Dynamics 365

The direction you need to drive growth with Dynamics 365

We provide expert guidance to build scalable Dynamics 365 roadmaps.

Person using laptop showing KPI dashboard on desk in office setting.

Work with Twelverays

Provide direction to supercharge sales & customer service

With deep expertise in Dynamics 365, our guides build custom CRM roadmaps that improve efficiency, accelerate revenue growth, and deliver superior customer experiences.

Our guided approach focuses on automation and AI-driven insights to ensure your sales and support teams operate with clear direction and peak performance.

We provide the expert guidance to transform your CRM from a simple tool into the central engine for your business growth.
CRM interface showing contact details and opportunity score improving.
BC Dental Association case study - Twelverays
"Twelverays has the skills and experience to deliver high-quality Dynamics 365 and WordPress integration."

Our approach

Guiding your Dynamics 365 roadmap for maximum growth

We take a full-funnel approach to CRM, providing the direction your teams need to close deals faster and provide outstanding support.

Our process begins with a detailed assessment of your current CRM setup. From there, we build a custom roadmap to guide your workflows, integrations, and reporting for maximum growth.

Once implemented, our guides continuously refine the system and provide the training to ensure long-term success. With Twelverays, you get a scalable roadmap for growth, not just a system.
Dynamics 365 customer insights dashboard displaying user data and activity metrics.

Our guiding principles

Direction for efficiency and engagement

We provide the direction to streamline your Dynamics 365 platform, enhancing customer interactions and automating workflows to drive measurable growth.
40%+
Increase in sales team productivity with optimized CRM workflows & AI automations

Data-driven direction for your CRM

Using AI-powered insights, our guides refine your Dynamics 365 platform, providing the direction to improve customer satisfaction and accelerate revenue growth.
3x
Faster response times and improved case resolution rates

Industries we guide toward growth

Our strategic direction is tailored to the unique challenges and growth opportunities of your industry.

Two individuals reviewing documents at a wooden table, with one person pointing at a sheet while the other takes notes. A clipboard and additional papers are visible nearby, creating a collaborative workspace atmosphere.

Professional Services

Optimizing operations and increasing client acquisition through tailored strategies for professional service firms.
Two individuals engaged in a discussion at a workspace, focusing on a scale model of a house with small trees. One person is holding a notepad, while the other points at the model, with a coffee mug and design papers nearby.

Government & Nonprofit

Empowering government and nonprofit organizations with strategic solutions to drive impact and operational efficiency.
A collection of colorful cosmetic and personal care bottles, including a blue shampoo bottle, a yellow spray, and a tube of lotion, arranged on a wooden shelf against a soft beige background.

Ecommerce

Boosting online sales and maximizing customer engagement with data-driven eCommerce growth strategies.
Modern AR glasses with dark frame and tinted lenses on a neutral background.

Technology

Driving innovation and scaling technology brands with strategic marketing and digital transformation solutions.
Two people in bathrobes enjoy snacks on a hotel bed with drinks.

Real Estate & Hospitality

Elevating real estate and hospitality brands with tailored strategies to increase visibility, bookings, and client engagement.
chevron arrow iconchevron arrow icon

FAQ

How does Dynamics 365 Customer Service improve support teams?

Plus icon
Dynamics 365 provides the tools to improve customer satisfaction by automating ticketing and case management. Our guidance ensures these tools are implemented for maximum growth in efficiency.

What integrations can be added to Dynamics 365 Customer Service and Sales?

Plus icon
Dynamics 365 integrates seamlessly with key business tools like Power Automate, Outlook, and Teams. Our guides provide the direction to ensure these integrations enhance productivity and drive growth.

How can Dynamics 365 Sales help my sales team close more deals?

Plus icon
Our guidance helps your sales team use Dynamics 365 to accelerate growth. By automating lead scoring and providing AI-driven insights, we give your team the direction to focus on high-value opportunities.

What industries do you specialize in for Dynamics 365 implementations?

Plus icon
Our guides have provided expert direction for businesses in professional services, technology, real estate, and eCommerce, helping them build a roadmap to maximize their Dynamics 365 investment.

How do you optimize Dynamics 365 for our specific business needs?

Plus icon
We provide a custom roadmap for your business. Our guides align the configuration with your processes and provide the direction to automate workflows, ensuring measurable growth in efficiency and revenue.
Stop guessing. Start growing. In a world of noise, our direction helps you stay ahead.