Microsoft Dynamics Services
- Dynamics
Implementation - CRM & Process
Automation - Dynamics
Integration - Dynamics
Optimization
- Discover
- Architect
- Automate
- Evolve
Dynamics built around your business processes.
Why Microsoft Dynamics Services Matter
Business Applications Need to Work as One Connected Environment
Microsoft Dynamics can sit at the center of customer, sales, service, and business operations. As organizations add more applications, workflows, and data sources, disconnected systems can make everyday operations increasingly complex.
Connected Business Processes
Bring customer, sales, service, and operational workflows together.
Workflow Automation
Reduce repetitive manual processes across business teams.
Integrated Data
Connect Dynamics with the systems and applications surrounding it.
CRM, automation, integrations, data, and enterprise workflows as one platform.
The Challenge
Where Disconnected Business Applications Slow Teams Down
As organizations add more applications, workflows, and data sources, disconnected systems can make everyday operations increasingly complex.
Manual, Repetitive Processes
Manual CRM processes and repetitive work across sales, service, and operations.
Disconnected Data
Customer and operational data held apart in disconnected systems.
Complex Sales & Service Workflows
Sales and service workflows that grow harder to run with every new step.
Limited Integration
Limited integration between Dynamics and other business applications.
Fragmented Reporting
Reporting that depends on fragmented data from across the business.
Environments That Are Hard to Adapt
Dynamics environments and CRM workflows that are difficult to adapt.
Microsoft Dynamics Services
Dynamics Capabilities for Connected Enterprise Operations
From consulting and implementation to automation, integration, and ongoing support, TECHAIVV engineers Microsoft Dynamics around the way your teams work.
Consulting & Solution Design
Assess processes, CRM requirements, existing environments, and dependencies to define a practical approach.
Implementation & Customization
Configure Dynamics and adapt workflows, data structures, and business rules to your processes.
Dynamics CRM Automation
Automate lead, sales, customer, service, and operational workflows across Dynamics.
Dynamics Integration
Connect Dynamics with enterprise applications, APIs, databases, and data platforms.
Dynamics Data & Reporting
Improve CRM data flows, structures, reporting workflows, and operational visibility.
Modernization & Managed Support
Improve existing Dynamics environments and provide ongoing engineering and platform support.
What We Deliver
Our Microsoft Dynamics 365 Capabilities
Finance, supply chain, Business Central, and the customer engagement apps, on Dataverse and the Power Platform.
Integration Architecture
Dynamics 365 should connect finance, operations, and customers across the Microsoft cloud and beyond.
Dynamics 365- Sales
- Customer Service
- Contact Center
- Field Service
- Customer Insights
- Finance
- Supply Chain Management
- Business Central
- Dataverse Web API
- OData Endpoints
- Dual-write
- Data Management Framework
- Business Events
- Azure Logic Apps
- Salesforce
- SAP
- Microsoft 365
- Azure
- AWS
- Snowflake
- Banks
- Shopify
- Legacy Applications
Dynamics 365 Finance
- Legal entities, financial dimensions, and posting profiles
- Vendor invoice automation and workflow approvals
- GL
- AP
- AR
- Fixed Assets
- Budgeting
- +1
Supply Chain Management
- Warehouse configuration, location directives, and mobile app
- Production orders, BOMs, and routes
- Inventory Management
- WMS
- Production Control
- Procurement & Sourcing
- Master Planning
- +1
Business Central
- Implementations and migrations from GP, NAV, or other ERPs
- AL extensions published as apps
- BC
- Sales & Purchasing
- Inventory
- Projects
- Manufacturing
- +1
Sales & Customer Insights
- Lead-to-opportunity processes and business process flows
- Real-time journeys and segmentation
- Dynamics 365 Sales
- Sales Insights
- Customer Insights – Journeys
- Customer Insights – Data
Customer & Field Service
- Case routing, queues, and SLAs
- Work orders, scheduling, and the Field Service mobile app
- Customer Service
- Omnichannel
- Field Service
- URS
- Contact Center
Platform & Integration
- Dual-write between Finance & Operations and Dataverse
- Data entities and the Data Management Framework
- Dataverse
- Dual-write
- Power Automate
- Power BI
- Azure Logic Apps
- +1
- Build & Extend
- X++ · AL (Business Central) · Power Apps · Plug-ins (C#) · PCF Controls
- Integrate
- Dataverse Web API · Dual-write · Data Management Framework · OData · Azure Logic Apps
- Deliver & Operate
- Lifecycle Services · Power Platform Admin Center · Azure DevOps · Success by Design · Power BI
Use Cases
Microsoft Dynamics for Connected Business Workflows
From sales and service to enterprise integration, Dynamics engineered around the workflows your customer, sales, and operations teams run every day.
Enterprise Platform Case Studies- Sales & CRM Management
- Customer Service Workflows
- Sales Process Automation
- Customer Lifecycle Management
- Business Process Automation
- Enterprise System Integration
- CRM Data & Reporting
- Dynamics Modernization
How We Work
A Structured Microsoft Dynamics Delivery Approach
Discover
Understand processes, customer workflows, users, data, and the Dynamics setup.
Design
Define the architecture, configurations, workflows, and integrations.
Build
Configure Dynamics capabilities, workflows, integrations, and automation.
Deploy
Validate processes, integrations, and data flows, then deploy the solution.
Optimize
Review usage, identify improvements, and evolve the Dynamics environment.
Engagement Models
Flexible Ways to Work Together
Choose the model that fits your team, timeline and budget, and change it as your needs grow.
Dedicated Resource Model
Skilled professionals for your teams
Contract Staffing
Flexible hiring for short or long-term needs
Project Delivery
End-to-end execution with defined outcomes
Managed Support
Ongoing support and team augmentation
Technology Consultation
Expert guidance to shape your technology approach
Long-Term Partnership
A strategic partner for your growth journey
Who We Help
Different Businesses.
A Shared Ambition.
From growing technology companies to global enterprises, we help organizations build the technology, talent, and capabilities needed to move forward.
Real Impact
Relevant Delivery Experience
Examples of how we apply our engineering work to real business problems, from healthcare records to factory equipment and retail sales.
TECHAIVV connected Dynamics with the applications around it, so our sales and service teams finally work from the same customer record.
Retail & E-commerceAI-Driven Demand Forecasting for RetailUsing historical sales data and machine learning to help retailers anticipate demand and plan replenishment with greater visibility.Read Case Study
HealthcareConnecting Healthcare Data for More Reliable ReportingIntegrating health records, laboratory, appointment and operational systems into one validated data layer for more consistent reporting.Read Case Study
ManufacturingTurning Industrial Data Into an Operational AssetBuilding reliable pipelines for sensor readings, machine events and production records to support consistent operational monitoring.Read Case Study
Frequently Asked Questions
Your Questions, Answered
Quick answers to common questions about our Microsoft Dynamics services.
What are Microsoft Dynamics services?
Microsoft Dynamics services cover consulting, implementation, customization, integration, automation, modernization, optimization, and ongoing support for Dynamics environments.
What does a Microsoft Dynamics consultant help with?
A Dynamics consultant can help assess CRM and business requirements, design workflows, configure the platform, automate processes, integrate enterprise systems, and improve existing Dynamics environments.
Can TECHAIVV integrate Microsoft Dynamics with other systems?
Yes. Dynamics can be connected with APIs, enterprise applications, databases, cloud platforms, data environments, and other business systems as part of an integration strategy.
Can Microsoft Dynamics processes be automated?
Yes. Dynamics environments can support automation across sales, customer, service, operational, and other structured business workflows.
Can TECHAIVV work with an existing Dynamics environment?
Yes. Services can focus on modernization, integration, workflow improvement, automation, optimization, or ongoing support rather than requiring a new implementation.
Can Dynamics support broader revenue operations?
Yes. Dynamics can support customer, sales, CRM, and business workflows and can be connected with broader GTM, automation, data, and enterprise systems.
Related Services
Explore Related Capabilities
Dynamics runs CRM and ERP. These services connect it to your other platforms, data and automation.
CRM AutomationAutomate CRM processes across your revenue workflows.Explore Service
Business Process AutomationAutomate the structured processes around Dynamics and your teams.Explore Service
Workflow AutomationRouting, approvals, and notifications across connected systems.Explore Service
API & System IntegrationConnect Dynamics and other enterprise systems technically.Explore Service
Let’s Build Together
Build Microsoft Dynamics Around the Way Your Business Operates
Whether you’re implementing Dynamics, automating CRM workflows, connecting enterprise systems, or improving an existing environment, TECHAIVV can help engineer Microsoft Dynamics around your technology and business roadmap.
Talk to Us- Implementation
- Automation
- Integration
- Optimization