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Microsoft Dynamics 365 CRM

Sales, Marketing, Customer Service, and Field Service business applications.
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Top 1%

Microsoft Business Applications Partner

15+ Years

Legacy partnership

AI-Powered

Workflows to improve efficiency

Strengthen your CRM strategy with solutions and services tailored to your business.

Business Technology Services at Forvis Mazars provides customer relationship management (CRM) and enterprise resource planning platform analysis, design, implementation, upgrade, training, and support services. As a certified Microsoft Partner, our experienced team of technology consultants can help you strengthen your CRM strategy, enhance business workflows, and advance your organization’s digital transformation journey.

Microsoft Dynamics CRM Applications

Not long ago, companies tracked customer-related data with spreadsheets, email, address books, and other siloed, sometimes paper-based CRM solutions. A lack of integration and automation inhibited teams from quickly finding and sharing up-to-date information, slowing their ability to create marketing campaigns, pursue new sales leads, and provide customer support.

Today, CRM systems can automatically collect a wealth of information about existing and prospective customers. This data includes email addresses, phone numbers, company websites, social media, purchase histories, and support inquiries. Further, data from multiple systems, applications, and data sets can be connected with CRM software to help reduce repetitive data entry, increase productivity, and provide one source of truth for decision making.

Microsoft Dynamics CRM applications can empower you to transform data silos into streamlined workflows and pivotal customer insights. Explore Microsoft Dynamics 365 solutions for sales, marketing, and service.

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Putting You First

Get the most out of your CRM software. Roll out a powerful, mobile-enabled CRM tool to get real-time information anytime, anywhere. Deploy in the cloud or on-premises; no matter your requirements for data storage, security, or compliance, you can position your organization for success.

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Forvis Mazars is a certified Microsoft Dynamics Partner and winner of the Inner Circle Award, a distinction that’s awarded to the top 1% of partners representing Microsoft’s business applications ecosystem worldwide.

We can help you review, implement, and modernize CRM applications. Our Microsoft Dynamics 365 technology consultants have many years of experience helping organizations assess technology platforms, design systems to streamline processes, and achieve their goals through digital transformation.

Working with Forvis Mazars professionals has been wonderful. They helped keep us on track during implementation and continue to be very responsive and customer oriented. They treat us the way we try to treat our customers.”
– Staci Terstriep, Hampel Oil Marketing Operations Manager
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Digitally transform your organization, from enterprise resource planning (ERP) to customer relationship management (CRM) and more.
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