AI-Powered Microsoft Dynamics 365 ERP & CRM Services
Transform your business with the right mix of strategy, technology, and AI-enabled solutions for CRM and ERP.
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Drive Business Impact with Dynamics 365 and Copilot
Manual work, slow decisions, and disconnected systems limit how fast your business can move. At LevelShift, we help you overcome these challenges using Dynamics 365 and Microsoft Copilot.
We extend Copilot with AI agents we have built to automate real business processes across Finance, Business Central, and CRM. This helps reduce effort, improve accuracy, and enable faster decision making.
Whether you are optimizing operations, rethinking workflows, or scaling AI across your business, we deliver solutions that create measurable impact and help you move forward with clarity.
Why Start with a Dynamics 365 Assessment
Moving to Dynamics 365 without a clear plan leads to delays, cost overruns, and poor adoption. An assessment helps you understand where you are, what needs to change, and how to move forward with confidence.
Finance and Operations Assessment
Evaluate your current ERP, identify inefficiencies, and define a clear roadmap for transformation.
CRM Assessment
Review your sales and service processes, uncover gaps, and build a CRM strategy aligned to your business goals.
Dynamics 365 Center of Excellence
When you work with LevelShift, you do not start from scratch. Every client engagement benefits from the work we have done across hundreds of enterprise transformations. Our Dynamics 365 Center of Excellence means you inherit a library of proven solutions, implementation frameworks, and the consulting depth that comes from having done this, at scale, before.
Dynamics 365 CRM
Manage business processes, enhance customer relationships, and boost your productivity simultaneously with end-to-end business management CRM software.
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Dynamics 365 Business Central
Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central.
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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.
Read MoreOur 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.
Industries We Serve
Empowering organizations across key industries with tailored Dynamics 365 solutions that improve efficiency, visibility, and business performance.
Retail
Build a connected retail ecosystem with unified commerce, optimized inventory, and seamless customer experiences.
Manufacturing
Strengthen production planning, streamline operations, and improve supply chain agility with modern, scalable manufacturing solutions.
Education
Digitize student lifecycle management, modernize administrative operations, and enhance engagement across institutions with purpose-built education solutions.
Professional Services
Drive project excellence with connected tools for resource planning, billing, delivery, and financial visibility across the services lifecycle.
Add-ons Across Dynamics 365 & Power Platform
Enhance your Microsoft ecosystem with purpose-built add-ons that extend standard functionality. These solutions address specific operational gaps and streamline critical business workflows across all platforms.
Dynamics 365 Business Central Add-ons
Enhance your ERP capabilities with specialized workflow solutions
Purchase Requisition Add-on
Manage internal purchase requests, approvals, and vendor coordination within Business Central through a structured workflow.
Quality Control Add-on
Introduce inspection checkpoints during procurement to validate incoming goods and prevent non-compliant inventory from being recorded.
Expense Management Add-on
Manage employee expense submissions, approvals, and reimbursements directly within Business Central, with automated purchase invoice creation and full audit tracking.
Dynamics 365 Finance & Operations Add-ons
Advanced enterprise solutions for complex operational needs
CRM & PowerApps Solutions
Customer relationship and custom application solutions
Vendor Onboarding Add-on (on Dynamics CE)
Standardize vendor onboarding with structured data capture, validation, and approval workflows directly within CRM.
Vendor Onboarding App (On PowerApps)
A standalone application built on PowerApps to enable vendor onboarding, data capture, and approval workflows across devices.
Optimize Costs and Performance with On Demand Dynamics (ODS) Support
Traditional support models are expensive, reactive, and underutilized. Most businesses pay for capacity they never use and still deal with recurring issues.
LevelShift changes this with a flexible On Demand Services model powered by Adaptive Intelligent Operations. Instead of just fixing issues, we continuously improve your Dynamics 365 environment using AI, automation, and real-time insights.
What ODS means for your business
- Pay only for what you use with no long term commitments
- Access the right expertise across ERP, CRM, and AI when needed
- Prevent recurring issues through automation and intelligent monitoring
- Turn support effort into continuous system improvement
Powered by Adaptive Intelligent Operations
- Identifying inefficiencies before they impact business
- Automating routine tasks and workflows
- Delivering insights that improve performance and decision making
Outcome
Lower cost, fewer disruptions, and a Dynamics 365 environment that keeps getting better over time.
Why LevelShift
Deep Expertise
Our team of experts understands the intricacies of Business Central, ensuring seamless integration and optimal performance.
Proven Track Record
With a history of successful implementations, we deliver tangible results that drive business growth.
Customization and Flexibility
Our solutions are tailored to your specific needs, adapting to your unique procurement processes.
Exceptional Support
Our dedicated support team is always ready to assist you, ensuring smooth operations and maximizing ROI.
Microsoft Solutions Partner for Dynamics 365
Choosing the right partner is critical to the success of your Dynamics 365 journey.
LevelShift is a Microsoft Solutions Partner with deep expertise across Dynamics 365, data, and cloud platforms. We follow Microsoft aligned practices to deliver solutions that are secure, scalable, and built for long term success.
- Certified Dynamics 365 consultants
- Structured delivery approach
- Strong alignment with Microsoft ecosystem
What Our Clients Say
Customer Testimonials
From advisory to go-live, talk to the team that does it all
FAQs
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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