Services/Dynamics 365 CRM Development

Dynamics 365 CRM Development Services

End-to-end consulting, development, and integration - built around how
your enterprise sells, serves, and grows. Powered by Microsoft. Delivered by Flexsin.

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  • 0 + Years Experience
  • 0 + Dynamics 365 CRM Deployments
  • 0 % Client Retention Rate
What We Deliver

Microsoft Dynamics 365 CRM Development Services

Flexsin delivers a comprehensive suite of Microsoft Dynamics 365 CRM development services - from Sales, Customer Service, and Field Service implementation to marketing automation, AI-powered Customer Insights, and enterprise integration. We own every phase of your D365 journey.

  • Dynamics 365 CRM Implementation

    Dynamics 365 CRM Implementation

    Full-lifecycle Dynamics 365 CRM implementation - requirements analysis, solution design, module configuration, data migration, user training, and go-live support - delivered on time and on budget across all D365 apps.

  • Dynamics 365 CRM Customization

    Dynamics 365 CRM Customization

    Tailor D365 entities, forms, views, business rules, workflows, and plugins to match your exact sales, service, and marketing processes - delivering a CRM that mirrors your business, not the other way around.

  • Dynamics 365 Sales Development

    Dynamics 365 Sales Development

    Configure and extend D365 Sales - opportunity management, lead scoring, sales pipeline automation, forecasting, product catalogues, quote-to-order, and Microsoft Copilot for Sales integration.

  • Dynamics 365 Customer Service Development

    Dynamics 365 Customer Service Development

    Build omnichannel customer service solutions - case management, SLA configuration, knowledge base, live chat, voice integration, customer portals, and Copilot-powered agent assist capabilities.

  • Dynamics 365 Field Service Development

    Dynamics 365 Field Service Development

    Implement and customise D365 Field Service - work order management, intelligent scheduling, mobile technician apps, IoT-connected asset management, and customer self-scheduling portals.

  • Dynamics 365 Marketing & Customer Insights

    Dynamics 365 Marketing & Customer Insights

    Orchestrate personalised customer journeys, segment audiences using real-time CDP data, and build 360° customer profiles with D365 Marketing and Customer Insights - Data & Journeys.

  • Dynamics 365 CRM Migration

    Dynamics 365 CRM Migration

    Migrate from Salesforce, Zoho, SugarCRM, Microsoft Dynamics on-premises, or legacy CRM systems to Dynamics 365 Online with zero data loss, field mapping, deduplication, and validated go-live.

  • Dynamics 365 CRM Integration

    Dynamics 365 CRM Integration

    Integrate Dynamics 365 with SAP, Oracle, Microsoft 365, Teams, SharePoint, Power Platform, ERP systems, and third-party platforms - using Power Automate, Azure Logic Apps, and custom API connectors.

  • Dynamics 365 CRM Support & Managed

    Dynamics 365 CRM Support & Managed

    Keep your D365 environment healthy with proactive monitoring, platform update management, performance tuning, user training, SLA-backed incident resolution, and ongoing feature development.

Stop managing your CRM. Let it manage the work. Talk to a Dynamics 365 CRM Consultant

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Technical Competence

D365 CRM Capabilities & Technology Stack

Our certified Dynamics 365 CRM consulting team commands the full breadth of the Microsoft CRM ecosystem - from Dataverse customization and plugin development to Power Platform integration, Azure DevOps ALM, and Copilot AI capabilities.

  • D365 Sales & Forecasting 8
  • Customer Service & Field Service 8
  • Marketing & Customer Insights 7
  • Dataverse & Custom Development 8
  • Integration & Power Platform 8
  • ALM, DevOps & Governance 7

D365 Sales & Forecasting

Microsoft Dynamics 365 Sales capabilities - covering lead and opportunity management, pipeline automation, predictive forecasting, product catalogues, and Copilot for Sales integration.

  • Lead & Opportunity Management
  • Sales Pipeline Automation
  • Predictive Forecasting
  • Product Catalogue & Pricing
  • Quote, Order & Invoice
  • Sales Territory Management
  • Copilot for Sales (AI)
  • Relationship Intelligence
Business Value

Service Benefits & Outcomes

As your Dynamics 365 CRM services partner, Flexsin delivers measurable gains in sales win rates, service resolution times, customer lifetime value, and operational efficiency - backed by certified Microsoft expertise.

  • Higher Sales Win Rates

    A well-implemented D365 Sales CRM with AI-assisted scoring, relationship intelligence, and guided selling drives measurably higher pipeline conversion rates and deal win percentages.

  • Faster Case Resolution Times

    D365 Customer Service with omnichannel routing, knowledge base, SLA automation, and Copilot agent assist reduces average handle time and improves first-contact resolution rates.

  • 360° Unified Customer View

    Customer Insights - Data creates a single, unified customer profile from all touchpoints - sales, service, marketing, and transactional data - enabling truly personalised engagement at scale.

  • Native Microsoft 365 Integration

    Embedded Outlook, Teams, and SharePoint integration means your team works in familiar tools - every email, meeting, and document automatically tracked in CRM without switching apps.

  • AI-Powered Sales & Service Intelligence

    Copilot for D365 provides real-time opportunity summaries, email drafting, case analysis, and next-best-action recommendations - making every rep and agent measurably more productive.

  • Streamlined Lead-to-Cash Process

    End-to-end automation from lead capture through opportunity, quote, order, and invoice - reducing manual handoffs, accelerating revenue recognition, and improving forecast accuracy.

  • Enterprise-Grade Security & Compliance

    Azure AD integration, Dataverse security roles, field-level security, audit logging, and GDPR/HIPAA compliance frameworks protect your customer data and meet regulatory requirements.

  • Real-Time CRM Analytics & Forecasting

    Dynamics 365 CRM dashboards, D365 Sales Insights forecasting, and Customer Service analytics provide executives with live visibility into pipeline, performance, and customer health metrics.

  • Flexible, Scalable Engagement Models

    Fixed-price implementation, dedicated D365 teams, and managed retainers - engagement structures aligned to your CRM project scope, Microsoft licensing, and long-term roadmap.

How We Work

Our D365 CRM Implementation Methodology

A structured, agile Dynamics 365 CRM consulting and delivery process - from discovery and design through development, data migration, and managed support - ensuring every project delivers measurable business value on time and on budget.

  • 01

    Discovery & CRM Requirements Workshops

    Stakeholder interviews, process mapping, current state assessment, gap analysis, licensing review, and D365 solution architecture definition.

  • 02

    Solution Design & Blueprint

    Dataverse data model design, customisation scope, integration architecture, security model, reporting requirements, and environment strategy.

  • 03

    Agile CRM Development & Configuration

    print-based D365 configuration, plugin development, Power Automate flows, Power Apps forms, and bi-weekly demo reviews with business stakeholders.

  • 04

    Data Migration & Integration

    Legacy CRM data mapping, extraction, cleansing, migration validation, third-party system integration testing, and full reconciliation before go-live.

  • 05

    Testing, UAT & User Training

    Functional QA, security permission validation, integration testing, performance benchmarking, user acceptance testing, and role-based user training.

  • 06

    Go-Live, Adoption & Managed Support

    Managed go-live execution, hypercare support, adoption programme, D365 champion training, and SLA-backed post-launch managed services.

Engagement Models

  • Fixed-Price CRM Implementation

    For Defined Scope

    Ideal for well-scoped D365 CRM projects with defined modules, data migration scope, integrations, and a fixed go-live date and budget.

    • Fixed Budget
    • Milestone Billing
    • Defined Scope

  • Dedicated D365 CRM Team

    Most Popular

    A fully dedicated team of D365 consultants, developers, and architects owning your CRM programme from design through continuous enhancement.

    • Full Ownership
    • Scalable Team
    • Long-Term Partnership

  • Time & Material (Agile)

    Iterative Delivery

    Sprint-based CRM delivery for evolving requirements, phased module rollouts, and continuous D365 capability expansion.

    • Sprint Billing
    • Flexible Scope
    • Agile Friendly

  • D365 Managed Service Retainer

    Post Go-Live

    Monthly SLA-backed managed service covering D365 health monitoring, platform updates, incident response, and ongoing CRM enhancements.

    • SLA Guarantee
    • Priority Response
    • Monthly Hours
Verticals we serve

Dynamics 365 CRM Across Industries

From banking and healthcare to retail and manufacturing, Flexsin - a certified Dynamics 365 CRM partner - configures, integrates, and deploys D365 around the compliance demands, customer workflows, and revenue structures specific to each industry.

Banking & Financial Services

High-stakes client relationships, stringent audit trails, and razor-thin compliance windows - Dynamics 365 CRM gives financial enterprises the visibility and control to manage all three without dropping the ball.

  • Fraud AI
  • Credit ML
  • Automated compliance and audit reporting
  • Digital loan origination and approval
  • Real-time client and portfolio dashboards
Why Choose Us

Why Flexsin for Dynamics 365 CRM

Flexsin is more than a Dynamics 365 CRM consultancy - we are a long-term Microsoft Dynamics CRM partner with deep CRM domain expertise, certified architects, and a delivery track record trusted by enterprises across 350+ D365 projects in 30+ industries worldwide.

Talk to a Dynamics 365 CRM Expert
  • Microsoft Certified Dynamics 365 Partner

    Microsoft Certified Dynamics 365 Partner

    Official Microsoft partnership with certified D365 functional consultants, solution architects, and developers across Sales, Service, Field Service, and Marketing.

  • Full CRM Lifecycle Ownership

    Full CRM Lifecycle Ownership

    Discovery, design, development, data migration, integration, training, go-live, and managed support - all delivered by one accountable, integrated team.

  • Deep Dataverse & D365 SDK Expertise

    Deep Dataverse & D365 SDK Expertise

    Our consultants command the full D365 technical stack - Dataverse, plugins (C#), JavaScript web resources, PCF controls, Power Apps, and Azure integrations.

  • ISO 9001:2015 Certified Quality

    ISO 9001:2015 Certified Quality

    Rigorous quality processes, structured code reviews, and certified delivery standards ensure predictable, consistent Dynamics 365 CRM services outcomes at every scale.

  • Proven CRM Migration Track Record

    Proven CRM Migration Track Record

    Successful migrations from Salesforce, Zoho, SugarCRM, and Dynamics on-premises - with field mapping, deduplication, and zero data loss validation at every step.

  • Transparent, Milestone-Driven Delivery

    Transparent, Milestone-Driven Delivery

    Real-time project dashboards, weekly demos, and sprint reports keep all stakeholders fully informed and aligned throughout every D365 CRM engagement.

  • IP Protection & NDA-First Approach

    IP Protection & NDA-First Approach

    Comprehensive NDAs, IP assignment agreements, and secure development environments protect your CRM configuration, business logic, and customer data.

  • Long-Term D365 Partnership

    Long-Term D365 Partnership

    We invest in understanding your business - not just your current CRM project - building a long-term Dynamics 365 CRM agency-style partnership that grows with your organisation and evolves with the platform.

Common Questions

Frequently Asked Questions

Everything you need to know about our Microsoft Dynamics 365 CRM development services, migration approach, engagement models, and how to get started with Flexsin.

  • What Dynamics 365 CRM development services does Flexsin offer?

    Flexsin offers end-to-end D365 CRM services including implementation, customisation, D365 Sales, Customer Service, Field Service, Marketing, and Customer Insights development, CRM migration, integration, and managed post-launch support services.

  • Is Flexsin a certified Microsoft Dynamics 365 partner?

    Yes. Flexsin is a Microsoft certified partner with certified Dynamics 365 functional consultants, solution architects, and developers holding certifications across D365 Sales, Customer Service, Field Service, Marketing, and Power Platform.

  • What Dynamics 365 CRM modules do you implement?

    We implement and customise all major Dynamics 365 customer engagement modules - D365 Sales, Customer Service, Field Service, Marketing (Real-Time Journeys), Customer Insights (Data & Journeys), and Copilot for D365 Sales and Service.

  • How long does a typical Dynamics 365 CRM implementation take?

    A standard D365 Sales or Customer Service implementation takes 8-16 weeks. Mid-enterprise rollouts with data migration and integrations take 3-6 months. Full multi-module enterprise programmes with Field Service and Marketing can take 6-12 months.

  • Can you migrate our existing CRM (Salesforce, Zoho, legacy D365) to Dynamics 365?

    Yes. We handle CRM migrations from Salesforce, Zoho, SugarCRM, HubSpot, and Microsoft Dynamics on-premises - with complete field mapping, data cleansing, deduplication, permission remapping, and zero data loss validation using SSIS, Azure Data Factory, and D365 migration tooling.

  • Do you build custom Dynamics 365 plugins and web resources?

    Yes. Our C# and JavaScript developers build custom D365 plugins, workflow extensions, JavaScript form scripting, PCF custom controls, and Power Apps model-driven app extensions - enabling complex business logic beyond out-of-the-box D365 capabilities.

  • Can you integrate Dynamics 365 CRM with our ERP or other systems?

    Yes. We integrate D365 CRM with SAP, Oracle, Dynamics 365 Finance & Operations, Microsoft 365, SharePoint, Teams, Power BI, and custom systems using Power Automate, Azure Logic Apps, Azure Service Bus, and custom Dataverse Web API connectors.

  • What is Microsoft Copilot for Dynamics 365 and do you implement it?

    Copilot for D365 uses Azure OpenAI to provide AI-powered features within D365 Sales and Customer Service - real-time opportunity summaries, email drafting, case analysis, and next-best-action suggestions. Yes, we implement and configure Copilot across D365 Sales and Service.

  • How do you implement D365 Field Service for field operations?

    We implement D365 Field Service end-to-end - work order management, intelligent resource scheduling optimisation (RSO), mobile technician app configuration, IoT connected asset management, customer self-scheduling, and Power BI field service analytics.

  • What engagement and pricing models do you offer for D365 CRM projects?

    We offer Fixed-Price (defined scope), Time & Material (agile sprints), Dedicated D365 CRM Teams (long-term programme ownership), and monthly Managed Service Retainers for post-launch D365 administration, support, and continuous enhancement.

  • Do you provide D365 user training and adoption support?

    Yes. We deliver role-based end-user training, CRM champion programmes, admin and power-user training, written documentation, and adoption campaign support to ensure high user adoption and long-term CRM engagement post-launch.

  • What is Dynamics 365 Customer Insights and how does it differ from D365 Marketing?

    Customer Insights - Data is a real-time Customer Data Platform (CDP) that unifies customer data from all sources into 360� profiles. Customer Insights - Journeys (formerly D365 Marketing) uses those profiles to orchestrate personalised real-time customer journeys. Both can be deployed together or independently.

  • How do you handle D365 ALM and deployment across environments?

    We implement enterprise ALM using Azure DevOps pipelines with Power Platform Build Tools, solution layering (Managed/Unmanaged), environment strategy (Dev/Test/UAT/Production), automated deployment scripts, and EasyRepro automated UI testing for CRM regression coverage.

  • How do I get started with Flexsin's Dynamics 365 CRM services?

    Contact us to book a free 60-minute D365 CRM discovery session. We'll assess your current CRM, map your requirements across sales/service/marketing, and deliver a detailed implementation proposal within 48 hours - at no charge.

Case Studies

Dynamics 365 CRM Success Stories

Everything you need to know about our Microsoft Dynamics 365 CRM development services, migration approach, engagement models, and how to get started with Flexsin.

 
Software & Hi-Tech
Automation of Document Management and Workflows with SharePoint and Power Automate for Precision Engineering and Manufacturing Industry

Dynatec was grappling with a legacy system requiring manual file uploads and inefficient management of product files linked ...

 
Travel and Hospitality
Transforming Financial Operations through Credit Card Transaction Automation and Intelligent Dashboards for the Aviation Industry

Cayman Airways was grappling with delays and inaccuracies due to the manual upload and sorting of credit card transaction ...

 
Industrial & Manufacturing
Enhancing Document Management and Search with SharePoint and Power Automate for a Pile and Marine Driving Company

Limitations with SharePoint’s out-of-the-box search capabilities that constrained user efficiency and document control. ...

 
Healthcare & Life Science
Streamlining Nurse Scheduling and Patient Management with Power Apps For American Home infusion Service Provider

The healthcare client required a solution to streamline critical operations such as nurse scheduling, client management, ...

 
Software & Hi-Tech
Custom ERP Application Development For Streamlining Sales, Operations & Finance In Flooring Industry
Our client recognized the need for a robust ERP application to manage and streamline various operational processes across their ...
 
Healthcare & Life Science
Analytics-Driven Data Transformation in Personal Care Industry Through Power BI Implementation
As an established sanitary pads manufacturer and distributor with a wide market reach, the client had to remain competitive in ...
 
Healthcare & Life Science
Business Process Transformation in the Pharmaceutical Industry Through Dynamics 365 Business Central Implementation
With a wide market reach, the client's business had to remain agile to serve customers better while boosting profitability. However, ...
 
Retail & eCommerce
MS Dynamics 365 Business Central Implementation Cuts Manual Effort by 10% for a Rug Manufacturer
As a global rug manufacturer, the client faced mission-critical challenges, such as multifaceted supply chain operations, inefficient ...
 
Education & Learning
Streamlining Communication Through SharePoint 2019 Upgradation & Migration for The University of Texas at Arlington

As a large university, the client's communication was multi-layered and was accessed by different audiences. In addition ...

 
Consulting
Enterprise Digital Platform Enabled An American Consulting Firm Uncover Online Revenue Streams
Business websites build credibility, strengthen brand image, and generate leads. The client had a website, but it failed to align ...

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