Microsoft Dynamics 365 — CRM & ERP That Works for Your Business
Expert Dynamics 365 consultants delivering end-to-end D365 implementations across Sales, Customer Service, Finance, Operations, and Field Service — configured to your exact business requirements, on time and on budget.
Dynamics 365 Experts You Can Trust
Microsoft Dynamics 365 is one of the world's most powerful business platforms — combining CRM and ERP in a single, cloud-based solution that connects sales, service, finance, and operations. But Dynamics 365 is complex, and a poor implementation costs more in remediation than the original project. PapaSiddhi Technologies is a specialist Dynamics 365 consultancy based in Udaipur, India, with 10+ years of D365 experience serving businesses in the USA, UK, Netherlands, Denmark, UAE, and Australia. Our D365 team takes time to understand your processes before configuring a single setting — conducting thorough fit-gap analysis, designing the right solution architecture, and building custom plugins, Power Automate flows, and PCF controls to fill any gaps between standard D365 functionality and your specific business requirements. We've implemented D365 Sales for 20-user SMEs through to D365 Finance & Operations for 500-user enterprises, migrated clients from Salesforce, HubSpot, and legacy CRM platforms, and delivered complex integrations with ERP systems, eCommerce platforms, and industry-specific tools.
- 10+ Years Dynamics 365 Experience
- Full Module Coverage: Sales, CS, Finance & Operations
- Salesforce & Legacy CRM Migration Specialists
Our Track Record
35%
Shorter Sales Cycles
100%
Customer Data in One Place
99%
SLA Compliance Rate
3x
Reporting Speed
Dynamics 365 Done Right
Microsoft Dynamics 365 is one of the world's most powerful business platforms — combining CRM and ERP in a single, cloud-based solution that connects your sales, service, finance, and operations teams. But a poor implementation can cost you more than it saves.
Our D365 consultants have implemented Dynamics 365 for businesses across manufacturing, professional services, retail, and financial services. We take time to understand your processes before we configure a single setting — ensuring D365 works for your business, not the other way around.
We serve clients in the USA, UK, Netherlands, Denmark, and UAE — delivering D365 projects remotely with timezone-aligned project management, Microsoft DevOps for sprint tracking, and weekly demo sessions so you always know exactly where your project stands.
What's Included
- D365 Sales — pipeline management, forecasting, AI-powered insights
- D365 Customer Service — case management, SLA enforcement, portals
- D365 Finance — GL, AP/AR, fixed assets, budgeting, financial reporting
- D365 Supply Chain — inventory, procurement, warehouse management
- D365 Field Service — work order scheduling, mobile technician app
- Custom plugins, business process flows, and Power Automate workflows
- Integration with M365, Teams, SharePoint, LinkedIn, and third parties
- Data migration from Salesforce, HubSpot, legacy CRM, and on-premises ERP
Dynamics 365 Services We Deliver
D365 Sales & CRM
Lead and opportunity management, pipeline forecasting, AI relationship insights, LinkedIn Sales Navigator integration, and custom sales processes configured to your exact workflow.
D365 Finance & Operations
Financial management including GL, AP, AR, fixed assets, and advanced analytics. Supply chain, manufacturing, warehouse management, and project operations on D365 F&O.
D365 Customer Service
Case management, knowledge base, SLA configuration, escalation rules, omnichannel support, and customer self-service portal on Dynamics 365 Customer Service.
Customisation & Development
Custom entities, business process flows, C# server-side plugins, Power Automate cloud flows, JavaScript client-side scripting, and PCF controls for tailored D365.
System Integration
Connect D365 to your website, eCommerce platform, ERP, accounting system, or any third-party platform via Dynamics Web API, middleware, or custom connectors.
Power BI & Analytics
Native Power BI dashboards connected to D365 and Dataverse for sales performance, service desk metrics, financial reporting, and operational KPIs.
Security & Compliance
D365 security roles, field-level security, audit logging configuration, GDPR compliance data handling, and Microsoft Purview integration for data governance.
Power Platform Extensions
Power Apps model-driven apps extending D365, Power Automate flows automating cross-system processes, and Copilot Studio AI chatbots integrated with D365 data.
Migration & Upgrade
Migrate from Salesforce, SugarCRM, HubSpot, legacy Dynamics CRM, or on-premises AX to the latest D365 Online — with full data validation and zero business disruption.
Measurable Business Outcomes
Shorter Sales Cycles
D365 Sales with AI relationship insights, automated follow-ups, and pipeline visibility helps sales teams close deals 35% faster than spreadsheet-based pipeline management.
Customer Data in One Place
D365 consolidates customer interactions from email, phone, Teams, and portals into a single 360-degree view — eliminating the fragmented data that causes missed opportunities.
SLA Compliance Rate
D365 Customer Service with automated SLA timers, escalation rules, and routing ensures your service team meets response commitments consistently — not just when they remember.
Reporting Speed
Native Power BI integration means leadership dashboards update in real time from D365 data — eliminating the weekly manual report extraction that no longer serves anyone.
How We Deliver Your Project
Fit-Gap Analysis
We map every business process to D365 standard capabilities, identify customisation requirements, and document the functional specification before any development begins.
Solution Architecture
D365 module selection, data model design, integration architecture, security role design, and a detailed project plan with fixed milestones reviewed by your stakeholders.
Configuration & Build
D365 environment provisioning, entity configuration, business process flows, custom plugins and Power Automate flows built and tested in the development environment.
Integration & Data Migration
Third-party integrations built and tested, legacy CRM or ERP data extracted, transformed, validated, and loaded into D365 with full reconciliation before go-live.
UAT & Training
User acceptance testing with your team against real business scenarios. Role-specific training for sales reps, service agents, finance users, and administrators.
Go-Live & Support
Controlled production cutover with our team on standby. 30-day hypercare included. Long-term support retainers available for ongoing enhancement and administration.
Technologies We Use
Is This Service Right for You?
Sales Director / VP of Sales
B2B Business with 10–200 Salespeople
Challenge
The sales pipeline lives in each rep's head or in a shared spreadsheet. Forecasting is inaccurate. No visibility on pipeline health, deal velocity, or which activities actually convert. CRM adoption from the previous platform was 30% at best.
What You Gain
D365 Sales configured around your actual sales process — not a generic template. Built-in AI lead scoring, automated follow-up reminders, real-time pipeline dashboards, and a mobile app so reps update records from their phones, not a desktop they never open.
Customer Service Manager / Head of Support
B2B or B2C Business with 5+ Support Agents
Challenge
Support tickets managed via shared email inbox. No SLA visibility. Agents don't know a customer's purchase history, previous cases, or account value when they pick up a ticket. Escalations happen ad-hoc. Management has no service metrics.
What You Gain
D365 Customer Service with structured case queues, SLA timers that alert before breach, a 360° customer view showing order history and previous interactions, a knowledge base for consistent answers, and a service manager dashboard with real-time queue and SLA data.
IT Manager / Head of Technology
Business Migrating from Salesforce or Legacy CRM
Challenge
Paying $150+ per user per month for Salesforce with heavy customisation costs, a third-party support contract, and expensive ISV apps for features that should be standard. Considering D365 but concerned about migration complexity and business disruption.
What You Gain
A managed migration from Salesforce or legacy CRM to D365: all historical data migrated and validated, existing processes replicated and improved, Salesforce custom objects mapped to D365 entities, and a 60-day parallel-running period before full cutover.
Sectors We Serve
Real Results for Real Businesses
Trusted by Companies Across 13+ Countries
“The team delivered exactly what we asked for — and then some. Clear communication, on-time delivery, and genuinely world-class technical skills.”
James R. 🇺🇸
CTO, TechBridge Solutions
“PapaSiddhi's Microsoft stack expertise is second to none. Our Business Central implementation was flawless — under budget and ahead of schedule.”
Lars E. 🇸🇪
IT Director, Nordic Logistics
“We've worked with 3 outsourcing companies before. PapaSiddhi is the first one where I couldn't tell the difference between their developers and our in-house team.”
Sarah M. 🇬🇧
Head of Digital, RetailMax UK
Frequently Asked Questions
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