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Microsoft Dynamics 365

Dynamics 365 CRM implementation that delivers adoption, not just a go-live

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Gestisoft implements Microsoft Dynamics 365 CRM by blending it into your workflows, connecting siloed systems, and validating the solution through pilots before day one.

  • Standardize sales and service execution across teams
  • Reduce risk with pilot-based validation before full rollout
  • Integrate Dynamics 365 with the tools your people already use
  • Launch with training and a plan for continuous improvement
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Two implementation paths, depending on your timeline

Some organizations want a rapid, preconfigured start; others need deeper tailoring.

Preconfigured CRM packages for fast deployment: Gestisoft offers packaged Dynamics 365 CRM solutions designed for rapid deployment and efficiency.

Custom implementation: When you need Dynamics 365 to align closely with your operations, Gestisoft’s custom implementation approach focuses on deep discovery, seamless integration, and empowering teams through knowledge transfer.

What you get with Dynamics 365 CRM implementation by Gestisoft

Choosing us to implement Microsoft Dynamics 365 CRM is choosing to trust us with the entire process. We ensure a final delivery that is up to your standards.

  • Discovery and alignment

    We start by clarifying goals, priorities, and the workflows that matter most—so your Dynamics 365 CRM implementation is tied to measurable outcomes, not assumptions.

  • Process design and CRM blueprint

    We translate your sales/service processes into a practical blueprint (stages, queues, approvals, data model, roles) so everyone works the same way in CRM.

  • Configuration-first setup

    We configure Dynamics 365 to match your process design and keep customization controlled—so the CRM stays maintainable as you scale.

  • Integration of your daily work tools

    We connect Dynamics 365 to the tools your teams use every day (including Microsoft 365/Teams scenarios), so activity tracking and collaboration become natural—not extra work.

  • Data migration and cleanup support

    We help plan and structure your data move (accounts, contacts, opportunities/cases) so your CRM launches with reliable, usable data from day one.

  • Pilot-based validation

    We validate with real scenarios before full rollout—Gestisoft emphasizes “perfecting through piloting” to fine-tune performance and reduce go-live surprises.

  • Dashboards and KPI visibility

    We set up reporting foundations so leaders can see pipeline/service performance early and make decisions from the CRM (not spreadsheets).

  • Role-based training and enablement

    We enable users with training as part of the delivery approach—Gestisoft packaged CRM offerings explicitly include training to support adoption.

  • Go-live stabilization and continuous improvement

    After launch, we help you stabilize, optimize, and expand—because implementation is a journey, not a one-time event. (This aligns with Microsoft’s Success by Design stages through “Operate.”)

Our Dynamics 365 CRM implementation approach

Gestisoft’s custom implementation positioning is clear: make Dynamics 365 feel like a natural extension of your organization by weaving workflows together, synchronizing siloed systems, and validating through pilots.

A typical flow looks like this:

  1. Strategize & initiate: goals, scope, blueprint, governance
  2. Implement: configure, integrate, migrate, build dashboards
  3. Prepare: testing, training, launch readiness
  4. Operate: go-live support and optimization.
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220+ projects per year

With so many projects under our belts, our team of 110+ specialists is ready to support you in your digital transformation.

We build relationships that last

With a 95% renewal rate for 2024, we’re proud to see our clients trust us year after year. That’s what a true partnership looks like: being there for you, today and tomorrow, to ensure the success of your projects and the peace of mind of your team.

This isn’t our first rodeo

Since 1997, we’ve been helping businesses tackle their technological challenges. With over 27 years of experience, we’ve seen it all (or almost!) and we know exactly how to help you reach your goals. When it comes to Microsoft solutions, you’re in the best hands.

Ready to launch a Dynamics 365 CRM implementation that sticks?

Book a call with Gestisoft to review your current process, systems, and adoption risks. You’ll leave with a recommended implementation path (preconfigured vs custom), a realistic rollout plan, and clear next steps.


Free discovery call

  • A Dynamics 365 CRM implementation is the structured process of designing your CRM processes, configuring the platform, integrating key systems, migrating data, training users, and supporting go-live so teams adopt CRM as their daily system of record.

  • It depends on scope, integrations, and data complexity. For organizations that want a faster start, Gestisoft offers a preconfigured Dynamics 365 Sales package designed to get teams using CRM quickly (including a “7 days” offer for Sales Management).

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