AI Agent Need help?
Let's chat

We Value Your Privacy

We use cookies to enhance your browsing experience, serve personalized content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies. See our privacy policy. You can manage your preferences by clicking "customize".

×
Microsoft Dynamics 365 Delivered by a certified Microsoft partner

CRM and ERP, finally
working as one.

Armely implements and configures Microsoft Dynamics 365 so your sales, finance, operations, and customer service teams share the same data and the same source of truth.

Book a Free Assessment See What We Do
What is Microsoft Dynamics 365?

One platform for every team that touches your customer or your numbers.

Dynamics 365 is Microsoft's cloud platform that unifies CRM and ERP into a single, modular system. You choose the applications your business needs today and add more as you grow, all sharing the same data, the same security model, and the same Copilot AI layer.

ERP
Business Central
All-in-one ERP for small and mid-size businesses covering finance, inventory, purchasing, projects, and manufacturing. Ranked the number one cloud ERP for SMBs by Forbes in 2025.
CRM
Sales and Customer Service
AI-powered CRM that automates lead research, drafts emails, summarizes opportunities, and surfaces deal risks. Customer Service adds case management and AI routing.
OPS
Field Service
AI scheduling, work order management, and proactive maintenance for teams that send technicians to customers.
MKT
Customer Insights
Unified customer profiles and AI-driven marketing journeys that engage the right person at the right moment across every channel.
Dynamics 365 Platform
CRM Applications
SalesCustomer ServiceField ServiceCustomer InsightsContact Center
↕
ERP Applications
Business CentralFinanceSupply ChainProject OperationsHuman Resources
↕
Shared Foundation
Copilot AI AgentsPower PlatformMicrosoft 365DataversePower BIAzure
What Armely Delivers

Implementation that fits your business, not the other way around.

Dynamics 365 is powerful out of the box and endlessly configurable. Armely makes sure you get the right modules, the right configuration, and the right training.

Business Process Discovery
Before touching a single setting, we map how your business actually works and design a Dynamics 365 configuration that fits.
Configuration and Customization
We configure Dynamics 365 to match your workflows, terminology, and approval processes. Where standard configuration is not enough, we extend with Power Apps and Power Automate.
System Integration
We connect Dynamics 365 to your existing tools so information flows automatically and your team stops re-entering the same data twice.
Data Migration
We migrate your customer records, financial history, open orders, and contact data from your legacy system, clean, validated, and complete.
Copilot AI Configuration
Dynamics 365 Copilot agents are activated and tuned for your team, drafting sales emails, summarizing service cases, and automating scheduling.
Training and Ongoing Support
Role-specific training for every team, plus a dedicated Armely account manager for post-go-live support and enhancement requests.
The Armely Dynamics 365 Journey

From messy spreadsheets and disconnected tools to one system that works.

We follow Microsoft's Success by Design methodology, refined through real implementations.

01
Discovery and Scoping
We document your processes, pain points, and requirements. You get a clear module recommendation and implementation plan before committing.
Free
02
Licensing and Design
We source the right licenses at partner pricing and design your Dynamics 365 environment, data model, and integration architecture.
Weeks 1-2
03
Build and Configure
Configuration, customization, integrations, and data migration built iteratively with your team's input at every checkpoint.
Weeks 3-8
04
Test and Go Live
User acceptance testing, parallel running where needed, and a managed go-live with Armely on hand for every issue on day one.
Weeks 9-10
05
Optimize and Grow
Post-go-live support, adoption tracking, release wave updates, and new modules added as your business evolves.
Ongoing
Common Engagements

Real business problems, solved with Dynamics 365.

Every Dynamics 365 engagement is different, but these are the situations we hear most often.

Replace Disconnected Tools
Retire a mix of Sage, spreadsheets, and a legacy CRM into one platform. Sales sees customer history. Finance sees open orders. Everyone works from the same data.
Automate Finance and Reporting
Business Central automates AP and AR, period-end closing, bank reconciliation, and cash flow forecasting so your finance team stops spending three days on month-end.
Give Sales Teams an Edge
Dynamics 365 Sales with Copilot researches leads, drafts outreach emails, surfaces deal risks, and keeps CRM updated automatically.
Field Service That Predicts Problems
AI scheduling dispatches the right technician with the right parts. IoT-connected assets trigger work orders automatically.
Take Control of Inventory
Real-time inventory, purchase order automation, and demand forecasting in Business Central mean you stop running out of stock.
Leadership Dashboards That Update Themselves
Power BI connected to live Dynamics 365 data gives leadership real-time visibility without weekly report runs.
Client Results

Real outcomes for real organizations.

Armely has delivered Microsoft platform and AI solutions for healthcare providers, school districts, energy operators, professional services firms, government agencies, and non-profit organizations.

Healthcare

Swope Health Services and UNMC: data platform and clinical workflow modernization on Microsoft Azure.

Education

Plano ISD: Microsoft 365 governance, SharePoint, and Power Platform implementations across district operations.

Energy

Oil and gas operators: OpenInvoice visibility and AP workflow automation through Invoice Lens.

Professional Services

Consulting and legal firms: Dynamics 365, Power Automate approval workflows, and AI knowledge agents.

Government

State and local agencies: Microsoft 365 Government deployment and compliance configuration.

Non-Profit

Social services organizations: Microsoft 365 optimization, Power BI grant reporting, and SharePoint governance.

Read Client Stories on armely.com
Why Armely

Dynamics 365 implementations succeed when the partner knows your industry.

Most Dynamics 365 projects that struggle do so because of poor requirements gathering and generic configuration.

  • Certified Dynamics 365 Implementors
    Our team holds Microsoft Dynamics 365 certifications across Business Central, Sales, and Customer Service.
  • Proven Across Healthcare and Education
    We have delivered Microsoft solutions for Swope Health Systems, Plano ISD, and UNMC.
  • Full Microsoft Stack Expertise
    Dynamics 365 works best alongside Microsoft 365, Power BI, Power Platform, and Azure. Armely covers the whole stack.
  • Right Licenses at Partner Pricing
    As a Microsoft-authorized CSP partner, we access Business Central and Dynamics 365 licensing at rates not available through direct purchase.
Microsoft Authorized Partner

Armely's Microsoft partnership gives us access to Dynamics 365 licensing, technical pre-sales support, and implementation resources not available to direct buyers.

#1
Business Central ranked best cloud ERP for SMBs by Forbes, 2025
10+
Dynamics 365 modules, start with one and grow from there
65%
of Field Service users report improved first-time fix rates with Copilot AI
1
shared data platform across CRM, ERP, AI, and analytics
Get Started

Let's find the right Dynamics 365 fit for your business.

Book a free 30-minute discovery call. We will understand your current tools and processes and come back with a clear proposal and licensing quote.

Free assessment, no commitment required
Recommendation and partner pricing included
Response within one business day
Book Your Free Assessment
Tell us about your situation.
No spam. No sales pressure. Just a useful conversation.

We Value Your Privacy

We use cookies to enhance your browsing experience, serve personalized content, and analyze our traffic. By clicking "Accept All", you consent to our use of cookies, see our privacy policy. You can manage your preferences by clicking "customize".