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 a 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 quick time. Perform data migration, customizations, 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 Map 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 or sales manager or someone in the management

Event Management

Plan & organise events in a simplified manner with our event management framework built on 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

Few of our works – Dynamics CRM Consulting

Dynamics CRM Implementation

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

Congruent implemented Microsoft Dynamics CRM to a 50-year old private non-profit agency which serves children and adults with disabilities. The customer required an enterprise level scalable application to store their business data and track employment service 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 which 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. Using Scribe and SharePoint, We integrated CRM with other financial and document management systems. While integrating mobile app & custom application built on dot net, we helped the customer to track event registrations and participation.

Microsoft CRM Implementation for Service Industry

Customer: A Service & Accessories Sales Company

The customer is in service & accessories sales business with specializations on computer motherboard reworks exclusively. They had difficulties in managing huge data of Customer, Service, Products, and Inventory and they required to automate sales & service processes to improve customer service. Congruent created various modules for data mapping, data migration, integration of CRM with other databases to manage the huge pile of data. We also implemented quote approval process from customers and generated automated emails for account and contacts.

What our Customers Say...

  • "We have had several last minute/high priority requests. If all of these requests had not been acted on by the Congruent team in the timely manner they were, there could have been terrible consequences for the project... Your team has risen to the challenge brilliantly. Congruent team members have been stunningly responsive..."
  • "Congruent has been highly responsive to our needs, and they have been constant professionals in helping us manage the project. We have been especially pleased with their ability to manage scope issues quickly and effectively, ... We are also working with an offshore team, ...Communication has been remarkably clear, ..."

Trust the Experienced Dynamics CRM Consulting Company

Talk to our expert CRM consultants to see how Dynamics CRM can be leveraged to improve your sales, service and marketing functions.

Contact Us