, (c) you have ERP needs that Microsoft Dynamics 365 Finance/SCM can address, or (d) you need GCC/GCC-High compliance.

Dynamics 365 Sales starts at $65/user/month (Professional) up to $135/user/month (Premium with Copilot). Multi-app bundles offer significant savings over standalone licenses.

Yes u2014 Salesforce-to-Dynamics migration is a common engagement. Typical migrations take 12-20 weeks with full preservation of accounts, opportunities, custom objects, and history.

We deploy Copilot for Sales as part of Dynamics 365 implementations or as a standalone overlay on Salesforce/Dynamics. Includes Outlook/Teams integration, custom Copilot plugins, and admin governance.

Get Expert Microsoft Dynamics 365 Implementation Support

Let our team show you how unified revenue operations can drive predictable growth and operational efficiency.

Get Started Today