Microsoft Dynamics 365

Connect sales, service, and operations across Dynamics 365

Build a Dynamics 365 setup that connects customer data, business workflows, reporting, and daily operations without adding unnecessary complexity for your teams.

AWARDS

Are disconnected Dynamics 365 workflows slowing your teams down?

Customer and operations data stays disconnected

Sales, finance, service, inventory, and operations teams often work from different records. This makes reporting harder to trust and slows down daily decisions.

Teams still rely on manual workarounds

Dynamics 365 may be in place, but teams still use spreadsheets, emails, and side tools when workflows are not configured around how the business actually runs.

Reporting does not give leaders a clear view

Dashboards become unreliable when data is duplicated, outdated, or not synced across CRM, ERP, finance, and service workflows.

The system is hard for teams to adopt

When screens, roles, approvals, and workflows feel too complex, teams avoid using Dynamics 365 properly. This leads to low adoption, incomplete data, and more work outside the system.

Dynamics 365 support built around how your business operates

CRM and ERP expertise

tkxel works across customer, finance, operations, service, and reporting workflows so Dynamics 365 fits real business needs.

Low-code where it makes sense

We use configuration and Power Platform tools for faster wins, then apply custom development only where the business needs it.

Connected workflows by design

Dynamics 365 is connected with the systems your teams already use so data moves more cleanly across the business.

Secure and governed delivery

Access, roles, documentation, and controls are considered from the start so your Dynamics 365 environment stays easier to manage.

Connected business systems built around your operational needs

MICROSOFT DYNAMICS 365

Dynamics 365 consulting services

Assess your current CRM or ERP setup and identify where workflows, reporting, data quality, or user adoption need improvement.

MICROSOFT DYNAMICS 365

Microsoft Dynamics 365 implementation

Set up Dynamics 365 around your business process from discovery to launch. tkxel supports configuration, migration, testing, training, and post-launch support.

MICROSOFT DYNAMICS 365

Dynamics 365 Sales setup and customization

Improve lead management, account visibility, opportunity tracking, sales activity, forecasting, and pipeline reporting with workflows built around how your sales team works.

MICROSOFT DYNAMICS 365

D365 Customer Service setup

Configure service workflows that help teams manage cases, customer issues, routing, and support performance with less manual effort.

MICROSOFT DYNAMICS 365

D365 Field Service setup

Support field teams with scheduling, work orders, dispatch, asset visibility, and service management workflows.

MICROSOFT DYNAMICS 365

Dynamics 365 Contact Center support

Improve customer support operations with better routing, omni channel engagement, service visibility, and agent productivity.

MICROSOFT DYNAMICS 365

Business Central implementation and integration

Connect finance, operations, inventory, purchasing, and reporting workflows for growing businesses that need better back-office visibility.

MICROSOFT DYNAMICS 365

Dynamics 365 Finance and Supply Chain Management support

Improve finance, operations, and supply chain workflows with better configuration, integrations, reporting, and process alignment.

MICROSOFT DYNAMICS 365

Dynamics 365 customization

Adapt Microsoft Dynamics 365 features to match your workflows without adding unnecessary complexity.

MICROSOFT DYNAMICS 365

Power Platform automation

Use Power Apps, Power Automate, and Power BI to simplify approvals, reporting, dashboards, and operational workflows around Dynamics 365.

MICROSOFT DYNAMICS 365

Data migration and cleanup

Move data from legacy systems, spreadsheets, or older CRMs into Dynamics 365 with cleaner records and validation before go-live.

MICROSOFT DYNAMICS 365

Managed Dynamics 365 support

Keep improving Dynamics 365 after launch with workflow updates, reporting support, issue resolution, and ongoing enhancements.

See where Dynamics 365 can reduce manual work and improve visibility

tkxel helps growing companies improve Microsoft Dynamics 365 adoption, connect business workflows, clean up data, and build reporting that supports faster decisions.

How we implement and improve Dynamics 365 around your workflows

01

01 Discovery & requirements mapping

We review your current processes, data structures, user roles, reporting needs, and business goals to identify what should be configured, customized, integrated, or improved.

Deliverables: Requirements map, user role summary, customization scope

02 Solution architecture & design

The solution design defines how Dynamics 365 should support your workflows, data model, roles, permissions, user experience, integrations, and automation needs.

Deliverables: Solution architecture, data model, integration design

03 Configuration & customization

We use standard Dynamics 365 configuration where practical and custom development where needed, keeping the environment easier to maintain as your business grows.

Deliverables: Configured workflows, customized components, automation setup

04 Data migration & testing

Data is cleaned, mapped, migrated, and validated before launch. Testing confirms that workflows, reporting, integrations, roles, and performance meet business needs.

Deliverables: Migration plan, validation results, testing summary

05 Deployment, training & hypercare

Go-live is supported with deployment planning, user training, documentation, issue resolution, and hypercare so teams can transition with less disruption.

Deliverables: Deployment plan, training materials, hypercare support plan

06 Ongoing support & enhancements

After launch, we help improve workflows, reporting, integrations, automation, and new use cases as operations evolve.

Deliverables: Support backlog, enhancement roadmap, optimization report

How we implement and improve Dynamics 365 around your workflows

step 1

Discovery & requirements mapping

We review your current processes, data structures, user roles, reporting needs, and business goals to identify what should be configured, customized, integrated, or improved.

Deliverables: Requirements map, user role summary, customization scope

step 2

Solution architecture & design

The solution design defines how Dynamics 365 should support your workflows, data model, roles, permissions, user experience, integrations, and automation needs.

Deliverables: Solution architecture, data model, integration design

step 3

Configuration & customization

We use standard Dynamics 365 configuration where practical and custom development where needed, keeping the environment easier to maintain as your business grows.

Deliverables: Configured workflows, customized components, automation setup

step 4

Data migration & testing

Data is cleaned, mapped, migrated, and validated before launch. Testing confirms that workflows, reporting, integrations, roles, and performance meet business needs.

Deliverables: Migration plan, validation results, testing summary

step 5

Deployment, training & hypercare

Go-live is supported with deployment planning, user training, documentation, issue resolution, and hypercare so teams can transition with less disruption.

Deliverables: Deployment plan, training materials, hypercare support plan

step 6

Ongoing support & enhancements

After launch, we help improve workflows, reporting, integrations, automation, and new use cases as operations evolve.

Deliverables: Support backlog, enhancement roadmap, optimization report

What Dynamics 365 helps your business improve

Cleaner customer and operations data

Bring sales, service, finance, inventory, and operations data into one connected environment so teams can work from records they trust.

Faster sales and service workflows

Reduce delays in follow-ups, case routing, approvals, field service scheduling, and order processing with workflows built around how your teams operate.

Reporting leaders can trust

Give leadership clearer visibility into customers, revenue, service performance, operations, and supply chain activity without relying on disconnected spreadsheets.

Higher team adoption

Make Dynamics 365 easier for teams to use with cleaner dashboards, practical workflows, and role-based experiences that fit daily work.

Stronger readiness for automation

Use Dynamics 365 features, Power Platform, and connected data to automate routine tasks, improve approvals, and support future AI or reporting use cases.

Turn Dynamics 365 into a system teams trust.

Book free consultation

Success stories in spotlight

38% improvement in operational efficiency with tailored Dynamics 365 customizations.

ManufacturingDynamics 365

Application Development

"tkxel customized Dynamics exactly to our workflows instead of forcing us to change how we work."

Reduced processing time by 44% with Dynamics 365 order system customization.

RetailDynamics 365

OMNICHANNEL RETAIL BRAND

"Their customization solved bottlenecks we struggled with for years."

Unified sales and operations data into a single Dynamics environment.

SaaSDynamics 365

Application Development

"Integration allowed us to finally track performance end to end."

Increased forecast accuracy by 32% with custom Dynamics reporting.

LogisticsDynamics 365

REGIONAL LOGISTICS PROVIDER

"Their reporting customizations completely changed how we plan."

Reduced training time by 35% with intuitive Dynamics dashboards.

HospitalityDynamics 365

Application Development

"Our teams adopted the new system far quicker thanks to tkxel."

We’ve been recognized by the best, year after year

AMERICA’S FASTEST GROWING COMPANY

Top 15 inspiring workplaces for 2026

FORBES COACHES COUNCIL

FINANCIAL TIMES

mogul people leader

ISO 27001 CERTIFIED

ISO 20000 CERTIFIED

ISO 9001 CERTIFIED

CMMI DEV 3 CERTIFIED

Build a Dynamics 365 setup that connects teams, data, and decisions

“tkxel completely transformed the way we manage our customer relationships. Their customized CRM system streamlined our processes and improved customer satisfaction. We highly recommend their services to any business looking for real results.”

Nick Drogo

Global Director IT, Knowles

“They helped us build a docketing app with an intuitive user interface, allowing our attorneys to track over 10,000 U.S. and international patent systems.”

Robert K Burger

COO, Sterne Kessler

“tkxel has proven beyond par that they excel not just in building and integrating with our team but building at a level that is at par with any US development team. Working with tkxel is one of the best decisions we have made.”

Umair Bashir

CTO, Replenium

“tkxel shared our vision right from the get go, and helped us achieve the unthinkable through perseverance and a thorough attention to detail. Their team was highly professional and possessed a firm grasp on technicalities, a combination that is hard to find in the industry.”

Pam Chitwood

Product Manager, ABB

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Nick Drogo

Global Director IT, Knowles

“They helped us build a docketing app with an intuitive user interface, allowing our attorneys to track over 10,000 U.S. and international patent systems.”

Robert K Burger

COO, Sterne Kessler

Umair Bashir

CTO, Replenium

Pam Chitwood

Product Manager, ABB

Frequently asked questions

What is Microsoft Dynamics 365?

Microsoft Dynamics 365 is a suite of CRM and ERP applications that helps businesses manage sales, customer service, finance, operations, field service, supply chain, and reporting from connected business systems.

What are Dynamics 365 consulting services?

Dynamics 365 consulting services help businesses assess current workflows, choose the right Dynamics 365 applications, plan implementation, customize features, migrate data, integrate systems, and support users after launch.

Which Microsoft Dynamics 365 solutions are right for growing businesses?

The right Microsoft Dynamics 365 solutions depend on business needs. Sales and Customer Service support CRM workflows, Business Central supports finance and operations, while D365 F&O and Supply Chain support more complex operational needs.

How do Microsoft Dynamics 365 CRM solutions help sales and service teams?

Microsoft Dynamics 365 CRM solutions help teams manage customer records, leads, opportunities, cases, service requests, follow-ups, and reporting in one connected system instead of relying on spreadsheets and scattered tools.

What is D365 Customer Service used for?

D365 Customer Service helps support teams manage cases, customer issues, service history, routing, knowledge management, and agent productivity so customer service workflows are easier to track and improve.

What is D365 Field Service used for?

D365 Field Service supports scheduling, dispatch, work orders, asset tracking, technician assignments, and service management for businesses that manage field teams or on-site customer service.

How does Dynamics 365 support omni channel customer engagement?

Dynamics 365 can support omni channel customer engagement by helping teams manage interactions across channels such as chat, voice, email, and service portals through connected customer data and contact center workflows.

Can Dynamics 365 connect CRM, ERP, finance, and supply chain workflows?

Dynamics 365 can connect customer, finance, operations, inventory, and supply chain workflows through applications such as Business Central, D365 F&O, Supply Chain Management, Customer Service, and Field Service.