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Transform Your Business with Microsoft Dynamics 365 ERP & CRM
End-to-end implementation, automation, and AI-driven intelligence delivered by Key Dynamics Solutions
Key Dynamics Solutions delivers comprehensive Microsoft Dynamics 365 ERP & CRM services designed to streamline business operations and enhance customer experiences. Our expertise covers full-cycle implementation, customization, integration, data migration, and ongoing support across Finance, Supply Chain, Sales, Marketing, Customer Service, and Field Service modules. We also enable organizations to leverage AI-powered automation, analytics, and Copilot-driven intelligence to improve decision-making, reduce manual effort, and scale efficiently. With industry-focused solutions and a proven delivery framework, KDS helps businesses transform their processes end-to-end and achieve measurable growth through the power of Dynamics 365 Services.
SUCCESSFUL PROJECTS​
- 60+ projects successfully delivered across 6+ continents​
- 35+ New Implementation​
- 20+ integrations​
- 6+ upgrades​
- 3+ data migration (ELT​
TECHNOLOGY FOCUS​
- D365 Apps: Finance, SCM, Sales, CS, Field Service, Marketing.
- Power Platform: Power Apps, Automate, BI.
- AI: Copilot, Copilot Studio.
Integration: Dataverse, APIs.
CERTIFIED RESOURCE​
- 100+ experienced professionals​
- Team with 10+ years of average experience​
- 40+ Microsoft certified resources​
- Tecno-Functional Team​
10+
Industries
30+
Enterprise Clients
100%
Client Satisfaction
15+
Accelerators​
12+
Partnerships​
Microsoft Dynamics 365 Solutions from KDS
Reimagine productivity with D365 Copilot Solutions by Key Dynamics Solutions. From automating workflows to delivering real-time insights,
 our AI-powered tools simplify every process. Work smarter, faster, and more efficiently than ever before.
- Automated Financial Management: GL, AP, AR, cash & bank.
Smart Budgeting & Forecasting: AI-driven predictions and real-time planning. - Advanced Reporting: Power BI dashboards and customizable financial reports.
- Global Compliance: Supports IFRS, GAAP, multi-currency, multi-company.
- Cash Flow Visibility: Real-time liquidity and treasury insights.
- AI Automation: Automated journals, reconciliation & anomaly detection.
- Seamless Integration: Works with D365 SCM, Sales, HR, Power Apps, and Power BI.
Dynamics 365 SCM
- Inventory & Warehouse Management: Real-time visibility, smart replenishment, and optimized storage.
- Procurement & Sourcing: Efficient vendor management, automated purchasing, and cost-effective sourcing.
- Production Management: Plan, schedule, and monitor manufacturing with real-time insights.
- Demand Forecasting: AI-driven predictions to balance supply, demand, and inventory.
- Logistics & Distribution: Faster fulfillment, intelligent routing, and full shipment tracking.
- Asset & Maintenance Management: Track equipment health with preventive and predictive
Dynamics 365 Business Central
- Finance: Simplified accounting, cash flow, and reporting.
- Sales: Manage customers, quotes, and orders efficiently.
- Purchasing: Streamlined procurement and vendor management.
- Inventory: Real-time stock tracking and supply chain control.
- Projects: Track tasks, resources, and profitability.
- Manufacturing: Plan and manage production operations.
- Analytics: Built-in insights with Power BI.
- Integration: Works seamlessly with Microsoft 365 and Power Platform.
Dynamics 365 Sales
- Lead & Opportunity Management: Track, nurture, and convert leads with guided processes.
- Customer Insights: Access complete customer history and behavior.
- Sales Forecasting: AI-based revenue and pipeline predictions.
- Relationship Management: Strengthen customer engagement with insights and reminders.
- Sales Automation: Automate emails, follow-ups, and tasks.
- Pipeline Visibility: Real-time dashboards for deals and KPIs.
- Collaboration: Works seamlessly with Outlook, Teams, and Microsoft 365.
- Mobile Sales: Access accounts and tasks anytime on mobile.
- Omnichannel Support: Chat, email, phone, and self-service.
- Case Management: Track and resolve issues quickly.
- Knowledge Base: Centralized articles for faster solutions.
- AI Insights: Smart routing, recommendations, and sentiment analysis.
- Self-Service Portals: Customers can find answers and raise tickets.
- Agent Productivity: Guided workflows, macros, and Copilot help.
- SLAs & Analytics: Monitor response times and service performance.
Dynamics 365 Field Service
- Work Order Management: Assign and track service jobs easily.
- Smart Scheduling: AI-based technician scheduling.
- Mobile App: Technicians access jobs and updates on the go.
- Asset Management: Track equipment history and performance.
- Preventive Maintenance: Plan and predict maintenance needs.
- Customer Updates: Automated alerts and appointment notifications.
- Parts Management: Monitor inventory and reduce delays.
- Project Planning: Create schedules and manage timelines.
- Resource Management: Assign the right people to the right tasks.
- Project Accounting: Track budgets, costs, and profitability.
- Time & Expense: Easy submissions with automated approvals.
- Sales & Quoting: Build accurate project estimates and contracts.
- Collaboration: Works with Teams and Microsoft 365.
- Analytics: Real-time insights on performance and utilization.
Dynamics 365 Virtual Agent
- No-Code Bot Builder: Create intelligent chatbots without coding.
- Automated Customer Support: Handle FAQs, common queries, and task automation.
- AI-Powered Responses: Uses natural language understanding for accurate answers.
- Multi-Channel Support: Deploy bots on websites, apps, Teams, Facebook, and more.
- Integration Ready: Connect with Dynamics 365, Power Automate, and third-party systems.
- Analytics & Insights: Monitor bot performance and customer interactions.
- Human Handoff: Seamlessly transfer complex cases to live agents.
D365 Business Applications Suite
Dynamics 365 offers a unified suite of business apps designed to streamline operations, enhance customer experiences, and support data-driven decision-making. From finance and sales to supply chain and HR, D365 apps help organizations modernize processes and achieve scalable growth.
With Us, Innovation Happens
Reimagine productivity with D365 Copilot Solutions by Key Dynamics Solutions. From automating workflows to delivering real-time insights,
 our AI-powered tools simplify every process. Work smarter, faster, and more efficiently than ever before.
Use real-time analytics and predictive intelligence to make confident, data-driven business choices.
Deliver tailored interactions across sales, service, and marketing to
build loyalty and engagement.
Easily expand or adapt your systems as your business grows, with secure and flexible cloud solutions.
Streamline repetitive tasks, reduce errors, and lower costs through intelligent workflows.
Empowering Business Transformation with Cloud, AI and Co-Pilots
Transform the way you work with the power of Cloud, Artificial Intelligence, and Microsoft Copilots. These technologies come together to create intelligent, connected business environments that adapt to your needs and drive innovation. The Cloud ensures agility and scalability, AI turns data into actionable insights, and Copilots streamline workflows to boost productivity and collaboration. Together, they empower organizations to make smarter decisions, enhance customer experiences, and stay ahead in the digital era.
Key Dynamics’ Approach to Developing Custom AI Solutions in Dynamics 365
At Key Dynamics Solutions, we believe every business has unique challenges and opportunities—so their AI solutions should be just as unique. Our approach to developing custom AI solutions within Microsoft Dynamics 365 focuses on aligning intelligence with business goals. We integrate AI seamlessly into existing workflows, leveraging predictive analytics, automation, and machine learning models to enhance decision-making and efficiency.
From data strategy and model training to deployment and continuous optimization, we ensure that each solution is scalable, secure, and tailored to deliver measurable impact. With Key Dynamics, organizations can turn data into actionable insights and achieve smarter, faster business transformation.
Top Considerations for Building an AI-Ready Culture
Embracing Artificial Intelligence isn’t just about adopting new technology—it’s about fostering the right mindset, processes, and capabilities across the organization. An AI-ready culture empowers teams to trust data, innovate continuously, and collaborate effectively with intelligent systems. To truly unlock AI’s potential, businesses must focus on cultivating digital literacy, ensuring data transparency, encouraging experimentation, and aligning leadership vision with AI-driven goals. By building a strong foundation today, organizations can seamlessly integrate AI into everyday operations and lead with confidence in the era of intelligent transformation.
Foster a Data-Driven Culture
Build AI solutions on a foundation of high-quality, reliable data to ensure accurate insights and decision-making.
Promote Knowledge Sharing
Break down data silos and make information accessible across teams to encourage collaboration and informed decision-making.
Choose the Right AI Solution
Select AI tools that align with your organization’s unique needs and desired business outcomes for maximum impact.
Customize AI for Your Enterprise
Experiment with minimum viable products (MVPs) to integrate AI into existing applications and processes, always prioritizing customer experience.
Strategize for the Future
Communicate your AI vision across the organization, invest in AI training, and address ethical considerations proactively to sustain long-term adoption.
AI in Dynamics 365 Across Key Industries — Powered by Key Dynamics Solutions
At Key Dynamics Solutions (KDS), we integrate AI-driven intelligence within Microsoft Dynamics 365 to help businesses across industries unlock automation, agility, and smarter decision-making.
Our Microsoft Dynamics 365 Services
At Key Dynamics Solutions, we specialize in delivering top-tier Microsoft Dynamics 365 CRM solutions tailored to your business needs. Our Microsoft Dynamics 365 Services empower power platform organizations to streamline operations, enhance customer engagement, and drive growth.
Our Microsoft Dynamics 365 CRM Services and Agentic ERP & CRM Consulting deliver integrated management and enhanced business insights across sales, marketing, customer service, finance, HR, and supply chain operations.
Enterprise Process 
Enterprise Process Diagnostic/Review
Collaborative analysis with expert consultants - understand processes & pain points, identify opportunities for improvements with new business solutions
System Integrations
Integrations with other critical business systems, enabling seamless data flow and real-time insights across your entire IT ecosystem
New Implementations
A comprehensive discovery phase, a proven implementation methodology that ensures seamless deployment of Microsoft Dynamics 365 & implementation of Biz Apps
Migrations & Upgrades
Expert guidance & seamless path to upgrade from previous versions - from Microsoft Dynamics AX to Microsoft Dynamics 365 (or) from Dynamics NAV/Dynamics GP to Dynamics Business Central (or) from Dynamics CRM On Prem to cloud Online
Support & Maintenance
24/7 ongoing assistance, quick resolutions to issues, and regular maintenance to keep your Microsoft Dynamics 365 environment up and running optimally
Managed Services
Cloud Hosting, Server management, Proactive monitoring & maintenance, robust security measures, regular health checks & system audits, regular data backups & disaster recovery strategies,
How We Execute
We expertly execute Dynamics 365 Support Services, AI & ML services by integrating smart technology with tailored strategies. Our team ensures seamless deployment, driving efficiency and innovation through intelligent automation and data-driven insights.
Empower your business with Microsoft Dynamics 365 (D365) Consulting Services ERP and CRM solutions. Leverage the Microsoft Cloud for Industry, Power Platform, and Dynamics 365 modules to boost collaboration, streamline operations, and drive growth with a trusted Microsoft Dynamics partner.
Business Modelling Business Requirements/ Use Cases
Logical Architecture (Vision) Conceptual Design Initial Object Model
Data Architecture Interface Scope & Strategy
System Architecture Environment Preparation
Site Map, Navigational Model User Acceptance Criteria Change Management Strategy
Final Object Model, App Design Specs, Workflow Design, Development Standards, DevOps & Build Plan
Logical DB Model, Data Conversion Design Specs, Integration Detailed Des. Batch/ Real Time Scheduling
Physical Architecture (Design), Dev, Test, Prod. Env. Design, Hosting Requirements, Security Policies
Iterative Build Testing, System Test Scripts, Build Online Help, Develop Training
Construction (Weekly Builds) Unit Test Discrepancy Fixes
Database Extensions EAI Development, Batch Development Data Migration
Maintain Environments UAT & Prod Preparation
Integration Test System Test/UAT Deliver Training
Execute System Test Scripts Discrepancy Fixes
Test Scripts Test EAI Services
Coordinate UAT Performance Testing
Training Session Production Testing
Prepare Prod App Production Support
Migration Data Production Support
Migrate Environment
- Technical CoE - readily reference for Coding best practices, Environment Branching (2 weeks effort saved)
- Technical library - readily reference for reuse of customization, Power Platform extensions, Power BI reports (10 to 20% effort reduction)
- Test case repository- readily available for reuse (15 to 20% effort reduction)
Key Differentiator
Key Dynamics Solutions, combines deep NetSuite expertise with cloud-first strategies. We guide businesses through implementation, customization, integration, and ongoing support—helping you harness the full power of NetSuite for scalable, future-ready operations.
Bank Integration
- Automated integration for payment and receipt.
- Automated bank reconciliation process.
- Consolidation of vendor multiple.
- Payments in a single payment journal.
Electronic Reporting
- Directly uploadable statutory reports onto the government portal.
- Automation with Webtal/ Clear tax and EY e-invoice solution.
Post-Go-Live Support
- Integration with 3rd party logistics solutions (3PL, 4PL) i.e. Nshift, LMIS.
- Integration with Courier service provider. i.e. FedEx, DHL, UPS etc.
- Automation of POD receiving process.
- Automation with Webtal/ Clear tax and EY e-invoice solution.
Optimization & Scaling
- Use of mobile device/ bar code/ scanning feature to automate warehouse planning and execution.
- Custom mobile app development with AI and sensor data.
Supplier payment and Sales order automation
- Automation of processes using OCR and Document scanning feature.
SuiteApp Customization
- Automatically update manually received vendor quotation.
- Vendor portal collaboration with Microsoft D365 CRM
Optimize production process
- Custom mobile app development using AI and sensor data.
- Automate production processes using mobile device/barcode integration.
- Optimize quality management and quality control process.
Sales Forecasting
- AI-driven demand prediction
- Real-time sales trend analysis
- Enhanced forecasting accuracy & planning efficiency
- Reduced inventory risks and improved decision-making
Demand forecast & supply schedule planning
- Integration with 3rd party solution that provides AL-based demand ai forecasting and supply schedule planning i.e. FirstShift.
- Increase inventory turns, improve cash- to-cash cycles, and avoid carrying extra inventory.
Frequently Asked Questions
Find answers to all your queries.
What is Microsoft Dynamics 365?
Dynamics 365 services is a cloud-based suite combining CRM and ERP applications to help businesses manage operations, sales, finance, and customer service in one platform.
How does Dynamics 365 benefit my business?
It improves efficiency, enhances customer service, streamlines sales and marketing, and offers insights through data analytics, all while being scalable as your business grows.
Why does Microsoft direct customers and partners to post their ideas and feedback on the Dynamics 365 Ideas portal?
Microsoft uses the Dynamics 365 Ideas portal to gather clear, organized feedback, helping teams track demand, prioritize updates, and create features that better reflect real customer and partner needs.
What makes Dynamics 365 improve process performance?
How secure is my data?
Dynamics 365 offers strong security features, including encryption and compliance with standards like GDPR and SOC certifications, hosted on Microsoft’s secure Azure platform.
How does it integrate with Microsoft tools?
It integrates seamlessly with Office 365, SharePoint, Teams, Power BI, and third-party systems, enhancing collaboration and reporting.
How does Dynamics 365 support regulatory compliance?
Dynamics 365 includes tools for audit trails, role-based access, and data retention policies to help meet GDPR, HIPAA, and CCPA standards.
Is Dynamics 365 suitable for small businesses?
Yes, Dynamics 365 offers flexible plans and modular apps that scale with your business, making it ideal for startups and growing companies.
What is the role of AI in Dynamics 365 applications?
AI powers smart insights, predictive forecasting, automated customer responses, and intelligent recommendations to boost productivity.
Can Dynamics 365 integrate with Microsoft Power BI?
Yes, Power BI connects seamlessly with Dynamics 365 to visualize real-time data and build custom dashboards for better decision-making.
How does Dynamics 365 handle customer data privacy?
Can Dynamics 365 track employee performance?
Yes, modules like HR and Sales include dashboards, KPIs, and analytics that track employee goals, tasks, and performance metrics.
How Much is Microsoft Dynamics 365 Licensing and Cost?
Microsoft Dynamics 365 pricing varies based on your chosen apps, user roles, and business needs. You can tailor licenses to fit your organization’s size, goals, and functionality requirements.
Is Dynamics 365 better than Salesforce?
Both Dynamics 365 and Salesforce excel in CRM solutions. Dynamics 365 integrates seamlessly with Microsoft tools, while Salesforce offers robust customization and scalability options.
Read More
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