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Our Dynamics 365 Consultants work with you to tailor Dynamics to your organization's unique goals, needs, and processes. Whether you need help with the implementation, configuration, customization, integration, or ongoing maintenance, our M365 Consultants are ready to help.

As a small IT shop, we reached out to Affirma for assistance on how we could gain more value from our Office365 services.  With the assistance of the team at Affirma, we have been able to fully take advantage of the amazing services that Office 365 has to offer.  As a result, we have dramatically increased our internal communications while further securing our environment with the use of Advanced Threat Protection and Conditional Access.  We now consider Affirma to be a very cost-effective extension of our IT department.  There is not a single person at Affirma that I have not thoroughly enjoyed working with." 

Colin Naylor, IT Director

Pacific Woodtech

What Our Clients Say

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Let's Talk About How We Can Make Microsoft Dynamics Work For You

Are you getting the most value out of your Microsoft Dynamics 365 investment?

Trusted By Companies Like You:

Business leaders come to us looking for better ways of leveraging Dynamics capabilities to increase efficiency, enhance customer experiences, and drive business growth.

Trying to navigate a Dynamics 365 implementation, migration, or optimization project in-house can hurt your business in three ways:

  1. Limited knowledge and technical expertise.
  2. An increase in downtime for your teams. 
  3. Struggling to scale with business growth.

Dynamics 365 Pain Points We Solve For

Why Work With Us?

Expertise & Experience

We bring specialized knowledge and extensive implementation experience, ensuring efficient setup and configuration tailored to your unique business needs. 

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What you can expect when you work with us:

Substantial cost savings on salaries, training, and infrastructure.

Access to our technology and industry expertise.

Time for you to focus on core competencies.

Our Dynamics 365 Consultants help organizations leverage Dynamics for a variety of different use cases, including:

Our Dynamics 365 Consulting Services

Dynamics Implementations

Our team will handle the complete setup of the Dynamics CRM system, including configuration and customization to align with your business processes. 

We ensure that your CRM system complies with industry standards and regulations, and implement robust security measures to protect your customer data.

Security & Compliance

We integrate Dynamics with other systems and applications, such as ERP systems, marketing automation tools, and third-party applications, ensuring seamless operation across your enterprise. 

Integrations

We provide training for your end-users and administrators to ensure effective use of Dynamics and offer ongoing support and maintenance to address any issues that may arise. 

Training & Support

Our experts assist in migrating data from legacy systems to Dynamics CRM, ensuring data integrity and consistency throughout the process.

Data Migration

We start by understanding your business requirements and goals to tailor the CRM system specifically for your needs. 

Dynamics Assessment

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Customization & Integration

Our team can customize Dynamics to align with your business processes and integrate it with other enterprise systems, ensuring seamless data flow and improved efficiency. 

Migration & Upgrade Support

We can manage migrations and upgrades, minimizing downtime and ensuring data integrity while leveraging new features. 

Enhanced Collaboration & Productivity

Our Dynamics experts optimize collaboration tools and automate workflows, enhancing teamwork and reducing manual effort.

Security & Compliance

We are experts in configuring robust security settings and compliance controls to protect data and meet regulatory requirements. 

Change Management & Support

We provide user training, and ongoing support, and manage the change process to ensure effective use and smooth adoption of the platform. 

Strategic Consulting & Planning

We help develop a strategic roadmap for your organization's Dynamics use, aligning it with your business goals and managing the change process for smooth adoption. 

Cost Efficient

We help organizations avoid the cost of full-time experts and ensure resources are used efficiently to maximize ROI from Microsoft Dynamics 365. 

  • Implement Dynamics 365 Sales to track leads, opportunities, and customer interactions. 

  • Automate lead scoring, follow ups, and reporting to boost conversion rates.

  • Integrate Dynamics with your marketing automation platforms.

Need better sales tracking and lead management.

  • Deploy Dynamics 365 Customer service for omnichannel support.

  • Set up Copilot and knowledge bases for self-service support.

  • Automate case routing and escalation for improved response times.

Need to increase response times and enhance customer support.

Need to optimize field service operations and technician dispatching. 

  • Implement Dynamics 365 Field Service to schedule, track, and optimize field operations. 

  • Automate demand forecasting and procurement workflows.

  • Optimize logistics with real-time tracking and AI-driven insights.

Our Dynamics 365 CRM Consulting Expertise

365 Sales

365 Project Service Automation

365 Field Service

365 Customer Service

365 Talent

365 Marketing

Power Apps & Power Automate

Customer Insights