Low user adoption
A CRM configured for reporting rather than the people entering the data.
Consulting Services
Dynamics 365 configured around your operating model.
TechRBM implements, extends and supports Microsoft Dynamics 365 — aligning the platform to real sales, service and operational processes, and integrating it with the wider application and data estate.
The challenge
Where teams get stuck with ms dynamics
Heavy customization debt
Bespoke code that complicates every platform update.
Isolated customer data
Dynamics disconnected from ERP, finance and marketing systems.
Unreliable pipeline reporting
Inconsistent stage definitions and incomplete records.
Our approach
How TechRBM works through it
- 01
Map the process first
Define stages, roles and data requirements before configuration.
- 02
Configure before customizing
Use platform capability wherever it can meet the requirement.
- 03
Integrate the estate
Connect Dynamics with ERP, marketing, data and support systems.
- 04
Drive adoption
Role-based training, embedded guidance and reporting people trust.
Capabilities
What this service covers
Dynamics 365 Sales and Customer Service implementation
Process and workflow configuration
Data migration from legacy CRM systems
Integration with ERP, marketing and data platforms
Custom plugins, extensions and Power Platform add-ons
Reporting and dashboard design
User enablement and ongoing support
Technology areas
Technologies we work with in this practice
Dynamics 365
Dataverse
Power Platform
Azure Integration Services
Power BI
Microsoft 365
Business outcomes we work toward
- A CRM that reflects how teams actually sell and serve
- Cleaner customer data across connected systems
- Pipeline and service reporting leadership can rely on
- A platform that stays upgradeable
Related services
Where this connects
Ready to Modernize What's Next?
Tell us about your technology, data, AI, cloud or software requirements and we'll map out a practical path forward.
Talk to TechRBM