Your Trusted AI-Driven Microsoft Dynamics 365 Partner

Transform your business with the right mix of strategy, technology, and AI-enabled solutions for CRM and ERP.

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Amplify Business Outcomes with Dynamics 365 + Copilot

The future belongs to businesses that move fast and think smart. At LevelShift, we help you do both. As a Microsoft Solutions Partner, we bring together the power of Dynamics 365 and Microsoft Copilot to build intelligent, connected experiences across your organization.

Whether you're optimizing operations, rethinking workflows, or scaling AI initiatives, we deliver solutions that create real impact and help you move forward with clarity and confidence.

Explore Solutions

Smarter Tools for Every Team

We enable intelligent operations by combining Microsoft Dynamics 365 with the power of Copilot across the enterprise

Sales and Customer Engagement

Turn conversations into conversions with real-time insights, AI-generated summaries, and next-best actions.

Solutions
  • Dynamics 365 Sales
  • Dynamics 365 Customer Insights
  • Dynamics 365 Customer Service
Sales and Customer Engagement

Marketing

Deliver personalized experiences and generate campaign content at scale—without losing speed or creativity.

Solutions
  • Dynamics 365 Marketing
  • Customer Insights + Copilot
Marketing

Field and Service Operations

Speed up resolution times and improve customer satisfaction with AI-powered diagnostics and intelligent scheduling.

Solutions
  • Dynamics 365 Field Service
  • Dynamics 365 Customer Service
Field and Service Operations

Finance and Core Operations

Automate approvals, detect anomalies, and plan ahead with AI-enhanced forecasts and financial intelligence.

Solutions
  • Dynamics 365 Finance
  • Dynamics 365 Supply Chain Management
Finance and Core Operations

Supply Chain and Commerce

Get visibility across inventory, logistics, and demand patterns—and act in real time.

Solutions
  • Dynamics 365 Supply Chain Management
  • Dynamics 365 Commerce
Supply Chain and Commerce

Upgrade your Dynamics 365 experience with our Add-ons

Expand the power of Microsoft Dynamics 365 and Power Platform with our ready-to-deploy add-ons. Built to solve real-world business challenges, these solutions accelerate adoption, fill functional gaps, and maximize the value you deliver.

Purchase Requisition Add-on for Dynamics 365 Business Central

Simplify and manage purchase requests, approvals, and vendor interactions directly within Business Central.

Vendor Onboarding Add-on for Dynamics 365 CRM

Digitize vendor onboarding with automated data capture, validation, and approval workflows inside Dynamics CRM.

PowerApps Vendor Onboarding Application

A lightweight, mobile-ready onboarding app built on Power Platform for quick, scalable deployment.

Asset Management Add-on for Dynamics 365 Finance & Operations

Track, manage, and report on asset lifecycle activities—natively within Dynamics 365 F&O.

Our Services

Implementation is just the beginning. We combine technical innovation, strategic advisory, and custom development to turn Microsoft Dynamics into a true AI-powered advantage.

Advisory and Readiness Planning

Identify opportunities for smarter automation and build a roadmap aligned to your business goals.

Dynamics 365 Implementation

From setup to rollout, we support every step across CRM and ERP systems.

Migration and Upgrade Services

Migrate from your existing CRM or ERP systems, or upgrade from legacy Microsoft tools, to the latest AI-powered offerings from the Dynamics 365 ecosystem.

Custom Development and Enhancements

Extend Dynamics with purpose-built apps and workflows designed around your industry needs.

Data and Integration Services

Connect Dynamics with your existing systems and data sources for better visibility and decision-making.

Our Platform Expertise

Dynamics 365 CRM

Manage business processes, enhance customer relationships, and boost your productivity simultaneously with end-to-end business management CRM software.

Dynamics 365 Business Central

Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central.

Dynamics 365 Finance & Operations

Discover what’s viable to your business when you can manage your financials and operations with a modern, adaptable business solution from Microsoft Finance & Operations.

Optimize Costs with Our On-Demand Services

No long-term contracts. Just intelligent, flexible support. Our AI-ready On-demand Services (ODS) model is designed for agility. Scale up or down as your needs change—while saving up to 50% compared to traditional support models.

Smart "Pay-as-you-use" pricing.

Plug skill gaps instantly.

Preserve institutional knowledge.

Scale AI and Microsoft expertise as needed.

No more capacity vs. demand struggles.

Why LevelShift

Deep Expertise Icon

Deep Expertise

Our team of experts understands the intricacies of Business Central, ensuring seamless integration and optimal performance.

Proven Track Record Icon

Proven Track Record

With a history of successful implementations, we deliver tangible results that drive business growth.

Customization and Flexibility Icon

Customization and Flexibility

Our solutions are tailored to your specific needs, adapting to your unique procurement processes.

Exceptional Support Icon

Exceptional Support

Our dedicated support team is always ready to assist you, ensuring smooth operations and maximizing ROI.

What Our Clients Say

A breath of fresh air to trust a team that knows exactly what they're doing.

We picked LevelShift based on strong referrals, and they've delivered at every step.

Nicole George
CFO

Migration to Business Central completed in record time.

LevelShift helped us complete our migration to Business Central in record time and it went quite smoothly.

Susan Lucore
Controller, Ohio Mulch

Significantly improved operational efficiency and visibility.

Thanks to Dynamics 365 and LevelShift, Exhart has significantly improved operational efficiency and visibility to critical business information, which helps us continue to spread smiles to our customer’s homes and gardens long into the future.

Michael Weiser
Exhart

Upgrading to MS Dynamics BC from QuickBooks was a game-changer.

The expanded functionality, especially in Jobs and Purchasing, has been invaluable. We needed a robust solution to support our growing business, and Dynamics BC has exceeded our expectations.

David L.A
East Point Energy

Successfully delivered a complex Dynamics F&O implementation.

LevelShift successfully delivered a complex Dynamics F&O implementation, including custom integrations with Salesforce and ADP. Despite an aggressive timeline, we achieved a successful go-live in just six months.  We express our sincere gratitude for the team's hard work, a sentiment echoed by the entire management team.

Selvan Albert
ATI

Customer Testimonials

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Our Perspectives

Ready to Scale Smarter?

Let's make AI real for your business. Whether you're looking to implement Dynamics 365, integrate Copilot, or scale your AI investments, LevelShift is the partner that delivers.

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