Microsoft Dynamics 365 Experts

North American Team with
Flexible Delivery Model

They are incredibly solutions oriented, often going above and beyond to help us achieve our goals. I’ve been incredibly impressed with their professionalism, timeliness, and willingness to go the extra mile.

What We Offer

Leverage our expertise and experience to get the most out of your MS Dynamics 365 platform. We make implementing and maintaining your CRM database simple. Whether you’re looking for a first-time setup or support with maintaining and optimizing your existing configuration, we’ve got you covered.

Dedicated Dynamics Team

We have administrator, technical, and functional consultants to help you implement, manage or fix Dynamics solutions you and your team will actually use.

Operations, Maintenance, and Production Support

Whether you need people, a plan, or advice on your current or new Dynamics project, whatever your Dynamics needs are, we’re here to help & can meet them.

White Labeling Services

We have a partner-friendly pricing model. Our resources will work under your banner.

Microsoft Dynamics 365 Sales

Microsoft Dynamics 365 Sales provides the tools for salespeople to forge strong relationships with their customers, collect and analyze insightful data and increase the success rate at a faster pace using these capabilities:

  • Buyer Identification: Identify the right buyers at the exact time for engagement, helping the sales team prioritize activities and goals, shape effective call techniques, gather customer feedback to make decisions, and meet and collaborate virtually through Team’s integration.
  • Build Meaningful Relationships: Integrate your instance with the LinkedIn Sales Navigator to gain insights into accounts, contacts, leads, and opportunities. In addition, the process of finding new buyers through mutual connections is simplified. Finally, tracking relationships using a score-based system to identify customer relationship health and risks will be crucial to your business.
  • Productivity Boost: Automate sales and marketing processes to enhance marketing ROI and lead handoff. Through the use of the features “Deal Manager Workspace” and “Predictive Forecasting,” you’ll be able to define and manage a clear pipeline with exact forecasts revealing risks and opportunities for all client deals.

Dynamics 365 Marketing

Microsoft Dynamics 365 Marketing provides the tools for your marketing team to carve a unique customer journey that will result in faster customer acquisition and loyalty using these capabilities:

  • Audience Engagement: Enable your marketing team with tools to design, predict and deliver unique and carefully designed content implementing the correct channels relevant to the right moment.
  • Real-Time Marketing: Gain access to “Trigger Based Customer Journeys” and “Push Notifications.” which result in the real-time triggering of journeys based on previously collected data. Customer response is guaranteed to increase through the implementation of personalized dynamics messages and the use of appropriate channels.
  • Outbound Marketing: With this feature, your marketing team will gain access to “Outbound Marketing” to send emails and newsletters and creation of forms and pages to collect an array of leads.

Dynamics 365 Customer Services

Dynamics 365 Customer Services helps your team deliver personalized customer service experiences by implementing insightful data and modern technology using these capabilities:

  • Enhanced Self-Service: Improve the overall customer experience by providing your customers with access to virtual agents, helping them resolve basic issues, and allowing your agents to focus on more complex problems. In addition, you can provide your customers access to a database and community portals to gain knowledge on specific products and services.
  • Personalized Customer Experience: Create customer profiles based on historical interactions to deliver tailored messaging, offers, and products to your customers. In addition, through the feature “Omnichannel Support,” you can unify various communication methods such as voice chat, text, Facebook, WhatsApp, and Twitter in a single place.

Dynamics 365 Project Operations

Microsoft Dynamics 365 Project Operations provides the ability to efficiently manage all of the services involved during a project, from initial engagement to invoicing, using these capabilities:

  • Automated Project Management: Equip your team with access to the different features of D365 Project Operations to simplify activities, including diverse project templates, project work breakdown structures, automatic/manual scheduling of tasks, interactive timeline development, and task checklists.
  • Efficient Quoting, Pricing, and Billing: Enhance efficiency by implementing the “Quoting” feature, which allows your team to create dynamic quotes tailored to cover the needs of your clients depending on the type of sales process. In addition, the “Pricing” feature allows your team to keep better control of your inventory in relation to price lists, currencies, and dates enabling seamless updates on the go. Finally, the “Billing” feature allows you to create project invoices on a one-time basis for individual projects or in bulk for multiple contracts.

Dynamics 365 Power Platform

Microsoft Dynamics 365 Power Platform unified with Azure, Dataverse, Asana, Jira, Google Contacts, Google Calendar, and Microsoft Forms results in a robust business central CRM. Implemented correctly, it enables the development of end-to-end business solutions, resulting in a powerful engine. This powerful CRM will give your team access to:

  • Start building and launching customized applications tailored to your customers’ needs. The predefined templates and drag-and-drop features will enable you to build applications on the go.
  • “Power BI,” which will help you analyze customer data to reduce costs, identify trends and risks, and increase sales margins.

Marketing Automation Corp. provides expert, certified MA and Salesforce consulting — from strategy, to development and beyond. With over 16 years in the industry, and 1400+ clients served, MAC is the #1 leader in Marketing Automation & CRM Consulting.

What Sets Us Apart

Flexible Billing

Choose between set scope, by-the-hour, or longer-term monthly retainer contracts—whichever suits you best!

Collaborative Approach

We’re here to support you in your goals, whatever they may be. From strategy to execution, we fit seamlessly into your flow.

No Middleman

Work directly with a dedicated team of certified experts. After all, your team knows you best.
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End-To-End Support

Collaborate with our design team, web development team, or CRM team. We have you covered, whatever your needs are.

Deep Industry Expertise

Established in 2008, we have deep industry knowledge with clients across all verticals, from start-ups to enterprises, local and global.

Trusted by 1400+ Happy Clients

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