· Data & AI · Business Applications · Cloud Migration · Dynamics 365 · AI Capabilities & Automation

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Enterprise workloads infused with AI, Copilot, and automation across sales, service, and operations.

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Enterprise data platforms, modern app innovation, Azure infrastructure, and automated quality engineering.

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Dynamics 365 CRM

AI Business Solutions

A CRM your sellers open without being asked.

Dynamics 365 for sales, service and field teams on one customer record, a clean route off Salesforce if you need one, and Copilot where it saves real time.

Where you are

Your customer data is already there. Your teams can't find it.

Sales, service and field leaders describe it like this.

01

The CRM is only up to date the night before the pipeline review.

02

Technicians arrive without the customer's history or the right part, so the job needs a second visit.

03

Your Salesforce renewal is coming, and you're weighing whether to move.

04

Leadership asks where AI shows up in revenue, and the answer is still a pilot.

Microsoft workload

Dynamics 365 Sales and Customer Service

Dynamics 365 Sales · Dynamics 365 Customer Service

One customer record shared by sales and service, connected to Outlook and Teams where your people already work.

How Baadalsoft does it

01

Fit it to your process

We set up stages, fields and views around how your team sells, then cut anything nobody will use.

02

Measure adoption

After go-live we track who uses the CRM and how, and fix what slows people down.

Microsoft workload

Dynamics 365 Field Service

Dynamics 365 Field Service · Field Service mobile · Connected Field Service

Scheduling, dispatch and a mobile app for technicians, on the same customer record as sales and service.

How Baadalsoft does it

01

Schedule by skill and place

Jobs go to the technician with the right skills, parts and location.

02

Give techs what they need

Asset history, instructions and parts on the mobile app, including offline in the field.

03

Turn alerts into jobs

Sensors on equipment open prioritized work orders before a customer notices a problem.

Microsoft workload

Migration from Salesforce

Dynamics 365 · Power Platform

Moving off Salesforce means moving data, automations and habits. We plan all three, so nothing important stays behind.

How Baadalsoft does it

01

Inventory the org

Objects, custom fields, flows, reports and integrations, mapped to Dynamics 365 before migration starts.

02

Cut over cleanly

Data moves in tested loads with a short freeze window, and sellers train on their own records.

AI in this workload

Copilot in Dynamics 365

Copilot in Dynamics 365 Sales · Customer Service · Field Service

Copilot drafts emails, summarizes accounts, preps meetings and turns customer emails into work orders, using the CRM data your team keeps current.

How Baadalsoft does it

01

Clean data first

Copilot is only as useful as the records behind it, so data quality comes before switching it on.

02

Roll out by role

We turn features on for the roles that gain the most, then measure the time saved.

Want custom agents for your sellers or technicians?

How we engage

Design, Build, Run

One route from plan to production. Each stage tells you what happens next.

01

Design

We learn how your business runs today, then agree on where to go and how to get there.

Engagements · Assessment

02

Build

We prove it works on your data, then build it with your team and take it live.

Engagements · Proof of Value · Implementation

03

Run

We keep it healthy in production, measure what changed, and plan the next climb.

Engagements · Managed Services

Capability examples

What changed for our clients

The kind of work this looks like. No client names until a story is approved.

Capability 01

Forty years of member history in one CRM

Bidder and consignment history moved off legacy SQL Server, with consignment, bidding and cashiering now in Dynamics 365.

Capability 02

Sales and finance on the same record

CRM connected to Business Central, DocuSign and payments, so orders and invoices match.

Capability example 03

[EXAMPLE NEEDED: Salesforce or Field Service]

[One line on a Salesforce move (TruGreen if confirmed) or a Field Service rollout we delivered.]

Industries

Where this work shows up

Let's talk

Tell us what your teams use instead of the CRM.

Pick a time that works for you. We'll ask a few questions about your goals, then suggest a sensible first step.

Microsoft Solutions Partner · Data & AI (Azure) · Digital & App Innovation (Azure)