Microsoft Dynamics 365
When you need advanced CRM capabilities.
Dynamics 365 is Microsoft’s enterprise-grade CRM platform with advanced features for marketing automation, customer service, field service, and project management. If your operations require these capabilities, Dynamics 365 is the right choice. We’ll help you implement it effectively and add the operational tools that make it work for your team.
When Dynamics 365 Makes Sense
Built for Advanced Requirements
Microsoft Dynamics 365 is the industry-leading CRM platform—and for good reason. It offers comprehensive capabilities that go beyond basic customer and opportunity management.
Dynamics 365 is the right choice when you need:
- Marketing Automation Run multi-channel campaigns, track customer journeys, automate email sequences, and manage events. Dynamics 365 Marketing provides enterprise-grade marketing capabilities.
- Customer Service Management Manage support cases with SLAs, route tickets intelligently, track resolution times, and provide customer self-service portals. Dynamics 365 Customer Service is built for this.
- Field Service Operations Schedule technicians, dispatch work orders, manage inventory at service locations, and provide mobile capabilities for field workers. Dynamics 365 Field Service handles complex scheduling.
- Project Service Automation Manage projects with resource allocation, time tracking, expense management, and project billing. Dynamics 365 Project Operations is designed for project-based businesses.
- Advanced Analytics & AI Leverage predictive insights, customer sentiment analysis, and AI-powered recommendations. Dynamics 365 includes capabilities that go beyond standard reporting.
If you need these features, Dynamics 365 is worth the investment starting at $105/user/month.
Dynamics 365 + P2 Control Layer
Make Dynamics 365 Actually Work for Your Team
Dynamics 365 gives you the platform. P2 Control Layer makes it operationally effective.
Even with all of Dynamics 365’s advanced features, your team still faces operational challenges:
- Nobody checks CRM consistently
- Customer information is scattered across records
- Simple tasks require too many clicks
- Reports exist but don’t get used
P2 Control Layer solves these problems:
- View Scheduler – Delivers critical CRM data automatically via email (no more hoping people check)
- Activity Center – Shows complete customer stories in one place (marketing emails + sales calls + service tickets, all connected)
- P2 Tags – Groups records for campaigns and territory visits without permanent custom fields
- Foundation Tools – Training, system monitoring, request tracking, centralized resources
- Send Wizard – Standardized quote and confirmation workflows
- Lead Qualifier – Custom qualification tailored to your sales process (not Microsoft’s default)
Together: Enterprise-grade platform + operational tools that actually get used.
How We Support Dynamics 365
Implementation, Customization, and Ongoing Partnership
We’ve been implementing Dynamics 365 (and its predecessor platforms) for 20+ years. We know the platform deeply—not just the features, but how to make it work for complex business operations.
Our Dynamics 365 Services:
Implementation & Migration We design your Dynamics 365 environment around your business processes, migrate data from legacy systems, and configure integrations with ERP, finance, and other platforms.
Custom Development We build solutions tailored to your operations—whether that’s case management workflows, recurring revenue tracking, resource scheduling, or complex fulfillment coordination.
P2 Control Layer (Add-On) Proven operational tools that make Dynamics 365 more effective for daily users. Available as standalone subscription or included in Managed Services.
Managed Services (Full Partnership) We become your CRM team—handling strategy, ongoing development, optimization, and support. Many of our Dynamics 365 managed service relationships span 10-20 years.
The right support model depends on your needs. Some clients just want P2 Control Layer tools. Others want us to be their full CRM partner. We work both ways.
Industries & Use Cases
Where Dynamics 365 Excels
We implement Dynamics 365 across industries, but it’s especially valuable for:
- Manufacturing – Case management for quality issues, service ticket tracking, complex quoting, and integration with ERP for order fulfillment.
- Professional Services – Project tracking, resource allocation, time and expense management, and client billing.
- Distribution & Fulfillment – Order management, inventory coordination, customer service case tracking, and integration with warehouse systems.
- Financial Services – Client relationship management, opportunity tracking for wealth management or insurance, and compliance documentation.
- Healthcare & Regulated Industries – Case management with audit trails, document retention, workflow approvals, and compliance tracking.
The common thread: Complex operations that require more than basic CRM—where advanced features justify the investment.
Ready to Discuss Dynamics 365 for Your Business?
Whether you need Dynamics 365 for advanced features or CRMPlus365 is a better fit, we’ll help you figure out the right platform and the right support model.