Dexprodynamics

Dexpro Dynamics migrated a global institutional asset manager from Salesforce to Microsoft Dynamics 365 Sales, cutting CRM licensing and operational costs and lowering total cost of ownership. The engagement began with a full CRM assessment — business process review, gap analysis, prototyping, and architecture design — before Dexpro ported Salesforce customizations, business processes, and historical data and layered in Microsoft Customer Insights Journeys for marketing automation. Serving insurance clients under SEC regulatory requirements, the firm now runs a scalable Microsoft 365-integrated platform with Copilot-powered insights and higher user adoption.

A healthcare technology company delivering virtual care and diagnostic solutions replaced HubSpot with Microsoft Dynamics 365 Sales, cutting reporting time from days to minutes and unifying customer, prospect, and sales data in a single CRM. Dexpro Dynamics' solution architects led a phased rollout—starting with core sales processes—that included business process flows, territory management, historical data migration, Outlook integration, Power BI dashboards, and hands-on administrator training. The deployment established a scalable foundation for AI-assisted selling and expansion into Dynamics 365 Business Central, Teams, SharePoint, and Customer Insights.