Dynamics CRM Implementation

Boost sales and streamline marketing efforts with Dynamics 365.

Revolutionize Your CRM Implementation with 1Rivet

Seamless implementation, unmatched expertise, and ongoing support for Dynamics CRM success.

Why choose 1Rivet for your Dynamics CRM implementation:

  • Never miss a beat with your CRM implementation when we embark on a comprehensive process review to ensure Dynamics CRM elevates your workflow, not complicate it.
  • Unlock CRM capabilities with a Microsoft Gold Partner. We help you discover and exploit hidden automation opportunities.
  • Simplify data migration and execute a meticulous data migration plan. We ensure your transition to the new CRM starts with clean, high-quality data.
  • Rely on rigorous testing for a flawless rollout using real-world scenarios. We ensure every integration is seamless and every data point accurate for a smooth go-live.
  • Tap into ongoing support and consulting. Expect minimized downtime, enhanced privacy and security, and solutions to common CRM challenges.

Request a consultation for Dynamics CRM services.

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The Dynamics 365 Advantage

As a Microsoft Gold Partner, we know the value in a single-user interface, familiar technology, and the power of leveraging AI and machine learning. 

Reinforced by Gartner, MS Dynamics 365 is a powerful and easy-to-use CRM that meets the needs of the sales and marketing teams, along with growing your bottom line.

Opportunity management

Track sales opportunities and improve forecast accuracy and resource allocation.

Integration Capabilities

Unify your business view with integrations with other Dynamics 365 apps and third-party systems.

Customer Insights

Personalize interactions and build stronger relationships with centralized customer data.

Collaboration Tools

Integrate with Microsoft Teams for effective team and customer communication.

Dashboards and Reporting

Get real-time insights into sales performance for data-driven decisions.

Mobility

Boost productivity for remote or on-the-go teams with mobile app access.

Sales Process Management

Provides step-by-step guidance to improve sales efficiency and win rate.

Predictive Selling

AI-driven insights assists in focusing on the right opportunities, enhancing decision-making and productivity.

1Rivet x MS Dynamics 365

A Preferred Microsoft Partner 

1Rivet uses Microsoft’s preferred implementation approach and our proprietary accelerator workshops based on decades of implementation experience and top talent from across the world.

INITIATE

Implement

Prepare

operate

INITIATE

IMPLEMENT

PREPARE

OPERATE

Built for all budgets 

We work with everyone from startups to global enterprises to transform their sales operations using MS Dynamics 365. Whether it’s speed or navigating complexity, 1Rivet will be right there in the trenches with you.

lite

$20-50K

4weeks

Limited Out of Box Customizations Custom
Fields, Forms, Views
Outlook/Teams Integration
Conversion of Contacts, Leads, Accounts
& Opportunities
Basic Al Capabilities
Configured Basic Reports
Out of the box integrations and connections

medium

$75-150K

8+ weeks

Custom Power Platform Data and UI
Outlook/Teams/SharePoint/Connectors Integration
Contacts, Leads, Accounts & Opportunities, Projects, Work Orders, Resources, Cases
Advanced Al Capabilities
OOB Rowed Reports
2 Additional Integrations
2 Workflows

complex

$150K +

12+ weeks

Unlimited Custom Solutions
Outlook/Teams/SharePoint/Connectors/API Integratios
Unlimited Business Entities
PowerBI Reports
X Additional Integrations
X Workflows
X Customer Insights

Elevate Your Business with Dynamics CRM

Unlock efficiency, innovation, and growth with our expert CRM implementation.

Your Seamless CRM Implementation: Step-by-Step

Process Review

Before implementation starts, discover the heart of your business with our meticulous process review.

Our goal is to ensure that the Dynamics 365 CRM implementation enhances your operations without any hiccups.

CRM Deep-Dive

Discover your CRM’s extensive features and capabilities, and watch as we map out the most cost-effective plan for you. 

Our focus? To identify those hidden gems within your processes ripe for automation, boosting your productivity sky-high.

Data Migration

We’ll prepare a data migration plan, starting with cleansing your data pool, ensuring only high-quality, relevant information makes the move.

This means when you switch to your new CRM, you’re starting on the right foot, data-wise.

 

Testing & Go-Live

Before going live, we put your Dynamics 365 CRM through a rigorous testing regime. 

Using a sample database, we mimic real-world scenarios to iron out any creases. 

Our exhaustive checks ensure that every integration works like clockwork and that every piece of data is spot-on. 

Dynamics CRM services
Dynamics CRM Implementation

Our Dynamics CRM Implementation Process—Focused on You

Imagine a CRM system that aligns perfectly with your business processes and workflows – that’s what we deliver.

 

Integrations

Integration is key. With support from 1Rivet, your CRM blends seamlessly with existing systems.

Transitions can be difficult, but our expert team makes migrating your data to Dynamics 365 CRM a breeze, minimizing disruption to your operations.

 

Ongoing Support

ongoing support and Dynamics 365 consulting to optimize your CRM usage. Our track record? Dozens of satisfied clients.

We manage the essentials – privacy, security, data migration, and training – while minimizing downtime. By partnering with us, you avoid the common pitfalls of CRM implementation.

Case Studies

ShipMonk
1Rivet helped the client with all required configuration and custom development in ShipMonk’s instance, including:
CGS
1Rivet helped the client with all required configuration and custom development in CGS’s instance, including:
Ashley Furniture
1Rivet helped the client with all required configuration in Ashley Furniture’s instance, including:
Automation of GL maintenance
Automated NAC’s monthly process of maintaining general ledger in NetSuite using UiPath.
RPA - Automation of monthly billing process
Helped client automate their monthly billing process using UiPath.
Cash Matching Automation using RPA & Machine Learning
Automated end-to-end process for matching cash using wire instruction received from their treasury system.

Connect With An Expert

Get an initial consultation with our Dynamics CRM experts.

Transform Your Business with Our Expert Dynamics CRM Implementation

Choose 1Rivet for seamless integration, enhanced productivity, and unwavering support.

 

  • Elevate your workflow.

We understand the apprehension around new system integrations and their potential to disrupt established workflows.

That’s why our approach begins with a comprehensive review of your current operations.

 

  • Unlock hidden potential in your processes.

Harnessing the full power of Dynamics CRM often requires a level of expertise and insight that only a Microsoft Gold Partner like 1Rivet can provide.

We go deep into the CRM’s features and functionalities, identifying opportunities for automation that you might not have realized existed.

 

  • Data migration, simplified and secure.

Our experts develop a robust data migration plan that prioritizes the integrity and quality of your data. 

We start by cleansing your existing data pool, ensuring that only relevant and accurate information is transferred to your new CRM.

Request a consultation