St. Louis Microsoft Dynamics 365 Partner

We run the migration as a dedicated workstream with its own owner and acceptance criteria. The sequence holds whether the source is Salesforce, HubSpot, or a homegrown CRM. Profile the source. Cleanse the records with your team. Define the target schema in Microsoft Dynamics 365. Build the mapping spec, run a mock load, reconcile, then run two full dual-cycle migrations before cutover.

Salesforce cutovers dominate this market because the local brokerage and wealth-management base built there over the last decade. Account hierarchies, opportunity history, custom objects, activity timelines, and email engagement all move with documented provenance. The output is a reconciliation report your business signs. This is the Dynamics partner in the metro most teams actually need.

The migration is paired with the reasons to move: an enterprise agreement with Microsoft, Copilot and Power Platform depth, tenant consolidation for compliance, and lower cost at scale. Our consultants size the whole effort in discovery against your real data, so the timeline is honest before the build starts. Managed support continues past go-live.

The value of Microsoft Dynamics 365 compounds when the CRM lives where your business already works. If your team runs Microsoft 365, Teams, Outlook, and Azure, Dynamics 365 inherits that identity, security model, and data platform out of the box. There is no third-party connector to license and babysit.

Buyers in the metro name the same drivers. An enterprise agreement already committed to Microsoft. Copilot across Sales, Customer Service, and Field Service. AI Builder and Copilot Studio for agentic workflows the old CRM cannot run. Compliance and security teams that want one tenant to govern. Lower cost once your business retires a separate CRM stack.

Consolidation is also a data win. One customer record, governed once, feeds Sales, service queues, and Customer Insights together. Our consultants map the move during discovery and show the before-and-after so leaders sign off with eyes open. It is the kind of work that separates a real Dynamics partner from a reseller.

Financial-services and wealth-management teams lead with Microsoft Dynamics 365 Sales and Customer Service. Sales carries advisor pipeline, account management, and forecasting. Customer Service carries client servicing queues, SLAs, and case management. Customer Insights handles relationship marketing across the Dynamics 365 suite.

Managed-care payers and member associations lead with Customer Insights - Journeys and Customer Service. Member segmentation, lifecycle journeys, dues and event workflows, and case handling sit on the same record. Power Automate runs the intake and approval flows behind member servicing.

Defense and geospatial operators run Sales for gov-adjacent business development and Field Service for asset maintenance. Manufacturers and distributors lean on Field Service for technicians and parts, with Sales and Customer Service alongside. A Dynamics partner in the region scopes the exact module set in discovery, because the right mix depends on how your business runs and where the revenue and service pain sits.

Discovery produces the artifacts your business needs to commit. A current-state map of how Sales, service, and field teams work today. A fit-gap against the Microsoft Dynamics 365 modules in scope. A migration map for the Salesforce or legacy CRM data. A solution blueprint, an integration plan, and an implementation schedule with milestones.

Our consultants run discovery as workshops with the people who own the process, then write it up so a steering committee can defend the decision. The output is specific enough to size the build and the migration with confidence. These are Customer Engagement solutions scoped to your operation.

Discovery is scoped work with a defined deliverable. You leave with a documented design and a plan, whether or not we run the build. That keeps the engagement honest and gives your business something concrete to evaluate. It is how a Dynamics partner earns the larger implementation.

We agree on the numbers before go-live, then report them after. On the Sales side that means pipeline coverage, forecast accuracy, and lead-to-opportunity conversion. On Customer Service it means first-contact resolution, SLA attainment, and case backlog. On Field Service it means first-time-fix and technician utilization.

Power BI and the Customer Insights layer surface the same data to the frontline and the executive view, so there is one version of the truth. Our consultants build that reporting model during design, which means the metrics are live the day the system is. These are the managed services your business keeps.

After go-live our support stays on through hypercare and into managed services. We tune queues, ship new module rollouts, and revisit the metrics each cycle. A Microsoft Dynamics partner in the metro proves its worth when the team adopts the system and the numbers move, so adoption and measurement stay part of the engagement well past launch.