Design
A CRM built for your teams
Workshops with sales and service, process modelling and user experience design.
- Workshops
- Business process flows
What you gain
- Clear processes
- Easier adoption
Dynamics 365 Experts
Dynamics 365 CRM Functional Consultant
Sales, customer service and field service around a single view of the customer.
The CRM consultant designs and configures Customer Engagement apps for your sales, service and field teams. They rely on Dataverse and Power Platform to tailor the experience without weighing the solution down.
Sales
Leads, opportunities, quotes, forecasts and Copilot for sellers.
Customer service
Cases, queues, service-level agreements and omnichannel.
Field service
Work orders, scheduling, technicians and mobile app.
Role and responsibilities
What this expert does on your project
Configuration
Forms, views and rules that fit
Configuring tables, forms, views, business rules and process flows in Dataverse.
- Dataverse
- Power Automate
- Business rules
What you gain
- Simpler data entry
- Reliable data
- Less code
AI and Copilot
Copilot working for your teams
Enabling and tailoring Copilot in Sales and Customer Service: summaries, emails, suggested responses.
- Copilot
- Copilot Studio
What you gain
- Time saved
- Faster responses
Data and reports
Dashboards that matter
Customer data migration, dashboards, Power BI reports and KPIs.
- Power BI
- Data migration
What you gain
- Informed decisions
- 360° customer view
With the right expert in place
BeforeCustomer information scattered everywhere.
AfterA single customer view shared by all.
BeforeA CRM sellers avoid.
AfterA simple tool used every day.
BeforeCustomer requests tracked by email.
AfterCases tracked with clear service levels.
What Dynalogia guarantees
Vetted profiles
Every expert is assessed by a Dynamics 365 specialist before we introduce them.
Fast start
Profiles proposed within days, ready to join your team.
Follow-up and continuity
Regular check-ins during the engagement and a replacement if needed.
Skills and tools
- Sales
- Customer Service
- Field Service
- Customer Insights
- Dataverse
- Power Automate
FAQ: Dynamics 365 CRM Functional Consultant
Can they integrate the CRM with our ERP?
Yes, together with an integration architect or developer: dual-write for Finance and Operations, connectors for Business Central or custom integrations.
Do they work on Power Apps too?
Yes. Customer Engagement runs on Dataverse, so our CRM consultants master model-driven apps and Power Automate.
Can you provide a full team?
Yes: functional consultant, Power Platform developer and architect, depending on the size of the project.
Other available profiles
Dynamics 365 Project Manager
Planning, governance, risk and coordination of ERP or CRM teams.
Learn more →
Dynamics 365 Solution Architect
End-to-end design, standard vs. custom decisions, ERP, CRM and Power Platform consistency.
Learn more →
Dynamics 365 Technical Architect
Environments, ALM, Azure integrations, security, performance and data.
Learn more →
Ready to take the next step?
Book a 30-minute assessment with a Dynamics 365 expert. No commitment.