Dynamics 365
We configure, customize and integrate Microsoft Dynamics 365 Customer Engagement so your sales and service teams work from one clean system instead of spreadsheets and email threads - with automation and reporting built in from day one.
Dynamics 365 consulting that starts with your process
Most Dynamics 365 projects struggle not because of the platform, but because the system was configured before anyone mapped how leads, opportunities and cases actually move through the business. We begin by documenting your sales and service process, then design tables, forms, views, business rules and security roles around it.
On top of the core CRM we add automation with Power Automate - for example scoring new leads, converting qualified leads to opportunities, assigning the right rep by territory and notifying them in Microsoft Teams. Reporting is delivered with Power BI connected directly to Dataverse, so managers see pipeline and service metrics without exporting data.
When Dynamics 365 needs to talk to other systems - your website forms, ERP, accounting software or a custom application - we build the integration with Dataverse APIs, Azure services or Power Automate connectors, and document it for your internal team.
Planning a rollout? Read our guide to Dynamics 365 implementation steps, timelines and common mistakes.
Planning a wider rollout across Dynamics 365, Power Platform and Microsoft 365? See our Microsoft solutions implementation and support services.
Dynamics 365 Capabilities
Specialized engineering delivered through a comprehensive range of technical focus areas.
Dynamics 365 Sales Setup
Lead, opportunity and quote configuration aligned to your pipeline stages and sales territories.
Customer Service Configuration
Case management, queues, SLAs and routing so every customer request has an owner and a deadline.
Data Model & Customization
Custom tables, columns, forms, views, business rules and security roles in Dataverse.
Power Automate Workflows
Lead scoring, assignment, approvals and Teams or Outlook notifications without manual hand-offs.
Integrations & Data Migration
Connect Dynamics 365 to websites, ERP and third-party APIs, and migrate records from legacy CRMs and spreadsheets.
Power BI Reporting
Pipeline, revenue and service dashboards reading live from Dataverse.
Technology Stack
Enterprise-grade technology stack optimized for reliability, performance, and scale.
Dynamics 365 & Dataverse
Sales and Customer Service applications on Dataverse.
Model-driven customization: tables, forms, views and business rules.
Integration services, functions and secure API hosting.
Power Platform
Workflow automation across Dynamics 365, Teams, SharePoint and Outlook.
Canvas apps for field and mobile users on the same Dataverse data.
Interactive dashboards connected directly to CRM data.
Roadmap
A battle-tested engineering journey designed to take your vision from conceptual architecture to global market leadership.
Architecture
Defining the technical blueprint and system infrastructure for maximum scalability.
Engineering
Rapid development cycles with rigorous testing and peer-reviewed code standards.
Optimization
Continuous performance tuning and cloud-native scaling for global reach.
Dynamics 365 - FAQs
What does a Dynamics 365 consultant do?
A Dynamics 365 consultant maps your sales or service process, configures Dynamics 365 to match it (data model, forms, business rules and security), automates hand-offs with Power Automate, sets up reporting, and trains your team to use the system.
Which Dynamics 365 applications do you work with?
We focus on Dynamics 365 Customer Engagement - Dynamics 365 Sales and Customer Service - together with Dataverse and the Power Platform (Power Apps, Power Automate and Power BI).
Can you migrate our data from another CRM or spreadsheets into Dynamics 365?
Yes. We clean and map your existing accounts, contacts, leads and history, run a trial migration for you to validate, then perform the final migration with a rollback plan.
Can Dynamics 365 integrate with our website and other systems?
Yes. Website forms, ERP and accounting systems, marketing tools and custom applications can be connected through Dataverse APIs, Azure services or Power Automate connectors.
Do you work with clients outside India?
Yes. LoopInfinity Tech is based in Bhopal, India and works remotely with clients in North America, Europe, the GCC, Africa and Asia-Pacific.
We deliver Dynamics 365 remotely for clients in India and worldwide, including the UK and the USA.
Ready to build with us?
Let's turn your idea into a production-ready product. Schedule a call with our technical leads today.