Dynamics CRM Solutions


Dynamics CRM offers much more than just traditional Customer Relationship Management (CRM). It’s an integral part of the Microsoft application platform and helps organizations attract and retain customers in a timely and efficient manner, and lays the foundation for more cost-effective custom applications. Our clients can further leverage their investment in Dynamics CRM to create customized line of business applications faster, cheaper and with reduced long-term maintenance costs by taking advantage of AIS’ CRM service offerings.

Dynamics CRM Solutions


With a deep knowledge of the entire Microsoft Stack and the Dynamics CRM platform, AIS creates compelling business solutions that require less integration work than a best-of-breed approach. We’re not product experts in just one Microsoft application; we focus on the entire stack of Microsoft offerings. This allows us to select the right product mix for each customized solution.  

Our deep technical expertise is also not limited to the products themselves, but includes the underlying technology that drives the applications, including the .NET Framework, SQL Server, Active Directory, Windows Server and IIS.  We treat CRM-centric solutions as true engineering efforts and apply our 30 years of professional engineering and project management to each and every engagement.

AIS’ Dynamics CRM solutions are primarily focused on the following competencies:

  • Extending CRM
    AIS’ deep understanding of the Dynamics CRM platform and its underlying framework allows for customization far beyond the base capabilities of the product.  AIS has designed and developed extended CRM applications that integrate seamlessly with external systems, including the native support included for Microsoft SharePoint.  Our Gold Partner relationship with Microsoft and continual involvement in Microsoft Partner progressive programs  provide AIS with deep knowledge of the Dynamics environment and its future direction/capabilities.  This is especially important given the Agile release cycle of Dynamics CRM products.
  • Data Migration
    AIS has developed custom strategies for migrating data from external systems into Dynamics CRM using custom entities and solutions, as well as leveraging Scribe Online services.  AIS understands the complexities involved with migrating relational CRM data, and can provide guidance from a strategic and implementation perspective for such undertakings.
  • Marketing
    Dynamics is a highly flexible CRM solution that can help leverage the power of marketing data collected by the system over time.  AIS works closely with our customers to help capture accurate and relevant data, analyze the data for trends and signs and finally create dynamic and insightful reports on that data.  This allows the customer to get out in front of the marketing opportunities available to them.
  • Sales
    By leveraging the easy-to-use and cross-device support built within Dynamics CRM, customers can streamline sales leads, manage accounts more effectively and close sales more efficiently and timely.  AIS supports our clients in the delivery of these tools to their sales force and works closely with sales leadership to promote adoption through demonstrations and/or leveraging existing Dynamics artifacts within the platform.
  • Customer Service
    Customer Service automation can provide quick insight to growing issues and generally strengthen a customer’s relationship with your organization over time. AIS provides expertise in Dynamics automation and can help you achieve your customer service oriented goals.