Dynamics 365 CRM Upgrade Services
Seamlessly Upgrade Your CRM to Dynamics 365
Upgrade Your CRM for Long Term Growth
If your CRM no longer supports the way your business operates, an upgrade can improve performance, user adoption, and long-term scalability while preparing your organization for AI-driven capabilities. A Forrester study found that organizations using Dynamics 365 Sales achieved a 215% ROI over three years, with payback in just seven months.
LevelShift helps organizations upgrade Microsoft Dynamics CRM with minimal disruption, preserving critical business data while optimizing processes, integrations, and user experiences for long-term growth.
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Why Upgrade to Dynamics 365 CRM
Upgrading to Dynamics 365 enables you to modernize your CRM without starting from scratch, while improving performance, security, and usability.
Move to a cloud-based, scalable CRM platform
Improve system performance and reliability
Strengthen security and compliance capabilities
Enable better reporting and real-time insights
Align your CRM with current business processes
What We Upgrade
LevelShift supports upgrades across different Dynamics CRM environments and configurations:
Older Dynamics CRM versions to Dynamics 365
On-premises deployments to cloud (Dynamics 365 online)
Customized CRM environments with complex workflows
Integrated systems connected with Microsoft 365 and other applications
This ensures your upgrade is aligned with your current architecture, integrations, and business processes.
Our Proven Approach
| How We Deliver Value | What We Do |
|---|---|
| Assessment & Planning | Evaluate your CRM system, data, and integrations. Define a tailored upgrade strategy aligned to business goals. |
| Data Management | Prepare, cleanse, and validate data to ensure accuracy and integrity throughout the upgrade. |
| Configuration & Integration | Configure Dynamics 365 according to your business processes. Integrate seamlessly with Microsoft 365, Power Platform, and other applications. |
| User Enablement | Support adoption and readiness through training and change management for a smooth transition. |
Benefits of a Dynamics 365 CRM Upgrade
Upgrading to Dynamics 365 CRM helps address legacy system limitations while improving performance, cost efficiency, and scalability:
Faster System Performance
Reduce delays and improve user productivity across daily operations
Lower Maintenance Costs
Minimize spending on legacy infrastructure, support, and ongoing fixes
Improved Integration Efficiency
Connect seamlessly with Microsoft 365 and other business applications
Better Data Visibility
Enable faster, more informed decision-making with real-time insights
Stronger Security & Compliance
Reduce risk with modern security and governance capabilities
Improved ROI & Cost Efficiency
Optimize total cost of ownership through better performance and reduced maintenance
Modernizing CRM for an Engineering Firm: A Real-World Success Story
For an Ohio-based engineering design firm, LevelShift replaced a fragmented CRM with Dynamics 365 Sales, creating a cleaner, connected CRM built around how its engineers work.
See How We Did ItClean Data
A structured assessment and phased migration moved their data to Dynamics 365 without loss, decluttering years of records and giving teams a reliable foundation to work from.
A CRM Built for Engineering Teams
Custom entities and a tailored Sales module were configured to manage consultant profiles, contact demographics, and project codes — mapped precisely to how the firm operates.
Connected Files, Connected Teams
A two-way SharePoint integration linked documents stored on local network drives directly into the CRM, eliminating silos between files and customer records.
Why LevelShift
Proven expertise in Dynamics 365 CRM upgrades
Strong focus on data integrity, workflows, and integrations
Structured, low-risk approach to ensure continuity
Enterprise-grade execution with minimal disruption
FAQs
Start Your Dynamics 365 CRM Upgrade
Upgrade to a CRM that supports your business processes, performance, and growth.