Microsoft Dynamics CRM

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Mike Nafziger


Microsoft Dynamics CRM is the on-premises or hosted customer relationship management solution that evolved into Dynamics 365 Customer Experience (CE). Used primarily for salesforce automation and service case handling, Dynamics CRM is also popular as a quasi-development platform, referred to as XRM (anything relationship management).

Dynamics CRM key functionality includes:

  • Salesforce automation
  • Case management
  • Light marketing automation
  • Workflows and automations

RSM is active in CRM user groups throughout North America. We take pride in being involved in the community and helping companies take full advantage of their Microsoft CRM solution.

RSM can support your on-premises instance of Dynamics CRM or move it to an Azure private cloud hosting environment. Our managed application services team blends technical support and consulting services to support end users and keep your systems up to date.

Moving to Dynamics 365 CE in the cloud allows customers to take advantage of the latest innovations in CRM technology on a regular basis. Functions like LinkedIn sales navigator, marketing automation with Dynamics 365 Marketing, and other Dynamics 365 applications such as Projects and Field Service are native to the cloud deployment of CRM. Dynamics 365 also gives you the opportunity to take full take advantage of Microsoft PowerApps, creating efficient processes with PowerAutomate and providing business intelligence with PowerBI.

Deep industry-specific experience and solutions

RSM partners with clients across a broad spectrum of sectors and verticals. We have extensive, relevant experience in your industry and wield the technical skills required to meet industry-specific challenges and objectives.

Gold-certified Microsoft enterprise partner

RSM’s Microsoft Certified Professionals have met the highest standards in technological expertise. They combine their deep knowledge of Microsoft Dynamics 365 and Microsoft 365 applications with industry expertise to create client specific customized solutions.