Microsoft Dynamics 365
Dynamics 365 CRM Implementation
We set up Dynamics 365 Sales, Customer Service, Field Service and Customer Insights so your teams actually use them, and we move companies off Salesforce when the numbers make sense.
- 01Dynamics 365 Sales
- 02Dynamics 365 Customer Service
- 03Dynamics 365 Field Service
- 04Customer Insights
- 05Salesforce to Dynamics migration
- 06Dataverse development
- 07ERP and app integrations
At a glance
A Dynamics 365 CRM implementation sets up Microsoft's Sales, Customer Service, Field Service or Customer Insights apps around how your reps, agents and technicians actually work. It suits companies on Microsoft 365 that want CRM next to Outlook and Teams, including those leaving Salesforce. Tag4 Technology Solutions starts from standard Dataverse tables, keeps forms lean and tracks adoption after launch.
Updated
- Best for
- Sales, service and field teams at companies already on Microsoft 365
- Typical timeline
- Sales or Customer Service 2 to 4 months; Field Service 4 to 7 months
- Salesforce migration
- Adds roughly one to two months for data mapping and cutover
- Core technologies
- Dataverse, Power Automate, C# plugins, PCF controls, KingswaySoft
- After go-live
- Hypercare, then monthly support and release-wave testing
- Offices
- New York, Chicago, Dallas, Toronto, Sydney, Dubai
Most CRM systems don't fail on features. They fail because salespeople see data entry with nothing in return, so the pipeline report is fiction by the second quarter. A Dynamics 365 CRM implementation should start from what reps, service agents and technicians need on their screen, then work back to what managers want to report on. We work with sales, service and field operations teams, often at companies already on Microsoft 365 who want CRM that lives next to Outlook and Teams.
The pattern we try hardest to avoid is the over-built form. Forty required fields, six custom entities for things that already exist in Dataverse, and business rules nobody documented. We start with Microsoft's standard tables and processes, add fields only when someone can name the report that needs them, and put automation in Power Automate or plugins with clear ownership. Adoption gets measured after launch, not assumed.
Salesforce-to-Dynamics projects usually come from renewal pressure or a push to consolidate on Microsoft. They work well when you treat them as a redesign. Accounts, contacts, opportunities and cases map cleanly, but Apex triggers, Flows and custom objects need rethinking in Dataverse terms, and reports have to be rebuilt. We plan a parallel run and migrate activity history selectively so the new system doesn't inherit years of clutter.
Dynamics 365 Sales or Customer Service projects typically take 2 to 4 months. Field Service with scheduling, mobile and inventory is closer to 4 to 7 months, and Salesforce migrations add roughly a month or two for data mapping and cutover.
What we do
Dynamics 365 CRM services
Dynamics 365 Sales
Lead and opportunity management, pipeline forecasting, quotes, product catalogs and Outlook integration set up around your real sales process.
Dynamics 365 Customer Service
Case management, queues, routing, SLAs, knowledge base and omnichannel support for email, chat and phone.
Dynamics 365 Field Service
Work orders, scheduling and dispatch, the Field Service mobile app for technicians, and inventory tracking for parts on trucks.
Customer Insights
Unified customer profiles, segments and marketing automation built on the data already in Dataverse and your other systems.
Salesforce to Dynamics migration
Object mapping, data cleanup, rebuilding automation and reports, and a planned cutover with a parallel-run window.
Dataverse development
C# plugins, custom APIs, JavaScript form logic and PCF controls, packaged as managed solutions and deployed through pipelines.
ERP and app integrations
Links to Business Central, Finance and Operations, marketing tools, telephony and your own systems through the Dataverse Web API and Azure services.
How we work
What you can expect from us
Build for the person entering data
We sit with reps and agents before we design forms. If a screen saves them time, the manager's report fills itself.
Fewer custom tables
Dataverse already models accounts, contacts, cases and work orders well. Using them keeps you compatible with Microsoft's updates and Copilot features.
Proper ALM
Dev, test and production environments with managed solutions and automated deployments, so changes don't get made directly in production.
Adoption tracking after launch
We check usage data a few weeks after go-live and adjust forms, views and training where people are working around the system.
Tools and platforms
- Dynamics 365 Sales
- Dynamics 365 Customer Service
- Dynamics 365 Field Service
- Dynamics 365 Customer Insights
- Dataverse
- Model-driven Power Apps
- Power Automate
- Power Apps component framework (PCF)
- Power Platform CLI
- XrmToolBox
- KingswaySoft
- Microsoft Teams and Outlook integration
- Power BI
Process
From first call to production
Discovery
A few working sessions to pin down goals, users, constraints and what "done" means. You get a written scope and estimate.
Design
Architecture, data model and clickable UI before heavy coding starts, so surprises show up early and cheaply.
Build
Two-week sprints with a demo at the end of each one. You see working software, not status reports.
Launch
Automated tests, staged rollout, monitoring and a rollback plan. Go-live should be boring.
Support
Bug fixes, updates and new features on a monthly plan, or a clean handover to your team.
FAQ
Dynamics 365 CRM: common questions
What does Dynamics 365 CRM cost beyond the licenses?
Microsoft licenses are per user per month, and each app (Sales, Customer Service, Field Service) has its own license with discounted attach licenses for a second app. Implementation is a separate project cost driven by the number of processes, integrations and how much data comes over. A focused Sales rollout is a modest project, while Field Service with mobile and scheduling is considerably larger.
How long does a Dynamics 365 CRM implementation take?
Sales or Customer Service typically takes 2 to 4 months. Field Service usually runs 4 to 7 months, and a Salesforce migration adds time for data mapping and rebuilding automation.
Is it worth moving from Salesforce to Dynamics 365?
It can be, especially if you already pay for Microsoft 365 and want CRM inside Outlook and Teams or connected to Business Central or F&O. It isn't worth it if your Salesforce org works well and the only driver is a small license saving, because migration cost will eat that for years. We'll run the numbers with you honestly.
How do you migrate data from Salesforce or another CRM?
We map each object to its Dataverse table, clean duplicates and inactive records, and run trial loads with tools like KingswaySoft or custom scripts. Owners, relationships and attachments are preserved. Activity history is usually migrated selectively, since years of old emails rarely help anyone.
Can Dynamics 365 CRM connect to our ERP?
Yes. Finance and Operations connects through dual-write, Business Central has a standard integration with Dynamics 365 Sales, and other ERPs connect through APIs and Azure integration services. The design work is deciding which system owns each record.
What support do you offer after launch?
We provide hypercare right after go-live, then monthly support for fixes, admin tasks, new fields and views, and testing against Microsoft's twice-yearly release waves. We also help plan the next phase once the first one is stable.
Related
Often paired with
Microsoft Dynamics 365
Implementation, migration, customization and support across the whole Dynamics 365 family.
Learn morePower Platform
Power Apps, Power Automate, Power BI, Copilot Studio and Dataverse, with the governance to keep them maintainable.
Learn moreAPI Development & Integration
REST and GraphQL APIs, plus integrations between ERPs, CRMs, payment providers and SaaS tools.
Learn moreIndustries we build for
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