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Dynamics 365 CRM Consulting

Dynamics 365 CRM Consulting Services for US Businesses

We help US organizations change how they win and keep customers. Sales, service, and marketing teams work from one view of the customer instead of separate systems and spreadsheets — so deals close faster, issues get resolved sooner, and decisions are based on current data.

From first assessment through go-live and continuous improvement, we design Dynamics 365 CRM around how your business actually sells and serves.

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15+ Years of Microsoft Experience 500+ Implementations 300+ Businesses Served
Why CRM Matters Now

Turn Customer Engagement into a Competitive Advantage

When sales, service, and marketing run on disconnected tools, your customers feel it. Reps chase context that already exists somewhere in the business. Agents ask questions the customer has already answered. Leadership forecasts from data that is a week old.

We fix that with Dynamics 365 Sales, Customer Service, and Customer Insights — connected so that every team sees the same customer, the same history, and the same next step.

Every engagement starts with your business, not the software. We assess your current CRM platform — or the spreadsheets standing in for one — along with your processes and goals, then build a roadmap to modernize them with Dynamics 365.

Whether you're moving off an on-premises CRM or consolidating several tools into one, we plan a transition that protects your data and keeps your people productive throughout.

Shorter sales cycles through automated lead handling, guided pipelines, and forecasting built into daily work.
Faster case resolution with full customer history in front of every agent, on every channel.
Decisions on current data instead of exports, reconciliations, and end-of-month guesswork.
Sales & Service

Modernize How Your Teams Sell and Support

Outdated processes slow good people down. We configure Dynamics 365 so your reps and agents have the right information at the moment they need it — inside the tools they already work in, including Outlook and Microsoft Teams.

Sell With Better Timing

Dynamics 365 Sales

We set up lead and opportunity automation, scoring, proposal workflows, and pipelines that reflect how your company actually sells — not a generic template. Forecasting stops being a monthly spreadsheet exercise and becomes something leadership can check any day of the week.

Reps work in Outlook and Teams while Dynamics 365 surfaces the next best action, flags at-risk deals, and keeps records current without manual entry.

The result: less admin time, cleaner pipeline data, and forecasts your leadership can act on.
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Resolve Issues Sooner

Dynamics 365 Customer Service

We design service operations around one queue and one customer record, so agents stop switching systems mid-conversation and open every case with the full history already in view.

Where routine questions dominate the workload, we shape a self-service and automation layer around them — so your team spends its time on the cases that need judgment.

The result: shorter wait times, fewer repeated questions, and customers who stay.
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Data, AI & Power Platform

Connect Your Data, Then Put AI to Work on It

A CRM that stands alone only tells you half the story. We connect Dynamics 365 to the systems around it — including your ERP — so sales, service, and finance data describe the same customer. That connected foundation is also what makes AI genuinely useful rather than merely impressive.

One Connected Customer Record

We integrate Dynamics 365 CRM with your ERP, including Business Central, and the other business applications your teams depend on, so everyone works from the same information.

With Power BI and Customer Insights, that data becomes dashboards that answer real questions: which accounts are growing, which deals are slipping, and where to invest next.

Copilot, Built on a Governed Foundation

Copilot can draft personalized outreach, summarize long customer conversations, and surface sales recommendations — real time savings for teams that spend their day writing and reading.

It also works within your existing permissions model. We review data governance and access using Microsoft Purview before rollout, so AI reaches what it should and nothing more.

Extend It With Power Platform

Not every requirement justifies custom development. A Power App for field technicians or a Power Automate flow for approvals often solves the problem in days rather than months.

We use Power Platform to automate repetitive work and move data between systems, so your CRM keeps pace as the business changes.

AI is only as trustworthy as the permissions underneath it. We get identity, access, and data governance right first — then turn on the capabilities that save your teams time.

How We Deliver

Implementation Designed Around Adoption, Not Just Go-Live

A CRM that nobody uses is an expense, not an asset. We phase delivery so early wins land quickly, configure the system to match your processes rather than the reverse, and plan for user adoption from the first workshop.

01

Plan & Migrate

We assess your environment, then phase the rollout so quick wins — contacts, accounts, and active pipeline — land first while the business keeps running.

If your data sits in legacy Dynamics, Salesforce, or older databases, we map, clean, and validate it so nothing essential is lost in the move.

02

Configure & Adopt

Forms, workflows, and dashboards are shaped around your processes and the way your users actually work. Key users join the design phase, so the system feels familiar the day it launches.

Role-based training and practical documentation mean your teams are confident from week one instead of quietly reverting to spreadsheets.

03

Support & Improve

After go-live we stay on — managing security settings, refining automations, and answering the questions that only surface in real use.

We keep looking for the next improvement, whether that's a new Power BI report, a cleaner data process, or a Copilot capability worth turning on.

Already running Dynamics 365 and want more from it? We review your current setup, find the quick wins first, and build from there.

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Why ERBrains

A Partner Who Speaks Business and Technology

CRM consulting is judged on results, not screenshots. We guide the decisions that determine whether a project succeeds — licensing, security, scope, and change management — and we tell you plainly when something isn't worth building.

Adoption Treated as the Deliverable

We involve the people who will use the system while it is still being designed, then support them past go-live. Usage is how we measure a successful project.

The Whole Microsoft Stack

Dynamics 365, Microsoft 365, Power Platform, Azure, and Data & AI sit under one roof, so your CRM connects to the rest of the business instead of standing apart from it.

One Team, Start to Finish

Assessment, configuration, data migration, integration, training, and support stay with the same team. Nothing gets lost in a handover between phases.

Value After Launch, Not Just At It

We keep improving the environment as your business changes — new reports, tighter automations, and the Dynamics 365 capabilities worth adopting as they ship.

15+ Years of Microsoft Experience

Deep Microsoft technology experience across business applications and digital transformation initiatives.

500+ Implementations · 300+ Businesses Served

Experience supporting organizations through Microsoft implementation, modernization, and optimization initiatives.

Microsoft Solutions Partner

Microsoft-recognized capabilities across Business Applications, Data & AI, Infrastructure, Digital & App Innovation, Modern Work, and Security.

US Presence With Global Delivery

Our US presence is supported by global Microsoft delivery capabilities, giving US organizations access to broader technical expertise.

Let's Talk

We Don't Just Implement CRM. We Build a Customer-Centric Operation.

Tell us how your sales and service teams work today, where the friction is, and what you need Dynamics 365 to do. We'll map a practical path from where you are to where you want to be.

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Got Questions?

Frequently Asked Questions

Everything you need to know about Microsoft Dynamics Implementation Service.

We provide strategy, implementation, customization, migration, integration, training, and ongoing Dynamics 365 CRM support.

Yes. We migrate data from legacy Dynamics, Salesforce, and other CRM systems while minimizing disruption to your business.

We design around your team’s workflows and provide role-based training, documentation, and post-launch support to drive adoption.

Yes. We connect Dynamics 365 with ERP, Microsoft 365, Power Platform, and other business systems for seamless data flow.

Yes. We prepare your data and security foundation, then implement AI and Copilot capabilities around practical business use cases.

With 15+ years of Microsoft experience and 500+ implementations, we combine technical expertise with a practical, business-focused approach.

Still have questions? Our experts are here to help.

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