Comprehensive Dynamics CRM Consulting

Affirma provides comprehensive Dynamics 365 consulting services that help businesses improve their sales, marketing, and customer service initiatives. 

As a Microsoft Partner, we utilize best practices and bring 17 years of experience to deliver comprehensive Dynamics CRM solutions. Whether you need a professional to handle your CRM implementation, build custom functionality, integrate Dynamics with other platformsor provide support and user adoption training– Affirma can help.  

As our client, your customers, stakeholders, and employees become our priority when designing a CRM solution. We can help you maximize the use of Dynamics by bringing you more visibility into your sales process and performance, enhancing customer data collection and reporting, and improving your customer service processes. 

Our Dynamics 365 experts get to know your organization and your CRM pain points to deliver a solution that is aligned with your strategic business goals. 

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CRM Consulting that Improves the Entire Customer Lifecycle

Affirma’s Microsoft Dynamics 365 consulting services cover the entire customer journey to improve sales, marketing, and customer service management. From lead generation to post-purchase experience- we have you covered. We can build custom Dynamics CRM functionality to help you predict your customers needs, deliver personalized customer experiences, develop lasting customer relationships, and boost sales revenue. 

Our Dynamics 365 Consultants are familiar with all modules of the platform, readily available to assist you with: 

  • Dynamics 365 Sales 
  • Dynamics 365 Marketing 
  • Dynamics 365 Customer Service 
  • Dynamics 365 Project Service Automation 
  • Dynamics 365 Field Service 
  • Dynamics 365 Talent 
  • Artificial Intelligence & Insights 
  • Analytics w/ Power BI 
  • Power Apps & Power Automate

Dynamics CRM Consulting Services

Proper customer experience and process efficiency is crucial when it comes to business growth. Our approach to Dynamics 365 is always tailored to fit the needs of your business, industry, customers, and employees. 

Customers today are expecting personalized experiences from businessesOur Dynamics CRM services help your sales and marketing teams attract the right clientele, close more deals, and land more revenue. 

Our team of Certified Microsoft Dynamics CRM consultants, developers, and administrators are experts in the platform and can help implement a wide range of Dynamics solutions. 

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Dynamics Consulting Process

  • Redesign & improve business process for Sales, Marketing, Customer Support, & IT 
  • Define your strategy, platform roadmap, & change management approach 

User Experience 

  • CRM UX & Usability 
  • Customer Experience Design 


  • Implement, redesign or optimize Dynamics 365 
  • Take full advantage of out-of-the-box capabilities 
  • Build beautiful custom applications & components   


  • Build robust integrations across platforms & data sources 
  • Improve collaboration & automate process across teams 

Data & Analytics 

  • Enable users and customers with the insights they need 
  • Build scalable & reliable enterprise reporting  

Connect Your Organization and Drive Results 

Our Dynamics Consultants are experts at building CRM solutions that improve efficiencies and automate processes across every department across your organization.   

Dynamics CRM for Sales 

  • Optimize Sales & Go-To-Market Strategy 
  • Pipeline Management & Forecasting Solutions 
  • Sales Enablement & Productivity 

Dynamics CRM for Marketing 

  • Optimize Marketing Strategy & Tactics 
  • Increase Conversions 
  • Improve Attribution & Marketing Analytics 

Dynamics CRM for Customer Experience 

  • Improve Customer Experiences 
  • Integrate Customer Support & Call Center Technology 
  • Deliver Personalization at Scale 

Dynamics CRM for IT 

  • Improve CRM Platform Adoption 
  • Reduce Administrative Burden, Scale End-User Support 
  • Improve CRM Analytics & Data Integrity 
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Affirma is your Dynamics 365 CRM Expert

Dynamics CRM is a powerful tool for organizations and can improve almost every aspect of a business when set-up properly. Through custom integrations, security optimizations, automated workflows, and successful user adoption training, we develop Dynamics CRM solutions tailored to your business, industry, customers, and employees. 

At Affirmawe know your industry and always customize our CRM approach to fit your specific business requirements. We are experienced with a variety of industries including Banking, Healthcare, Manufacturing, Oil & Gas, Retail, Food, Hospitality, and more. Our extensive experience is what allows us to deliver a Dynamics CRM solution that solves your toughest business challenges. 

Our Dynamics 365 CRM Consultants specialize in helping organizations with: 

  • Dynamics CRM Implementations 
  • Custom CRM Development 
  • Integrations with Other Systems and Applications 
  • Dynamics CRM Support, Training, User Adoption 
  • Dynamics CRM Consulting 
  • Process 
  • Strategy 
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