We engineer intelligent Dynamics 365 platforms with embedded Copilot and autonomous AI agents that work 24/7 to automate workflows, accelerate revenue, and deliver exceptional customer experiences. From agent powered sales to autonomous finance operations, our solutions help you become a Frontier Firm human led and agent operated.
Transform Operations.
Empower Growth.
Scale Seamlessly.
CaliberFocus delivers comprehensive Dynamics 365 services across implementation, customization, integration, and modernization. We build Copilot first platforms aligned with business workflows, compliance needs, and operational goals.
Using Microsoft’s cloud ecosystem, Power Platform, Azure, and autonomous AI agents, we create scalable, secure, future-ready environments. From CRM to ERP, field service to finance operations, our solutions eliminate silos, accelerate transformation, and drive measurable outcomes.
Our consultants work closely with your teams to streamline adoption, optimize processes, and maximize ROI. We provide end-to-end support from strategy and deployment to training, maintenance, and continuous innovation, ensuring long term success.
Elevate your Business with Dynamics 365 Solutions
Streamline Operations. Empower Teams. Drive Results.
Sales and Customer Engagement
We implement Dynamics 365 Sales and Customer Service with Copilot first experiences and autonomous AI agents that transform customer engagement. Our solutions enable 24/7 lead research, AI driven case management, and omnichannel support, helping teams close deals faster, strengthen relationships, and resolve issues efficiently.
Copilot driven sales AI
Autonomous lead agent
Smart case management
Omnichannel support
Predictive forecasting
Finance and Operations
Dynamics 365 Finance and Supply Chain delivered with agentic operations and AI agents enables automated reconciliation, faster financial close, and operational optimization. With real time visibility, predictive analytics, and automated workflows, enterprises reduce risk, maintain compliance, and increase profitability across global operations.
Agentic finance automation
Faster close with AI workflows
Real time AI forecasting
Inventory & warehouse optimization
Smart compliance controls
Marketing Automation
We configure Dynamics 365 Marketing to run targeted campaigns, segment audiences, and track engagement. Integrated with AI tools and customer data platforms, our solutions enable personalized outreach and boost conversions. We align marketing with sales objectives, delivering impact through dynamic content, automated workflows, and real time analytics.
Targeted audience segmentation
Personalized multi channel outreach
AI guided campaign optimization
Analytics driven conversion tracking
Automated journeys & workflows
Field Service and Mobility
Dynamics 365 Field Service with Copilot first experiences and AI agents enables intelligent scheduling, automated inspections, and predictive maintenance. With IoT insights, mobile access, real time asset visibility, and mixed reality assistance, our solutions boost technician productivity, reduce downtime, and optimize resource utilization.
AI optimized scheduling
Copilot powered mobility
Automated inspections
IoT based maintenance
Real time asset tracking
Project Operation
We implement Dynamics 365 Project Operations to unify project planning, resource management, and financial oversight into one AI powered platform. Through scenario modeling, proposal automation, real time profitability insights, and workflow acceleration, organizations deliver projects on time, stay within budget, and optimize margins across portfolios.
Unified project planning
AI scenario modeling
Smart resource allocation
Real time profitability
Automated workflows & billing
Business Central
We help SMBs accelerate growth with Dynamics 365 Business Central, Microsoft’s all in one cloud ERP. Intelligent AI agents enable natural language execution of tasks, automated reporting, and unified management of finance, sales, inventory, and operations, removing silos and empowering data driven decisions that scale with your business.
Natural language AI agents
Automated reporting & BI
Unified financials
Inventory & purchasing control
Real time analytics
Future-ready Dynamics 365 solutions powered by Copilot and enterprise grade automation
We help organizations migrate from legacy systems including Dynamics GP, Dynamics SL, Dynamics NAV, Salesforce, SAP, and on premises CRM to cloud based Dynamics 365. Our structured migration approach includes data assessment and cleansing, mapping and transformation, phased implementation, and validation. We ensure business continuity while modernizing your technology stack with AI powered capabilities and minimal disruption.
Legacy Microsoft Systems
MSCRM On-Prem → Dynamics 365 CE
Dynamics AX → Dynamics 365 Finance & SCM
Dynamics SL, NAV → Dynamics 365 Business Central
Dynamics AX Retail → Dynamics 365 Commerce
Dynamics GP Payroll → Dynamics 365 Human Resource
Other Platform Migrations
Salesforce → Dynamics 365 Customer Engagement
SAP Business One → Dynamics 365 Business Central
Oracle E-Business Suite → Dynamics 365 Finance & SCM
Oracle Siebel CRM → Dynamics 365 CE
QuickBooks → Dynamics 365 Business Central
Cloud Migrations
On-premises to cloud
Cross-tenant migrations
Environment consolidations
Upgrade from older cloud versions
Hybrid to full cloud migration
Logistics and Supply Chain
Energy and Utilities
Media and Entertainment
Travel and Hospitality
Education & EdTech
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.
How long does a Dynamics 365 migration take?
Migration timelines depend on data volume, system complexity, and customization needs. Simpler migrations (e.g., QuickBooks to Business Central) typically take 8–12 weeks, while multi-entity or highly customized migrations can take 4–6 months. We provide a clear timeline and delivery plan during the assessment phase.
Will my business operations be disrupted during migration?
CaliberFocus uses phased migration strategies to minimize disruption. Migrations are often run during off-hours or weekends, with parallel-run environments that keep your legacy system active while the new system is validated. Our objective is zero downtime for critical business functions.
What happens to my customizations and integrations?
We review all custom logic, workflows, and integrations during planning. Custom functionality can be adapted using Power Platform or re-engineered as modern cloud-native services. We maintain functional parity while enabling new Dynamics 365 capabilities such as Copilot and AI-powered automation.
Can you migrate from non-Microsoft systems like Salesforce or SAP?
Yes. We specialize in cross-platform migrations from Salesforce, SAP, Oracle, Zoho, and other ERP/CRM systems into Dynamics 365. We map data structures, transform business logic, and ensure a seamless transfer of records, transactions, and historical information.
What about data security during migration?
All migrations use encrypted transfer protocols and secured Azure environments. We follow Microsoft security guidelines and comply with regulatory frameworks such as GDPR, HIPAA, and SOC 2. Your data remains protected with full audit logging and access controls.
Case Studies
By integrating financial and patient systems with CaliberFocus, we achieved a 40% improvement in patient scheduling and billing efficiency. Administrative workload was reduced by 30%, all without disrupting patient care.
By unifying our systems on Dynamics 365 with CaliberFocus, production planning got 30% faster, inventory accuracy jumped to 98%, and financial closing sped up 40%. We finally have realtime visibility and smoother operations.
CaliberFocus-led Dynamics 365 implementation made our operations more efficient, improving inventory control, dealer processes, and service turnaround.
CaliberFocus delivers Copilot first Dynamics 365 solutions that transform how enterprises operate. We combine deep Microsoft platform expertise with AI powered automation to build unified, intelligent systems that drive measurable business impact. Our proven implementation methodology ensures faster time to value with seamless adoption and continuous optimization, not just software deployment, but true digital transformation.
- Copilot First & AI Powered
- Faster Time to Value
- Seamless Integration
- Strategic Partnership
Security & Compliance
