Microsoft · Dynamics 365

Microsoft Dynamics 365

One platform for sales, service, finance and operations.

Microsoft Dynamics 365 unifies your CRM and ERP — sales, customer service, finance and supply chain working from one source of truth. We implement, customize and manage it for you, so your teams get one connected system instead of scattered software.

Microsoft Dynamics 365 logo
Features

What Microsoft Dynamics 365 does for your business

Sales & pipeline management

Your entire sales process — leads, quotes, orders — in one pipeline your team actually follows. We configure it around how you sell.

Customer service

Cases, SLAs and full service history in one place, so your support team resolves issues faster and customers stay happy.

Finance & billing

General ledger, payables, receivables and financial reporting unified with operations — no month-end reconciliation nightmare.

Supply chain & inventory

Procurement, warehousing and fulfillment connected to sales and finance, so stock decisions are always based on live data.

AI insights (Copilot)

Built-in AI surfaces next-best actions, forecasts and anomalies — we set it up so the insights match your business.

Integrations & Power Platform

Connects with Microsoft 365, Teams and your existing tools. We build the integrations and automations your workflow needs.

The suite

The Dynamics 365 apps

Every app below is licensed, implemented and supported by our team — take what you need, we make it work as one system.

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Dynamics 365 Sales

Sales pipelines, lead tracking, opportunity management and automated forecasting.

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Dynamics 365 Customer Service

Omnichannel support, ticketing, knowledge base and SLA tracking.

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Dynamics 365 Customer Insights

Marketing automation, email campaigns, events and audience journeys.

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Dynamics 365 Field Service

Scheduling, dispatch and mobile workforce management for on-site service.

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Dynamics 365 Business Central

Mid-market ERP — finance, supply chain, sales and purchasing in one cloud system.

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Dynamics 365 Finance

Enterprise finance — global ledgers, multi-currency, budgeting and analytics.

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Dynamics 365 Supply Chain Management

Inventory, warehouse, manufacturing and logistics, optimized end to end.

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Dynamics 365 Project Operations

Project planning, resourcing, budgeting and time/expense billing.

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Dynamics 365 Human Resources

Employee lifecycle, leave and absence, benefits and org structures.

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Dynamics 365 Commerce

Omnichannel retail — e-commerce, POS and call center in one.

Product tour

See Microsoft Dynamics 365 in action

A look inside the real Dynamics 365 interface — the same screens your team will use every day.

Dynamics 365 Customer Service workspace with Copilot assistance
Dynamics 365 Finance cash flow forecast dashboard

Desktop, tablet and mobile friendly — your sales and operations go where your team goes, with native mobile apps for iOS and Android.

Use cases

Who uses Microsoft Dynamics 365

Companies replacing disconnected CRM and ERP systemsBusinesses outgrowing spreadsheets and basic accountingDistributors needing sales-to-warehouse visibilityEnterprises standardizing on Microsoft

We implement Microsoft Dynamics 365 end-to-end

Consulting, genuine licensing, configuration, data migration, integrations, training — then free hyper-care support with an optional AMC. As your Microsoft Cloud Solution Provider, we own the whole journey.

Talk to a Dynamics 365 Expert
FAQ

Dynamics 365 questions, answered

Does XCCEL8 sell Microsoft Dynamics 365 licenses?

Yes. As a Microsoft Cloud Solution Provider we procure genuine Dynamics 365 licenses via CSP and guide you to the right apps and user counts, so you never overpay.

Can you migrate us from our current ERP or CRM?

Yes. We migrate your customers, vendors, items, open orders and history from systems like SAP Business One, Tally, QuickBooks or Salesforce into Dynamics 365 with zero data loss.

Will Dynamics 365 work with Microsoft 365 and our other tools?

Yes. Dynamics 365 connects natively with Teams, Outlook and Excel, and we integrate it with your payroll, banking or industry-specific systems.

Do you support us after go-live?

Every implementation includes free hyper-care support after go-live, with an optional AMC for ongoing maintenance, health checks and enhancements.

Free Consultation

Too technical?
We will simplify it.

Tell us what your business needs — our engineers will cut through the jargon and recommend the right solution at the right price. No obligation.

We respond within one business day. Your details stay private.

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