Microsoft Dynamics 365
Transform your business with tailored, intelligent, and integrated Microsoft CRM solutions.
Implementation That Goes Beyond the Basics
At Elevate Digital, we specialize in Dynamics 365 implementations that are aligned to your goals, your people, and your processes—not just the platform.
Whether you’re looking to improve sales performance, gain actionable customer insights, manage complex projects, or enhance service delivery, we bring deep platform expertise and an agile delivery model to every engagement. Our solutions are built to scale, evolve, and drive measurable value.
Our Dynamics 365 Services
Dynamics 365 Customer Insights – Journeys
Turn customer data into meaningful engagement.
We help you build automated, multi-channel journeys that reach customers at the right time with the right message.
- Real-time marketing & trigger-based journeys
- Event-based segmentation and personalization
- Consent management and email deliverability
- SMS, email, and Teams integration
Dynamics 365 Customer Insights – Data
Unify and activate your customer data.
We design Customer Data Platforms (CDPs) using CI – Data to centralize your data and generate powerful insights.
- Customer profile unification from multiple sources
- Audience discovery and enrichment
- Predictive scoring and behavioral analysis
- Integration with Dataverse, D365 apps, and Power BI
Dynamics 365 Project Operations
Connect sales, delivery, and finance in one system.
We enable service-based businesses to plan, track, and manage project lifecycles from proposal to payment.
- Resource planning and forecasting
- Project budgeting and cost tracking
- Time, expense, and invoice automation
- Integration with Microsoft Project and Teams
Dynamics 365 Sales
From lead to invoice—streamlined and scalable.
We configure and optimize your sales process with guided selling, pipeline visibility, and automation.
- Lead, opportunity, and quote management
- Forecasting, KPIs, and activity tracking
- Relationship insights and sales sequences
- Custom approval workflows and integrations
Dynamics 365 Customer Service
Deliver exceptional service across every channel.
We build omni-channel service experiences that help your agents respond faster and smarter.
- Case management and SLA tracking
- Knowledge base and AI-assisted suggestions
- Chat, email, voice, and Teams integration
- Agent productivity dashboards
Power Platform Model-Driven Apps
Custom applications. One data platform.
For specialized business needs, we build model-driven apps on Dataverse to extend D365 or stand alone.
- Role-based views and logic-driven forms
- Relational data modeling
- Secure access control
- Deep integration with D365, SharePoint, and Power Automate
Why Elevate Digital?
We’re not just a technical partner—we’re strategic advisors. Our team brings:
- Deep Dynamics 365 expertise across industries
- Agile delivery with a focus on speed-to-value
- Customization without compromising scalability
- Real-world experience solving sales, service, and operations challenges