Microsoft Services

Helping Good Businesses

Better Prepare for the Future.

Leverage Best Practice Rapid Methodologies.

DYNAMICS 365 - Modern ERP & CRM

The next generation of intelligent business applications that enable organizations to grow, evolve, and transform.

Microsoft Dynamics 365 is a suite of business applications enabling organizations to control end-to-end business management in one system. Dynamics 365 brings together ERP, Talent, Field Service, Power Platform, and Customer-Relationship Management (CRM). CRM is an approach to managing a company's interaction with current and future customers. The ERP is deep in functionality and broad as it includes finance, operational, and supply chain processes. The ERP will easily partner and interface with CRM.

Our ERP & CRM approach analyzes actual data history in order to better improve future business processes with customers, vendors, and employees. Specifically focusing on customer processes while aligning financial, supply chain, and other key areas to drive sales growth. These capabilities will work seamlessly across sales, customer service, marketing, field service, project service automation, and financials.

1

One Customer Project @ a Time. Your Team will Focus, Work Hard and Complete your work with Success

160+

Our Team has Implemented over 160 ERP & CRM Projects

UPGRADE ASSESSMENT PROGRAM

Our assessment process will show a path forward that is best and most efficient - maximizing Microsoft Tools and maximizing the investment you have in the current version.

SKILLED HELP WHEN NEEDED

Bring our team on as the professionals you need to help with current and future software work - whether in the cloud or on-prem, support and or a project, CRM or ERP - let US partner with you for your success.

RAPID IMPLEMENTATION PROCESS

We have learned our customers want results and involvement. We have a project process driving results, accountability and transparency due to short, focused deliverable windows. Blending the best of Agile, Waterfall and other practices Microsoft and industry experts have found to work best.

BUSINESS PROCESS

Whether processes are automated or on post-it notes, there are universal aspects to every business. Processes being understood lead to software being optimized, driving results and metrics.

In the world of business process and operations, there are many challenges bringing leaders to a point where external help is needed to meet key objectives. Obtaining seasoned, experienced and focused consultants can be hard. At Trusted Advisors, we have assembled such a team to work in Process & Operational Consulting and ERP management—specifically with Microsoft Dynamics. Whether it is Dynamics AX, GP, NAV, Business Central, Finance and Supply Chain Management (F&SCM), or CRM. We have focused on Microsoft Tools because of the modern design, growth, flexibility, global eco-system, and backing of Microsoft's continued development.

20+

20+ Professional Technical and Functional Consultants

87,450+

87K+ Hours working with customers on Technology projects and Microsoft Tools

MANAGED SERVICES

Hire a professional and take the worry out daily support allowing customers to focus on their core business

UPGRADES & BUSINESS ASSESSMENTS

We have helped many large and small companies build strong strategies leading to successfully completed projects

AZURE MIGRATION

Let us help move c to the cloud. Or move current systems and set new systems in place to leverage the best of Cloud and On-Prem / Hybrid Computing

SIMPLE BUT NOT ALWAYS EASY

Things being made beautifully simple are at the heart of everything we do

DO HARD THINGS FIRST

This principle drives out ability to reduce risk and control projects as we do the 'heavy lifting' first

CHANGE MANAGEMENT

Knowing how to work with teams, moving small success into larger successes makes change easier

PARTNERING WITH OUR CUSTOMERS

Technology can be complex. We're here to help you handle it all.

We provide a team with global reach and seasoned veterans whose skills touch all aspects of business cycles and ERP implementations. By helping clients in selecting, implementing, controlling and auditing ERP projects—we work to assess what is needed via this framework:

Current reports used to manage and control operations
Current and future processes are mapped
Technology is the leveraged and forged into a solution based on the previous steps.

For many of our customers, we’ve established long-term support systems with business objectives driving technology decisions.