Can we use both Dynamics 365 Sales (CRM) and Business Central (ERP)?

Yes — and they integrate natively. Sales opportunities in D365 Sales can create sales orders in Business Central. Customer records sync between both systems. This is a common architecture for SMEs who want a proper CRM without moving to D365 Finance & Operations.

How long does a Dynamics 365 implementation take?

D365 Sales implementation for 10–50 users takes 4–12 weeks. D365 Finance & Operations is a larger undertaking — typically 6–18 months for a full implementation. Business Central is faster and more cost-effective for most SMEs.

Can you migrate our data from Salesforce to Dynamics 365?

Yes. We migrate contacts, accounts, leads, opportunities, activities, and custom objects from Salesforce to Dynamics 365. We handle field mapping, data cleansing, and validation before cutover.

Do you build custom plugins for Dynamics 365?

Yes. We build C# plugins and Power Automate flows for custom business logic that goes beyond standard D365 configuration.

Does Dynamics 365 work with Microsoft Teams?

Yes. D365 has native Teams integration — sales calls are logged to D365 records, customer context appears in Teams calls, and Teams meetings can be scheduled from D365 opportunities.

What licences do we need for Dynamics 365?

D365 licences are per module per user per month. D365 Sales Professional starts from $65/user/month. D365 Finance starts from $180/user/month. We help you model the right licence configuration for your scenario.

Can you provide Dynamics 365 support after go-live?

Yes. We offer post-implementation support retainers covering bug fixes, configuration changes, user management, and ongoing feature development.

Microsoft Dynamics 365

Dynamics 365 Services in the USA

PapaSiddhi Technologies delivers Microsoft Dynamics 365 implementations across the CRM and ERP modules — Sales, Customer Service, Field Service, Finance, and Operations. Our D365 consultants and developers have delivered implementations for businesses in manufacturing, professional services, FinTech, and retail sectors across the USA, UK, Netherlands, and UAE.

CRM and ERP on Microsoft Dynamics 365 for sales, customer service, field service, finance, and operations. Serving USA businesses with India-based expertise.

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USA Market Context

US Dynamics 365 deployments split sharply by sector: financial services firms face FINRA recordkeeping and SEC data retention rules that require specific D365 configuration and audit log retention; healthcare organisations in scope for HIPAA need a Business Associate Agreement with Microsoft before any PHI touches the environment; and federal contractors or their supply chain increasingly face CMMC requirements that shape the Azure Government versus Commercial cloud decision. Most US D365 RFPs we see collapse these into a single line item rather than building them into the architecture. Our offshore team handles the configuration and migration work that consumes most of the project budget, leaving your local stakeholders to focus on process design and sign-off rather than data entry and system testing.

Market Insight

HIPAA's Security Rule requires a Business Associate Agreement between a covered entity and any vendor — including Microsoft — that creates, receives, maintains or transmits ePHI, and Microsoft offers a BAA for Dynamics 365 only for specific service plans and configurations.

Compliance & Regulation

HIPAA BAA requirement for healthcare environments, FINRA Books and Records rules (Rules 4510–4520) for broker-dealer deployments, SOC 2 Type II for SaaS-adjacent implementations, and CMMC Level 1–2 controls for organisations in the US defence supply chain.

Service Overview

Microsoft Dynamics 365 Experts You Can Trust

D365 Sales, CS, Finance, Operations experience
AL & Power Platform integration
Migration from Salesforce, SAP, and legacy CRMs

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Our Track Record

200+

Projects Delivered

13+

Countries Served

98%

Client Retention

10+

Years Experience

The Unified Platform for CRM and ERP

Dynamics 365 unifies CRM and ERP in a single Microsoft ecosystem — connecting your sales pipeline, customer service operations, financial reporting, and supply chain in one platform. Properly implemented, D365 eliminates data silos and gives leadership real-time visibility across the entire business.

What's Included

D365 Sales and Customer Service CRM
D365 Finance and Operations ERP
Field Service management
Power Platform integration (Power Apps, Power BI)
Migration from Salesforce, other CRMs
Custom plugin and workflow development
Integration with Business Central and Azure

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What We Deliver

Dynamics 365 Services

D365 Sales & CRM

Sales automation, lead management, opportunity pipeline, forecasting, and customer journey tracking in Dynamics 365 Sales.

Customer Service

Case management, SLA management, knowledge base, omnichannel service desk, and customer portal in D365 Customer Service.

D365 Finance & Operations

Enterprise ERP for larger organisations: General Ledger, AR/AP, Fixed Assets, Project Accounting, and Supply Chain.

Field Service

Work order management, scheduling, mobile field tech apps, IoT integration, and service agreements in D365 Field Service.

Our Process

How We Deliver Your Project

Discovery & Architecture

Business process mapping, module selection, licence planning, and solution architecture document.

Configuration & Customisation

D365 configuration, custom plugin development, Power Automate flows, and data model extensions.

Migration & Integration

Data migration from legacy CRM/ERP, integration setup with other business systems.

Testing, Training & Go-Live

UAT, user training, phased go-live, and hypercare support.

Tech Stack

Technologies We Use

Dynamics 365

Power Apps

Power BI

Azure

Business Central

Industries

Sectors We Serve

Manufacturing & ERPProfessional ServicesFinTech & BankingHealthcare & MedTecheCommerce & Retail

Case Studies

Real Results for Real Businesses

Government Agency🌍 Africa

FAQs

Frequently Asked Questions

Business Central is Microsoft's ERP for small and mid-market companies (typically under 500 users). Dynamics 365 Finance & Operations is designed for larger enterprises with more complex financial and supply chain requirements. D365 Sales and Customer Service are CRM modules available to any size organisation.

Related Services & Resources

Hire Dynamics 365 Developers

Business Central ERP

ERP Integration

Power BI Development

Client Reviews

What Our Clients Say

★★★★★Featured Review

“We evaluated five vendors before choosing PapaSiddhi. Their Business Central expertise was unmatched — went live across three countries simultaneously with zero downtime.”

Thomas Andersen

IT Director

Zo**** Manufacturing · Denmark

★★★★★Featured Review

“PapaSiddhi felt less like an agency and more like a senior team that happened to sit eight time-zones away. Business Central live in three months, and our finance team actually likes using it.”

Elise van der Berg

COO

No******* Logistics · Netherlands

★★★★★

“Our store-level reporting was always a week behind and never quite trusted. Their Power BI work gave us daily numbers the whole exec team now relies on, and the dedicated analyst took the time to learn our business instead of just building charts.”

Johan van der Merwe

Finance Director