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Microsoft Dynamics 365 CRM Services

Aegis SoftTech is India’s leading Microsoft Dynamics CRM development company with 15+ years of experience in implementing strategically aligned, industry-specific Dynamics CRM 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 Applciation Deployed
120+
Enterprise Application Deployed
90+
Client Served globally
20+
Industries Services

The Technical Expertise Of Our Microsoft Professionals

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!

Microsoft 365 CRM

Our talented team delivers efficient solutions utilizing the core modules of Microsoft 365 CRM such as sales, marketing, customer service, field service, etc.

Azure Services

Our team delivers Azure cloud services by leveraging Logic Apps for workflow integration, service Bus for enterprise messaging, and Aszure functions for serverless computing.

Power Platform

Our professionals deliver Power platform services where they create custom applications in Power Apps, automated workflows in Power Automate, and intelligent analytics in Power BI.

Development, Security, And Compatibility Tools

Aegis developers are experts in creating plugins and workflows in Visual Studio, managing components via Power Apps CLI, and ensuring compliance using Microsoft standards.

Data Management Tools

our team is expert in utilizing tools like Data Import Wizard, Kingsway Soft, and Scribe for data migrations and integration, and Excel add-in capabilities for data import and export.

Testing And Reporting Tools

Aegis team expertly uses Selenium and Postman for automated UI testing and API validation and SSRS and FetchXML builder to create custom reports.

Collaboration And Deployment Tools

Our team is an expert in integrating Microsoft Teams and SharePoint for collaboration and Azure DevOps and solution packager for version control and automating CI/CD pipelines.

Integration And Monitoring Tools

Microsoft engineers in Aegis use Flow, Zapier, and Integromat for integrations and monitor performance through Application insights and Dataverse analytics.

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 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

MS Dynamics 365 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 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 MS Dynamics 365 CRM, businesses can drive efficient task management and eliminate manual efforts.

Microsoft Dynamics 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 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.

FAQs

Yes, there are some mandatory system requirements required to implement Copilot in Dynamics 365:

  • Microsoft 365 E3 or E5 license
  • Microsoft Copilot for Microsoft 365 license
  • Administrators consent to use Copilot to process data outside of their compliance boundary.

It largely depends on various factors, such as business size and complexity, integration and customization, training approach, data migration, and rollout model. So, for a small size company, the implementation will take around 3-5 months.

Copilot's integration into Microsoft Dynamics 365 CRM improves productivity and streamlines most business operations; there are some challenges that businesses have to handle. Some disadvantages include extensive training, employee adoption, and data privacy issues.

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.