Microsoft Dynamics 365
Microsoft Dynamics 365: unify your business, automate processes, and make decisions with real-time data
Integrate ERP and CRM into a single cloud platform to improve operational efficiency, reduce costs, and gain end-to-end control of your business. With over 20 years of experience, Revertis advises you on choosing the best combination of solutions for your business. Contact us.
THE CHALLENGE
Business management fragmented across multiple systems
As organizations grow, business management becomes fragmented across multiple systems, making control and efficiency more difficult.
This scenario often occurs when:
- ERP, CRM, and other tools are not integrated
- Each department works with its own solution
- Information does not flow between areas
- Processes rely on manual tasks
- Decision-making requires consolidating data from multiple sources
In day-to-day operations, this results in:
- Duplicate data and errors
- Low operational efficiency
- Lack of end-to-end visibility of the business
- Slow processes that do not scale well
- Difficulty adapting to growth
Root cause
The problem is not a lack of tools, but a lack of a unified platform. Often:
- Systems have evolved independently
- There is no single data model
- Integration between applications is limited
- The technology infrastructure is not ready to scale
Traditional on-premises models hinder evolution and increase maintenance costs.
SOLUTIONS
How we build your Dynamics 365 ecosystem
Revertis implements Microsoft Dynamics 365, Microsoft’s cloud suite that integrates ERP and CRM applications into a single connected platform.
It is not about deploying a tool, but about building a complete digital ecosystem.
Model analysis
Analysis of the business model and technology needs.
Module selection
Selection and implementation of the right Dynamics 365 modules.
Cross-functional integration
Integration across finance, operations, sales, service, and HR.
Microsoft connectivity
Connection with Microsoft 365, Power Platform, and Azure.
AI automation
Process automation with artificial intelligence (Copilot).
Unified data
Data unification through Dataverse.
OBJECTIVE
The goal is to eliminate silos, connect processes, and provide a 360° view of the business.
Transformation
From disconnected systems to a unified ERP + CRM platform
Before
Disconnected systems
Fragmented information
Manual processes
Low end-to-end visibility
Difficulty scaling
After
Unified ERP + CRM platform
Real-time centralized data
Process automation
Complete view of the business
Cloud scalability and flexibility
WHAT IT INCLUDES
Dynamics 365 covers all key areas through integrated modules
ERP — Finance & Operations
- Finance (global finance)
- Supply Chain Management (logistics, inventory, production)
- Project Operations (project management)
- Human Resources (talent management)
CRM — Customer Engagement
- Sales (sales management)
- Customer Service (customer support)
- Field Service (on-site field service)
- Customer Insights and Marketing
Data and platform
- Dataverse (unified data model)
- Power Platform (Apps, BI, automation)
- Cloud scalability on Azure
Integration with Microsoft 365
- Microsoft Teams
- Outlook and Excel
- SharePoint and OneDrive
Artificial intelligence
- Copilot integrated into every module
- Process automation
- Assistance and predictive analytics
Are your current systems connected, or are they limiting your growth?
Contact us and get an assessment of your technology environment.
METHODOLOGY
How we approach a Dynamics 365 project
01
Initial analysis
Assessment of processes, systems, and objectives
02
Architecture definition
Module selection and design of the Dynamics 365 ecosystem
03
Progressive implementation
Phased rollout to minimize risks
04
Integration and automation
System connectivity and process optimization
05
Training and evolution
User adoption and continuous improvement
RESULTS
Tangible results for your business
Organizations that implement Dynamics 365 typically achieve:
- Reduced operating costs
- Improved process efficiency
- Greater real-time visibility
- Increased productivity
- Ability to scale without increasing complexity
Direct impact on:
- Business control
- Decision-making
- Sustainable growth
ONGOING SUPPORT
Ongoing support to evolve your Dynamics 365 ecosystem
Ongoing support
Ongoing system support
Functional evolution
Evolution of features and modules
Process optimization
Continuous process optimization
Business adaptation
Adapting to new business needs
ABOUT REVERTIS
Over 20 years of experience in transformation with Microsoft Dynamics
20+ years
of experience as a Microsoft Partner
End-to-end view
ERP + CRM + data + processes in a single approach
Complete architectures
Ability to design complete Dynamics 365 ecosystems
Complex environments
Experience in demanding multinational scenarios
Business-focused support
Continuity and long-term vision
