A Partner You Can Trust.
Just ask our clients.
The Problem
When CRM lives apart from ERP, the costs compound.
Many manufacturers are rethinking Salesforce as the cost and complexity of disconnected systems keep growing.
When sales, service, finance, operations, and ERP each run on their own platform, the hidden costs pile up fast:
Quotes that take days instead of hours
The same customer data entered three times, three different ways
A customer experience that feels fragmented at every handoff
Leadership waiting on reports instead of acting on real-time numbers
The Solution
Replace a growing web of integrations with a single source of truth, better visibility, faster decisions, and less operational complexity.
Unify sales, service, finance, and operations on one platform, replacing disconnected systems with a single, connected view.
Handle complex products, pricing, and dealer networks with built-in configure-to-quote and configure-to-order made for manufacturers.
Connect field service, warranties, rentals, and maintenance to create recurring revenue and a better customer experience
Give every team real-time operational, financial, and customer data with built-in analytics. No more reporting delays.
Dynamics 365, Power Platform, and Microsoft Copilot work together to automate processes, boost technician productivity, and improve equipment uptime.
The Competition
Why manufacturers choose Dynamics 365 over Salesforce
Capability
Manufacturing focus
User Experience
Cost
Analytics & AI
Microsoft Dynamics 365
End-to-end visibility across sales, finance, supply chain, and production in one ecosystem
Familiar Microsoft UI (Outlook, Excel, Teams) that drives faster adoption and lower training overhead
Lower total cost through platform consolidation and fewer add-ons
Built-in Power BI + Azure AI + Copilot for insights inside every workflow
Salesforce
Strong forecasting and planning - but usually relies on integrations for full operational alignment
Flexible, modern UI that can get complex at scale
Higher costs as modules, integrations, and extensions add up
Strong AI (Einstein), often requiring extra licensing and setup
The Competition
Why manufacturers choose Dynamics 365 over Salesforce
- End-to-end visibility across sales, finance, supply chain, and production in one ecosystem
- Familiar Microsoft UI (Outlook, Excel, Teams) that drives faster adoption and lower training overhead
- Lower total cost through platform consolidation and fewer add-ons
- Built-in Power BI + Azure AI + Copilot for insights inside every workflow
- Relies on integrations for full operational alignment, despite strong forecasting and planning
- UI that can get complex at scale, despite flexibility
- Higher costs as modules, integrations, and extensions add up
- Strong AI, but often requires extra licensing and setup
How it Works
A clear path from Salesforce to value on Dynamics 365
We don’t start with a rip-and-replace. We start with a focused MVP, and get you live in as little as 90 days.
We review your Salesforce footprint, pinpoint the pain (sales friction, visibility gaps, brittle integrations), and define what a successful MVP looks like.
A tailored Dynamics 365 demo mapped to your workflows, lead-to-opportunity, quoting, service, plus a hands-on stakeholder workshop to align on future state.
Data and workflow mapping, architecture and integration planning, security and governance, and a full implementation roadmap.
We configure Dynamics 365, run a phased data migration (test → UAT → production), validate workflows and reporting, train your team, and support go-live.
The ROI
The Move to Dynamics 365 Pays for Itself
FAQ
Most clients see a working MVP live in as little as 90 days. We start with a focused scope - core sales and service workflows plus your priority data - then expand from there, rather than attempting a full rip-and-replace on day one.
