Microsoft Dynamics CRM Services

The Relevant App is a Power App built to work with Dynamics 365, providing users with an enhanced Dynamics experience while using less costly licensing through Power Apps. It includes tools that modern selling teams need, leveraging proprietary code and Dataverse tables.

Microsoft Dynamics CRM makes it easier to manage customer relationships by bringing people, processes, and data together in one seamless platform. Because it’s a Microsoft product, it integrates effortlessly with Outlook, Teams, and Power BI, so your team can collaborate, track conversations, and gain insights without switching between apps.

With built-in automation tools, it helps streamline sales, marketing, and customer service workflows, reducing manual tasks and improving efficiency. Plus, with Microsoft 365 and Power Platform integrations, employees can work smarter, access real-time data, and make more informed decisions—all while delivering a personalized customer experience.

Microsoft Dynamics CRM offers seamless integration with Microsoft products including the Power Platform. The Relevant App works natively in the Microsoft environment and does not limit the integrations available to you as a Microsoft customer. Vertilocity has also built numerous integrations with various ERP systems, billing software, and sales tools. Some of these include E-automate, ConnectWise, Hubspot, Quipware, SRA, Novo, and EDA.

Yes, Vertilocity can create secure custom applications that provide real-time insights, streamline unique business processes, and revolutionize entire operations. Users can also build their own solutions or a hybrid of Vertilocity’s custom applications.
Vertilocity offers custom apps, integrations, and product add-ons built around specific workflows.

Vertilocity ensures that the CRM provides actionable insights and comprehensive functionality for optimizing sales cycles and customer experiences. This also includes integrations with ERP systems which allow sales teams to make actionable decisions with their customers in real-time.

At Vertilocity, we take a strategic, business-first approach to implementing Microsoft Dynamics 365 CRM. Our methodology ensures that your CRM is not just a software tool but a powerful system tailored to your business processes, sales strategy, and customer engagement goals.

Here’s our proven Implementation approach to implementing Microsoft Dynamics 365 CRM:

1. Discovery & Business Alignment – We start by understanding your business goals, challenges, and workflows to ensure that Dynamics CRM is designed to support your specific needs.
2. Solution Design & Customization – Rather than a one-size-fits-all approach, we configure Dynamics CRM to match your business logic and operational structure.
3. Data Migration & System Integration – Your data is a valuable asset, and we ensure a seamless transition to Dynamics CRM.
4. User Training & Change Management – A CRM is only as effective as the people using it. We provide structured training programs to ensure high user adoption.
5. Deployment & Optimization – Once your CRM is live, we monitor performance, gather user feedback, and fine-tune configurations to ensure maximum ROI.

Dynamics on-premise is being sunset on January 2027 so anyone running a local on-premise application will need to transition to Dynamics 365.

Migrating to Microsoft Dynamics 365 is a transformational step for your business, but it requires careful planning to ensure a smooth transition. Vertilocity helps organizations navigate the migration process with minimal disruption and maximum efficiency.

Here are the key factors to consider when planning your move to Dynamics 365:

1. Business Goals & Migration Strategy
Before migrating, define your business objectives and how Dynamics 365 will support them. Consider:
✔ What problems are you solving with this migration?
✔ Are you looking for better automation, improved reporting, or enhanced customer management?
✔ Will you need a phased migration or a full transition all at once?

2. Data Quality & Migration Planning
Your CRM data is one of your most valuable assets, but not all data needs to be migrated. Before transferring data, evaluate:
✔ What data is essential, and what can be archived?
✔ Are there duplicate records or outdated information that should be cleaned up?
✔ Do you need to map legacy fields to new Dynamics 365 structures?

Working with Vertilocity ensures clean, structured, and accurate data migration so your team starts with a system that works.

3. System Integrations & Compatibility
If your business relies on multiple software tools, you’ll need to ensure seamless integration. Consider:
✔ How will Dynamics 365 integrate with your ERP, accounting, and marketing platforms?
✔ Will you use Microsoft Power Platform, Dataverse, or third-party APIs for data connectivity?
✔ Are there any custom applications or legacy systems that need special attention?

Our experts ensure Dynamics 365 integrates smoothly into your existing tech stack.

4. User Training & Adoption
A new CRM is only as good as its user adoption. To ensure a successful transition:
✔ Provide role-based training to help users understand the system’s benefits
✔ Identify super users or champions who can assist with onboarding

The Vertilocity Quote Tool is a cloud-based solution built to streamline the quoting, pricing, and proposal process for office equipment sales teams. It automates document creation, generates branded proposals, and supports electronic signatures for faster approvals. By eliminating manual quoting errors, it ensures accuracy, efficiency, and compliance, helping teams close deals faster.

The Quote Tool simplifies the entire sales process by:

• Automating complex configurations, pricing, and documentation so sales reps can focus on closing deals.
• Ensuring every machine, service, and leasing option is properly configured and priced.
• Integrating seamlessly with major business tools, including e-Automate, CEO Juice, Microsoft Office, Dynamics 365, and Power Platform.
• Producing professional, customer-ready quotes with automated document merging and e-signature support.
• Optimizing pricing by applying customer-specific discounts for the best deal possible.
• Validating every quote with built-in compliance rules to ensure completeness and adherence to business policies.
• Providing real-time sales analytics with Power BI-compatible dashboards for better decision-making.

The Quote Tool eliminates pricing errors by making sure every machine, service, and leasing option is configured correctly before a quote is sent. It has powerful pricing optimization to find the best available pricing, maximizing profitability while ensuring customers get the most competitive rates.

• Sales managers can instantly review and approve quotes, ensuring deals move forward quickly.
• Once approved, quotes are automatically added to the opportunity record within the CRM for accurate forecasting and order processing. The tool also allows users to select which line items of the quote to include in the total dollar amount of the opportunity record.
• Customers receive interactive digital proposals with e-signature capabilities, making it easier for them to review and approve on the spot.

The Quote Tool automatically pulls customer details and sales data from CRM, ERP, and backend systems, so everything stays up to date. Sales reps can manage pricing, service plans, and leasing options from a centralized dashboard, while real-time validation catches errors before quotes are finalized.

Plus, it integrates with e-Automate, CEO Juice, Microsoft Office, Dynamics 365, Power Platform, and other third-party tools, all built on Microsoft Dataverse for a secure and scalable solution.

Rep Assignment is designed for multi-division and multi-unit sales teams, ensuring that multiple reps can be assigned to the same account with the right permissions. This setup allows different specialists or sales reps to manage their relationship with an account without conflicts, ensuring smooth collaboration across business units.

There are four primary ways to assign reps:

• Territory-Based Assignment – Reps are assigned based on location data like zip code, county, or state. If an account falls within a rep’s assigned territory, they gain access automatically.
• Open Floor Assignment – This method allows reps to claim unassigned accounts from a pool, offering more flexibility in sales team structures.
• Named Assignment – reps can always be assigned by a manager or admin for territory transitions and house accounts.
• ERP Assignment – if your ERP is integrated, update rep assignments automatically based on data in your business system.

Any industry can benefit from automated rep assignment. It’s ideal for any industry that needs to limit the data that reps can access to or if changes are needed on a regular basis to rep territories. This solution is designed for various vertical markets, with assignments based on factors like:

• Geographical area (zip code, city, state)
• Industry sector
• Company structure or business unit

Rep Assignment automates the maintenance of the platform’s security configuration including ownership, sharing, teams and cascading, to ensure that only the reps assigned to the account have access to the account’s data – including all related data such as sales opportunity, activity, SharePoint attachments and other child entities. It provides a seamless and real-time experience for users so that you never have to compromise on convenience or security.

Yes, when integrated with an ERP system, rep assignments can happen automatically. For example, once a rep becomes the account manager of record for a sale, the system will automatically assign them to that account in Rep Assignment.

Vertilocity connects Microsoft Dynamics CRM with the tools businesses rely on, from ERP systems to billing platforms and sales automation tools. Some of our integrations include e-Automate, ConnectWise, HubSpot, Quipware, SRA, Novo, EDA, and leasing vendors. We also extend connectivity with Power Platform (Power Apps, Power BI, and Power Automate). Plus, our Quote Tool currently integrates with e-Automate and CEO Juice solutions.

By integrating ERP systems with Dynamics CRM, sales teams get real-time access to critical customer data in one place. This means they can quickly see a customer’s service history, payment records, credit lines, and leased equipment details before reaching out—allowing for more informed, productive conversations and better customer relationships.

Since Microsoft Dynamics CRM is part of the Microsoft ecosystem, it works seamlessly with tools like Outlook, Teams, and Power BI. Users can:

• Track emails, set follow-ups, and manage sales opportunities—all without leaving Outlook.
• Embed Power BI dashboards directly into Dynamics CRM for instant access to analytics.
• Collaborate effortlessly with built-in Teams integration, keeping conversations and data in sync.
• Leverage Microsoft 365 tools for better document sharing, communication, and productivity across any device.

EDA integration gives sales teams a competitive edge by alerting them when a customer leases equipment from a competitor. With this insight, reps can reach out at the right time—before a lease expires—positioning them ahead of the competition and increasing the chances of winning new business.