Dynamics 365 Services

WE ARE YOUR GO TO PARTNER FOR DYNAMICS 365 CUSTOMER ENGAGEMENT

Whether you are in the very early stages of planning for a CRM initiative, an existing Dynamics 365 user, or somewhere in between, the New Dynamic team offers an array of services to help your organization maximize its Dynamics investment.

A cluster of red and gray squares, symbolizing Dynamics 365 Customer Engagement, expands semi-circularly on a white background—evoking innovation and connection in digital solutions.

A man wearing glasses and a green shirt sits at a desk, working on a laptop with Dynamics 365 CRM and listening to a colleague during a meeting in a bright office. Papers and glasses of water are on the table.

Vision and Value Workshop

Dynamics 365 Deployment Planning

Dynamics 365 Health Check

Power Apps Development

D365 AI Opportunity Lab

Vision and Value Workshop

Vision and Value Workshop

The New Dynamic team can help create a blueprint for the next steps in your CRM journey

The Vision and Value Workshop is intended to create scenarios that serve as the blueprint for the next steps in your customer engagement transformation process. Certified Vision and Value Workshop facilitators will use design thinking concepts to help key stakeholders establish the primary goal for your project using an approach that encourages you to think beyond simply making existing processes more efficient.

Get The Dynamics 365 Customer Engagement Playbook

Dynamics 365 Deployment Planning

Dynamics 365 Deployment Planning

Mitigate risk and deploy with confidence

Whether your organization is in the evaluation phase, ready to deploy CRM, or upgrading an existing deployment, the Dynamics 365 Deployment Planning Services approach engages a team of experts to mitigate risk and get the most out of your CRM investment.

New Dynamic helps maximize the value of Dynamics 365 based on your unique situation. Our Deployment Planning process will help streamline your deployment and create a custom implementation plan based on your unique requirements and process needs.

Read Deployment Planning Success Story

Dynamics 365 Health Check

Dynamics 365 Health Check

Our D365 Health Check service helps organizations identify factors limiting the success of your CRM system

If your organization is already using Dynamics 365 to augment and manage your internal processes, we can analyze its performance and identify further optimizations that need to be made. Our analysis assesses the issues specific to your organization’s deployment of Dynamics 365 and identifies the opportunities available to realize your desired benefits from the system. Learn more about the Dynamics 365 Health Check process and how it can benefit you.

Book your dynamics 365 Health Check Download brochure

Power Apps Development

Rapidly deploy line of business applications on a proven platform

Traditional approaches to custom business solution development can present a multitude of challenges, including high up-front costs and long-term maintenance complexity. New Dynamic’s deep expertise with the Microsoft Power Platform eliminates these challenges and provides companies with the ability to rapidly deploy solutions on a proven platform without the typical IT investment or on-going maintenance burden. Dynamics 365 applications, such as Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Marketing use the same underlying data platform (Dataverse) used by Power Apps to store and secure data. This provides the ability to build apps using Power Apps and Dataverse directly against your core business data already used within Dynamics 365 without the need for integration.

Read The Power Apps Success Story

D365 AI Opportunity Lab

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D365 AI Opportunity Lab

Turn AI possibilities into practical outcomes with our structured D365 AI Opportunity Lab.

The Dynamics 365 AI Opportunity Lab helps organizations navigate the complexity of AI in Microsoft Dynamics 365 CE/CRM. In a focused one- to two-day workshop, we collaborate with your stakeholders to identify high-impact AI use cases, evaluate data readiness, and assess governance and security risks. You’ll leave with a clear, actionable roadmap—including prioritized AI opportunities, recommended pilots, and executive-ready guidance—so you can start leveraging AI to enhance customer engagement, streamline workflows, and drive measurable business outcomes.

Download the D365 AI Opportunity Lab Overview Learn more about agentic sales

What our Customers Say

"New Dynamic brought ideas from different industries that helped us step back and ask, ‘What’s the smartest way to solve this—not just for now, but for the future?’ They’ve been true thought partners, bringing creativity, transparency, and a breadth of experience that really sets them apart from others."

Brian HaleCRM Tech Lead, Sub-Zero Group

"Our biggest wins are integration and collaboration. We’ve greatly reduced manual effort, we’re all looking at the same thing, and we’re building toward a more predictive, data-driven approach to business development."

Michelle OttVice President of Marketing Operations, Je Dunn

"We knew that if we were going to scale effectively, we needed a CRM that brought sales and marketing into lockstep. The goal with Dynamics 365 wasn’t just visibility, it was alignment."

Tiffany WirthChief Marketing Officer, CorVent

“The New Dynamic team is fantastic! Their collaborative spirit is very evident in our interactions. Additionally, they are knowledgeable and bring expertise and experience to their solutioning. Our internal team has benefited greatly by learning from New Dynamic, allowing us to improve our operational efficiency and effectiveness.”

Scott GrosseIT Manager, Customer Engagement,
Sub-Zero

“The pipeline management platform designed by New Dynamic has helped us streamline new business visibility for the management team and key leaders. Our internal meetings are less stressful and more productive because we can see what's coming and be more proactive when it comes to winning new business opportunities.”

Bill BurfeindVice President,
J.C. Anderson, Inc.

“The investment we’ve made with New Dynamic has paid for itself multiple times already in terms of time savings and the significant sales increases we’ve seen across our various product lines. We understand our customers’ needs better, we’re tailoring our quotes more precisely, and we’re doing more cross-selling. We had the vision to make Dynamics 365 the hub for all our selling activity and New Dynamic made it happen.”

Matt HansonVice President of Business Development,
Maxi-Lift inc.

“New Dynamic simply presented as more knowledgeable, more responsive, and more credible than the other firms we looked at, including some of the biggest names in this space. They got done in weeks, what others estimated would take months. They had a better plan and offered better value all the way around.”

Alex NavinCo-President & Managing Partner,
Cross Point Capital

“Our quotes are complicated and have always required a series of phone calls and emails in the past, for everything from pricing options to credit checks, to delivery logistics, it took too long and had too many manual requirements. New Dynamic came in with a process mapping and automation plan using Dynamics 365 Sales that matched our needs and took our average quote times from two days to two hours, and it’s been a gamechanger for us.”

Matt KernVice President,
General Equipment & Supplies

“New Dynamic was the obvious choice and the experience of working with them far exceeded that of the other solution providers we looked at. New Dynamic listened and designed an application that not only exceeded our expectations but can also grow and expand with us.”

Linda JohnsonProject Manager,
Pate Rehabilitation

“The New Dynamic team was impressive from the beginning, asking methodical questions and learning our business. They made us feel confident we’d made the right choice and that they understood our goals and objectives”

Justin SchraderSenior Ballistician,
Hodgdon co.

Dynamics 365 Services

WE ARE YOUR GO TO PARTNER FOR DYNAMICS 365 CUSTOMER ENGAGEMENT

Vision and Value Workshop

Dynamics 365 Deployment Planning

Dynamics 365 Health Check

Power Apps Development

D365 AI Opportunity Lab

Vision and Value Workshop

Vision and Value Workshop

Dynamics 365 Deployment Planning

Dynamics 365 Deployment Planning

Dynamics 365 Health Check

Dynamics 365 Health Check

Power Apps Development

Power Apps Development

D365 AI Opportunity Lab

D365 AI Opportunity Lab​

What our Customers Say

Contact us today to transform sales productivity and customer buying experiences!

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D365 AI Opportunity Lab