Dynamics 365 Implementation Services

Expertise Across All Dynamics 365 Modules to Meet Your CRM & ERP Needs.

Congruent offers Dynamics 365 Consulting and implementation services to customers of various industries across the globe. Our team of highly experienced onsite Dynamics 365 consultants along with our offshore development team helps your business achieve digital transformation and empowers your employees to become more productive to meet various business objectives.

Our Implementation Capabilities Across Dynamics 365 Modules

Finance & Operations

Optimize operations from Top floor to Shop floor and facilitate data driven decision-making

Sales

Convert customer relationships into company’s revenue with system intelligence

Customer Service

Acquire customers for long run by providing better service experience

Marketing

For better management of leads and unify sales and marketing teams for collaborative actions

Field Service

For timely appointments, optimized scheduling and better customer engagement

Talent

Hire, setup, assess & promote growth of employees with better insights and best of user experiences

Retail

Combine store and back office operations for better workflow and ensure better shopping experiences

Project Service Automation

Ensure profit, timely delivery & cost control with right processes and people in place

Our Dynamics 365 Implementation Methodology

Phases
Activities
Deliverables
Diagnostic
  • Gather the Business requirements
  • Product Evaluation
  • Stake holder identification
  • High level Fit-Gap analysis
  • Build the Proposal with the proposed solution, Project Management Plan, and the Cost Estimate
  • Business Requirements document
  • Project Proposal
Analysis
  • Gather the Business requirements
  • Product Evaluation
  • Stake holder identification
  • High level Fit-Gap analysis
  • Build the Proposal with the proposed solution, Project Management Plan, and the Cost Estimate
  • Functional Requirements Document (FRD)
  • Fit Gap Documentation
  • Data migration requirements
  • Integration requirements
Design
  • Functional design document
  • Technical design document
  • Data migration templates
  • Prepare UAT scripts for testing
  • Functional design document
  • Technical design document
  • Data migration templates
  • UAT scripts
Development
  • Complete the development and testing based on the above deliverables
  • Data migration for UAT
  • End user training
  • UAT by end users based on UAT scripts
  • UAT sign off
  • Preparation of production environment
  • Completed UAT scripts
  • UAT results by the end users
Deployment
  • Final configuration of production environment
  • Data migration and verification
  • Creation of Go live plan and Disaster recovery plan
  • End users support process and plan
  • Go-live
  • Data migration results
  • Go live plan
  • Support plan
Operation
  • Project support and maintenance
  • Project analysis
  • Project sign off and closure
  • Final support process and plan
  • Project acceptance and sign off

Why Congruent as Your Implementation Partner?

Pioneer In Microsoft Dynamics

Experienced in handling complex Dynamics 365 implementations. Also practicing the underlying technologies such as CRM, Axapta, Navision and Great Plains for more than a decade.

Implementation Across Industries

Implemented Dynamics 365 solutions for industries like Manufacturing, Non-Profit, Finance, Fisheries, Retail organizations and more.

Certified Business Analysts & Technical Experts

Our business analysts / implementation team elicit the business requirements, and implement Dynamics 365 product as per the project plan

Implementation Approach

Experienced in rapid implementation or multi-phased implementation approach

Development Expertise

Proficient in automations, workflow setup, dashboards, reporting, system integration and custom development

Implementation Life-cycle

Certified project managers, Dynamics 365 professionals and business analysts effectively manage the implementation life cycle with planned approach/process to ensure smooth implementation.

Our Dynamics 365 Migration And Upgrade Approach

  • Cloud2 Cloud1
    Cloud1 Cloud2
    Data Preparation Process step 1

    Licensing

    We will help you choose & buy the right Dynamics 365 licenses for your business model & requirements.

  • Cloud2 Cloud1
    Cloud1 Cloud2
    Data Preparation Process step 2

    Setup & Configuration

    Provide the initial setup, configuration & administration needed to get your new Dynamics 365 system up and running in quick time

  • Cloud2 Cloud1
    Cloud1 Cloud2
    Data Preparation Process step 3

    Migration of Data, Customizations & Add-ons

    Helping you migrate the data, existing customizations and add-ons to Dynamics 365.

  • Cloud2 Cloud1
    Cloud1 Cloud2
    Data Preparation Process step 4

    Integration With Other Systems

    If needed, we can also integrate Dynamics 365 with other systems and applications for better productivity

  • Cloud2 Cloud1
    Cloud1 Cloud2
    Data Preparation Process step 5

    Training & Post Migration Support

    Provide training for your users to get familiarized with Dynamics 365 and post migration support to ensure smooth functioning of your system.

We'd love to hear from you!

Contact Us

 
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