Why Choose KIS for CRM Services?
15+
Years in Microsoft ecosystem
200+
Dynamics 365 implementations
98%
Client retention rate
40+
Industries served
Our Services
We work across the full Dynamics 365 stack — from initial rollout to deep customization and long-term support.
01
CRM Consulting & Strategy
Before we write a line of code, we figure out what you actually need. We audit your current process, identify where Dynamics 365 can genuinely help, and build a roadmap that maps to your business goals — not just a feature list.
02
Implementation & Rollout
End-to-end Dynamics 365 implementation — configured to your sales process, service workflows, and data model. We don’t hand you a vanilla setup and walk away. We stay until your team is actually using it.
03
Customization & Plugin Development
When out-of-the-box doesn’t fit your workflow, we build custom plugins, business rules, and workflow extensions that match exactly how your team works. Clean code, documented, maintainable by your internal team.
04
Third-Party Integrations
ERP, marketing tools, telephony, e-commerce, Power BI — Dynamics 365 works best when it’s connected. We’ve built integrations across dozens of systems and know where the edge cases hide. No duplicate data, no manual syncing.
05
AI & Copilot Integration
Microsoft Copilot and Azure AI are changing what’s possible inside Dynamics 365. We help you go beyond the defaults — building AI-assisted lead scoring, intelligent follow-up automation, and predictive analytics that sales teams actually trust.
06
Reports, Dashboards & Power BI
Data your leadership team can actually read. We build custom dashboards and Power BI reports tied directly to your Dynamics data — surfacing pipeline health, service metrics, and revenue trends without the manual exports.
07
Migration from Legacy CRM
Moving from Salesforce, SugarCRM, or a homegrown system? We’ve done this enough times to know what breaks in migration — and how to prevent it. Your historical data comes across clean, mapped correctly, and ready to use on day one.
08
Support & Ongoing Development
Your CRM needs to evolve as your business does. We offer flexible support plans — from on- call technical help to a dedicated monthly development retainer. You get a team that already knows your system, not someone starting from scratch every time.
Why Work With Us
We’ve seen what happens when CRM projects go wrong.
Overconfigured systems nobody uses. Migrations that corrupt data. Custom plugins that break with every update. We’ve inherited these messes — and built our entire practice around not creating them.
- Certified Microsoft Dynamics 365 developers — not generalist consultants
- Every delivery has working software — not just documentation
- We scope honestly — if it’s going to take longer, we say so upfront
- Post-launch support included — your team doesn’t get left alone with a new system
- Competitive rates without the offshore-and-hope model
We start with your process, not the platform
Most CRM projects fail because they configure the software first and try to fit the business to it later. We flip that. Your workflows come first — Dynamics 365 gets shaped around them.
We build for your team, not for a demo
A CRM that impresses in a sales pitch but confuses your reps is worse than nothing. We design for the people who’ll use it every day — with adoption, training, and real feedback loops built in.
Transparent from day one
Fixed-price scopes where it makes sense. Time-and-materials where scope is genuinely evolving. Either way, you’ll always know what you’re paying for and what you’re getting.
Industries We Serve
Dynamics 365 across every sector. The platform is industry-agnostic. Our experience isn't.
Manufacturing
Financial Services
healthcare
Retail & Ecommerce
Real Estate
Professional Services
Logistics & Supply Chain
Education
Governmente
Technology
Non-profit
