Dynamic CRM
Dynamic CRM Solutions

At TATWA Technologies, we empower modern enterprises to streamline customer engagement, accelerate sales growth, and optimize service delivery with our end-to-end Microsoft Dynamics CRM & Dynamics 365 services. Combining deep domain expertise with advanced cloud and AI capabilities, Tatwa delivers tailored CRM solutions designed to unify customer data across all touchpoints.

Our Microsoft Dynamics CRM consultants collaborate with your organization to identify operational bottlenecks, design agile CRM strategies, and deploy scalable solutions that automate workflows, enhance lead conversion, and elevate customer satisfaction.

Our Core Dynamics CRM Services & Capabilities:

  • CRM Strategy & Consulting – Comprehensive workflow evaluation, architecture planning, and deployment roadmap design for Cloud (Azure), On-Premise, and Hybrid setups.
  • Custom CRM Implementation & Configuration – Tailoring Dynamics CRM entities, forms, workflows, and business rules to fit your exact industry requirements (Healthcare, Government, BFSI, Retail, & Logistics).
  • Enterprise System & ERP Integration – Seamlessly connecting Dynamics CRM with legacy ERPs (SAP, Oracle, Business Central), financial systems, and Tatwa’s OmniAgent contact center platform.
  • Data Migration & Legacy Modernization – Secure, zero-downtime data migration from legacy CRMs and databases, ensuring data integrity, deduplication, and regulatory compliance.
  • Custom Portal & Extension Development – Building self-service customer/vendor portals and custom extensions using Microsoft Power Platform (Power Apps, Power Automate, Power Pages).
  • 24/7 Managed Support & Optimization – Continuous system monitoring, performance tuning, version updates, user training, and dedicated support desk services.

Key Dynamics 365 Modules We Implement:

  • Dynamics 365 Sales – AI-driven lead scoring, pipeline management, automated follow-ups, and real-time revenue forecasting.
  • Dynamics 365 Customer Service – Omnichannel ticket management, automated case routing, knowledge base integration, and SLA compliance.
  • Dynamics 365 Field Service – Smart scheduling, mobile field worker dispatch, inventory tracking, and preventive equipment maintenance.
  • Dynamics 365 Marketing – Multi-channel customer journey mapping, automated email marketing, lead nurturing, and campaign analytics.

Why Choose TATWA for Dynamic CRM?

As a CMMI Level 3 appraised organization, Tatwa combines certified Microsoft Dynamics engineering talent with a proven delivery framework. Whether you are transitioning from spreadsheet-based tracking or upgrading an enterprise CRM platform, Tatwa delivers scalable, secure, and cost-effective CRM solutions that deliver measurable ROI.

Dynamic CRM Solutions

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