Customer Relationship Management

Dynamics 365 CRM Consulting Services

Dynamics CRM solutions that better support your customer-facing teams.

Dynamics 365 CRM offers a flexible foundation for managing customer relationships but without clear architecture and disciplined implementation, it can just as easily become a source of confusion. Many organizations wind up with fragmented processes, cluttered data, and CRM tools that look good in theory but fall short in practice. At Affirma, we help businesses build Dynamics CRM environments that are lean, maintainable, and aligned with how your teams operate. We focus on practical outcomes, not technical acrobatics. Our goal is simple: make Dynamics 365 CRM work so well your teams stop thinking about the system and start focusing on their customers

What We Offer

Business Central

We integrate Dynamics 365 Business Central to connect CRM and finance, giving teams a unified view of customer value, billing, and account history—without manual workarounds.

Custom Reporting

We build tailored reports and dashboards in Dynamics 365 that reflect how your business actually runs. Teams get clear, decision-ready insights without digging through spreadsheets.

Customer Insights

With Dynamics 365 Customer Insights, we turn raw data into usable customer intelligence. Teams gain a clear view of behavior and intent, enabling more relevant and timely engagement.

Customer Service

We configure Dynamics 365 Customer Service to streamline case routing, enforce SLAs, and equip agents with the knowledge they need—ensuring fast, consistent support at scale.

Field Service

We optimize Dynamics 365 Field Service to support real-time scheduling, mobile access, and inventory tracking—so your field teams show up prepared and on time.

Sales

We tailor Dynamics 365 Sales to match your sales process, not the other way around. From lead scoring to pipeline forecasting, your team gets the tools to sell with structure and confidence.

Third-Party Integrations

We connect Dynamics 365 with the systems you rely on such as ERP, marketing platforms, custom apps so data flows securely and processes stay aligned. No silos. No patchwork fixes.

User Training & Adoption

We offer role-based training to ensure teams adopt Dynamics 365 with confidence. From daily users to system admins, we equip your people to use the platform effectively—day one and beyond.

Why It Matters

CRM software is supposed to improve how you manage relationships and not create more administrative friction. Yet too often, Dynamics 365 CRM implementations are overbuilt, underused, or simply left to drift. Our consultants bring structure and clarity to the process, helping you build a CRM system that supports your team instead of slowing it down. We apply business logic first, technical configuration second, and always with a clear line of sight to real outcomes. The result is a system that people trust, leadership understands, and your organization can grow into, not out of.

Let’s make sure you are getting the most out of Dynamics 365.

Contact us to discuss your project.

Our Work in Action

Marketing Automation and CRM Support – Infovista

Infovista
Marketo / Adobe Salesforce

Comprehensive Website Support – Guild Mortgage

Guild Mortgage
Google

Paid Ads Assessment – Spirent

Spirent
Microsoft 365