Service
Dynamics 365 Services
Dynamics 365 implementation and customization across customer relationship management (CRM) and enterprise resource planning (ERP).
ERP
ERP Implementation with Microsoft Dynamics 365
This is Nectar's ERP offering, delivered on Microsoft Dynamics 365. We implement finance, inventory and supply chain, and integrate them with Microsoft 365, Power BI and your third-party systems, so reporting comes from one source rather than manual reconciliation.
Rollout is phased: we start with the process that hurts most, prove it, then extend wave by wave, with data migration from legacy ERP platforms validated at each step. Dynamics 365 also covers CRM, so the same platform can carry sales and service later.
Overview
We implement and customize Dynamics 365 around how your team actually works, then keep it connected to the rest of your systems, not sitting in isolation.
Dynamics 365 covers both CRM and ERP, and most failed rollouts try to switch on all of it at once. We phase it: pick the process that hurts most, configure that, then extend. On the CRM side we build the pipelines, automation and dashboards your sales and service teams will actually use. On the ERP side we integrate inventory, finance, supply chain and human resources so month-end stops depending on manual reconciliation. Power BI and Microsoft 365 connect to both.
Built for
What we offer
CRM configuration: pipelines, workflow automation and role dashboards
ERP implementation across finance, inventory and supply chain
Integration with Microsoft 365, Power BI and third-party systems
Data migration from legacy CRM and ERP platforms with validation
Phased rollout so each wave has its own measurable business case
Outcomes
The results clients measure
16+
Years delivering
Deep experience across telecom, BFSI, government and retail.
50+
Enterprise clients
Long-running relationships built on repeat delivery.
10+
Countries served
Distributed delivery across India, Angola and beyond.
How it works
A proven delivery approach
Configure
We set up modules and automations to match your existing workflows.
Migrate and integrate
We move your data from existing systems and connect Dynamics 365 to your other tools.
Train and support
We provide role-based training and ongoing post-launch support.
Our approach
What makes engagements successful
Configured around your workflows
Modules and automations set up to match how your team works, not the default setup.
Connected, not siloed
Integrated with your existing ERP, CRM, and third-party tools so data moves between systems.
Migration with validation
Data moved from your current CRM or ERP with checks against loss or duplication.
Support that continues post-launch
Ongoing troubleshooting and configuration updates as your processes evolve.
Industries
Industries we serve
Portfolio
Relevant work in dynamics 365 services
Selected engagements where we delivered this capability end to end.
Government
PACS Computerization Project by NABARD
Multi-state rollout of the National Level PACS Software (NLPS) across Uttar Pradesh, Chhattisgarh and Assam.
Read case study
Telecom
NT3, A Service Help Desk Management Tool for ITSM
A robust ticketing system to manage inter-departments & vendors.
Read case study
AI/ML
Machine Learning-Based Accounting Software for AM/NS
Auto reconciliation of customers' and vendors' statements using ML.
Read case studyFAQs
Frequently asked
Answers to common questions about scope, engagement, and delivery.
What does Nectar do with Microsoft Dynamics 365?
We handle implementation, customization, and support for Dynamics 365, across sales, customer service, and operations modules.
Can you customize Dynamics 365 to our existing workflows?
Yes. We configure modules, fields, and automations around how your team actually works, rather than forcing a default setup.
Can Dynamics 365 integrate with our other business systems?
Yes. We connect it with your existing ERP, CRM, and third-party tools so data flows between systems instead of sitting in silos.
Do you help migrate data from our current CRM or ERP?
Yes. We plan and execute data migration with validation checks to avoid loss or duplication during the switch.
Do you provide training for our team on Dynamics 365?
Yes. We run role-based training so each team uses the modules relevant to their work, not a generic walkthrough of the whole platform.
What support do you offer after go-live?
Ongoing troubleshooting, configuration updates, and optimization as your processes evolve.
Ready to start your dynamics 365 services initiative?
Book a free 30-minute consultation with our solution architects.
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