MS Dynamics 365 (Cobalt, Protech)

Microsoft Dynamics 365

With Cobalt, Protech and Other

Home / Services / AMS Consulting Services / Dynamics 365

CRM and AMS

We specialize in transforming Dynamics 365 and related AMS platforms such as Cobalt, Protech, and others to fit your exact needs. With expertise in custom entities, workflows, and seamless integrations, we deliver solutions that drive efficiency and align perfectly with your organization’s mission.

Our Services Include

Customization and Configuration

Our services encompass custom entities, tailored workflows, and seamless integrations, delivering solutions that align with your mission.

Data Migration

Transitioning from another AMS or CRM? Our experts handle the migration process smoothly, minimizing disruptions and ensuring your data’s accuracy and integrity.

Reporting & Analytics

Unlock insights with custom reports and dashboards tailored to track key metrics, member engagement, and organizational performance.

Third-Party Integration

Connect Dynamics 365 and AMS platforms with your existing software ecosystem, including CRM, ERP, financial, and marketing tools, for a unified and efficient workflow.

Power Platform

Leverage Power Platform tools—such as Power BI, Power Automate, and Power Apps to build custom applications, automate workflows, and visualize data for deeper insights and greater efficiency.

Why Us?