Build a Connected, Scalable Customer Engagement Platform
At Proclarify, we help organizations design, implement, and optimize Microsoft Dynamics 365 CRM to unify sales, service, and customer engagement across the enterprise.
Our approach is process-led, integration-ready, and adoption-focused, ensuring Dynamics CRM becomes a reliable platform that supports growth, governance, and measurable outcomes.
Our Microsoft Dynamics CRM Service Offerings
Dynamics CRM Strategy & Advisory
We align Dynamics CRM with business goals, operating models, and enterprise architecture.
CRM readiness and maturity assessments
Customer engagement strategy & roadmap
Module selection (Sales, Customer Service, Marketing, Field Service)
Data model and solution architecture design
Licensing and environment planning
Designed to support both immediate needs and long-term scalability.
Dynamics 365 CRM Implementation
End-to-end Dynamics CRM implementations built for usability, scalability, and control.
Core Modules
Dynamics 365 Sales
Dynamics 365 Customer Service
Dynamics 365 Marketing
Dynamics 365 Field Service
Implementation coverage
Entity and data model design
Business process flows and workflows
Security roles and access models
Forms, views, dashboards, and reports
SLA, queue, and escalation setup
Balanced delivery that ensures faster adoption without compromising governance.
Customization & Development
Extend Dynamics CRM to support complex business scenarios.
Custom entities and plugins
JavaScript and Power Platform extensions
Advanced workflows and automation
UI enhancements and custom controls
All customizations are designed to remain upgrade-safe and maintainable.
Power Platform Enablement
Leverage the Power Platform to unlock additional value from Dynamics CRM.
Power Apps for custom business applications
Power Automate for workflow automation
Power BI for advanced reporting and insights
Low-code solutions for rapid innovation
Enables faster enhancements while maintaining enterprise standards.
Dynamics CRM Integration Services
Integrate Dynamics CRM seamlessly with your enterprise systems.
ERP integrations (SAP, Oracle, Dynamics Finance, Tally)
ITSM platforms (ServiceNow, Jira, Freshservice)
Microsoft ecosystem (Azure, Outlook, Teams, SharePoint)
Third-party and custom systems via APIs
Ensuring consistent, real-time data flow across the organization.
Data Migration & Data Quality
Reliable CRM outcomes depend on reliable data.
Legacy CRM and system data migration
Data cleansing and de-duplication
Field mapping and transformation
Data validation and reconciliation
Data governance and quality frameworks
Dynamics CRM becomes a trusted system of record, not just another tool.
Sales Enablement with Dynamics CRM
Empower sales teams with visibility and automation.
Lead, opportunity, and pipeline design
Territory and account management
Forecasting and sales performance analytics
Automation to reduce manual effort
Improves sales efficiency, predictability, and accountability.
Customer Service & Case Management
Design scalable and consistent service operations.
Case lifecycle and queue management
Omni-channel support configuration
Knowledge base and self-service portals
SLA tracking, escalations, and CSAT reporting
Built for high-volume and enterprise-grade support models.
Dynamics CRM Managed Services & Support
Ongoing CRM support without internal overhead.
System administration and configuration
Enhancements and minor development
Release and change management
Performance tuning and optimization
User support and training
Available through flexible managed services engagements.
Dynamics CRM Optimization & Rescue Engagements
Already using Dynamics CRM but facing challenges?
We help address:
Low user adoption
Over-complex implementations
Poor reporting and insights
Broken workflows and automations
Performance and usability issues
Outcome: a simplified, high-performing Dynamics CRM platform.
Our Delivery Approach
- Discover & Assess
- Design (process-first)
- Build & Configure
- Test & Validate
- Adopt, Govern & Scale
This approach ensures Dynamics CRM delivers sustained business value, not just technical completion.
Why Proclarify?
- Process-driven CRM consulting
- Deep Dynamics 365 and Power Platform expertise
- Clean, scalable architecture
- Strong integration and enterprise systems experience
- Focus on adoption and measurable outcomes
Engagement Models
Dynamics CRM Assessment & Roadmap
Fixed-Scope Implementations
Agile Enhancements
Managed Services & Support
Advisory & Architecture Consulting
Let’s Build Dynamics CRM the Right Way
Whether you’re implementing Dynamics CRM for the first time, scaling it across teams, or fixing an underperforming system, Proclarify helps you get it right — from strategy to execution.
Talk to our Dynamics CRM consultants today