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Services Dynamics 365 Consulting

Achieve More With Our Dynamics 365 CRM Consulting Services

Marketing Automation
Plan, automate and execute your marketing tasks from a single platform or integrate other applications with Dynamics 365 to perform any marketing needs
Custom Reporting
Developing detailed custom reports which are not always available in Dynamics 365 to address your reporting needs
Custom Dashboards
Create role-based custom dashboards enabling you to present information that is relevant for each user regardless of their position
Tailored Workflows
Build custom workflows and approvals within Salesforce to address & automate processes that are unique to your business needs
Event Management
Organize events in a simplified manner with our event management framework built on the Microsoft Dynamics platform and track registration, sponsors, attendees, sessions and measure event success
Implementation Course Correction
Our seasoned CRM consultants will review your system, perform a health check to better understand your unique issues to provide a clear path to rescue a failed implementation
Email Marketing
Manage campaigns directly from Dynamics or manage campaign data from Mail Chimp, Constant Contact or others within your CRM system to get a holistic view
Social Media
Leverage Dynamics 365 with Microsoft social engagement to gain social insights on what customers are saying about your brand on social media platforms. All within your Dynamics system

EPC Group's Dynamics 365 Consulting Services

Microsoft has moved its CRM beyond sales force automation by integrating digital intelligence into every deal to properly predict client’s needs and deliver personal attention that builds relationships and revenue.

The Dynamics 365 platform is crucial for boosting your organization’s digital transformation. Dynamics 365 offers a robust suite of apps:

  • Service
  • Sales
  • Finance & Operations
  • Talent
  • Marketing

Even though Dynamics 365 is a ready-to-use platform, EPC Group knows that the right implementation method and strategy is paramount in delivering the most value to your company. This platform can seamlessly capture and present vital information during the sales and prospecting lifecycle. Our implementations help to increase customer acquisitions and retention percentages using complete customer lifecycle management.

EPC Group’s team of Dynamics MVP’s have the experience and expertise to offer your organization the most user-friendly Dynamics 365 implementation across sales, customer service, field service, operations and financials.

EPC Group works to empower your users with confidence so they can leverage advanced functionalities of Dynamics 365 and improve your business efficiency.

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Migrations & Integrations

Data migration and integration includes anything from sales figures to customer profile information. EPC Group ensures that duplicate data entries are eliminated so that you receive a true, holistic view of all cross-linked data across multiple applications.

Our team of Dynamics 365 Experts has the knowledge and real-world experience necessary to deliver a seamless transition.

Migrations are linked with enhancements and a better user experience. We use these 4 basic recommendations to customers:

  • Begin with the needs that are most integral
  • Make optimizing productivity paramount
  • Foster user buy-in and implement user adoption strategies
  • Integrate tailored logic into the overall use case and schema

Implementation, Customization & Upgrades

EPC Group offers a complete range of Dynamics 365 development services that take advantage of all the existing platform features.

We work with you to build on and extend Microsoft Dynamics 365 capabilities by creating custom-tailored solutions with robust capabilities that solve your business needs. You will have full access to the features and capabilities of the core platforms, and integrate these into the Dynamics 365 user experience.

Our key Microsoft Dynamics CRM development services:

  • Report creation
  • Utility development
  • Seamless third-party integration
  • Implementation & customization
  • Native or custom workflow development
  • Plug-in customization & development
  • Integration of MS CRM with various ERP systems
  • Remote Dynamics Support
  • Data scrubbing and migration
  • MS Dynamics CRM maintenance
  • Enhancing dashboards and role centers
  • CRM application development Assistance
  • Dynamics 365 consulting

EPC Group’s team of Dynamics 365 Experts have over 21 years of considerable knowledge.

We help you evaluate, define, execute, and train, all while offering constant support during your Dynamics 365 project.

Our team works on your effort using defined models and experience handling projects across different versions of the platform.

Dynamics 365 Managed Services & Support

Organizations must have a continuous strategy around building applications, automating workflows, and bringing additional data insight into your business.

Dynamics 365 Managed Services from EPC Group accomplishes all of this without the hassles of frequent proposals, approvals, POs and change orders.

Benefits of Microsoft Dynamics 365 Managed Services from EPC Group:

  • In-depth assistance and consultancy across all CRM related requirements.
  • Unmetered break / fix Microsoft Dynamics 365 / CRM support at no additional cost to quickly resolve issues and answer user questions.
  • Fits your budget – Start with our minimum of 25 CRM hours annually or customize a monthly bundle of hours to fit your needs.
  • Assigned Account Lead – One of our experts will be responsible for managing your account.
  • Great ROI – with Microsoft Dynamics support, our managed services offerings represent significant savings.

Dynamics 365 Training

To enable your organization to be self-sufficient and not tied to a consulting company, you may wish to develop your own capabilities for self-service and user-adoption for Microsoft Dynamics 365.

EPC Group understands that true success with a new platform is all about user adoption, our focus is to provide frequent training of short duration to ensure the interest levels stay high and attendees absorb all the information.

EPC Group offers regular coaching, guidance, and training on the below points:

  • Infrastructure changes – New hardware and software needs
  • Organizational changes – Processes, procedures, and policies
  • Business Strategy – Focusing on a defined goal and achieving it
  • Administration – Guidance and coaching on maintaining the system

Customer Relationship Management (CRM)

EPC Group uses leading CRM technologies such as Microsoft Dynamics 365 CRM (Microsoft Dynamics 365 Sales) and Salesforce to build comprehensive integrations with Microsoft SharePoint 2019 and Office 365.

Our hybrid services model enables the rapid and cost-effective extension and integration of the Microsoft Dynamics 365 CRM platform with your suite of Microsoft technologies and non-Microsoft technologies. We work with organizations across industries to configure, customize and implement Microsoft Dynamics CRM as well as extending and integrating it into Microsoft SharePoint.

EPC Group’s hybrid services approach enables us to rapidly and cost-effectively extend the Microsoft Dynamics CRM platform to develop applications that are ideally suited to manage your specific business processes. We assist with Microsoft Dynamics CRM Implementation, Integration, Migration, and Development both on-premise and in the cloud. We work alongside organizations to customize and configure Microsoft Dynamics CRM to meet specific business and user needs.

  • Installation, Customization and Configuration
  • Data Migration
  • Integration
  • Custom Development
  • Extension or Add-on Development
  • Application Support
  • Business Intelligence and Reporting
  • End-user Training
  • CRM Upgrade
  • XRM Development

Microsoft Dynamics 365 CRM or Microsoft Dynamics 365 Sales instantly leverages the Microsoft 365 cloud framework which is built on the Microsoft Power Platform and allows for a seamless integration with Microsoft Azure and other line-of-business (LOB) applications. Building upon a single prebuilt platform you will gain the flexibility, functionality and advanced user capabilities you need while reducing overall costs.

EPC Group’s Dynamics consulting service enables organizations to achieve cost-effective Microsoft Dynamics 365 CRM integrations and solutions by leveraging existing Microsoft technology, decreasing licensing costs, enhancing productivity through faster delivery and access to enterprise information.

EPC Group carries the expertise needed to deliver valuable CRM solutions by leveraging our deep experience in application integration, business intelligence, enterprise mobility and custom development for full branding. We are the nation’s leading end-to-end Microsoft Dynamics 365 CRM provider that helps clients achieve maximum value from their CRM investment by fueling the power of CRM across the enterprise. EPC Group also provides Salesforce consulting services from Salesforce Certified Consultants.

EPC Group uses leading CRM technologies such as Microsoft Dynamics 365 CRM (Microsoft Dynamics 365 Sales) and Salesforce to build comprehensive integrations with Microsoft SharePoint 2019 and Microsoft Office 365.

Our hybrid services model enables the rapid and cost-effective extension and integration of the Microsoft Dynamics 365 CRM platform with your suite of Microsoft technologies and non-Microsoft technologies. We work with organizations across industries to configure, customize and implement Microsoft Dynamics 365 CRM (Sales) as well as extending and integrating into Microsoft SharePoint Online.

EPC Group’s hybrid services approach enables us to rapidly and cost-effectively extend the Microsoft Dynamics 365 CRM (Sales) platform to develop applications that are ideally suited to manage your specific business processes. We assist with Microsoft Dynamics 365 CRM (Sales) Implementation, Integration, Migration and Development both on-premises and in the cloud. We work alongside organizations to customize and configure Microsoft Dynamics 365 CRM (Microsoft Dynamics 365 Sales) to meet specific and tailored business requirements and related functional needs.

  • Installation, Customization, and Configuration
  • Data Migration
  • Integration
  • Custom Development
  • Extension or Add-on Development
  • Application Support
  • Business Intelligence and Reporting
  • End-user Training
  • CRM Upgrade
  • XRM Development

Microsoft Dynamics 365 CRM (Microsoft Dynamics 365 Sales) instantly leverages the Microsoft 365 cloud and Microsoft Power Platform all hosted in Microsoft Azure, which allows for seamless integration with Microsoft enterprise applications and other line-of-business (LOB) applications. Building upon a single prebuilt platform you will gain the flexibility, functionality and advanced user capabilities you need while reducing overall costs.

EPC Group’s Dynamics 365 consulting service enables organizations to achieve cost-effective Microsoft Dynamics 365 CRM integrations and solutions by leveraging existing Microsoft technology, decreasing licensing costs, enhancing productivity through faster delivery and access to enterprise information.

EPC Group carries the expertise needed to deliver valuable cloud-based CRM solutions by leveraging our deep experience in application integration, business intelligence, enterprise mobility and custom cloud-based governed development for a tailored user experienced. We are the end-to-end Microsoft Dynamics 365 CRM (Microsoft Dynamics 365 Sales) provider that assists our clients in achieving maximum value from their CRM investment. EPC Group also provides Salesforce consulting services from Salesforce Certified Consultants.

Why Choose Us

Why Organizations Recognize EPC Group's Consulting Services as the Industry Leader
EPC Group wrote the book on SharePoint & Power BI
Microsoft Partner for 25+ Years
Over 4 million Office 365 users successfully migrated
200+ years combined senior team migration experience
Expertise migrating to Office 365 in every vertical
EPC Group's Chief Architect Errin O'Connor was on the original SharePoint and
Office 365 Beta teams

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