Capability

Dynamics 365 Implementation

Sales and finance on one Microsoft platform, implemented at the size you need and migrated in from wherever you run today.

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Dynamics 365 implementation is Kumo standing up the modules that run your business: Sales for revenue, Business Central for finance and operations, and Field Service, Project Operations, or Customer Insights – Journeys where the work calls for them. Most projects start with a move off on-premises Dynamics CRM or GP, Salesforce, HubSpot, or QuickBooks, after an honest look at whether Dynamics is the right fit.

30+

Dynamics 365 implementations delivered

CRM and ERP moved to the cloud together, Sales plus Business Central

2M+

records migrated in a single cutover

200,000+

members and customers served by Dynamics 365 platforms we built

What we deliver

Dynamics 365 Implementation offerings

Assessment · 2 to 6 weeksWays to startDynamics 365 Roadmap AssessmentA fit analysis for one or more Dynamics 365 modules, what your licenses and Copilot add, and a roadmap for the project.Scoped on a callSee the engagement →ImplementationDynamics 365 Sales & Customer EngagementDynamics 365 Sales (CRM) built around your sales process, with Copilot and agents that make every seller more effective.See the offering →ImplementationDynamics GP to Business Central MigrationOff on-premises Dynamics GP and its servers, onto Business Central in the cloud, before Microsoft ends GP support in 2029.See the offering →ImplementationBusiness Central ImplementationFinance and operations on Business Central for teams that have outgrown QuickBooks, GP, NAV, or spreadsheets.See the offering →

Dynamics 365 Field ServiceQuoting, scheduling, and dispatch for teams that work on site, connected to Sales and finance.

Dynamics 365 Project OperationsQuote, staff, track time, and bill project work from one system instead of four.

Customer Insights – JourneysMarketing journeys built on the same customer records your sellers and finance team use.

Value

Why it matters

An honest platform check first

Dynamics side by side with Salesforce, HubSpot, or what you run today. If it is not the fit, we say so.

CRM and ERP, moved together

Sales and Business Central cut over in one project, so nothing has to sync with an on-premises server in between.

Standard first, custom where it pays

Only the customizations still earning their keep get rebuilt. Everything else is one less thing to maintain.

Wired into how you sell and ship

Web orders, payments, shipping, and finance connected, so nobody retypes an order from an inbox.

Approach

How it works

Envision and scope

Current systems, processes, and pain points, an honest platform comparison, and a scope cut to what you run.

Configure and integrate

Modules built standard-first, then connected to your web store, payments, shipping, and finance.

Migrate and cut over

Live data mapped, trimmed, and validated, with connected systems cut over together.

Train and support

Hands-on training led by your process owners, then managed support as the platform grows.

Proof

Work we can point to

Case study · Associations & Non-ProfitsA national association moves off a legacy AMS onto Dynamics 365 it ownsMoving off a proprietary association management system onto a Dynamics 365 platform the association owns — capability kept, lock-in gone.100%platform ownership reclaimed0proprietary AMS lock-in remainingRead the case study →

The deeper read

Front office and back office, on one platform

Most projects start from a business outgrowing the system it is on: an on-premises Dynamics CRM or GP server, Salesforce, HubSpot, or QuickBooks. The goal is the same each time. Sales and finance work from the same customers, orders, and invoices, with web orders, payments, and shipping flowing in on their own instead of being retyped from an inbox.

Two on-premises systems, one cutover

One recent client ran an on-premises Dynamics CRM and Dynamics GP, kept in sync by a connector and a lot of manual work. We moved both to Dynamics 365 Sales and Business Central in the same project: just over 2.1 million records, 79 of 247 legacy customizations rebuilt and the rest retired, and WooCommerce, PayPal, ShipEngine, and their survey platform connected. Three years later, the team that ran discovery still supports the system.

FAQ

Questions we hear a lot

Should we choose Dynamics 365, Salesforce, or HubSpot?

It depends on your Microsoft footprint, process complexity, and budget. If you run on Microsoft 365, Dynamics usually wins on integration, licensing, and extension through Power Platform. We do the comparison honestly as the first step.

How long does a Dynamics 365 implementation take?

A focused Sales rollout for one team typically reaches production within a few months. A Sales and Business Central build with a data migration runs longer: one recent project went from signed scope to both systems live in about seven months.

Can you migrate us off on-premises Dynamics CRM and Dynamics GP?

Yes, and we recommend moving both in the same project when you can. Building a sync between a cloud CRM and an on-premises GP server is work you throw away months later.

Can you migrate us off Salesforce or HubSpot?

Yes. Working data is mapped and validated before cutover, and the old system stays live in parallel until the new one has proven itself against the real workload.

Which Dynamics 365 module is right for us?

Sales fits revenue teams ready to scale forecasting and AI; Business Central fits operations that have outgrown QuickBooks or GP; Field Service fits teams quoting and scheduling field staff; Project Operations fits project-based teams; Customer Insights – Journeys fits marketing. Many organizations run more than one.

Can you rescue a stalled or messy Dynamics implementation?

Yes. That usually means untangling over-configuration, fixing the data model, rebuilding adoption, and putting governance around future changes.

Start with Dynamics 365 Roadmap Assessment

A fit analysis for one or more Dynamics 365 modules, what your licenses and Copilot add, and a roadmap for the project.

Book the assessment See what's included