Get Expert Help with Microsoft Dynamics 365 CRM
Bring clarity to your CRM setup and empower your team with the tools they need to thrive.
Tailored workflows in Dynamics 365 Sales, Customer Service, Field Service and Marketing that fit your business processes.
Guided rollout that speeds up deployment and increases user adoption.
Trusted Microsoft Partner with the proven business results
Your CRM Should Make Managing Customer Relationships Easy. Let's Make That Happen.
Many businesses invest in CRM with big expectations but never quite get what they need from it. You might be juggling disconnected systems, low adoption, or unclear processes. That's where JourneyTeam comes in.
Our consultants collaborate with you to align your CRM to your business goals, so it supports your teams instead of slowing them down.
Talk to a CRM Expert TodaySmarter CRM with Copilot AI
Harness the power of built-in AI with Microsoft Copilot:
Real-time Insights
Get real-time, actionable insights from your CRM data
Task Automation
Automate repetitive tasks like follow-ups and data entry
Personalized Interactions
Deliver faster, more personalized customer interactions
Focus on What Matters
Help your team focus on closing deals and solving problems
Copilot is integrated directly into Dynamics 365 Sales, Customer Service, Field Service and Marketing, making AI accessible and useful from day one.
The Tools and Support You Need for a Confident Launch
Guided Implementation
A collaborative, 1:1 approach to implementation
Seamless Integrations
Natively integrated with your Microsoft solutions, and easily connected to any third-party tools your business relies on.
Role-Based Dashboards
Keep each team member focused on what matters most
Customization
Tailor the solution to your current needs and future growth
Your CRM setup should feel like it was built for your business. Because it was.
Download Our CRM Buyer's GuideReady to Modernize Your CRM?
Let our experts assess your current system, identify opportunities, and outline a clear, phased path to success.
Our comprehensive audit will assess whether your CRM is set up for success. Our team will help you identify gaps, optimize workflows, and ensure you're leveraging the right features to support your business goals. Instead of guessing what's wrong, get expert insights that will help you turn your CRM into a high-performing tool.
We've Helped Hundreds of Businesses Get It Right
Outcome-Driven Engagement
Tried-and-true proven processes and expert training
All-in-One Microsoft Expertise
No siloed solutions or multiple vendors
Working Together, Made Simple
U.S.-based consultants who understand your industry
Our Customers Say It Best
‟JourneyTeam migrated us from Salesforce to Dynamics 365 in weeks — without disruption. Their team knew exactly how to map our sales process and deliver real value.
VP of Sales, Tech Firm
‟Implementing CRM is a huge journey and financial commitment for a business. I feel so lucky to have found JourneyTeam, who see us as a long-term partner and grasp our broader vision.
Stephanie Kuntz
Director of Marketing
Palmer-Donavin
‟Partnering with JourneyTeam has allowed us to focus on the things that matter and not on the things that don't. It's easy to forget that they are an external partner.
Jeffrey White
IT Product Manager
Mountain America Credit Union
Answers to Common Questions
How long does implementation take?
Most projects launch within 6–12 weeks, depending on system complexity, user count, and data requirements.
Can you migrate historical data?
Yes. We specialize in preserving legacy data including notes, attachments, and custom fields.
We already use Dynamics–can you help?
Absolutely. We optimize, integrate, or reconfigure existing systems.
What CRMs do you migrate from?
Any system, but the ones we have migrated from most frequently are Salesforce, HubSpot, Zoho, Dynamics on-prem, Act!, SugarCRM, and custom systems.
Are you Microsoft certified?
Yes. We have earned both Partner Solution Designations and Microsoft Advanced Specializations. You can rely on us to help you imagine new opportunities and experiences end-to-end across your business with Dynamics 365, Microsoft 365, AI and Copilot, Azure, modern data solutions – all while leveraging Microsoft's comprehensive security platform to shape your future and accelerate revenue and growth.
How do we ensure our team adopts the new system?
Our approach includes training and support to help users feel confident and capable from day one.