Microsoft Dynamics CRM that Supports
Your Business Process

Microsoft Dynamics CRM that Supports Your Business Process

Dyn365Pros is your trusted guide for long term CRM success in Southern California

Ensure Dynamics 365 Aligns Your People and Processes

We’ll help you accelerate your process for:
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Sales

Maximize your sales team’s performance.
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Marketing

Drive lead generation and stay top of mind.
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Customer Service

Earn customers for life.
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Field Service

Maximize profits in field service
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Technology Can Feel Complex. Implementing it Shouldn’t Be.

Adopting new technology can be a challenge. We’ve been delivering CRM implementations for 15 years. We understand you need more than a shiny new piece of software.

To meet your business objectives, you need a technology partner you can trust. That’s why we never just configure your CRM and leave the rest to you. We’re your dependable guide through your entire transformation journey, from system implementation to adoption. By focusing on long-term success, we make sure Microsoft Dynamics works for your users and supports your business processes—your long-term goals are our goals.

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We Have a Time-tested Process

We’re called Dyn365Pros for a reason. Our tried and tested methodology for successfully implementing Dynamics 365 is the result of over two decades of experience.

Discovery

We meet with key decision-makers and stakeholders to learn about your people, their processes, objectives, and data. Together we set clear project expectations to assure success.

Planning & Design

We map and design your Dynamics 365 CRM system, including, data sources, workflow automation, and operational needs. We then present you with a project plan and timeline.

Configuration

We build and configure those designs into Dynamics 365 CRM system with workflows, dashboards, views, and reports. We use an iterative process so you see the system come to life as we work.

Deployment

We migrate your data into the new application, test, and work with you on a rollout plan for your users. We troubleshoot any process issues as your team acclimates to Dynamics 365.

Coaching & Support

Your system must evolve to keep pace with the changes in your business. Our Dynamics 365 success programs ensure your system and data remain healthy and relevant.

Discovery

We meet with key decision-makers and stakeholders to learn about your people, their processes, objectives, and data. Together we set clear project expectations to assure success.

Planning & Design

We map and design your Dynamics 365 CRM system, including, data sources, workflow automation, and operational needs. We then present you with a project plan and timeline.

Configuration

We build and configure those designs into Dynamics 365 CRM system with workflows, dashboards, views, and reports. We use an iterative process so you see the system come to life as we work.

Deployment

We migrate your data into the new application, test, and work with you on a rollout plan for your users. We troubleshoot any process issues as your team acclimates to Dynamics 365.

Coaching & Support

Your system must evolve to keep pace with the changes in your business. Our Dynamics 365 success programs ensure your system and data remain healthy and relevant.

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