Dynamics 365 Implementation Services

Expertise Across All Dynamics 365 Modules to Meet Your CRM & ERP Needs
years in Dynamics ERP / CRM
Satisfied Dynamics Customers
Dynamics Projects
Team of Certified Consultants
Consultant's Average Years Of Experience
End to end Dynamics Implementations
  • "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, ..."
  • "I have had the pleasure of working with the Congruent Team for the better part of 8 years now… The coding they provide is both professional and well documented. The team goes to great lengths to fully understand our requirements asking questions and offering suggestions that in the end provide a better solution…"

Looking For Quality Microsoft Dynamics 365 Implementation Partners?

Congruent offers Dynamics 365 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.

Dynamics 365 For Your CRM Needs

Dynamics 365 For Sales – An Advancement of Dynamics CRM

With Dynamics 365 for Sales coming as an advancement of Dynamics CRM, Your business will be backed by the most powerful Customer Relationship Management software which integrates your other business applications & connects you personally to your customer.

Being a pioneer in Microsoft Dynamics CRM, practicing it from version 1.0, Our experienced consultants can help you find the right Dynamics 365 licenses for your business & further assist you with implementation, development, customizations, integrations and training on Dynamics 365 for your varying business needs.

Dynamics 365 For Your ERP Needs

Dynamics 365, Business Central Edition – An Advancement of Dynamics NAV

Congruent has been in Dynamics NAV practice for more than a decade and has a deep understanding on the underlying technologies of the new Dynamics 365.Our consultants’ expertise and knowledge of the product functionalities make us an ideal partner to help small & medium size businesses leverage Dynamics 365 business central to address their business needs.

Dynamics 365 - Finance & Operations, Enterprise Edition – An Advancement of Dynamics AX

Congruent has been in Dynamics AX practice since 2008, starting from Dynamics AX 2009 version and our profound understanding of the underlying technologies and the product features gives us a great advantage while helping large companies achieve their business objectives using Dynamics 365 finance & operations.

Our Implementation Capabilities Across Dynamics 365 Modules

Finance & Operations

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


Convert customer relationships into company’s revenue with system intelligence

Customer Service

Acquire customers for long run by providing better service experience


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


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


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



  • 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


  • Gather the Functional requirements and prepare the Functional Requirements Document (FRD)
  • The requirements will then be documented as Functional Requirements Document for sign off
  • Perform Fit-Gap analysis and identify the gaps
  • Data migration requirements
  • Detailed integration requirements
  • Risk management
  • Functional Requirements Document (FRD)
  • Fit Gap Documentation
  • Data migration requirements
  • Integration requirements


  • 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


  • 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


  • 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


  • 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 Industry Expertise


Innovation, growth and operational excellence are within reach. Link all the operations and gain real-time visibility with Microsoft Dynamics 365 for manufacturing.

Discrete Manufacturing – Business Challenges

  • Highly effective supply chain
  • Integrating processes/people from the top floor to the shop floor
  • Increasing global competition
  • Higher demands from customers
  • Support for product-related innovation initiatives
  • Increase production efficiency and reduce operational costs company-wide
  • Improve inventory management capabilities and efficiencies
  • Enhance customer service and support
  • Improve internal and external collaboration for greater productivity and efficiency

Congruent has deep experience with clients in the discrete manufacturing industries. Our team of Dynamics 365 business consultants help the customers optimize the planning strategies like production planning, materials requirements planning, forecasting & scheduling. Execution can be effectively managed as per the plan for all the production strategies like configure-to-order, assemble-to-order, make-to-order and make-to-stock.

Dynamics 365 features – for discrete manufacturing companies

  • Bill of materials (BOM) - Complex multi-level BOM with parts, materials, labor, work center and process information
  • Order management – Order creation, pick, pack and dispatch with ease
  • Master planning – Effective production scheduling modelling to fully support the daily operating schedule
  • Forecasting - Demand forecasting with superior accuracy to improve products’ availability and minimize inventory costs
  • Material sourcing – Material requirements planning recommends what to buy, fully automated RFQ issue and response tracking
  • Warehouse management - Managing pick/pack/ship and inventory location flexibility across multiple warehouses


To do their work more effectively, Nonprofits require a customized ERP solution which not only helps them with adequate features, but also should be developed in line with the regulatory demands that deliver on the needs of both sponsors & contributors.

Nonprofits – Business Challenges

  • Balancing organization’s goals with regulatory compliance and requirements
  • Operate on tight budgets & with limited resources
  • Complex grant management and fund accounting
  • Mission critical operations
  • Control on Expenditures
  • Control on grant funds to ensure grant budget integrity

Despite the above general challenges, social service and government agencies require meticulous reporting practices, Professional/trade associations are tasked with managing business events, as well as maintaining education and certification records, while the civic, fraternal, and religious organizations have complex membership relationship issues and vital fundraising projects.

Dynamics 365 - for Nonprofit Organizations

  • Avail financial & contributor insights to make enhanced decisions in-line with integrated accounting
  • To get an overall picture of the organization, Dynamics 365 can help in integrating financial, functional and operational data
  • Save effort and time by reducing cost through automating various business processes like constituent/donor management and fund contributors
  • Member-based organizations use automated communication tools for effective communication and building healthy relationship
  • Better consent with regulatory and external audit requirements


With refined inventory management, superior order processing process and in-built warehousing, Dynamics 365 helps to tackle market fluctuations more effectively.

Distribution – Business Challenges

  • The distributors face enormous pressure due to the ever-growing competition, complex supply chain structure and more demanding customers
  • Constant demand for collaboration, and responding effectively to changing market conditions, while driving up efficiency across the entire value chain

Congruent’s experience in distribution coupled with the functional depth of the Microsoft Dynamics 365 will ensure efficient supply chain for the clients in wholesale distribution business

Dynamics 365 - For Distribution Companies

  • Business operations like order processing, order capturing, selecting orders, packing and shipping orders can be automated
  • Transparent details & accessibility across inventory stocks, total purchase details, sales and financial insights from various segments
  • For more accurate inventory information, inventory movements and inventory levels can be optimised
  • Based on accurate forecasting, the supply and demand procedures can be planned proactively
  • Warehouse activities which includes bar coding, handling and fulfilment of goods can be planned and managed effectively
  • For an improving business, Integration of applications such as app-to-app connectivity would be essential
  • To track records of execution, delivery time and demands of a customer, the enhanced customer relationship management feature would help to meet the requirements & improve customer relationship


EDI integration with your Microsoft Dynamics 365 for Operations provides the ability to seamlessly format EDI transactions to comply with your trading partners’ specific requirements. Congruent’s Electronic Data Interchange (EDI) integration service for Dynamics 365 helps the customers to exchange their business documents with their trading partners in a standard electronic format. By integrating EDI with Dynamics 365, our team assists our customers convert processes that are paper & people dependent, into streamlined electronic process enabling reduction in processing time & seamless e-commerce transactions.

Our EDI Integration Service Includes

  • E-commerce configuration
  • Trading Partner setup & associated routing setups
  • File Translation - X12 file Mapping as per Trading Partner’s requirements
  • Communication scripting to access VAN/FTP
  • Integrated testing of EDI with Trading Partner
  • Go Live & post implementation support
  • Notifications & acknowledgements
  • Maintenance services

Why You Should Go for EDI Integration

  • Connect with any Business Application or Trading Partner
  • Streamline Item, Order and Customer Data Processing
  • Reduce your Dynamics 365 Total Cost of Ownership
  • Improved Operational Efficiency
  • Decreased Error
  • Enhanced Visibility

X12 document transfers between trading partners

Inbound documents

Purchase Orders (850), Product Activity Data (852), Purchase Order Change Requests (860), plus many additional EDI document types

Outbound documents

Invoices (810), Purchase Order Acknowledgements (855), Advance Ship Notices (856), plus many additional EDI document types

Benefits of Congruent's EDI Integration Services

  • Reduction in processing time with conversion of paper & people dependent processes in to streamlined electronic process
  • Curtailed manual efforts & human errors through Application Handshake between the trading partners
  • Serve customers quicker without compromising on reliability and accuracy
  • Less maintenance and quick ROI


Retail industries are successful only when the service quality is great ensuring the customer satisfaction every time with the best shopping experiences.

Retail – Business Challenges:

  • Increased competitive pressure across multiple sales channels
  • Escalating customer expectations for instant satisfaction
  • Need to change quickly to keep up with evermore demanding consumers
  • Constant innovation is required to improve the customer experience
  • Need for a better system covering end to end Retail Operations that includes POS, Store operations, Sales & Marketing, E-commerce, Customer care, Finance & Supply chain

Our Consultants with the rich Supply Chain domain knowledge and several Retail product implementation expertise can help your Retail organization to enhance the operations through Microsoft Dynamics D365 for Retail, a complete package for Retail Companies

Dynamics 365 for Retail – Highlights

  • Omni-channel purchase experience that includes buy in-store, pick up in other locations or get home delivery
  • Flexibility for the Customers to redeem points, use gift card & promotional coupons
  • Efficient Supply chain with the better sourcing &  replenishment methodologies
  • Customize customer experiences throughout stores, web and mobile
  • Provide better service with by giving employees access to real-time product, customer, inventory, and order details
  • Get more control over store operations through automation and advanced operational capabilities
  • Improve employee productivity through scheduling, time tracking and manager dashboards
  • Optimize fulfillment and enable the right level of inventory at right locations
  • Conclude end-of-day activities faster using automated and streamlined workflows

Some of our Microsoft Dynamics Customers


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