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Microsoft Dynamics 365 Consulting: Unify Your Business, Unleash Your Growth

Stop wrestling with disconnected systems.
We design, implement, and optimize AI-enabled Dynamics 365 ERP & CRM solutions that connect your data, automate processes, and drive intelligent decisions.

Schedule Your Free D365 Strategy Call
Dynamics 365 Business Unification An abstract illustration showing business functions like finance, supply chain, and sales connected through a central hub, representing Dynamics 365. D365 Finance Supply Chain Sales & CRM Operations

Trusted by Global Leaders and Ambitious Startups

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Why CIS for Your Dynamics 365 Journey?

We're not just implementers; we're strategic partners dedicated to your long-term success. We combine deep technical expertise with a business-first approach to deliver solutions that generate real, measurable value.

Certified Expertise

Our team consists of Microsoft Certified D365 professionals with extensive experience across Finance & Operations, Business Central, Sales, and SCM modules.

Process Maturity

As a CMMI Level 5 and ISO 27001 certified company, we bring disciplined, predictable, and secure project management to every engagement, minimizing risk.

AI-Enabled Solutions

We go beyond standard implementation by embedding AI, Copilots, and intelligent automation to unlock predictive insights and hyper-efficient workflows.

End-to-End Partnership

From initial strategy and roadmapping through implementation, integration, and 24/7 managed support, we cover the entire lifecycle of your D365 investment.

Global Delivery Model

Leverage our world-class talent and optimized processes to get superior quality and faster time-to-value at a competitive price point.

Risk-Free Engagement

Start with a paid 2-week trial to experience our expertise firsthand. We offer free replacement of non-performing resources to guarantee your satisfaction.

Full IP Ownership

All custom development and intellectual property created for your project are transferred to you. Your solution is 100% yours.

Seamless Integration

Our experts specialize in connecting D365 with your entire enterprise ecosystem, from legacy systems to third-party SaaS applications, creating a single source of truth.

Proactive Support

We don't just fix problems; we proactively monitor, optimize, and enhance your D365 environment to ensure it continuously supports your evolving business goals.

Our Comprehensive Dynamics 365 Consulting Services

We offer a full spectrum of services to help you plan, implement, and optimize the entire Microsoft Dynamics 365 platform, ensuring it aligns perfectly with your business objectives.

D365 Finance & Operations (F&O) Implementation

Deploy a comprehensive ERP solution to manage your global financials, operational processes, and supply chain with real-time intelligence.

  • Unify financial management across multiple legal entities.
  • Automate supply chain from procurement to fulfillment.
  • Optimize manufacturing processes for efficiency and quality.

D365 Business Central (BC) Implementation

Implement an all-in-one business management solution for SMBs, connecting your finance, sales, service, and operations teams in a single application.

  • Streamline accounting and financial close processes.
  • Manage sales pipeline and customer interactions effectively.
  • Gain end-to-end visibility into your supply chain.

D365 Sales Implementation

Empower your sales team with a powerful CRM that provides a 360-degree customer view, automates sales processes, and delivers AI-driven insights.

  • Shorten sales cycles with intelligent lead and opportunity management.
  • Improve sales forecasting accuracy with real-time data.
  • Build stronger customer relationships through personalized engagement.

D365 Customer Service Implementation

Deliver world-class, omnichannel customer service by equipping your agents with the tools and data they need to resolve issues quickly and effectively.

  • Increase first-contact resolution rates.
  • Offer personalized support across channels like web, chat, and social.
  • Automate routine tasks with AI-powered virtual agents.

Dynamics AX to F&O Upgrade

Modernize your legacy Dynamics AX system with a seamless, structured migration to the cloud-based Dynamics 365 Finance & Operations platform.

  • Retain valuable data and business logic during the transition.
  • Unlock advanced capabilities like AI, IoT, and embedded analytics.
  • Reduce infrastructure costs and improve system scalability.

Dynamics NAV to Business Central Migration

Transition from Dynamics NAV to Business Central to leverage a modern, cloud-native interface, enhanced features, and seamless Microsoft 365 integration.

  • Benefit from automatic updates and a secure cloud environment.
  • Improve user adoption with an intuitive, role-based interface.
  • Extend functionality easily with Power Platform and AppSource apps.

Legacy ERP/CRM to D365 Migration

Move from outdated systems like SAP, Oracle, or homegrown solutions to a unified, modern Dynamics 365 platform with our proven migration methodology.

  • Consolidate disparate systems into a single source of truth.
  • Reduce technical debt and high maintenance costs.
  • Improve data accessibility and business agility.

On-Premise to D365 Cloud Migration

Transition your on-premise Dynamics deployment to the Microsoft cloud to enhance security, scalability, and accessibility while reducing IT overhead.

  • Achieve 99.9% uptime with Microsoft's secure cloud infrastructure.
  • Enable your team to work from anywhere, on any device.
  • Eliminate the need for costly server hardware and maintenance.

Power Platform Development

Extend and customize Dynamics 365 using Power Apps, Power Automate, and Power BI to build custom applications, automate workflows, and create rich analytics.

  • Build low-code apps to solve unique business challenges.
  • Automate repetitive manual tasks across D365 and other systems.
  • Create interactive dashboards for data-driven decision-making.

Enterprise Systems Integration

Create a fully connected enterprise by integrating Dynamics 365 with your other critical business systems, including SAP, Salesforce, and custom applications.

  • Ensure seamless data flow between your ERP, CRM, and other platforms.
  • Eliminate manual data entry and reduce errors.
  • Gain a holistic view of your business operations.

Custom Module & App Development

Develop bespoke modules and applications on top of the Dynamics 365 platform to address highly specific industry or business process requirements.

  • Gain a competitive advantage with functionality tailored to your needs.
  • Ensure the solution perfectly matches your unique workflows.
  • Maintain a clean core system by building extensions properly.

AI & Copilot Integration

Infuse your Dynamics 365 environment with generative AI by implementing and customizing Microsoft Copilot to boost productivity and surface intelligent insights.

  • Automate content creation, such as email drafts and product descriptions.
  • Enable natural language queries for complex data analysis.
  • Provide contextual, AI-driven assistance to users within their workflow.

24/7 Managed Support

Ensure your Dynamics 365 environment runs smoothly with our proactive monitoring, issue resolution, and dedicated support services, available around the clock.

  • Minimize downtime and business disruption.
  • Access expert support whenever you need it.
  • Focus on your core business while we manage the system.

Performance Optimization & Health Checks

Keep your D365 system performing at its peak with our regular health checks, performance tuning, and optimization services.

  • Identify and resolve performance bottlenecks before they impact users.
  • Ensure your system is configured according to best practices.
  • Improve user satisfaction with a fast and responsive system.

Continuous Improvement & Advisory

Partner with us for ongoing strategic guidance to ensure your Dynamics 365 solution evolves with your business and you are leveraging the latest features.

  • Stay informed about new D365 capabilities and how to use them.
  • Develop a long-term roadmap for your business applications.
  • Maximize the return on your D365 investment over time.

Real-World Results with Dynamics 365

See how we've helped businesses like yours transform their operations and achieve remarkable growth by leveraging the power of Microsoft Dynamics 365.

Manufacturing Firm Overhauls Supply Chain with D365 SCM

Industry: Industrial Manufacturing

Client Overview

A mid-sized industrial equipment manufacturer was struggling with an outdated, on-premise ERP system. This led to poor inventory visibility, inefficient production scheduling, and delayed order fulfillment, which were eroding profit margins and customer satisfaction.

"CIS didn't just install software; they re-engineered our entire supply chain process within D365. The visibility we have now is a game-changer. We can finally make proactive, data-driven decisions."

- Lucas Harrell, VP of Operations, Innovate Manufacturing Co.

Key Challenges

  • Inaccurate inventory data leading to stockouts and overstocking.
  • Manual and disconnected production planning processes.
  • Lack of real-time visibility into the shop floor and order status.
  • Difficulty in forecasting demand and managing procurement effectively.

Our Solution

We implemented Dynamics 365 Supply Chain Management and Finance, migrating them from their legacy system to the cloud. The solution included:

  • Configuring warehouse management for real-time inventory tracking.
  • Implementing master planning for demand-driven production scheduling.
  • Integrating IoT sensors from machinery for real-time production monitoring.
  • Developing Power BI dashboards for end-to-end supply chain visibility.
25%
Reduction in Inventory Holding Costs
15%
Improvement in On-Time Delivery
40%
Faster Production Planning Cycles

Retail Brand Achieves Unified Commerce with D365

Industry: Retail & E-commerce

Client Overview

A growing fashion retail brand with both physical stores and a booming e-commerce site was operating in silos. Their e-commerce platform, POS system, and inventory management were disconnected, leading to poor customer experiences and operational inefficiencies.

"Our online and in-store experiences are finally connected. With CIS and Dynamics 365, we can offer services like 'buy online, pick up in-store' seamlessly. Customer feedback has been incredible."

- Sophia Dalton, Head of E-commerce, StyleThread Apparel

Key Challenges

  • No single view of the customer across online and offline channels.
  • Inaccurate inventory levels causing overselling online.
  • Inability to offer modern retail experiences like endless aisle or BOPIS.
  • Manual reconciliation of sales and financial data from different systems.

Our Solution

We implemented Dynamics 365 Commerce and Finance, creating a unified commerce platform. The project involved:

  • Integrating their Shopify e-commerce site with D365 for centralized order and customer management.
  • Deploying the D365 POS system across all retail locations.
  • Establishing a centralized inventory management system for real-time stock visibility.
  • Leveraging D365 Customer Insights to build unified customer profiles for personalization.
360°
Unified Customer View Achieved
98%
Inventory Accuracy Across Channels
20%
Increase in Customer Lifetime Value

Consulting Firm Automates Project Operations with D365

Industry: Professional Services

Client Overview

A global consulting firm was managing complex projects using a combination of spreadsheets, a separate CRM, and a basic accounting system. This resulted in inaccurate project costing, revenue leakage, and inefficient resource allocation.

"We've gone from spreadsheet chaos to automated control. D365 Project Operations, implemented by CIS, gives us a single platform to manage everything from sales to project finance. Our project profitability has never been clearer."

- Edward Lyons, CFO, Global Strategy Partners

Key Challenges

  • Difficulty in tracking project budgets and costs in real-time.
  • Inefficient resource scheduling leading to underutilization.
  • Complex and error-prone manual invoicing processes.
  • Lack of integration between the sales pipeline and project delivery teams.

Our Solution

We implemented Dynamics 365 Project Operations, unifying their sales, project management, and financial processes on one platform. Key deliverables were:

  • Configuring the platform to manage the entire project lifecycle from quote to cash.
  • Implementing resource management for optimized scheduling and utilization tracking.
  • Automating time and expense tracking and project-based invoicing.
  • Creating dashboards for real-time visibility into project health and profitability.
10%
Increase in Billable Utilization
50%
Reduction in Time to Invoice
5%
Improvement in Project Profit Margins

Our Proven Implementation Methodology

We follow a structured, agile approach to ensure your Dynamics 365 project is delivered on time, within budget, and with maximum business impact, minimizing disruption and accelerating user adoption.

1. Discover & Plan

We conduct in-depth workshops to understand your goals, pain points, and processes, culminating in a detailed project roadmap and solution blueprint.

2. Design & Configure

Our architects design the optimal D365 configuration. We build out the core system, focusing on standard functionality first to accelerate time-to-value.

3. Develop & Integrate

We develop any necessary customizations and build robust integrations to your other enterprise systems, ensuring seamless data flow.

4. Deploy & Train

After rigorous testing and data migration, we deploy the solution. We provide comprehensive user training and change management support for a smooth go-live.

5. Support & Evolve

Our engagement doesn't end at launch. We provide ongoing support and strategic guidance to help you continuously optimize and evolve your platform.

Industries We Empower with Dynamics 365

We tailor Dynamics 365 solutions with industry-specific best practices and pre-built accelerators to solve your unique challenges and drive competitive advantage.

Manufacturing

Retail & E-commerce

Distribution & Logistics

Professional Services

Healthcare

Public Sector

Our Technology & Platform Expertise

We are experts across the entire Microsoft Business Applications ecosystem and related cloud technologies.

What Our Clients Say

Our success is measured by the success of our clients. Here's what they have to say about our partnership.

"The CIS team's expertise in Dynamics 365 Finance was exceptional. They streamlined our financial closing process, cutting it down by three days. Their CMMI Level 5 process was evident in the flawless execution."

Avatar for Aaron Welch

Aaron Welch

CFO, Manufacturing Enterprise

"Migrating from NAV to Business Central felt like a monumental task, but CIS made it seamless. Their team managed the entire process with minimal disruption to our daily operations. The new system is faster and so much easier to use."

Avatar for Abby Houston

Abby Houston

IT Director, Distribution SMB

"We needed a highly customized D365 Sales implementation integrated with our proprietary systems. CIS's integration specialists were brilliant, creating a unified platform that has boosted our sales team's productivity by over 20%."

Avatar for Abel Hammond

Abel Hammond

Head of Sales Operations, Tech Services

"The 24/7 managed support from CIS is worth its weight in gold. We have peace of mind knowing that any issue with our D365 SCM will be addressed immediately by experts, no matter the time of day."

Avatar for Adriana Holt

Adriana Holt

Supply Chain Manager, Retail Corp

"The Power BI dashboards CIS built for us on top of Dynamics 365 have transformed our decision-making. We've moved from guesswork to data-driven strategy, all thanks to their business intelligence expertise."

Avatar for Aiden Kirby

Aiden Kirby

CEO, Professional Services Firm

"Their AI-enabled approach was the differentiator. CIS helped us implement Copilot in D365 Customer Service, which has significantly reduced agent response times and improved customer satisfaction scores."

Avatar for Alexa Dorman

Alexa Dorman

Director of Customer Experience, E-commerce

Meet Our Dynamics 365 Practice Leaders

Our projects are led by seasoned architects and consultants with deep expertise in Microsoft business applications and a passion for solving complex challenges.

Avatar for Girish S.

Girish S.

Delivery Manager, Microsoft Certified Solutions Architect

Avatar for Sudhanshu D.

Sudhanshu D.

Delivery Manager, Microsoft Certified Solutions Architect

Avatar for Nagesh N.

Nagesh N.

Manager, Microsoft Certified Solutions Expert

Avatar for Shivam S.

Shivam S.

Microsoft Development Expert - .NET, C#, Azure & Enterprise Architecture

Flexible Engagement Models to Fit Your Needs

We offer a range of engagement models designed to provide the flexibility, control, and value your project demands.

Frequently Asked Questions

Have questions? We have answers. Here are some of the most common inquiries about our Dynamics 365 consulting services.

The best product depends on your size and needs. Dynamics 365 Business Central is an all-in-one solution perfect for small to medium-sized businesses (SMBs). Dynamics 365 Finance & Operations (F&O) is a more powerful, modular solution designed for large, complex, and global enterprises. Our initial discovery call is designed to help you determine the perfect fit.

Implementation timelines vary based on complexity. A standard Business Central implementation can take 3-6 months. A more complex, multi-module F&O implementation for a large enterprise can take 9-18 months or more. We provide a detailed project plan with clear timelines after the initial discovery and planning phase.

Absolutely. Integration is one of our core strengths. We use a combination of standard connectors, the Power Platform, and custom API development to seamlessly connect Dynamics 365 with your other enterprise systems, whether they are cloud-based SaaS or on-premise legacy applications.

The cost is comprised of two main parts: software licensing from Microsoft and implementation services from a partner like CIS. Licensing costs depend on the applications and user types. Service costs depend on the project's scope, complexity, and duration. We provide transparent, detailed proposals after understanding your specific requirements.

We offer a range of flexible support plans, from basic ad-hoc support to comprehensive 24/7 managed services. Our goal is to be your long-term partner, providing proactive monitoring, issue resolution, user support, and strategic guidance to ensure you get the most out of your investment.

Ready to Transform Your Business with Dynamics 365?

Let's talk about your challenges and goals. Schedule a free, no-obligation consultation with our Dynamics 365 experts to explore how we can help you build a more connected, intelligent, and efficient enterprise.

Request Your Free Consultation