Our Dynamics CRM service offerings

We are a certified Dynamics CRM Consulting company, practicing Dynamics CRM for more than a decade. Our experienced CRM consultants, together with our adept offshore CRM development and customization team, provide pioneered & enhanced technical solutions according to your business demands.

Whether you are in the phase of implementing Dynamics CRM, looking to correct an implementation that has gone wrong, upgrading to the latest version, or need advanced workflows & customizations to suit your unique needs, our team of consultants can help you achieve your objectives. Know more about our complete stack of Dynamics 365 services.

Dynamics CRM Licensing

Helping you choose and procure the right Dynamics CRM/365 licenses

Dynamics CRM Consulting

Discuss with the stakeholders at your business to study, analyze and identify your problems, gather requirements, and define how to address your needs using Dynamics CRM


Initial setup, configuration & administration to get your CRM system up and running in a short time. Perform data migration, customizations, and integrations as needed to address complex needs

Upgrading & Migration

Migrating from older versions of CRM and other legacy systems to the latest version of Dynamics CRM/365 and performing data migration


Integrating CRM with enterprise applications like ERP, SharePoint, Salesforce, and other applications (on-premises/online)

Development & Customization

Customizations, workflow & Add-on development on Dynamics CRM to suit your business needs


Custom business intelligence reports to help you spot trends, KPIs and take necessary actions

Maintenance and Support

Certified professionals providing technical & functional support round the clock

Our Dynamics CRM competencies


  • Requirement Gathering and Consulting
  • Proof of Concept and Solution Design
  • Configuration and Customization
  • Data Migration from different sources
  • Upgrade System, Data, and Custom Process
  • Transition and User Training


  • Form, Scripting, Ribbon
  • Process, Custom Workflow, and Plug-In
  • Advanced and Optimized SDK customization
  • SSRS report, Dashboard, and Goal Management
  • Customization specific to Online, On-Premise, and IFD
  • Customization for Outlook client and cloud service

XRM & Add-In

  • New line of business applications with XRM
  • Extending CRM Modules
  • Add-In with Intuitive and high performance GUI
  • Accelerator Implementation and customization
  • Integration with Payment gateways, Google Maps, and utility services
  • Integration with SharePoint, ERP, and other systems


  • Microsoft CRM SDK
  • Microsoft .NET
  • Ajax
  • JSON & JQuery
  • Silverlight
  • WPF
  • Microsoft SharePoint Server
  • SQL Server Reporting Services
  • Business Intelligence
  • Accelerators
  • BizTalk
  • Scribe
  • Adxstudio

Achieve more with our Dynamics CRM consulting services

Rescue Failed Implementations

Our expert CRM consultants can review your system, perform a health check, understand your issues, and provide a clear path to rescue the failed implementation and put it back on track

Custom Reports

Developing custom complex reports which are not readily available in Dynamics to address your unique reporting needs

Custom Workflows

Build custom workflows and approvals within CRM to address and automate processes that are unique to your business

Custom Dashboards

Create role-based custom dashboards to present information that is most relevant and useful for each user, whether it is a sales person, sales manager, or someone in the management

Event Management

Plan & organize events in a simplified manner with our event management framework built on the Microsoft Dynamics platform and track registration, sponsors, attendees, sessions and measure the success of the event

Marketing Automation

Plan, automate, and execute your marketing tasks from a single platform or integrate other applications with Dynamics to perform your marketing activities

Email Marketing Management

Send and manage campaigns directly from Dynamics or manage campaign data from Mail Chimp, Campaign Monitor, Constant Contact, etc. within your CRM system to get a holistic view

Social Media Management

Integrate Dynamics with Microsoft social engagement to gain social insights on what your customers are saying about your brand on social media platforms. All within your Dynamics system

Our success stories

Dynamics CRM Implementation

Customer : Employment Service – Private non-profit agency, US

Congruent implemented Microsoft Dynamics CRM to a 50 years old private non-profit agency that serves children and adults with disabilities. The customer required an enterprise level scalable application to store their business data and track employment services and specific contracts of their business. We implemented Dynamics CRM as an enterprise level application system/application to not only manage their business contacts but also to capture the services provided for a client through an automated process using JSON Rest endpoints, JQuery & custom Plug-ins.

Dynamics CRM Implementation and Add-On Development

Customer : State Government Agency, US

The customer is a state government regularity commission for utility and transportation services based in Washington, selected Congruent as its partner to implement Microsoft Dynamics CRM. Their business data was stored across multiple disparate systems and they required an integrated business transactions/process between the departments. Congruent implemented Dynamics CRM as the centralized application to handle the complete data & processes under a single system and developed an automated document serving process by extending Microsoft CRM through a custom add-in.

Migrating from Legacy System into Microsoft Dynamics CRM

Customer : Non Profit Organization, US

Congruent implemented constituent relationship management solutions on Dynamics CRM to maintain high profile constituent information and also to track donations & grants for a nonprofit organization. The customer had a legacy application that could track donations, pledges & grants but lacked scalability and security, also it could not be integrated with other financial and document management systems. Our team implemented Dynamics CRM and migrated large volumes of data with better security processes.

What do our customers say?