Data-Driven Microsoft Dynamics CRM Services

A Better Approach to CRM. Win Customers over and improve the bottom line with Microsoft Dynamics 365 CRM.

It's time for a modern CRM that enables you to meet customer needs now and into the future


Research has found that even with the most advanced sales technology, sellers still miss what is actually important to their buyers. Even worse, sellers often don’t realize it.

It’s time to take advantage of all of your data, structured and unstructured alike, to help refine your sales approach, timing, and content so you can help your customers complete their sales satisfactorily.


Use the power of LinkedIn Sales Navigator to cultivate the right relationships with the right buyers.


With Dynamics 365 AI, you can easily and quickly cut through the fat to deepen your relationships with your customers and make more proactive decisions.


Keep up with customers, their demands, and their questions any time, anywhere. Boost productivity with familiar and cohesive tools that keeps your office in the palm of your hand.


We have not only helped companies across various industries implement Dynamics 365 CRM, we use this tech solution ourselves. We have over 300 users in the US across 13 different service lines with varying sales processes. We know how to tailor a CRM experience to anything your business needs.

As an award winning Microsoft Dynamics partner, we offer the service and expertise needed to make your implementation or optimization a success.

Deployment Services


We will be with you every step of the way of your implementation, from conceptualization for your company’s individual needs through education for your employees.


When the implementation is over, our relationship is far from over. We partner with you for continued support and optimization.


If you’re on Dynamics CRM, we can help you migrate to Dynamics 365 Sales and keep all of your customizations and personalized configurations. Looking to move to the cloud from your current on-premise solution? We’ve got you covered.


We provide three different options for your Dynamics 365 CRM deployment:

  • Online – Deploy your organization in the cloud for ultimate data flexibility.
  • On-Premise – Keep data more private with an on-premise solution.
  • Hybrid – Get the best of both worlds.

See it for yourself


dynamics 365 CE integration graphic


See everything you need so you can sell smarter and faster while you’re on the go. Touch-first mobile apps provide a consistent experience across any device letting you update important data and get real-time insight on the metrics that matter most.


Engage customers with personalized, multichannel campaigns. Design materials that will reach your audience and manage campaigns in a single window—across email, social media, events, and direct mail.


Enable customer service engagement across web, social, chat, mobile, and phone, including customer self-service and social care. Provide channel context for personalized service with minimal customer effort using Parature and Microsoft Dynamics CRM.


Deliver a seamless, end-to-end service experience with Dynamics 365 Field Service. Built-in intelligence helps you resolve service issues before they occur, reduce operational costs, and deliver positive onsite experiences.

HeadStart Service Logo

With a 100% remote delivery commitment Sikich will pre-configure a set of proven baseline configurations copied from our proven practices template, set up all users & basic security roles, and personalize one guided sales process & one workflow. With a new project comes change management, we handle that for you with the Sikich HEADSTART Project Workbook.



Forrester positions Microsoft as a Leader in their new Forrester Wave: Customer Analytics Technologies.


Gartner has positioned Microsoft as a leader for Sales Force Automation, based on completeness of vision and ability to execute in the customer engagement center market.


Nucleus Research expects customers using LinkedIn Sales Navigator and Dynamics 365 for Sales to see a 15% increase in sales productivity.

Why Microsoft CRM

Many organizations want to focus on managing and growing their business without distractions from complex technology deployments. Microsoft CRM solutions are designed for real people in businesses who need to get work done, not expert users who have the time for experimental technology. Sikich relies on proven Microsoft products to deliver CRM and customer insight capabilities.

Microsoft Dynamics 365 CRM suite is a multi-module cloud solution that provides sales, customer service, field service, and marketing functionality in a consistent, intuitive, highly usable manner. You can deploy these capabilities in a sequence that reflects your priorities, adding apps anytime.

CRM Selection Guide

Want to know the secret to setting yourself up for success with CRM?

Find out what you need to know in this short eBook for 4 steps to a successful CRM selection project.  It covers everything from the why of the project, to tech partners, tech platforms and how-to properly prepare for discovery to get everything kicked off.

Ready To Get Started?

We have over 75 dedicated, full-time Dynamics 365 resources with an average of 15-20 years experience working with dozens of companies across various industries. We help deliver tools, processes, and industry expertise to help you discover how to best engage customers by offering the right context to their businesses, in the right format at the right time.