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Microsoft Dynamics 365 CRM Services

Aegis Softtech is India’s leading Microsoft Dynamics 365 CRM development company with 15+ years of experience in implementing strategically aligned, industry-specific Dynamics CRM Services & solutions. Our seasoned team is technically sound in all modules and features of Microsoft Dynamics 365 CRM including sales, Marketing, customer services, field services, and project service automation.

  • 15+ years of experience in offering expert Microsoft Dynamics 365 CRM services.
  • ISO/IEC 27001-certified company with a Team of 30+ Microsoft-certified consultants.
  • 250+ successful Dynamics CRM installations to global clients.
  • Proven expertise in Dynamics 365 API integrations to boost automation.
  • Most trusted for Dynamics 365 cloud deployments, managing subscriptions, and user provisioning.
Trusted by Clients: Rated 4.7 Stars.
Free Consultation with Our Experts
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Our Experience In Delivering Dynamics CRM Services

The aspect that sets us apart is our vast experience and in-depth knowledge in delivering Microsoft CRM development services and on-demand resource augmentation services to global clients dealing with various industry verticals to boost productivity.

Whether you need an experienced and dedicated team or project-based support to expand your current system capabilities or migration or a new implementation of the Dynamics CRM system, we cover it all with our Microsoft Dynamics CRM services at competitive prices.

Numbers That Speak Success

80+
Bespoke CRM Application Deployed
120+
Enterprise Application Deployed
90+
Client Served Globally
20+
Industries Served

Technical Expertise Of Our Dynamics 365 CRM Team

At Aegis Softtech, we have a pool of talented, dedicated consultants and engineers extending the capabilities of dynamics CRM solutions leveraging their vast years of experience and expertise in utilizing various tools and technologies. Explore our toolkit now!

Dynamics 365 CRM Module Expertise

The Aegis team is skilled in optimizing operations across various Dynamics CRM modules like Sales, Customer Service, Field Service, Marketing, Finance, Supply Chain, HR.

Skilled in customizing entities, forms, views, and dashboards, and managing security roles for data integrity.

Experts in designing and automating complex business processes and in managing, deploying, and migrating solutions across environments.

Advanced Development Skills

Skilled in using REST and SOAP APIs for advanced integration with third-party Apps.

Proficient in Automating workflows and integrating systems using Azure Logic Apps and Power Automate.

Development of custom plugins in C# to extend CRM functionality and implement complex business logic for unique requirements.

Expertise in client-side customization using JavaScript and web resources like HTML and CSS to enhance user experience and build custom UI components.

Power Platform Expertise

Development of automated workflows with Power Automate to boost CRM efficiency.

The Aegis team is proficient in creating interactive dashboards and reports with Power BI.

Skilled at enhancing customer service by Integrating intelligent chatbots with Power Virtual Agents.

Expertise in building useful, interactive and easy to use Canvas Applications for quick and limited access.

Integration of Azure Services

Proficient in Integrating with Azure Logic Apps to automate workflows and Implement predictive analytics for data-driven decisions.

Proficient in Integrating Azure Cognitive Services for advanced language processing and computer vision in CRM solutions.

The Aegis team is skilled Use of Azure Functions for scalable, event-driven applications.

Data Management and Analytics

Skilled at handling large-scale data processing with Azure Synapse Analytics and Data Lake.

Expertise in implementing real-time data streaming with Azure Stream Analytics or Apache Kafka.

We enforce advanced data encryption and tokenization for security and compliance.

Custom Development Frameworks and Toolkits

Our team can build proprietary frameworks and SDKs for streamlined development.

We extend Power Platform capabilities with custom connectors and APIs.

We can develop reusable libraries for common tasks and integration handling.

Advanced Custom UI/UX Development

We can build native-like Progressive Web Apps that function offline.

We Use frameworks like React Native and Flutter for cross-platform app development.

Our team optimizes performance with responsive design techniques, lazy loading, and server-side. Rendering.

Customization Expertise

Development of custom applications and extensions using APIs and SDKs.

Skilled in seamless integration with other Microsoft 365 apps like SharePoint, Outlook, and Teams.

Design of tailored user interfaces with custom forms, dashboards, and Power Apps.

Advanced Custom Integrations

Skilled at Integrating with ERP systems like SAP, Oracle, and legacy systems.

We efficiently implement blockchain for secure, transparent transactions.

We capture and process IOT data in real-time for Dynamics 365 CRM integration.

Client-Specific Customization and Consultative Solutions

Proficient in building custom solutions tailored to unique client requirements.

We provide consultative leadership to align Dynamics 365 CRM with strategic business goals.

Why Business Need Microsoft CRM Development Services?

Customer relationships are a critical part of any transformation journey and must be adaptive to technological evolution. Microsoft CRM development services use a multi casted approach that orchestrates the crucial elements of your customer’s journey, ensuring a smooth transition from acquisition to loyalty.

User-friendly interface

Microsoft Dynamics CRM development solutions make it easy for professionals to utilize applications and navigate the platform.

Flexible CRM platform

Microsoft Dynamics CRM 365 comes with simple, potential, and versatile features that allow the execution of different business processes.

Highly customizable

Dynamics CRM adapts to your business's needs and enables seamless synchronization with other Microsoft products, such as the Office 365 office suite.

Better scalability

Dynamics 365 CRM enables your business to scale in operations easily and grow, allowing it to adapt and customize the platform to suit specific needs.

360-degree customer view

Microsoft Dynamics 365 CRM solutions give a 360-degree perspective on your clients and solidify customer data from different sources into a solitary dashboard.

Personalized marketing campaigns

Dynamics 365 CRM facilitates the creation of data-driven, individualized marketing campaigns that yield high engagement and conversion rates with excellent customer service.

Actionable insights

You can leverage analytics and reporting tools to get actionable insights for analyzing your business performance.

Improved productivity

With intelligent automation through Copilot in Microsoft Dynamics 365 CRM, businesses can drive efficient task management and eliminate manual efforts.

Industries We Serve With D365 CRM Managed Services

Retail And E-Commerce

Retail And E-Commerce

Aegis supports retail businesses by managing customer data and integrating it across Omni channels with Microsoft 365 CRM. This helps create smooth and consistent customer experiences and continuously improves loyalty programs, marketing efforts, and product suggestions.

Banking And Financial Services

Banking And Financial Services

For financial institutions, Aegis ensures compliance with regulations and optimizes 365 CRM systems for client relationship management, lead tracking, and automated client communications. This allows for personalized services and improved customer engagement.

Healthcare

Healthcare

Aegis helps healthcare providers streamline patient relationship management, case tracking, and appointment scheduling. The 365 CRM managed services ensure that patient care workflows run smoothly, improving engagement and satisfaction across the board.

Manufacturing

Manufacturing

Aegis ensures smooth sales and order management, field service operations, and customer feedback handling for manufacturers with Dynamics 365 implementation. Our managed services integrate CRM with ERP systems to optimize supply chain and inventory management for better operational efficiency.

Real Estate

Real Estate

Aegis helps real estate firms manage leads, property data, and transactions with continuous 365 CRM optimization that ensures personalized marketing campaigns and smooth property sales processes, improving customer experience and business efficiency.

Telecommunications

Telecommunications

For telecom companies, Aegis optimizes the Dynamics 365 CRM systems for customer service, billing, and subscription management. The managed services improve lead generation and simplify sales and service management leading to fast response times to customer needs.

Education

Education

Aegis helps schools and universities with recruiting students, tracking enrolments, and staying connected with alumni through Microsoft CRM-managed services. This keeps event management systems running smoothly and supports fundraising campaigns, improving communication with students and alumni.

Professional Services

Professional Services

For consulting, legal, and accounting firms, Aegis optimizes 365 CRM systems for project management, client tracking, and billing. Managed services ensure smooth communication, timely billing, and knowledge sharing, improving client relationships and business operations.

Hospitality And Travel

Hospitality And Travel

Aegis Dynamics 365 managed services help hospitality businesses enhance guest experience management by handling guest inquiries, bookings, and loyalty programs.

NPOs

NPOs

Aegis supports nonprofits through its managed 365 CRM services to ensure efficient tracking of donations, event participation, and service delivery to beneficiaries, helping organizations optimize their operations and outreach.

Microsoft Dynamics 365 CRM Integration with Co-pilot

Automation is the key to unlocking opportunities to expedite the pace of operations seamlessly, swiftly, and error-free. While Microsoft Dynamics CRM apps simplify operations, Copilot in CRM aims to revolutionize them.

However, you will need an agile partner who has concrete and fundamental knowledge of implementing and integrating AI assistance, Copilot, in Microsoft Dynamics CRM 365. Aegis Softtech, an expert Microsoft Dynamics CRM Development company, is your partner to transform your operations and help you achieve your business goals of implementing automation.

How we work to integration of Copilot into your infrastructure:

  • Analyze the challenges faced by employees or the company.
  • Discuss with employees the plan of action using AI-driven Dynamics 365 support.
  • Carry out the initial setup for the framework required for the automation and execute it.
  • Train the employees for the adoption of AI-driven Dynamics 365.
  • Personalize AI-driven Dynamics 365 framework for maximum efficiency.
  • Perform evaluation and vetting processes to analyze the effectiveness of Copilot Dynamics 365.

Explore Aegis Expertise In Dynamics 365 CRM Modules

Are you seeking an alternative to your existing system? Or looking to scale or increase the capabilities of the existing one? We cover it all. Our experienced Microsoft professional team with dynamics CRM modules expertise offers unique and personalized solutions to drive your business forward.

Dynamics 365 Supply Chain

Deploy the right product portion into your supply chain operations to become proactive and address any issues before the customer notices. With our Dynamics CRM Development services for the supply chain, the technicians can gather all the necessary information required to solve the issues and bottlenecks.

  • Use predictive analysis to gain insight into the latest emerging trends
  • Set alerts for key events and stay ahead of the game
  • Automate lead scoring and create trigger rules for customer responses

Dynamics 365 Sales

Grow revenue with Microsoft Dynamics 365 sales services by fostering long-lasting customer relationships. We offer a comparative sales application to provide your sales representative with the insights and action plans they need to bring in new potential clients and close the deals quickly.

  • Set up territorial parameters for communicating with the potential customer
  • Create and monitor customized offers for personalized opportunities
  • Identify the relationship between customers and activities to increase productivity

Dynamics 365 Field Service

We help your engineers manage and fix customer issues faster. We also enable your organization to manage teams on the road with comprehensive solutions, which will significantly improve your performance levels.

  • Manual or automated planning of resources
  • Match the work requirements against the skill sets of available field technicians
  • Manage service appointments with myriad billing options

Dynamics 365 Customer Engagement

We provide a 360 view to all your customers with a focus on customer support and resolving their queries quickly and efficiently. It enables you to enhance your business efficiencies by simplifying and consolidating the end-to-end customer journey.

  • Personalize every interaction and bring value at every point of contact
  • Connect with customers on their convenient mode of channel - chat, SMS, email, phone, or messenger
  • Consult a single, unified service experience through a threaded view.

Dynamics 365 Marketing

AI-driven Microsoft Dynamics 365 marketing solutions assist in creating interactive and custom dashboards.

  • Import lists from outside sources and export lists for direct mail campaigns
  • Efficient management of customer information
  • Customer segmentation into meaningful categories

Client Testimonials

Key strengths in Microsoft Dynamics CRM Services

Empower your business with our Microsoft Dynamics CRM services that drive sales and deliver crucial marketplace insights, revolutionizing your customer relationship management.

  • Build industry-specific Microsoft Dynamics CRM development solutions to meet your needs.
  • Team of Microsoft-certified professionals with expertise in working with different industries.
  • Follow Microsoft’s authorized agile methodology to provide Microsoft Dynamics 365 CRM services.
  • A center of excellence with a proven record of excellence in new Dynamics CRM integrations and customization.
  • Faster go-to-market Dynamics CRM development solutions.
  • 24/7 our experts of Dynamic CRM 365 are available to resolve your operations, maintenance, and production support queries.

Our Approach to Building Powerful Apps

Research the Requirement Analysis

Organize in-depth research and requirement analysis to identify pain points.

Prepare CRM Plans

Curate comprehensive CRM plans outlining the implementation roadmap and timeline.

Customize the CRM

Customization to match your company's current demands.

Deploy the Solution

Oversee the entire deployment, from setup and configuration to integration and maintenance.

Train the Employees

Train the employees to smoothen out the learning curve.

Our Engagement Models

Time And Materials

Clients pay for the actual time spent and materials used, based on hourly or daily rates. It is best for Projects with unclear scope or evolving requirements, where the number of hours needed is unpredictable.

Dedicated Resource Or Staff Augmentation

Clients hire a dedicated consultant or team for a specified period, either full-time or part-time. If your company looking for specialized skills or long-term support for customization or system maintenance, you can choose this model.

Turnkey Solution

Aegis handles the entire CRM project, from implementation to customization, integration, and training. Clients can choose this engagement model if they need a complete, hassle-free solution for large or complex CRM deployments.

Subscription-Based Model

Clients pay a fixed monthly or annual fee for a set number of consulting hours or services, often at a discounted rate. Clients who require ongoing support for tasks like customizations or troubleshooting with flexibility can choose this model.

Managed Services

Aegis provides long-term support and maintenance for your CRM system, including updates, training, and optimizations. It is best for clients seeking continuous management and improvements after CRM deployment.

FAQ

Yes, Aegis does provide custom dynamics CRM services. Our team tailors and scales Dynamics 365 CRM to match your business specifics. The system remains flexible and high-performing, ensuring businesses can scale operations without bottlenecks.

Aegis 365 CRM services enable businesses to improve customer relations by offering customer insights in a centralized platform to deliver personalized support to customers, hence improving customer satisfaction and retention.

Aegis services enable businesses to close deals faster by prioritizing high-value leads. They implement a platform that automates lead generation, tracking, and qualification and gives insights into potential sales opportunities.

Yes of course! The Aegis team assists businesses use the marketing automation tool efficiently within Dynamics 365 CRM to create, run, and track targeted campaigns.

The platform or the system makes service processes simpler by providing tools to manage customer requests, schedule tasks, and share useful information. It helps resolve issues quickly and provide better customer service.

Yes. Integrating MS CRM with other Microsoft communication tools helps improve team collaboration. Aegis connects Dynamics 365 CRM with Microsoft Teams and Outlook, allowing teams to share customer-related info like tasks, data, and schedules and improves cross-department communication and collaboration.

Latest Insights

In today’s business world, having a sales team that works well and is fast out in the field is key to doing well. Companies that do a great job managing their salespeople who are always on the go and making their operations smooth stand out from the rest.

In the busy world of business today, being able to talk and work together well is key to doing great. Microsoft has some excellent tools like Dynamics CRM, Outlook, and SharePoint that help make talking and sharing within your team smoother.