CRM & Business Applications

Microsoft Dynamics 365 Solutions That Grow Revenue

SoftRoute's certified Dynamics 365 consultants implement, customize and integrate Microsoft's CRM and business applications suite — Sales, Customer Service, Marketing, Field Service and Power Platform — helping organizations run sales, service and operations on one connected platform.

Sales · Service · Power Platform
Technology Overview

Microsoft Dynamics 365 Expertise

Dynamics 365 gives organizations a CRM that's natively connected to the Microsoft stack — but the value only shows up when implementation is matched to your sales process, data model and existing Microsoft 365 investment.

SoftRoute's Dynamics 365 practice brings certified expertise across Dynamics 365 Sales, Customer Service, Marketing, Field Service and the Power Platform (Power Apps, Power Automate, Power BI). We configure the platform around your revenue and service processes, not the other way around.

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Our Track Record

45+
D365 Implementations
35%
Sales Productivity Gain
32%
Case Resolution Time Cut
4.8/5
Adoption Score
Capabilities

Dynamics 365 Service Capabilities

Comprehensive capabilities — from architecture and implementation through optimization and ongoing managed support.

Dynamics 365 Sales Implementation

End-to-end Sales configuration — lead and opportunity management, forecasting, sales insights and territory management tailored to your sales process.

Customer Service & Field Service Setup

Case management, omnichannel engagement, SLA and entitlement tracking, and field service scheduling — reducing resolution time and improving customer satisfaction.

Power Platform Development

Custom Power Apps (canvas and model-driven), Power Automate workflows and Power BI dashboards that extend Dynamics 365 and connect it to the rest of your business.

Dynamics 365 Integration

REST/OData integrations between Dynamics 365 and your ERP, billing system, e-commerce platform or third-party applications using Azure Integration Services or custom middleware.

Custom Plugin & Azure Development

Custom Dynamics 365 solutions using C# plugins, custom connectors and Azure Functions — extending standard functionality to fit unique business workflows.

Reporting & Business Intelligence

Custom Power BI dashboards and embedded analytics — giving sales and service leaders real-time visibility into pipeline, case volume and team performance.

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Credentials

Certified Microsoft Expertise

Our certified team has delivered 45+ successful Dynamics 365 projects — giving you confidence your engagement is in expert, experienced hands.

Microsoft Certified: Dynamics 365 Sales Functional Consultant AssociateSales process configuration, forecasting and pipeline management
Microsoft Certified: Dynamics 365 Customer Service Functional Consultant AssociateCase management, omnichannel support and automation
Microsoft Certified: Power Platform Developer AssociateCustom Power Apps, Power Automate and connector development
Microsoft Certified: Power BI Data Analyst AssociateData modeling, dashboards and enterprise reporting

Why SoftRoute for Microsoft Dynamics 365

Certified specialists with deep production-environment experience

45+ successful Dynamics 365 projects across multiple industries

Flexible fixed-price and time-and-material engagement models

Post-delivery support and continuous optimization included

Native integration expertise across the full Microsoft 365 and Azure stack

FAQ

Common Questions

A standard Sales or Customer Service implementation for a 50-person team takes 6–10 weeks. Multi-app implementations with ERP or Power Platform extensions typically take 3–5 months. We use 2-week agile sprints so you see progress continuously.
Yes. We run a Dynamics 365 Health Check covering adoption rates, data quality, process gaps and unused licensing — most organizations use a fraction of what they're paying for, and we build a roadmap to close that gap.
Yes. We handle migrations from Salesforce, HubSpot, Zoho, spreadsheets or custom CRMs — including data cleansing, deduplication, field mapping, validation and a parallel run period before full cutover.
Yes. User adoption is the #1 success factor for any CRM rollout. We provide role-based training, quick-reference guides, champion programs and 30-day post-go-live hypercare.

Ready to Get More from Dynamics 365?

Whether implementing fresh or optimizing an existing environment — our certified specialists will help you drive measurable sales and service results.