Choosing between Dynamics 365 and NetSuite rarely comes down to a single feature gap. Dynamics 365 is not one ERP product; it spans Business Central for mid-market operations and Dynamics 365 Finance and Supply Chain Management for larger, more complex organizations,…
Deliver Dynamics 365 Finance & Operations, Business Central, and Customer Engagement from strategy through implementation and ongoing optimization. CaliberFocus combines advisory, implementation, Power Platform and AI, and managed services, with process optimization, migration, and user adoption built into each engagement.
One Dynamics 365 partner for strategy, implementation, modernization, automation, and continuous improvement.
Dynamics 365 transformation extends beyond implementation. It requires the right strategy, business processes, connected applications, automation, user adoption, and ongoing optimization to keep the platform aligned with your operations.
Consult & Transform
Define the right foundation for Dynamics 365. Align business requirements, optimize processes, and plan migration before implementation begins.
Implement & Run
Connect CRM, ERP, finance, operations, and Power Platform automation around the workflows your teams use every day.
Extend & Optimize
Build on Dynamics 365 with Copilot and AI, ongoing platform support, continuous optimization, and structured user adoption.
Dynamics 365 services spanning advisory, implementation, automation, adoption, and ongoing optimization, with process, migration, Power Platform, and AI capabilities aligned to each stage.
Consult & Transform
Turn business requirements into a practical Dynamics 365 roadmap. Assess your processes, systems, data, integration requirements, and platform readiness before implementation decisions are made.
- Assess current systems, processes, requirements, and D365 readiness
- Define solution architecture, integrations, and configuration requirements
- Plan implementation scope, sequencing, governance, and delivery priorities
Improve business processes before translating them into Dynamics 365 workflows. Identify bottlenecks, unnecessary steps, and disconnected handoffs, then redesign processes around how the business needs to operate.
- Map current workflows, bottlenecks, handoffs, and dependencies
- Design future-state processes, roles, controls, and decision points
- Translate optimized processes into D365 workflow requirements
Move legacy CRM and ERP environments to Dynamics 365 with a structured modernization approach.
Plan and execute migration across applications, business data, integrations, customizations, and operational dependencies.
- Assess legacy Microsoft and third-party environments, including Dynamics GP (Great Plains) and Salesforce, for migration to Dynamics 365
- Cleanse, map, migrate, and validate business data, integrations, and customizations for the target Dynamics 365 environment
- Modernize legacy CRM, finance, and operational workflows using Dynamics 365 and Power Platform capabilities
Implement & Run
Connect sales, service, and customer interactions within Dynamics 365.
Build customer engagement workflows around how teams manage prospects, customers, service requests, and relationship data.
- Manage leads, opportunities, accounts, and sales processes
- Connect case management, routing, and customer service workflows
- Create a more consistent view of customer interactions and data
Connect finance and operational processes on Dynamics 365.
Implement ERP capabilities around financial management, supply chain, inventory, procurement, projects, and other core operations
- Configure financial processes, controls, reporting, and entity requirements
- Connect supply chain, inventory, procurement, and project workflows
- Support Dynamics 365 Finance, Supply Chain Management, Project Operations, and Business Central
Extend Dynamics 365 with applications, automation, and connected insights.
Use Microsoft Power Platform to address workflow requirements that extend beyond standard Dynamics 365 functionality.
- Build business applications and D365 extensions with Power Apps
- Automate approvals, notifications, handoffs, and workflows with Power Automate
- Connect operational data and reporting through Power BI
Extend & Optimize
Extend Dynamics 365 workflows with Copilot and AI agents.
Design agentic workflows that assist users, act on business context, and automate defined tasks across CRM, ERP, finance, service, and operational processes.
- Integrate Microsoft Copilot into relevant Dynamics 365 user and business workflows
- Build AI agents for defined tasks, decisions, and multi-step business processes
- Connect agents with Dynamics 365 data, business rules, Power Platform automation, and enterprise systems
Keep Dynamics 365 supported, maintained, and aligned with changing requirements.
Provide ongoing support and platform management after go-live while identifying opportunities for continued improvement.
- Resolve application issues and support day-to-day operations
- Monitor and manage Dynamics 365 environments and releases
- Prioritize enhancements as business and platform requirements evolve
Help teams adopt the processes and tools introduced through Dynamics 365.
Prepare users for changes in workflows, responsibilities, and ways of working so adoption continues beyond technical go-live.
- Assess role, process, and organizational impacts
- Deliver role-based training around configured D365 workflows
- Track adoption feedback and address barriers after rollout
Presentation to distribution. Offline-first, AI-embedded, compliance-ready throughout.
Mobile Layer
What Gets Built Here
Connected Operations
Bring CRM, ERP, finance, customer, and operational workflows together across the Dynamics 365 ecosystem
Greater Process Efficiency
Reduce manual handoffs and repetitive work through Dynamics 365 and Power Platform automation
Better Business Visibility
Connect operational and customer data to give teams clearer, more timely information for decision-making
Sustainable Platform Adoption
Support users beyond go-live with change management, ongoing support, and continuous Dynamics 365 optimization
Connect Dynamics 365 with AI, data, automation, and application engineering capabilities to support transformation beyond the core platform.
Migration & Platform Modernization
Move legacy CRM and ERP environments, business data, integrations, and workflows to a modern Dynamics 365 platform.
Dynamics 365 ERP & CRM
Connect finance, operations, sales, service, and customer processes across Dynamics 365 ERP and CRM, aligned with how your business operates.
Power Platform & Automation
Extend Dynamics 365 with Power Apps, Power Automate, and Power BI to automate workflows and address requirements beyond core platform functionality.
Copilot & AI Integration for Dynamics
Bring Copilot, AI agents, and intelligent automation into Dynamics 365 workflows to assist users, automate defined tasks, and support more connected business processes.
Whether you are planning a new implementation, modernizing legacy systems, connecting CRM and ERP, introducing automation and AI, or improving an existing Dynamics 365 environment, start with a clear understanding of what your business needs and where the platform can create the most value.
We collaborate with global technology leaders to deliver secure and scalable growth-driven digital solutions. Our partnerships strengthen our ability to innovate, accelerate transformation, and drive measurable business impact for our clients.
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CaliberFocus supports Dynamics 365 transformation across strategy, process optimization, implementation, migration, integration, automation, AI, user adoption, and ongoing platform support. We align Dynamics 365 with your business processes and connect CRM, ERP, data, and workflows across the Microsoft ecosystem so the platform can evolve with changing operational requirements.
- End-to-end Dynamics 365 services spanning strategy, implementation, modernization, adoption, and continuous optimization
- CRM and ERP capabilities aligned with customer, finance, supply chain, project, and operational workflows
- Connected Microsoft ecosystem expertise across Dynamics 365, Power Platform, Azure, data, integrations, and business applications
- Copilot, AI, automation, and ongoing optimization capabilities that extend Dynamics 365 as business requirements evolve
Security & Compliance
