Dynamics 365 CRM solutions overview
Exquitech delivers Dynamics 365 CRM implementation for organizations in the UAE, Saudi Arabia, and the UK. We plan, build, migrate and support Dynamics 365 Sales, Customer Service, Contact Center, Field Service and Customer Insights, so your sales, service and marketing teams share one view of every customer.
Exquitech is a Microsoft Solutions Partner for Business Applications and a 5x Microsoft Partner of the Year. Your CRM consultants sit in the same delivery team as our ERP and Power Platform specialists, so your customer records and your ledgers get planned together rather than separately.
Our CRM solutions are designed to:
- Give sales, service and marketing one shared customer record
- Automate routine work with Copilot and Dynamics 365 agents
- Scale with your business without rebuilding integrations
We implement and support the Dynamics 365 CRM apps:
- Sales: leads, opportunities and forecasting, with AI agents that qualify leads and flag risky deals
- Customer Service: cases, knowledge and service agents across email, chat and phone
- Contact Center: voice, email, chat and messaging in one place, with intelligent routing, case management and automation
- Customer Insights: unified customer data and real time journeys, the successor to Dynamics 365 Marketing
- Field Service: scheduling, work orders, assets and mobile technicians
For the wider platform, including ERP and Business Central, see our Microsoft Dynamics 365 page.
What our Dynamics 365 CRM services cover
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CRM implementation and deployment
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Upgrades and migrations to Dynamics 365
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Integrations and customization
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Performance tuning and health checks
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Training, change and adoption
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Copilot and AI agent setup
Customer challenges
Exquitech CRM clients come to us with the same ten problems.
Disconnected systems
Sales, service and marketing data sit in separate tools, so nobody sees the full customer picture.
Data protection
Customer records hold personal data that GDPR, UAE PDPL and Saudi PDPL require you to protect and prove.
Growth pains
A CRM set up for one team strains when new markets, brands and users join without a clear data model.
License costs
Licenses get bought for everyone, while half the users only need to read records or approve work.
Legacy CRM
Old on premises CRM versions and outbound marketing, removed in May 2026, force a migration plan now.
Manual admin
Sellers spend hours logging calls and updating records instead of talking to customers and closing deals.
Low adoption
If the CRM feels like extra work, people keep deals in spreadsheets and the data goes stale within weeks.
AI without guardrails
Copilot and agents act on customer data, so weak permissions quickly turn into oversharing and errors.
Too much custom code
Heavy custom code breaks with each Microsoft update and makes every future change slow and expensive.
Reports nobody trusts
Leaders cannot trust pipeline or service numbers when every team tracks the same customer differently.
Our Dynamics 365 CRM services address all ten, and more.
How our Dynamics 365 CRM projects work
Plan
We agree your CRM goals, scope and timelines, then build a roadmap that ties each Dynamics 365 app to a business outcome.
Implement
We configure Dynamics 365, migrate your data, connect your systems and switch on Copilot and agents with the right permissions.
Assess
We review your current CRM, data and processes to find the gaps, the data to migrate and the quick wins worth taking first.
Operate
We support, monitor and update your CRM, train new users and tune agents as your processes and Microsoft releases change.
Plan
We agree your CRM goals, scope and timelines, then build a roadmap that ties each Dynamics 365 app to a business outcome.
Assess
We review your current CRM, data and processes to find the gaps, the data to migrate and the quick wins worth taking first.
Implement
We configure Dynamics 365, migrate your data, connect your systems and switch on Copilot and agents with the right permissions.
Operate
We support, monitor and update your CRM, train new users and tune agents as your processes and Microsoft releases change.
Customer benefits
Exquitech Dynamics 365 CRM clients finish with eight measurable gains.
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Improved efficiency
Automated workflows and AI agents take routine updates off your team, so people spend time on customers.
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Lower costs
Right sized licenses and less custom code cut what you pay to run and change your CRM every single year.
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Scalability
A clean data model on Dataverse lets you add teams, brands and countries without rebuilding the CRM.
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Enhanced security
Role based access, audit trails and Purview labels protect customer data and keep you in line with PDPL.
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Better decisions
One source of customer truth feeds pipeline, service and marketing reports that leaders can trust.
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User support
Role based training and ongoing support keep adoption high long after the go live celebration ends.
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Omnichannel service
Voice, email, chat and messaging meet in one Contact Center, with smart routing and a full customer view.
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AI that helps sellers
Copilot and sales agents research leads, draft emails and log meetings, so sellers spend more time selling.
Is your CRM ready for what’s next?
Whatever you want from your marketing, sales and CX processes, speak to the experts.
Related Capabilities
Dynamics 365 ERP
Business Central and Dynamics 365 Finance for your ledgers, stock and projects, connected to the same data as your CRM.
HREX HR and Payroll
HREX, our HR and payroll platform on Microsoft Power Platform, shares employee data with Dynamics 365 and Teams.
Data Governance & Management
Microsoft Purview catalog, labels and retention that keep customer data in your CRM governed and compliant.
Get a consultation
from an expert
Our Dynamics 365 team is ready to review your CRM, map your data and plan your first release. Let’s chat.