Why Choose LevelShift for Microsoft Dynamics 365

Microsoft Dynamics 365 is a broad and powerful platform, spanning ERP, CRM, and AI-driven productivity. Its flexibility is also its complexity. Successful adoption depends not only on software selection but also on how well the platform aligns with business processes, data structures, and long-term operating models. For most organizations, achieving this alignment requires an experienced Microsoft partner who understands both the technology and the realities of enterprise operations.

LevelShift operates at the intersection of systems and strategy. The firm has delivered more than 50 Dynamics-led projects, supported by over 40 certified consultants and more than 70 professional certifications across the Microsoft ecosystem. This foundation allows LevelShift to engage with Dynamics 365 not as a product deployment exercise, but as an enterprise transformation program grounded in operational outcomes.

Why organizations rely on a solutions partner for Dynamics 365

Dynamics 365 is not a single application but a modular platform that includes finance, supply chain, sales, service, commerce, analytics, and AI. Effective implementation involves:

• Mapping platform capabilities to existing business processes.
• Integrating with legacy and third-party systems.
• Migrating structured and unstructured data safely.
• Configuring security and compliance models.
• Ensuring user adoption across operational teams.

Without specialist guidance, organizations often face extended timelines, fragmented implementations, and underutilized features. A solutions partner provides architectural continuity, risk management, and operational discipline throughout these stages, and establishes a support model for the system’s ongoing evolution.

LevelShift is a Microsoft Solutions Partner that combines Dynamics 365 with Microsoft Copilot to build connected environments that enable decision-making, automation, and scalable growth. In production environments, Copilot adoption has been linked to a 70 percent improvement in overall productivity, a 64 percent reduction in time spent on email-based tasks, and 75 percent faster access to operational information.

LevelShift’s Dynamics 365 practice

LevelShift’s Dynamics 365 practice covers CRM and ERP workflows, including Business Central, Finance and Operations, and Dynamics 365 Customer Engagement modules, with Copilot agents embedded across finance, operations, service, retail, manufacturing, and professional services use cases.

Within the ERP landscape, LevelShift maintains dedicated implementation and optimization capabilities across both Dynamics 365 Business Central and Dynamics 365 Finance and Operations. The Business Central offering focuses on rapid deployment frameworks, operational extensions, and integration-ready financial management environments suited to evolving business models. The Finance and Operations practice addresses enterprise-scale ERP implementations involving complex finance structures, supply chain coordination, manufacturing operations, and regulatory governance. Together, these offerings reflect LevelShift’s ability to deliver Dynamics 365 solutions that remain adaptable as organizational and technological requirements evolve.

Our services portfolio

LevelShift’s Dynamics 365 services portfolio includes:

Advisory and readiness planning

Assessment of process maturity, automation potential, data architecture, and AI readiness, followed by a structured roadmap aligned with business objectives.

Dynamics 365 implementation

End-to-end implementation support across CRM and ERP systems, from environment setup and configuration through production rollout.

Migration and upgrade services

Structured migration from legacy platforms, including Microsoft GP and NAV to Business Central, and AX to Finance and Operations, as well as upgrades from earlier Microsoft environments to current cloud-based architectures.

Custom development and enhancements

Design and development of industry-specific applications, workflows, and functional extensions to address operational gaps beyond standard modules.

Data and integration services

System integration across ERP, CRM, e-commerce platforms, POS, WMS, MES, finance applications, and analytics layers, enabling unified reporting and process continuity.

Copilot agents and AI extensions

Copilot is embedded across functional workflows to support natural-language querying, reporting, scheduling, forecasting, exception handling, proposal drafting, and operational analytics across supported industries.

On-demand services and operational support

LevelShift’s support model is built on an on-demand services framework. Clients pay only for the hours they use, with no long-term contracts.

Key characteristics include:

• Flexible access to certified Dynamics specialists
• Scalability as system usage grows
• Availability for enhancements, training, troubleshooting, and optimization
• Continuity of system knowledge beyond initial implementation

This model is designed to reduce support costs by up to 50 percent compared with traditional engagement structures, while preserving institutional knowledge and enabling ongoing AI and platform expansion.

Building on this foundation, LevelShift extends operational support through its Adaptive Intelligent Operations (AIO) approach. Rather than limiting support engagements to issue resolution, AIO applies ongoing support capacity toward continuous improvement of the Dynamics 365 environment. Operational stability, automation, and AI adoption therefore advance together as part of regular system management.

The AIO model is guided by four operational priorities:

AIO Capability	Operational Outcome
Hyper Automation	Removes manual effort from high-volume workflows
Hyper Agility	Enables fast, predictable, and controlled system changes
Adaptive Intelligence	Applies AI and operational data to improve decision-making
Outcome-Focused Delivery	Measures success through business results rather than support ticket volume

Through this approach, support evolves from reactive maintenance into an ongoing mechanism for optimization, allowing Dynamics 365 environments to mature continuously without repeated large-scale transformation efforts.

Implementation and migration offerings

Over the years, LevelShift has introduced a range of structured offerings designed to accelerate implementation and upgrade cycles in response to evolving customer requirements.

Programme	Platform	Scope
BC Quickstart	Dynamics 365 Business Central	Accelerated deployment model covering core finance, basic operations, configuration templates, data migration, and user onboarding
FO Quickstart	Dynamics 365 Finance & Operations	Structured rollout covering finance, supply chain foundations, integration setup, compliance configuration, and enterprise reporting
GP to BC QuickSwitch	Dynamics 365 Business Central	Migration accelerator designed to transition organizations from Microsoft Dynamics GP to Business Central with structured data migration, configuration alignment, and controlled operational transition
NAV to BC QuickSwitch	Dynamics 365 Business Central	Migration framework enabling transition from Dynamics NAV to Business Central through validated data migration, process continuity, and modernization of legacy ERP environments

These offerings address data mapping, process realignment, system validation, and operational cutover planning.

Customer success stories

Below are selected customer success stories that illustrate our extended capabilities across Dynamics 365 Business Central, Finance & Operations, and CRM implementations.

Product	Description	URL
Business Central	Market research company simplifies operations with Dynamics 365 Business Central	https://levelshift.com/success-stories/market-research-company-simplifies-operations-with-dynamics-365-business-central
Business Central	Global technology provider improves data visibility and operational efficiency with Dynamics 365 Business Central	https://levelshift.com/success-stories/global-tech-provider-boosts-data-visibility-efficiency-with-dynamics-365-business-central
Finance & Operations	Seamless Dynamics 365 F&O and Salesforce integration for enterprise sales operations	https://levelshift.com/success-stories/seamless-integration-dynamics-365-fo-salesforce-18-points
Finance & Operations	Commodity trading enterprise modernizes core operations using Dynamics 365 Finance & Operations	https://levelshift.com/success-stories/commodity-trading-dynamics-365-finance-operations
Dynamics CRM	Engineering and design firm implements Dynamics 365 CRM for customer lifecycle management	https://levelshift.com/success-stories/engineering-design-company-implements-dynamics-365-crm

These examples illustrate platform consolidation, system integration, scalability planning, and business process modernization across multiple operational contexts.

Conclusion

Choosing a Dynamics 365 partner is a strategic decision, not a procurement exercise. The quality of implementation, the integrity of integrations, the discipline of migration, and the sustainability of support models determine whether the platform becomes a strategic asset or an operational burden.

LevelShift’s approach is defined by technical depth, industry-specific delivery, structured Implementation frameworks, and an operational support model designed for long-term ownership. For organizations adopting Dynamics 365 alongside Copilot, this combination provides a measured, practical foundation for building systems that remain adaptable as business conditions, regulatory environments, and AI capabilities evolve.

Frequently Asked Questions (FAQs)

1. Why choose LevelShift as a Microsoft Dynamics 365 solutions partner?

LevelShift combines advisory, implementation, integration, and ongoing optimization capabilities, enabling organizations to deploy Dynamics 365 as a long-term operational platform rather than a standalone technology project.

2. What differentiates LevelShift from other Dynamics 365 partners?

LevelShift integrates ERP, CRM, data, and Microsoft Copilot capabilities within a continuous engagement model supported by flexible On-Demand Services.

3. Does LevelShift support Microsoft Copilot within Dynamics 365?

Yes. LevelShift embeds Copilot capabilities across finance, operations, and industry workflows to support reporting, analysis, and operational decision-making within Dynamics 365 environments.

4. Which industries does LevelShift support with Dynamics 365 solutions?

LevelShift delivers Dynamics 365 solutions across retail, manufacturing, education, and professional services, and other industries, using custom solution frameworks.

5. What support is available after Dynamics 365 implementation?

LevelShift provides post-go-live support through a pay-as-you-use On-Demand Services model covering enhancements, troubleshooting, and continuous system improvement.