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Dynamics 365 Consulting Services
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Quickly adapt and innovate by uniting people, data, and processes — boosting efficiency and reducing costs.
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Tailored Dynamics 365 Solutions

Convert relationships into revenue and close deals faster using greater customer insights and simplified business processes. Microsoft Dynamics 365 offers an end-to-end business application that drives business growth and improves productivity.

With applications for sales, customer service, field service, talent, and finance & operations, Dynamics 365 provides a comprehensive view of your customers and operations so you can make decisions that account for all aspects of your business.

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Implementation & Integration

Transform your business with a smooth Dynamics 365 implementation. We integrate Dynamics 365 with your existing systems, creating a unified platform that streamlines operations and boosts productivity. From CRM to ERP, we tailor solutions to fit your unique needs.

Customization & Development

Your business is unique, and your Dynamics 365 solution should be too. We customize and develop applications to align with your workflows and goals, whether it’s building custom apps, automating processes, or extending functionality.

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“I'm less concerned about 'how' to get data up there, and more about 'why.' There has to be a sensible goal at the end of each piece of information. That's why I love working with Aerie... the focus is always on our goals.”

Randy Lessor - PC Construction
Randy K. LessorDirector of Information Technology

Expert Consulting Services

Not sure where to start with Dynamics 365? Our consulting team will guide you from system assessment to a tailored roadmap, helping you leverage Dynamics 365 to improve efficiency, enhance customer experiences, and achieve your goals.

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Support & Training

Maximize your Dynamics 365 investment with our support and training services. From troubleshooting and updates to user training, we ensure your team is equipped to succeed in a rapidly evolving digital landscape.

Dynamics 365 Solutions

Opt for any combination of Dynamics 365 applications to seamlessly integrate with your current systems and create a unified solution that links every aspect of your business, connecting you with each and every customer.

FREQUENTLY ASKED QUESTIONS

Which Dynamics 365 apps do we actually need? We assess your processes and goals, then recommend the right mix (e.g., Sales, Customer Service, Field Service, Business Central, Finance & Operations) with a phased roadmap to maximize ROI.
What are common Dynamics 365 use cases? Common scenarios include sales pipeline management and forecasting, customer service across multiple channels, field service scheduling and work orders, finance and supply chain visibility, SMB ERP consolidation with Business Central, and project tracking and profitability with Project Operations.
How long does an implementation take and what’s the cost? Timelines depend on scope and complexity. We deliver a milestone-based plan and transparent estimate after completion of the Envision Phase to ensure project deliverables are met.
Can Dynamics 365 integrate with our existing systems? More often than not. We design secure integrations via Dataverse, Power Platform, native connectors, and custom APIs—connecting ERPs, data warehouses, marketing tools, and line-of-business apps. If a native connector doesn’t exist, we typically build a reliable integration pattern to meet your requirements.
What support and training do you provide after go-live? We provide 30 days of break/fix support after go-live. Clients are then welcome to purchase additional support through our Managed Cloud service offerings, with options for enhancements, integrations, analytics, governance, and training.

Core Expertise

Accelerate Innovation

Aerie crafts custom applications on the Microsoft Platform to boost team collaboration and productivity.

Master the cloud

Streamline cloud management with managed services, licensing optimization, and on-demand IT support for secure and efficient infrastructure.

Unify Your Tools

Seamlessly integrate the Microsoft Suite such as Teams, SharePoint and the Power Platform enhancing user experience through expert training and support.

Secure your future

Fortify systems with Microsoft Azure's robust security solutions, safeguarding business data and infrastructure for peace of mind.

Why Aerie?

At Aerie, we leverage our expertise in Microsoft platforms to turn challenges into opportunities, designing intuitive solutions that seamlessly integrate into your employees’ workflow. We focus on enhancing technology use rather than complicating it.

Our process involves meticulous planning to create the right solutions and ensuring smooth onboarding by collaborating with your team. By identifying process gaps through active listening and questioning, we tailor solutions to your needs. Committed to building strong client relationships, we deliver exceptional customer experiences, as reflected in our clients' satisfaction.

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Get me set up on Dynamics 365!

Book a meeting to discuss how Aerie can get you started on Dynamics 365.