Attempting to implement a new Microsoft Dynamics solution can be an intimidating task if you’re trying to do it all on your own or if you lack the right internal teams or resources for the job…

Read on to learn how partnering with our senior-level Microsoft Dynamics team can optimize core implementation processes while maintaining high-quality work and meeting your most important needs.

What is Microsoft Dynamics?

Microsoft Dynamics 365 was released in 2016 after Microsoft combined Dynamics AX, an advanced Enterprise Resource Planning (ERP) solution, with Dynamics’ Customer Relationship Management (CRM) application. Microsoft was one of the first vendors to merge CRM and ERP abilities natively in a single, cloud-based platform.

Microsoft Dynamics 365 offers a suite of intuitive business applications that deliver excellent customer experiences and increased operational efficiency. This allows businesses to improve versatility, enhance core business processes, and reduce complexity without increasing expenses. Some pre-built Dynamics applications also use artificial intelligence (AI) and machine learning (ML) capabilities to gain better insights into their most critical business data and streamline business operations.

With the combination of core ERP and CRM functions in Dynamics 365, users can better view data intelligence on customer transactions, customer insights, preferences, and behaviors to drive productivity and growth over time.

Users also gain a more comprehensive view of orders, shipping inventory, and access management processes to ensure predictive insight tools are leveraged for better decision-making and increased efficiency.

The Surety Systems Advantage

Our Microsoft Dynamics support team at Surety Systems is dedicated to assembling a project team that aligns with your unique project needs and business requirements, no matter what.

Instead of working to meet our own bottom line or provide the most convenient consulting option, our team keeps your project needs at the top of our priority list and advocates for your unique needs.

Our team of Microsoft Dynamics consultants has the functional skills and experience to help you successfully implement your Dynamics solutions, enhance overall user experiences, and maximize your technical investments over time.

Here are some key advantages of partnering with our Dynamics consulting team instead of traditional managed services firms…

Time-and-Materials Services

All of our consultants operate on a time-and-materials basis so that you can say goodbye to unnecessary project expenses, additional project management fees, and sky-high overhead costs. With our team, you only pay for the hours worked – nothing more.

Your Project, Your Terms

Your technological needs. Your priorities. Our skills and knowledge.

Our Dynamics consulting team knows that the only way to complete projects on time, optimize the functionality of your Dynamics solutions, and maintain project budgets is by using the best tools, people, and resources for the job.

With our expert Microsoft Dynamics consultants, you can ensure your unique requirements are met, regardless of the complexity, duration, or nature of your most critical project needs.

Better Turnaround Times

Our team at Surety Systems understands that when a pressing project matter arises, you may not always have a full-time employee to handle the job or the internal availability to maintain control over your entire project.

We guarantee quicker turnaround times to ensure your project needs are met quickly and efficiently without compromising the quality of work. This way, your company can optimize core Microsoft Dynamics operations and focus on the tasks that add the most value for your internal teams.

Personalized Consulting Services

Are you in need of a consultant specializing in Microsoft Dynamics AX implementations? Or maybe you’re looking for additional support for integrations between Dynamics GP and the Microsoft Power Platform?

Whatever your Dynamics project entails, our team of consultants has the skills and experience to complete the job and ensure your system has what it takes to withstand business growth and change in the long run.

Where Do Our Microsoft Dynamics Consultants Come In?

Our Microsoft Dynamics consulting services at Surety Systems differ from other traditional consulting firms that often put their own needs and agendas before yours.

Instead of focusing on meeting our own bottom line, we assemble project teams whose knowledge aligns directly with your project needs, ensuring your projects are completed the right way – the first time.

Here are a few examples of what our Dynamic consultants can do for you…

Blended Workforce

Boost the strength of your workforce by combining the knowledge of your internal team with our external team of Dynamics consultants.

With this combination, you’ll get the best of both worlds – a solid foundation with skilled and specialized Microsoft Dynamics consulting services when you need it, and no extra overhead fees when you don’t.

Unbiased Assistance

No bull, no bias, no breadcrumbs. That’s the name of the game with our team.

We’ll spare you the license pitch, integration pushes, and upsells that typically come along with working alongside a traditional Microsoft partner firm.

Our Microsoft Dynamics consulting team is here to guide you through new software implementation, system architecture planning, and functional integration processes, helping you leverage your existing technology and ensuring you’re getting the most out of your overall investment.

Top Tier Advice

Our Dynamics consultants have years of experience in virtually every aspect of the Microsoft Dynamics landscape. This means that no matter where your project needs lie, our consulting team has the precise expertise and experience you need to succeed.

Evaluate New Solutions

Our senior-level Dynamics 365 consultants help you identify and assess the Microsoft Dynamics applications that best fit your current needs and scale your solutions to align with your organization’s growth and change over time.

Stay on Track

Leverage ongoing support, guidance, and optimization suggestions from knowledgeable Microsoft Dynamics consultants by your side at every turn to ensure you’re making the most of your Dynamics 365 investment.

Tailor Existing Solutions

With our Dynamics 365 consulting expertise, your team can customize core operations, integrate partner apps that extend default features in Dynamics 365, and better align your solutions with industry-specific functionality.

Considerations when Choosing a Dynamics Consultant?

Here are five key considerations when choosing the right Dynamics consultant for you…

1. Functional Knowledge

Microsoft Dynamics 365 is a comprehensive CRM system, meaning you need a consultant whose knowledge, skills, and experience can keep up.

Our consultants have functional knowledge of the core features, modules, and integration capabilities included in the Microsoft Dynamics landscape. Before choosing a consultant for your project needs, you should ask yourself if they’re well versed in both the technical and functional aspects of the application you need. 

Asking these questions first ensures the consultant you choose has undeniable experience in the most critical Dynamics 365 workflows, dashboards, configurations, forms, views, and standard reports development functionality for your organization. 

You should also consider whether or not they have a  strong understanding of different methodologies and integrations, including the Dynamics 365 Power Platform and the Dynamics 365 Common Data Model.

2. Communication Skills

It’s one thing to ensure your consulting team knows the software inside-out, but analyzing their soft skills is just as important.

Can your potential Microsoft Dynamics consultant appease a tricky shareholder when there’s a change in your project, like a delay? Will they be able to facilitate better collaboration between project teams?

Dynamics consultants are expected to set up requirement sessions and status update meetings with clients and coordinate with development teams to ensure the project stays aligned with a predefined timeline. Functional consultants are sometimes faced with recognizing project risks and presenting them to the appropriate shareholders, so strong interpersonal communication skills are required to get the job done the right way, the first time. 

3. Understanding Business and Requirements Analysis

When searching for the best-fit Microsoft Dynamics CRM consultant for your needs, you should look for someone who understands your company’s most important business needs and requirements. Ensure they thoroughly understand your unique requirements and how to leverage functional business and requirements analysis functionality to create a workable Dynamics solution. 

The consultant you choose must also determine which Microsoft Dynamics 365 modules, features, and capabilities are pertinent to your company’s core business objectives.

And, with cross-industry expertise, the best-fit Microsoft Dynamics CRM consultants for your needs will provide technical and functional expertise and an extended perspective for your most critical objectives.

4. Time Management Skills

Functional Microsoft Dynamics consultants typically have to juggle quite a few tasks at once, making managing their time efficiently and effectively as important as ever.

One day, they may provide guidance for coreDynamics 365 design, development, modification, and implementation processes; the next, they may be tasked with setting up user training, assisting with continued system maintenance, or monitoring data migration and third-party integration tasks.

Dynamics 365 consultants offer expert advice, convert project plans into real-time success, manage project risks, and even oversee knowledge transfer across the entire organization. 

Multitasking and time management capabilities play a critical role in managing all areas of a Microsoft Dynamics 365 project at once and keeping all stakeholders up-to-date every step of the way.

5. Problem-Solving Skills

A Microsoft Dynamics 365 consultant should have strong business, analytical, and technological management skills and offer exceptional troubleshooting expertise to help teams solve any project issues as soon as they arise.

Consultant teams will work with project stakeholders to ensure all project phases and tasks adhere to a predefined project methodology that allows companies to align their project plans with SLAs, schedules, and budgets. This will ensure your project stays on track from implementation to integration, maintenance, and post-project support.

Any project is bound to run into unplanned risks, delays, and mistakes along the way. However, with strong problem-solving and decision-making abilities, expert Dynamics 365 consultants can address these concerns before they impact the project’s overall quality or timeliness.

How We Can Help

Whether you need help understanding your current Microsoft technology, deploying a new Microsoft Dynamics application, looking for a new tool to streamline specific business processes, or anything else related to Microsoft Dynamics, Surety Systems can help.

Our senior-level Microsoft Dynamics consultants have the skills and experience to lead you through successful implementations and improve user adoption across the board, no matter how long your organization has been involved in the Microsoft Dynamics landscape.

Contact Us

Interested in learning more about our Microsoft Dynamics 365 consulting services? Ready to get started on a project with our team of expert Dynamics consultants?

Contact us today!