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Dynamics 365 Implementation services for businesses of all sizes

Your business deserves a system that empowers growth, not one that creates obstacles. Our team of Dynamics 365 experts configures the platform to directly target and solve the operational hurdles you face daily.

Streamlining Growth for SMBs

  • Migrate from Legacy Tools: Move away from outdated systems like QuickBooks.
  • Automate Processes: Dynamics 365 automates manual data entry.
  • Real-time Insights: Measure performance with real-time data.
  • Unified Solution: Combine your CRM and ERP into a single system.

Optimizing Complexity for Mid-Market

  • Break Down Data Silos: We connect your disparate systems to unify data.
  • Streamline Processes: We optimize workflows across all departments.
  • Ensure Compliance: We implement solutions to meet growing compliance needs.
  • Build Scalable Infrastructure: We create a foundation ready for future growth.

Empowering Large Enterprises

  • Enterprise-Grade Implementations: We handle complex environments.
  • Advanced Analytics: We ensure unified reporting with advanced analytics and BI tools to provide consistent, data-driven insights.
  • Application Integration: We integrate with your existing software.
  • Multi-Jurisdictional Compliance: We maintain compliance across various regions.

Rescue Your Dynamics 365 Projects

  • Diagnose Issues: Identify why your project is off-track.
  • Rebuild Trust: Restore confidence in the implementation.
  • Realign Goals: Get the project back on course to achieve your original business objectives.

Microsoft Dynamics 365 modules for complete business transformation

Microsoft Dynamics 365 represents the evolution of business applications, combining Microsoft Dynamics CRM and Microsoft Dynamics ERP capabilities into a unified cloud platform. Our comprehensive implementation approach covers the entire Microsoft business applications ecosystem.

Applications in Sales and marketing suite work seamlessly together to optimize customer acquisition and retention. Applications include

  • Dynamics 365 Sales for complete pipeline management
  • Dynamics 365 Marketing for integrated campaign management
  • Dynamics 365 Customer Insights for advanced analytics

Operations and finance applications offer comprehensive financial & operational control. The applications include

  • Dynamics 365 Finance for advanced financial management
  • Dynamics 365 Business Central as a complete ERP solution for growing businesses
  • Dynamics 365 Project Operations for end-to-end project lifecycle management

Service and field operations applications ensure exceptional customer service delivery. The applications include

  • Dynamics 365 Customer Service for omnichannel support
  • Dynamics 365 Field Service for mobile workforce management
  • Dynamics 365 Order Management for automated order processing, order fulfillment, and real-time visibility
  • Dynamics 365 Supply Chain Management for demand forecasting using AI, real-time inventory optimization, and supplier risk management

Areas we can help with our Dynamics 365 services

  • License identification and procurement
  • New implementations
  • Quick start implementation
  • Rescue failed implementations
  • Data scrubbing & data migration
  • Integrate disparate systems
  • Complex migrations
  • Building complex APIs
  • Custom reports & dashboards
  • Automated workflows
  • User training & adoption
  • Marketing automation
  • 360-degree view of sales/customers
  • Event management
  • Payment integration
  • EDI integration
  • Invoice and order automation
  • Inventory monitoring & management
  • Centralized payments
  • Production planning
  • Materials requirements planning
  • Forecasting & scheduling
  • Order management

Our Dynamics 365 Implementation process

Our structured implementation process has delivered successful outcomes across diverse industry verticals. This proven methodology addresses your common implementation mistakes while ensuring your projects stay on track through systematic assessment, planning, configuration, and deployment.

This comprehensive implementation process methodology, refined through hundreds of successful dynamics 365 implementations, addresses the specific challenges that cause projects to fail while ensuring optimal business value realization from your Microsoft investment.

  • STEP 1

    Assessment Phase

    1. Functionality Evaluation - We begin with a comprehensive assessment of your current business operations, analyzing process gaps and existing workflows.
    2. User persona analysis - We analyze your team's distinct user groups to understand their roles and workflow needs. This helps to determine the cost-effective & efficient licensing model for you.
    3. Data volume and format assessment - Your existing data is evaluated to prevent implementation delays. We analyze your data sources, quality, and volume, identifying any cleansing needs and duplicate records.
    4. Coexisting data and applications evaluation - We'll examine your existing technology to identify what needs to be integrated, replaced, or retained.

  • STEP 2

    Planning Phase: Strategic Implementation Design

    1. Functionalities, processes, and workflows planning - We create detailed process maps that show your current state, future state, and the steps needed for a smooth transition, preventing gaps and delays.
    2. Application integration planning - Our specialists plan for complex application integrations, designing data flow architectures and API connections to link Dynamics 365 with your existing systems.
    3. Subscription license planning - We help you select the right Dynamics 365 applications to fit your needs and budget, matching functionality needs without over-licensing.
    4. Data migration planning - We develop a detailed data migration strategy including data cleansing, migration sequencing, and validation to ensure a smooth transition and address any data quality issues.

  • STEP 3

    Configuration Phase: Building Your Solution

    1. System configuration - Our certified consultants configure modules, customize forms and fields, establish business rules, and create the technical foundation for your operations.
    2. User-based data access setup - We implement security frameworks like RBAC, field and record-level permissions that protect sensitive information while ensuring users can access the data they need for their roles.
    3. Business processes and workflows setup - Your business processes are translated into automated Dynamics 365 workflows including approval, notifications, escalation and exception handling, reducing manual workflows.
    4. Automation, reports, and dashboard setup - We'll build standard reports, custom dashboards, and create key performance indicators (KPIs) that align with your goals. We can also integrate Microsoft Copilot for AI-powered insights.

  • STEP 4

    Adoption Phase: Ensuring Implementation Success

    1. User training and adoption - We create custom training programs for your team, delivering role-specific sessions with hands-on practice. We also provide ongoing reference materials to ensure a smooth and successful transition.
    2. System testing and validation - Before launch, we conduct comprehensive user acceptance testing to validate your business processes, data integrity, and system performance.
    3. Go-live support and optimization - Post launch, we offer extensive go-live support, with real-time monitoring, track user adoption and plan for continuous optimization to ensure you get the maximum value from your Dynamics 365 investment.

Why choose Congruent Software for Dynamics 365 Implementation services?

When your business success depends on getting your ERP implementation right the first time, experience matters. It demands deep expertise in both Microsoft technologies and business process optimization. Professional implementation services make the difference between project success and costly failure. Our track record and methodology address the specific challenges that cause implementation projects to fail.

Unmatched experience

25+ years of practicing Microsoft Dynamics with satisfied customers across diverse industries.

Implementation Expertise Across Multiple Industries

End-to-end implementations delivered on time and budget with 500+ Microsoft Dynamics projects including complex migrations.

Certified Microsoft Dynamics 365 Partner

Our Microsoft Solutions Partner - Business Applications status provides direct access to early feature access, proven methodologies, and comprehensive lifecycle support.

Rescued Multiple Failed Implementations

Our approach prevents shifted go-live dates and budget overruns through realistic planning, transparent pricing, and proactive issue resolution.

Microsoft’s Success by Design Framework

Our implementation methodology excellence follows Microsoft's Success by Design framework with structured approaches, regular stakeholder reviews, risk assessment, and quality checkpoints.

Highly Reputable and Reference-Able clientele

Our strong track record and proven success with a diverse range of clients mean you can trust us to deliver.

Greater Overall Cost Benefit for the Customer

Our strategic approach to Dynamics 365 implementation, paired with our transparent pricing and efficient processes, ensures you get a superior return on your investment.

Certified Dynamics consultants with 10+ years’ experience

With a decade or more of hands-on expertise, we have the deep technical knowledge to handle complex challenges and ensure your project is a success.

What do our customers say?

''"We have had several last minute/high priority requests. If all of these requests had not been acted on by the Congruent team in the timely manner they were, there could have been terrible consequences for the project... Your team has risen to the challenge brilliantly. Congruent team members have been stunningly responsive..."''
''Congruent has been highly responsive to our needs, and they have been constant professionals in helping us manage the project. We have been especially pleased with their ability to manage scope issues quickly and effectively, ... We are also working with an offshore team, ...Communication has been remarkably clear, ...''
''I have had the pleasure of working with the Congruent Team for the better part of 8 years now… The coding they provide is both professional and well documented. The team goes to great lengths to fully understand our requirements asking questions and offering suggestions that in the end provide a better solution…''

Our Dynamics 365 Implementation success stories

Revamped Nonprofit operations with the help of Dynamics 365 CRM

Dynamics 365 CRM implementation revitalized this nonprofit's operations

Business Central Implementation for a Talent Management Company

Business Central Implementation for a Talent Management Company

Configured Dynamics 365 For Electrical Switches Supplier

Dynamics 365 Implementation For Electrical Switches Supplier

Our Dynamics 365 Implementation timeline

Understanding realistic project timelines is crucial for successful planning. Our structured approach balances speed with thoroughness, avoiding rushed implementations that lead to delays and cost overruns.

  • Small business implementation (3-4 months) for Dynamics 365 Business Central or single applications includes discovery and requirements, configuration and development, testing and training, go-live preparation, and post-implementation support.
  • Mid-market implementation (4-6 months) for multiple applications with integration encompasses comprehensive analysis and design, development and integration build, testing and training validation, phased deployment, and stabilization with optimization.
  • Enterprise implementation (6-12 months) for complex multi-module solutions involves detailed discovery and architecture, phased development and integration, comprehensive testing and change management, staged deployment, and ongoing optimization.
A visual diagram of Microsoft Dynamics 365 modules. The central hub connects to icons and labels for: Sales, Customer Service, Marketing, Field Service, Human Resource, Retail, Project Service Automation, and Finance & Talent.

Understanding your Dynamics 365 investment and return

Transparent pricing is essential for proper budget planning and ROI calculation. Our comprehensive cost structure addresses all aspects of your Microsoft Dynamics 365 implementation while providing clear value justification.

  • Professional services investment includes discovery and planning, configuration and development, testing and training, go-live support, and post-implementation optimization.
  • Licensing and subscription costs varies by type of Dynamics 365 application.
  • Set up cost varies by business size range from small business, mid-market investment to enterprise investment.
  • ROI calculation framework shows how you to save costs from process automation and reporting efficiency. You can also measure revenue enhancement & better customer retention.
  • Cost optimization strategies include phased implementation approaches, cloud-first strategy benefits, and legacy system considerations.

Why you need Copilot in Dynamics 365

Integrating Microsoft Copilot into your Dynamics 365 solution is the next step in boosting productivity. This powerful AI tool offers immediate improvements in efficiency and user adoption by automating routine tasks, generating reports faster, and improving response times. Here's how we help you leverage Copilot:

Seamless Integration

We configure Copilot to work with your existing workflows, engineer custom prompts, and provide user training on AI-assisted techniques.

Actionable Insights

Copilot helps accelerate sales with pipeline predictions, improve customer service with sentiment analysis, and provide financial insights with cash flow forecasting.

Measurable Impact

You can expect significant productivity gains, including up to a 40% reduction in routine tasks and a 60% faster report generation, helping you achieve a measurable return on investment.

Industry-Specific Applications

Whether you're in manufacturing, professional services, or retail, we can tailor Copilot to your industry to provide specific insights like production optimization, project analysis, or demand forecasting.

Key considerations for successful Dynamics 365 Implementation

Learning from our past MS Dynamics projects, we've identified critical success factors that separate thriving implementations from troubled ones. These considerations guide every decision throughout the implementation process.

Strategic Planning Considerations

Require business process alignment through current state documentation, future state design, change impact assessment, and process standardization. Organizational readiness assessment evaluates change management capability, technical infrastructure, resource availability, and leadership commitment.

Technical Architecture Decisions

Include system integration strategy covering third-party assessment, data flow architecture, processing patterns, and API management. Data management excellence addresses master data governance, migration strategy, cleansing protocols, and backup procedures.

User Adoption and Training

Requires role-based programs with customized learning paths, hands-on practice, ongoing support, and performance measurement. Change management integration includes communication strategy, champion networks, feedback mechanisms, and resistance management.

Quality Assurance Framework

Encompasses comprehensive testing through unit testing, integration testing, user acceptance testing, and performance testing. Security and compliance validation ensure access control, data privacy, audit trails, and disaster recovery capabilities.

Implementation Methodology Selection

Considers agile versus waterfall approaches, hybrid methodologies, Microsoft Success by Design framework, and vendor selection based on partnership level, industry experience, technical expertise, and proven methodologies.

Microsoft Dynamics 365 pricing and licensing options

Understanding Dynamics 365 pricing and licensing complexity is essential for accurate budgeting and optimal solution design. Our licensing expertise helps organizations avoid common pitfalls while maximizing value from their Microsoft investment. Here’s a clear breakdown of the licensing models available.

User, Device, and Tenant Licenses

  • User Licenses: Designed for individual users with unique login credentials who can access the system from any device. This is the most common option and includes both full-access licenses for core functionality and limited-access licenses for specific, lighter tasks.
  • Device Licenses: Best for shared devices in locations like a warehouse or a retail store. With a single license, any number of users can access the application from that specific device.
  • Tenant Licenses: These licenses are for applications or services that are used at the organization level, rather than by a specific user or on a single device. Examples include services for electronic invoicing or certain capacity add-ons.
A visual diagram shows types of licenses for Dynamics 365, branching into icons for User Licenses, Device Licenses, and Tenant Licenses.

Dynamics 365 plans & pricing

Dynamics 365 Business Central

Business central essentials

$70.00 user/month

Business central premium

$100.00 user/month

Business central team members

$8.00 user/month

Dynamics 365 Sales

Sales professional

$65.00 user/month

Sales enterprise edition

$95.00 user/month

Sales premium

$135.00 user/month

Microsoft relationship sales

variable

Dynamics 365 Customer Insights

Customer insights

$1,700.00 tenant/month

Customer insights attach

$1,000.00 tenant/month

Dynamics 365 Customer Service

Customer service professional

$50.00 user/month

Customer service enterprise

$95.00 user/month

Customer service premium

$195.00 user/month

Dynamics 365 Contact Center

Contact center

$110.00 user/month

Contact center digital

$95.00 user/month

Contact center voice

$95.00 user/month

Dynamics 365 Field Service

Field service

$95.00 user/month

Field service contractor

$50.00 user/month

Add-on - resource scheduling optimization

$30.00 user/month

Dynamics 365 Supply Chain

Supply chain management

$180.00 user/month

Supply chain management premium

$300.00 user/month

Intelligent order management

$300.00 user/month

Dynamics 365 Finance

Finance

$180.00 user/month

Finance premium

$300.00 user/month

Dynamics 365 Human Resources

Human resources

$120.00 user/month

Human resources self service

$4.00 user/month

Dynamics 365 Commerce

Commerce

$180.00 user/month

E-Commerce add on

$4000.00 user/month

Dynamics 365 Remote Assist

Remote assist

$65.00 user/month

Dynamics 365 Guides

Guides

$65.00 user/month

Dynamics 365 Project Operations

Project operations

$120.00 user/month

Successful Dynamics 365 Implementation guaranteed

Stop struggling with failed implementations and fragmented systems. Share your requirements with us and our experts would help you to address them.