Dataverse architecture
Tables, relationships, security roles, and business units mapped to your GTM and support model.
Platform implementation
Microsoft Dynamics 365 Sales & Customer Service
Neojn implements Dynamics 365 Sales and Customer Service for Microsoft-centric enterprises that want CRM, case management, and low-code automation on one trust fabric.
Dynamics 365 Sales and Customer Service sit on Dataverse, which gives enterprises a composable model for customers, activities, and cases tightly coupled to Microsoft 365, Power Platform, and - when chosen - Finance and Supply Chain through dual-write. Programs succeed when architects decide early what is authoritative in CRM versus ERP versus your data warehouse.
Neojn configures sales processes, playbooks, forecasting, and service level agreements with field-tested usability - not only headquarters process maps. Omnichannel and knowledge scenarios are piloted with real agents before broad rollout so handle times and first-contact resolution improve measurably.
Dual-write and virtual entities are implemented with explicit conflict policies, monitoring, and reconciliation so accounts, products, and orders do not fork between CRM and ERP. Power Apps and Power Automate extensions follow ALM patterns with solution layers your admins can explain to auditors.
Migration from legacy Dynamics CE, Salesforce, or bespoke systems includes matching rules, deduplication, and historical activity retention policies aligned to privacy assessments. Integrations to marketing automation, CPQ, and billing use Azure API Management or enterprise service buses with throttling and dead-letter queues.
Neojn supports Microsoft’s release cadence with regression automation, feature management discipline, and managed administration after hypercare - so Copilot and analytics investments land on clean customer data.
Microsoft, Dynamics 365, Power Platform, Azure, and related marks are trademarks of the Microsoft group of companies.
What Neojn delivers on Dynamics 365 CRM
Implementation, customization, deployment, and managed maintenance in the Microsoft cloud.
Sales & forecasting
Pipeline stages, forecast categories, and coaching workflows aligned to how leadership reviews the quarter.
Customer service operations
Queues, routing, SLAs, entitlements, and knowledge with agent- and supervisor-friendly dashboards.
Dual-write & ERP alignment
Maps, error handling, and operational reconciliation when F&O is part of your landscape.
Power Platform guardrails
Environment strategy, DLP policies, and solution promotion that scale citizen development safely.
Lifecycle & managed services
Update readiness, incident SLAs, and backlog grooming once stabilization completes.
Why Dynamics 365 CRM fits Microsoft-first estates
Organizations invest when identity, productivity, ERP, and CRM should share compliance and data lineage; Neojn keeps boundaries crisp so dual-write never becomes dual-truth.
- Agents and sellers authenticate through Entra ID with least-privilege access to customer data.
- Automation in Power Automate is observable - not a maze of personal flows no one owns.
- Analytics in Fabric or Azure Synapse consume curated exports with contracts CRM administrators endorse.
Plan Dynamics 365 CRM with Neojn
Bring your tenant model, ERP linkage, and channel strategy. We will propose a Dataverse design, migration plan, and adoption metrics your CS and sales leaders can track weekly.