Services / Microsoft Dynamics / Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM Implementation Partner: customer relationship management your sales team will use.

Microsoft Dynamics 365 CRM configured around your sales motion and support workflows, so adoption doesn't require a mandate.

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UAE

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Pakistan

UAE

USA

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UAE

USA / Pakistan

USA

Pakistan

Qatar

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UAE

Pakistan

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Pakistan

UAE

Pakistan

Qatar

Pakistan

UAE

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Singapore

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USA / Pakistan

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Australia

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Denmark

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China

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Angola

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UAE

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USA

Pakistan

UAE

Singapore

USA

USA / Pakistan

USA

Australia

USA

Denmark

USA

China

USA

Angola

USA

Pakistan

UAE

Pakistan

Our Methodology

A CRM your sales team adopts, not fights.

Discover

Map your actual sales stages and support workflows.

Design & Build

Pipeline and case management configured to match, not force-fit.

Pilot & Verify

A pilot team runs live deals through it before company-wide rollout.

Scale & Operate

Adoption tracked and tuned across every team.

Proof, Not Promises

Real engagements, the results attached to each one.

Visit logging rate rose from 48% to 91%

Medical supplies distributor, the Carolinas

Renewal quote turnaround down from 4 days to same-day

Commercial insurance broker, London

Average drive time between jobs down 22%

HVAC service network, Midwest USA

Jobs completed per technician per day up from 5.1 to 6.4

Regional cable and broadband operator, Southeast

What's Included

4 capabilities, one delivery team.

Sales & Customer Service

Pipeline and case management configured to your actual sales stages.

Marketing Automation

Campaign workflows tied directly to CRM lead and account data.

Data Migration

Clean, deduplicated transfer of records from legacy CRM systems.

Custom Integrations

CRM connected to your billing, support, and marketing systems.

The stack behind this service.

Real tools our team works in day to day, not a generic capability list.

Microsoft

Azure

GraphQL

Ten industries. One audited standard.

Different regulations, different systems of record — the same discipline every time: agents that run inside guardrails and leave a record you can read.

View all industries →

BFSI

Retail & CPG

Telecom

Technology

Healthcare

Public Sector

PropTech

Education

FinTech

AgriTech

Startups

Microsoft Dynamics 365 CRM case studies

Challenge, solution, results. What we have shipped here.

Anonymised at the client's request. Each card states the pain point, what we built, and what changed. Plus the service type and country.

04 studies

AI MVPs USA

CRM note summarisation pilot for a Carolina medical distributor

Medical supplies distributor, the Carolinas

Challenge: Sales reps visited clinics and hospitals daily but logged visits in Dynamics 365 CRM late, briefly or not at all. Managers could not see account risk, handovers between reps lost context, and the company wanted a low-risk test before extending AI into customer-facing work.
Solution: A seven-week MVP: reps dictate visit notes from the car park; the assistant produces a structured CRM record with next actions and flags for the manager. Reps confirm before anything saves. The pilot ran with 12 reps and measured logging rates, note quality and time spent.
Results: Visit logging rate rose from 48% to 91%
Average note entry time down to under 2 minutes
Extended to the full 60-rep team after 7 weeks

Apps UK

Lead-to-cash automation for a UK insurance broker

Commercial insurance broker, London

Challenge: Renewal quotes were assembled by hand from three systems: the CRM for contact history, an underwriting portal for risk data, and email for broker notes. Renewal season meant late nights re-keying the same client data three times, and quotes routinely went out later than clients expected.
Solution: AGS consolidated the workflow inside Dynamics 365 Sales, with an agent that pre-fills renewal quotes from prior-year policy data and flagged risk changes, leaving the broker to review and adjust rather than re-key. Underwriting portal data now syncs into the CRM overnight.
Results: Renewal quote turnaround down from 4 days to same-day
3 separate systems consolidated into 1 workspace
Broker renewal capacity up 28% during peak season

Apps USA

Field service scheduling for a US HVAC service network

HVAC service network, Midwest USA

Challenge: Dispatchers scheduled roughly 40 technicians a day from a whiteboard and a shared spreadsheet, so scheduling favoured whoever called in first rather than proximity or skill match. Technicians frequently drove past a closer job to reach one booked earlier, and same-day emergency calls were hard to slot in.
Solution: We implemented Dynamics 365 Field Service with skill- and location-aware scheduling, plus an agent that re-optimises the day's routes whenever an emergency call comes in and proposes the smallest possible reshuffle rather than a full re-plan.
Results: Average drive time between jobs down 22%
Same-day emergency calls accommodated without overtime up 3x
Technician jobs-per-day up from 5.1 to 6.4

Apps USA

Field-technician dispatch app for a regional cable operator

Regional cable and broadband operator, Southeast

Challenge: Dispatchers assigned jobs to 70 technicians each morning using a whiteboard and text messages. Technicians called in to close jobs, parts used were reconciled weekly from paper, and a customer asking for an arrival window was told "between eight and five".
Solution: We built a dispatch console in Dynamics 365 and a mobile app for technicians that shows the day's route, job notes and customer history, captures parts and photos on completion, and sends the customer a two-hour arrival window by text. Dispatchers can reassign jobs live as the day changes.
Results: Jobs completed per technician per day up from 5.1 to 6.4
Parts reconciliation moved from 7-day paper cycle to same-day
Customer no-access visits down 31% after arrival-window texts

FAQ

Microsoft Dynamics 365 CRM: questions, answered.

What is Microsoft Dynamics 365 CRM and how does AGS configure it?

Microsoft Dynamics 365 CRM is the platform for sales, customer service, and field service. AGS configures pipeline and case management to your actual sales stages, ties marketing automation to CRM lead and account data, migrates records cleanly from legacy systems, and connects the CRM to your billing, support, and marketing. So adoption doesn't require a mandate.

What's the difference between Microsoft Dynamics 365 CRM and ERP?

Microsoft Dynamics 365 CRM handles the front office. Sales pipeline, customer service, and field service, configured around your sales motion. ERP handles the back office. Finance, operations, and supply chain. AGS delivers both; this engagement configures the CRM your sales team will actually use, while finance and operations sit on the separate Dynamics 365 ERP implementation.

How do you get sales teams to actually adopt a new CRM?

We configure the CRM around your real sales stages and support workflows rather than force-fitting your team into a default template. A pilot team runs live deals through it before company-wide rollout, then we track and tune adoption across every team. Corstone Insurance hit 90% adoption within a quarter using this approach.

Can AGS connect Microsoft Dynamics 365 CRM to our other systems?

Yes. AGS builds custom integrations connecting your CRM to billing, support, and marketing systems, and ties campaign workflows directly to CRM lead and account data. We migrate legacy records with clean, deduplicated transfers first. Autonomous agents can then act on that unified data. Routing leads, drafting follow-ups, and updating cases. Inside your sales motion.

Give your sales team a CRM they'll adopt.

Tell us what you're building and we'll map the fastest path to it.

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