Dynamics 365 CRM: Unify Sales, Marketing & Service in One CRM

With Dynamics 365 CRM, your sales, marketing, service, and field teams all work from the same platform. That means you can manage leads, nurture prospects, close deals faster, and deliver seamless support without bouncing between disconnected tools.

 

Backed by Microsoft and implemented by Velosio, Dynamics 365 CRM helps your company engage customers more effectively, improve forecasting, and boost productivity with a solution that scales as you grow.

Trusted by Leading Sales,  Marketing, and Service Teams 

 It all starts with what you need 

Making CRM Work for Sales, Marketing & Service Leaders

Dynamics 365 lets you start with the apps you need today and add more as you grow. 

Sales

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Streamline lead & opportunity management. Improve forecasting and enable your team to close deals faster.


 

Marketing Automation

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Nurture smarter with tailored campaigns, content, segmentation. Inform decisions with analytics. 


 

Customer Service

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Deliver responsive support, knowledge-base access, and AI-powered case resolution.

 

Customer Insights

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Unify customer data from every channel and use AI-driven analytics to deliver personalized, connected experiences.

Field Service

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Optimize scheduling & dispatch, improve first-time fix rates, empower mobile teams, manage contracts & assets. 

Proven Partner. Proven Outcomes.

  • Proven Track Record: 30+ years helping midmarket companies modernize business applications and transform operations.

  • Trusted by Microsoft: Inner Circle Partner with 4,000+ successful implementations and thousands of satisfied clients.

  • Industry Expertise: Deep experience in Professional Services,  Agribusiness, Field Services,  Distribution,  and Manufacturing.

  • Reliable Delivery: Fast time-to-value with fixed-fee, rapid deployment options and CRM best practices refined over decades.



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Help Your Sales Team Win More Deals, Faster

See how Dynamics 365 Sales helps real sales teams save time, work smarter, and close more business.

 

 Win more opportunities with AI that flags your best leads

 Get new sellers up to speed 30 hours faster

Free up 200 hours a year for your sales ops team

 Make sellers 15% more effective by working together in one system

Featured in Trusted Industry Publications

What Our Clients Say

“Dynamics 365 has been a huge help to Triosim and for our sales team,  especially. The team is now able to enter their information quickly and easily through the mobile app. The connected visibility we have into quotes and proposals allows for better communication between the Triosim team and our clients.”

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Kurt Bramer

President of Southern Specialty | Triosim Corporation

An updated CRM system and a new, automated email distribution system gave this financial research company faster and more targeted approach to sending clients the types of information they want to receive. The Velosio solution saves New Street Research analysts a lot of time and provides a whole new level of insight into our business.

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Jenny Eichenberger

Chief Operations Officer

The team from Velosio helped our people feel comfortable with the new system, and our company is now taking full advantage of its capabilities. They showed us the value and importance of having the right CRM system in place. We are now able to easily track the progress of all of our reps, no matter how remote they are. Dynamics 365 for Sales saves research analysts a lot of time and provides a whole new level of insight into the business.

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Jesse Robbins

Director of IT | Sultan Healthcare

Your business. Your advantage.

Schedule a free consultation to see how Dynamics 365 can drive results for your team.

 

See Dynamics 365 CRM in Action