Microsoft Dynamics 365 CRM Services

Empower Your Business with a Tailored CRM

We specialize in delivering tailored CRM solutions through Microsoft Dynamics 365 Customer Engagement—helping businesses drive growth, enhance team performance, and deliver personalized customer experiences.

Talk to a Microsoft CRM expert

Delivering excellence to our clients

“The impact has definitely been positive in a number of different ways, and not just the fact that they’ve written and deployed code against requirements and feature sets. They are very dynamic, which means that they adjust on the fly. They’re a very flexible group of developers and resources, and that fits our culture."

Clifford Audinet

VP of Technology & Product Development | Xvoucher

“From development and architectural standpoints, they’re second to none.”

VP Product Delivery

Healthcare IT Company

“They’re industry-leading in terms of communication and timeliness of delivery.”

Andrew Rogers

CEO | Upbeet Brands

“They have an Agile, creative, and customer-focused approach, looking at the actual end-users of the products that we're building.”

Neal Shaw

Chief Product Officer | SaaS in Real State

“They don’t just agree to what I want, but instead, act as a true partner.”

Senior Director of Engineering

Information Services Company

“They are very detailed, genuine, demanding in a good way and go the extra mile."

Digital Channels Manager

Telefónica

Your trusted Microsoft partner

As a Microsoft Gold Partner, we hold the highest level of Microsoft partnership, providing direct access to Microsoft resources, advanced support, and cutting-edge technologies like Azure OpenAI and Copilot Studio. Through this partnership, we deliver:

12+ years of Microsoft partnership experience

80+ certified Dynamics consultants

23 countries of global operation

100+ successful Dynamics projects to date

Our Dynamics 365 CRM services

As a leading Microsoft Dynamics 365 CRM partner, we provide end-to-end services designed to elevate your business performance. From strategic consulting to seamless implementation, integration, and ongoing support, our mission is to unlock the full potential of your CRM— enabling smarter decisions, deeper customer relationships, and long-term growth.

Microsoft Dynamics 365 CRM consulting

We help you get the most out of Dynamics 365 through a proven four-step consulting process. From diagnosing your business needs and delivering quick wins to driving user adoption and designing a roadmap for growth, we ensure your CRM delivers long-term value.

Microsoft Dynamics CRM health check

Our health check service provides a comprehensive review of your current situation. We analyze customer journeys and technical implementations to identify gaps and areas for improvement, enabling your brand to deliver frictionless and remarkable customer experiences.

Microsoft Dynamics 365 CRM integration

Our team connects Dynamics 365 with your existing systems to unify data, automate workflows, and ensure real-time insights. We guarantee secure, seamless integration with platforms like ERP, marketing automation, support systems, and data lakes.

Microsoft Dynamics 365 CRM implementation

We deliver scalable CRM implementations using Agile methodology. Our experts tailor each deployment to your business, ensuring fast go-lives, smooth collaboration, and a CRM that evolves with your needs.

Microsoft Dynamics 365 CRM development

We prioritize out-of-the-box Dynamics features for faster, cost-effective solutions, and build custom modules when needed. From automating processes to refining workflows, we align development with your strategic goals.

Microsoft Dynamics 365 CRM support

Our CET (CRM Evolving Team) model provides a dedicated team for continuous development, post-production care, and incident resolution. With real-time monitoring, proactive issue resolution, and continuous enhancements, we keep your platform optimized and aligned with your evolving goals.

Start your CRM transformation

Our Microsoft Dynamics 365 expertise

360-degree view of the customer at every touch point

Dynamics 365 Customer Insights

Improve marketing efficacy

Better pipeline health

Higher quality leads

Dynamics 365 Sales

Increase win rate

Higher deal sizes

Improve seller productivity

Dynamics 365 Customer Service

Faster and contextual support

Drive first-time resolution

Increase CSAT

Dynamics 365 Field Services

Personalize service experience

Assign resources to solve customer problems quickly

Frontline Workers work effortless

Dynamics 365 Business Central

Financial Management

Project Management

Manufacturing Management

Supply Chain Management

Challenges you might be facing

Our services are designed to address the most pressing operational, technical, and strategic challenges businesses face when managing customer relationships.

Regina

I’m constantly repeating manual tasks—our workflow is slowing everything down.

We help you automate repetitive tasks and optimize workflows for greater productivity and accuracy.

Our tools don’t talk to each other—everything feels disconnected.

We integrate your systems into a single CRM hub, ensuring data flows smoothly across your business.

We’re growing fast, but our current setup just can’t keep up.

We deliver scalable solutions tailored to grow with your business—no matter the pace.

We’re collecting so much data, but we don’t know what to do with it.

We implement real-time analytics that turn your data into clear, actionable business insights.

Our customer interactions feel generic—we need to be more targeted.

We use intelligent CRM features to help you deliver tailored experiences that boost engagement and loyalty.

Industries

We deliver tailored Dynamics 365 CRM solutions across a range of industries, boosting efficiency, engagement, and strategic outcomes.

Healthcare

We help healthcare providers streamline patient management, improve scheduling, and enhance communication—ensuring better care delivery while staying compliant.

Financial services

We enable financial institutions to manage client portfolios, strengthen data security, and improve engagement with CRM tools that drive efficiency and insight.

NGO

We support NGOs with CRM solutions that simplify donor tracking, manage fundraising campaigns, and improve stakeholder communication—so they can stay focused on their mission.

Retail

We help retailers optimize inventory, personalize customer experiences, and streamline sales processes—driving loyalty and profitability.

Utilities

We work with utility companies to manage service scheduling, billing, and compliance through CRM solutions that improve resource allocation and customer satisfaction.

Nearsure in numbers

10

strategic operational hubs

600+

tech experts

500+

successful projects

300+

platform certifications

160+

mastered technologies

Our success stories

At Nearsure, we specialize in translating unique client needs into high-impact technological solutions. Our recent projects include: 

Full-service leasing and fleet management company in the United States

From complexity to clarity: a non-profit implementation success

Discover more success stories

Our partnership models: your journey, your way

Staff augmentation

Whether you need individual experts or custom teams, we offer pre-vetted specialists to co-create value with your in-house teams, quickly assembling the right talent and ensuring they integrate well with your projects.

Managed services

We provide dedicated teams committed to delivering specific outcomes that drive business impact. This means we can offer end-to-end project delivery, ongoing support, or POD (Project-Oriented Delivery) services, tailored to meet the specific scope of work you require.

Microsoft Dynamics 365 CRM FAQ

What is Microsoft Dynamics 365 CRM and how can it benefit my business?

Microsoft Dynamics 365 Customer Engagement is a suite of tools that helps businesses improve sales, marketing, and customer service through automation and real-time insights. It integrates with existing systems and supports customizable workflows.

Key benefits include:

Data-driven decision-making
Increased team productivity
Personalized customer experiences

By using Dynamics 365, companies can strengthen customer relationships and boost operational efficiency to stay competitive.

Can Dynamics 365 CRM be tailored to my specific workflows?

Yes, Dynamics 365 CRM, powered by Microsoft Power Platform, offers extensive customization options to suit unique enterprise workflows. From tailored dashboards and custom entities to automated processes, it adapts seamlessly to diverse business requirements. Its flexibility not only aligns the platform with organizational goals but also extends capabilities to other business areas, ensuring optimal efficiency and relevance in dynamic markets.

What’s the difference between Dynamics 365 CRM and ERP?

Dynamics 365 CRM is designed to enhance customer-facing activities—such as sales, marketing, and customer service—by streamlining processes, managing relationships, and providing real-time insights that drive engagement and loyalty.
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Dynamics 365 ERP focuses on internal business operations. It manages core functions like finance, supply chain, procurement, and human resources, helping organizations improve efficiency, compliance, and resource planning.

While CRM looks outward to build stronger customer connections, ERP looks inward to optimize business operations. Together, they form a powerful, integrated platform that aligns customer engagement with operational performance—delivering end-to-end visibility, efficiency, and strategic growth.

Can Nearsure integrate Microsoft Dynamics 365 CRM with my existing systems?

Yes. Dynamics 365 Customer Engagement simplifies integration with existing systems through its open API and Power Platform Connectors. These tools enable seamless data exchange and interoperability, ensuring a unified workflow across platforms. Businesses benefit from faster connectivity, enhanced customization, and the ability to scale integrations effortlessly, driving efficiency and innovation in customer-centric operations.