Dynamics 365 Services for Connected Business Operations
Accelerating business digitization and building a strong enterprise Microsoft ecosystem with Dynamics 365 services and solutions
Facilitating business process automation and interoperability for enterprises through Dynamics 365
Different business applications in an enterprise work independently, resulting in silos at multiple levels. These enterprise systems turn into mere record-keeping sources without adding value or helping in proactive decision-making. As implementation partners, we help your organization achieve scalable business transformation by enabling connections between your data, processes, and teams through Dynamics 365.
Implementing Dynamics 365 has shown 75% time savings on customer journey development. At SHALIGRAM, we help you achieve such results through AI-powered business intelligence by using the capabilities of Dynamics 365.
Converting challenges that limit operational efficiency and business growth into opportunities
Disconnected business systems
Isolated systems and proprietary software have a disconnect that’s solved, and a link is established through custom API pipelines or Azure integration services.
Manual business processes
We bring automation into human-driven operational chains by embedding automation engines like Microsoft Power Automate.
Fragmented customer information
Customer data lying in a chaotic manner is centralized by our team by designing custom data entities and establishing strict data deduplication rules.
Limited operational visibility
We set up real-time tracking across supply chains and inventories so that decision-makers don’t have data on hand that's manually collated and often delayed.
Inefficient financial workflows
We help you get rid of manual financial reconciliation by configuring your precise chart of accounts (CoA) and mapping your complex corporate tax structures.
Inconsistent sales processes
Sales playbooks that are often ignored by salespeople are translated into mandatory system validation rules and conditional pipeline stages for a consistent sales process.
Customer service challenges
We ensure that high-priority cases don't get lost and response times improve by designing routing queues and setting up keywords for automatic issue categorization.
Reporting and analytics limitations
Tedious manual report generation means that the final data is already old. We build custom data models so your dashboards pull the exact metrics that you need.
Data silos across departments
We impose a cross-functional data structure where an entry in one module instantly updates every other department's view.
Legacy business applications
We replace old on-premises servers running on legacy custom software programs with new systems that safely extract, map, and validate historical data.
Why incorporate Dynamics 365—the leading business applications platform
Single source of operational data
Dataverse, the unified relational database, enforces standardized language and prevents different departments from inventing their own conflicting data structures.
Reduced system fragmentation
Use the capabilities of Dynamics 365 to make your different business modules talk to each other without needing separate login portals or distinct user licenses.
Familiar Microsoft user experience
Employees don't have to go through extensive training as they experience the familiar look and feel of Microsoft apps, with the added scalability of using it on phone and PC.
Centralized reporting and analytics
View sales and financial KPIs on Power BI dashboards built into Dynamics screens. It provides analytics by exporting data in the background without lag.
Lower technology complexity
Microsoft handles all the servers, infrastructure, physical security, and database maintenance, and eliminates the complex project upgrades needed to stay on supported versions.
Future-ready digital foundation
Microsoft updates the platform background so that your custom-built apps and workflows automatically inherit the new tech without needing to be completely rewritten.
Connected ERP and CRM workflows
Dynamics 365 adoption ensures synchronization between the data logic and security roles, linking CRM and ERP, so that changes in ERP rules don't affect CRM workflows.
Easier integration with Microsoft 365
Users get the ease of opening Dynamics inside their Excel, working on it, and saving it back. Similarly, it facilitates viewing a customer’s CRM profile inside Outlook with a single click.
Improved business process automation
Employees get a step-by-step progress bar on screen guiding them visually through the standardized sales or onboarding process, and Power Automate works behind the scenes.
Dynamics 365 services tailored to your business goals
Dynamics 365 consulting and strategy
Our experts look at exactly your daily workflows to find where employees waste time and you lose money. Once we catch those leaks, we rebuild your daily processes and set up software architecture so that the technology aids your growth plans.
Dynamics 365 implementation services
We construct your business environment by setting up your unique Chart of Accounts, which involves setting up the exact categories for your income, expenses, assets, and liabilities. We also define the warehouse layouts so that systems know which shelf or aisle your stock is in.
Dynamics 365 customization and development
Our experts write custom code that can be upgraded as and when needed, along with unique user interfaces. The custom data tables are built to organize your business data. We also create custom business logic so the systems follow your specific rules and daily workflows.
Dynamics 365 integration services
We build an automatic bridge so your different software systems, like CRM and ERP, share information through secure APIs, and configure middleware like Azure Logic Apps to connect Dynamics 365 with third-party systems.
Dynamics 365 migration and upgrade services
We safely shift your data without corrupting your operational history. We move older systems to the modern cloud and run diagnostics to find broken or obsolete code so that they match modern cloud frameworks.
Our experts specialize in figuring out the hidden business logic locked inside old systems and reconstructing functionality inside modern cloud apps. We phase them out without disrupting daily business operations during the transition.
Dynamics 365 managed services
We review the half-yearly platform updates by Microsoft in a test environment before incorporating them into your live system. Our support team checks if there is any custom code that needs fixing and continuously optimizes license costs.
Dynamics 365 support and optimization
We know that when an enterprise system halts, every minute costs money. Our dedicated helpdesk is backed by strict Service Level Agreements (SLAs) to intercept issues, debug the system, and fix them.
User adoption and training services
Even the best software in the world fails if employees hate it or don't know how to use it. We ensure your staff embraces the new workflows through role-specific training courses, protecting your massive technology investment.
Advanced Dynamics 365 solutions that support business operations
Building solutions that drive business value and connectivity using the capabilities of Dynamics 365
Organizations rely on error-ridden and slow manual data entry and don’t know what’s in their warehouse inventory. Also, ERP rollouts without clear data migration parameters result in operational failures. We configure core ledgers to match your business workflows and select the right license tier. We also build proprietary add-ons that Business Central doesn’t handle natively.
- Small business ERP
- Sales and inventory data unification
- Microsoft 365 integration
Our numbers reflect our commitment
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Business functions transformed with Dynamics 365
Finance management
Incorporating Dynamics 365 helps companies reduce stress related to month-end closures and achieve audit readiness through an automated close posture.
Supply chain operations
Our solutions help you detect disruptions early and automatically reroute shipments to alternative multi-shore suppliers.
Sales enablement
We support analysis of all emails and sales calls so that leads can be scored and representatives close deals through guided selling prompts.
Customer service
We develop GenAI agents to independently resolve smaller service queries, and human reps solve complex ones using pre-compiled responses.
Field operations
We deploy D365 for resource scheduling in case of a machine threshold breach and deploy a tech to later overlay holographic repair blueprints onto hardware.
Project delivery
We orchestrate Dynamics 365 project operations integrated with ML allocation heatmaps to track the exact skills matrix, billable targets, and active workloads.
Inventory control
We help track items inside fulfillment hubs using smart RFID gateways and use stochastic AI engines, which model demand probabilities, to balance inventory levels.
Procurement management
We help create an autonomous corporate buying ecosystem by building agents within D365 SCM to audit line items and handle purchase order changes.
Customer relationship management
We anchor enterprise customer journeys onto the centralized database architecture and merge fragmented marketing lists and pipeline records to generate a single master client record.
Reporting and analytics
We bypass slow ETL data replication pipelines and design a modern data framework by connecting D365 transactional tables to Microsoft Fabric and Power BI.
Workforce management
Our solutions help correlate historical shift data with localized variables to automatically publish shift schedules that optimize labor spend against demand curves.
Omnichannel commerce
Offer a frictionless consumer journey through our solutions that allow customers to execute complex actions like uy Online, Pick Up In-Store (BOPIS).
Extend Dynamics 365 with Microsoft business applications and AI
Microsoft business applications
We facilitate application integrations for workflow automation and turn data into reports for bringing clarity into what’s already done and what’s next, so that you can make strategic decisions.
- Power BI
- Power Apps
- Power Automate
- Power Pages
Transforming operations across industries with Dynamics 365
Manufacturing
Manufacturers want their factory machines to run smoothly, and parts to arrive exactly when needed for smooth operations without wasting time and money on machine breakdowns.
We help them achieve this by using Dynamics 365 to connect the factory floor to the main office. Our experts set up predictive maintenance, which uses machine data so that managers get alerts and foresight about imminent expensive machine breakdowns.
The systems proactively track raw metal requirements in real time so plants don’t stop running because of stockouts
Business outcomes enabled through Dynamics 365 transformation
Faster revenue growth
As systems get interlinked and data gets centralized, delays in decision-making get reduced and efficiency increases, resulting in efficiency-led increased revenue.
Improved customer experiences
Customers get access to improved portals that satisfy their queries and resolve their issues, leading to customer loyalty.
Increased operational efficiency
Operations become smoother and faster, resulting in increased efficiency across different touchpoints, leading to productivity gains.
Better financial visibility
Hidden and overlooked financial data turns into insight, allowing C-suite leaders to pivot decisions in a strategic direction according to key financial metrics pointed out.
Accelerated decision-making
Delays in aggregating data are removed, and data is backed by accurate real-time insights, leading to quicker and value-driven decisions.
Reduced process bottlenecks
Silos get removed through connected systems that give everyone from decision-makers to factory floor workers consistent data, reducing process bottlenecks.
Improved cross-functional collaboration
Disparate systems connect with each other, and centralization allows various departments to work towards a common business goal through collaboration.
Greater organizational scalability
As most operational and process hurdles get eliminated, organizational productivity across touchpoints increases, thus ensuring scalability.
Our approach to Dynamics 365 implementation and optimization
01
Business process assessment
We align your organizational target metrics and key performance indicators (KPIs) with the proposed platform capabilities.
02
Solution architecture planning
We establish the production and development environments, including planning for geographical hosting, data residency compliance, and the release cadence.
03
Dynamics 365 implementation
We configure the required systems and develop custom code and specialized extensions for the gaps identified in the previous phase.
04
System integration and customization
We ensure that Dynamics 365 does not operate in a silo by connecting the tailored Dynamics 365 platform with your existing technology stack.
05
User adoption and training
We identify and conduct role-based training sessions for change champions and get peer buy-in, along with refresher training sessions for struggling users.
06
Continuous optimization and support
Our team resolves initial user issues and establishes standard SLA-driven support protocols, along with deploying Microsoft's mandatory service updates.
Why organizations choose SHALIGRAM for Dynamics 365 services
Dynamics 365-led business transformation
We possess the footprint to execute multi-country rollouts and the capability to redesign operating models, make supply chains resilient, and improve financial workflows alongside the technology rollout. Our team has the expertise to manage massive legacy tech estates, linking Dynamics 365 to proprietary software, mainframes, or competing platforms.
- Deep Microsoft ecosystem expertise
- Industry-specific custom solutions
- Proven global delivery models
- Advanced AI automation features
Transform your enterprise operations with our end-to-end Microsoft Dynamics 365 services
Ready to modernize your core business processes? Contact our industry specialists today for a custom roadmap.
FAQs
Trusted by businesses around the world for their digital transformation journey
For such complex integrations, we use modern architectures that are centered around the Microsoft Power Platform and Azure Integration Services, as they enable scalable and API-managed connectivity across hybrid environments.