Dynamics 365

Accelerate Your Business

With tools for customer service, talent management, sales, finance, marketing and more, Dynamics 365 offers end-to-end applications to help you unify data and relationships, build intelligence into your decision making, and achieve better results.

The Perficient Approach

To be successful in a data-driven world, you must be able to analyze information with intelligence that will enable you to anticipate and respond to customer needs in real time. Leveraging the power of Microsoft’s Intelligent Cloud, Dynamics 365 unifies CRM and ERP capabilities, breaking down data silos, and enabling you to identify and capture new opportunities.

Our diverse and experienced Dynamics 365 team can solve your most difficult business challenges. We invest the time to build trust, and that translates into lasting relationships, sustained value, and tailored solutions for your organization.

From strategy and roadmaps to implementation, our approach ensures a solution that will meet the needs of your business and provide rapid ROI. Our approach incorporates these services and more:

  • Selection, Strategy, and Roadmap Planning
    • Implementation
      • PowerApp Development
        • On-premises to Cloud Migration
          • User Experience Design
            • End User Adoption
              • Managed Services

Dynamics 365 Offerings


An 8-week quick start for social selling with Dynamics and LinkedIn


Next-generation cloud contact center solutions integrated with Skype, Twilio, and Amazon Connect


Integrated sales and marketing solutions from Microsoft, including Sitecore and Adobe


Solutions for community outreach and engagement, patient intake, and referral management


Leverages AI to automate claims management, and account and loan origination

Improving Customer Satisfaction With Digital Quoting Tool  

Challenge & Opportunity

The world’s largest manufacturer of engineered water solutions wanted to provide customers a product configurator that would allow them to select the type and quantity of products for their building projects, organized by each room, for a holistic view of materials needed across the project. This custom configurator would also include engineers specs, designs, and diagrams to incorporate into the building plans.

Solution Highlights

  • Implemented Microsoft Dynamics 365 as the quoting engine
  • Implemented Dynamics Portal as the experience layer
  • Third-party tool Experlogix is the back-end configurator engine

Key Benefits

  • Enhanced customers’ digital experience, making it easier for them to quote, transact and receive the technical information required for their projects
  • Higher customer satisfaction
  • Adoption of their digital tools
  • Increased sales

Healthcare Provider Improves Patient Outreach & Relationship Management 

Challenge & Opportunity

A large healthcare provider was having trouble managing data across departments and needed a way to consolidate all prospect data into an intuitive system that would allow users a full view of leads.

The call center also had a difficult time with the centralized management of company events and sought a system that would centralize the event information.

Finally, one of the organization’s hospitals needed to streamline its HR onboarding process.

Solution Highlights

  • Conducted an assessment of the healthcare provider’s processes
  • Implemented Microsoft Dynamics to address all of their challenges

Key Benefits

  • Improved community outreach for potential patients, resulting in new interactions with the hospital that are subsequently tracked
  • Helped obtain and retain more patients

Commercial Real Estate Firm Creates One-Stop Shop For Brokers  

Challenge & Opportunity

A commercial real estate services company was challenged to create a “one-stop shop” for brokers in an effort to increase broker interactions and program participation.

Solution Highlights

  • Redesigned and migrated an under-utilized CRM and portal solution to create a friendly, launch pad-type environment
  • Migrated on-premises systems, including legacy Microsoft Dynamics CRM instances, to the Microsoft Cloud
  • Integrated other disparate systems and tools into a single dashboard with links to all systems

Key Benefits

  • A simplified solution that is easier to access and use
  • Increased user adoption of the solution and participation in broker programs

Improving Sales and Marketing Integration with the Microsoft Cloud 

Challenge & Opportunity

To meet the demands of a growing business, our legal services client sought to create a fully integrated marketing and sales solution to automate and track their lead to matter business process.

Solution Highlights

  • Built on Office 365 and Microsoft Dynamics 365, the solution tracks client appointment requests, automatically assigns appointments to available attorneys and blocks their calendars, notifies attorneys of new appointments and tasks to prepare for client meetings, and provides pipeline and operational tracking and reporting to management

Key Benefits

  • A unified business process flow ensures leads and matters are handled in a consistent way each time
  • Alerts when tasks are due and past due to ensure proper follow-up with the client
  • Increased responsiveness and improved communications with clients and attorneys

Turn Your Relationships into Revenue

The difference between winning and losing opportunities often depends on a sales representative’s ability to build strong relationships. High-performing sales teams seem to inherently know how to seek out and develop the key relationships they need to win, but they sometimes struggle to do this consistently.

Microsoft Dynamics 365 brings together the best of Microsoft’s cloud services to uniquely address these relationship sales challenges.

Upgrade Legacy Business Applications in the Microsoft Cloud

Microsoft Dynamics 365 can help relieve the burden of technology management and successfully automate manual processes, build in efficiencies, and allow you to gain insights from your legacy applications and data.

We have migrated more than four million users to the Microsoft cloud, and we have more than 125 certified Microsoft cloud consultants – more than any other Microsoft partner in North America.

Ready to Begin Your Story?