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Benefits of Dynamics 365 Consulting

Surety Systems doesn’t carry a “traditional” bench like other consulting firms. This means our consultants will be aligned with your project based on our team’s specialized expertise, not our bottom line. Learn more about the benefits of working with a Microsoft Dynamics consultant here.

Blended Workforce

Blended Workforce

Supercharge your internal team.

By mixing your internal knowledge with our external expertise you get the best of both worlds; a rock-steady foundation with hyper-specialized Microsoft Dynamics consulting services when you need them, and no extra overhead when you don’t.

Expert Advice

Expert Advice

We’ve been there, done that.

Our extensive network of senior-level Dynamics 365 consultants means that we have the exact skill set and experience you need to crush your next project.

Unbiased Consulting

Unbiased Consulting

No bull, no bias, no breadcrumbs.

Skip the license pitch, upsells, and integration pushes. That’s not what we’re here for. Team up with an unbiased MS Dynamics consultant who can help you leverage the system you already own.

Main Areas of Dynamics Consulting Expertise

Business Central

Business Central

Run Support
Supply Chain Services

Finance & Operations

Finance & Operations

Supply Chain Management

Supply Chain Management

Supply Chain Management

Sales Orders, Quotes, and Agreements
Inventory Management
Warehouse Management
Lean, Process and Discrete Manufacturing
Cost Accounting

Human Resources

Human Resources

Time and Attendance

Customer Engagement

Customer Engagement

Customer Relationship Management (CRM)
Sales and Field Service


15 +

Years of Success

1400 +

Projects Under Our Belt

84 %

Projects with Repeat Clients


Client Industries


States with Surety Consultants

100 %

US- & Canada-Based Consultants

Our Most Common Dynamics 365 Engagements

Dynamics 365 Migrations

Migrating from an outdated ERP system to cloud-based Microsoft solutions with advanced functionality, like Dynamics 365, can be complicated without the right data migration experts and project management team on your side. Our consultants have years of experience helping customers in industries from manufacturing to retail and beyond build a better business strategy focused on cloud migration and business process automation. And, with the help of our consultants, your team will have the key resources, knowledge, and tools you need to leverage business intelligence tools for efficient data migration, improve user adoption, and make the most out of your switch to Microsoft Dynamics technology.

Optimization Assessments

Optimization assessments provide a comprehensive view of a company's current Microsoft deployments and outline recommendations for the contract licensing needed to support their individual business strategy. By completing these assessments, companies can not only ensure their Microsoft Dynamics Customer Relationship Management (CRM) and Enterprise Resource Planning (ERP) solutions will support their organization's growth and future success, but also maximize their overall technological investment, saving valuable time and money in the long run. Our consultants are here to complete optimization assessments, offer a different perspective on your current system, leverage valuable insights to improve decision-making processes, and find the most efficient and cost effective solution for your business needs.

Consolidation of Your Technology Stacks

As your company grows and evolves over time, so do your technology needs. And, oftentimes, this leads to a jumbled mess of separated and siloed software, applications, and other business tools that only increases the amount of time and effort needed to maintain your systems. Our Microsoft Dynamics consultants not only understand that "less is more" when it comes to complex technology solutions, but they also provide the resources your team needs to build tailored solutions to reduce technological complexity, improve system security, provide a more holistic view of data for consumers, and maximize overall return on investment (ROI) for your organization.

Rollouts to New Acquisitions & Mergers

One advantage to choosing Surety's Microsoft Dynamics consulting services is that our consultants are well-versed in multiple different ERP and CRM vendors and solutions, making them the perfect asset to any project team. And, because they have experience in various technologies, they are your one-stop-shop solution to help your team bring together different versions of Microsoft or different technologies all together during a merger or acquisition. Interoperability between solutions and collaboration between newly merged or acquired companies is essential to your organization's success, and ensuring you have the right team in place to handle complex IT integrations, eliminate technical redundancies, centralize data management, and maximize value within your CRM or ERP systems.

CRM to CE Migrations

Whether you're transitioning from the Microsoft CRM solution to the Dynamics 365 Customer Engagement solution for the first time or need to ensure your Microsoft Power Platform, Power Apps, and Power BI integrations are structured and maintained correctly, our consultants will ensure your systems are configured for success. The Customer Engagement module (previously known as Dynamics CRM) leverages intelligent insights to help companies enhance customer relationships, improve customer satisfaction, and increase revenue in a single solution. And, with the help of our expert consultants, your company will be able to seamlessly integrate CE into your organization, improving data security, customer retention, knowledge transfer, customer segmentation, and engagement in the process.

On-Premise to Cloud Migrations

As previous on-premise versions of Microsoft are being sunset, companies are prompted to move to the equivalent Dynamics 365 solution or a new technology or software all together. Whether you're moving from Microsoft AX to the cloud-based Dynamics 365 Finance and Operations module, transitioning from on-premise Microsoft GP to Dynamics 365 F&O or Business Central, or swapping Microsoft NAV with D365 Business Central, our senior-level consultants are here to provide the resources your need to fill key resources and achieve success for any Microsoft Dynamics project. Surety understands that you need the most efficient, effective, and up-to-date technical solutions to get the job done, and that's why we're here. Regardless of the size, scope, or scale of your system migration projects, our team has you covered.

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