Axtrion’s service portfolio covers full range of Microsoft Dynamics 365 services from consultation, installation, integration, customization to training and support for your business and ensures a better overview, perspective and insight in interaction with your customers. All modules including Sales, Customer Service, Marketing, Scheduling, Project Planning and Business Processes are covered.

Good customer relationship management is the key to a company’s success. Yet many companies have difficulties in finding the right way for the effective implementation of a CRM strategy. With its multidisciplinary expertise Axtrion helps in planning of purposeful CRM strategies and applying effective tools for customized CRM solutions. Our experienced CRM consultants help you in identifying clear objectives for the introduction of Dynamics 365 in your company suitable for your business processes and requirements.


Axtrion offers extensive consultancy services on the use of Dynamics 365 in your organization. Apart from the identification of specialized business processes of the departments of sales, marketing and customer service, it is important to find a holistic approach with comprehensive processes and centralized management of customer information to achieve optimal maintenance of customer relations.



Axtrion consults you in optimizing your sales processes so you can serve your customers better, shorten sales cycles and improve overall contract closure rate. We explain the powerful and easy-to-use tools from Microsoft Dynamics 365, with which you can work productively at all times, also with mobile access to your data and provide you with meaningful results in real time for maximum transparency.


Our Sales consulting covers the following topics:

  • Lead and opportunity management
  • Product catalog and sales literature management
  • Account and contact management
  • Task, activity and calendar management
  • Sales quotas and sales territory management
  • Sales reports including pipeline reports, activity reports etc.
  • Account and contact management



Axtrion shows how your customer service process can be carried out consistently and optimally with Dynamics 365. You can monitor your business relationships vital for your success and provide your employees with practical and insightful information for interacting with customers. Based on our own experience and application of Dynamics 365 customer service module we provide you with best practices for case tracking and management leading toward an improved customer satisfaction.


Our Customer Service Consulting covers the following topics:

  • Case management and service request management
  • Management of service-level agreements
  • Definition and management of entitlements
  • Customer Service reports
  • Outlook Client integration



Axtrion consults you regarding the installation and integration of Integrated Marketing Management (IMM) of Dynamics 365 for your business processes and helps you to plan, implement, monitor and optimize customer interactions successfully across all channels—digital, social, and traditional and measure the ROI. With our consulting services you will get the right tools to turn each contact into a sales opportunity and uncover new potentials in your customer base.


Our Marketing Consulting covers the following topics:

  • Segmentation of leads, contacts and accounts into marketing lists
  • Management of service-level agreements
  • Planning and execution of Campaigns and tracking of response
  • Sales and Marketing collaboration tools
  • Multi-Channel-Management / Social Marketing
  • Analytics and reporting
  • Outlook Client integration


We offer the following service packages for a successful implementation and integration of Dynamics 365 for your business.




For the introduction of an IT-based customer relationship management and/or for the improvement of existing CRM processes Axtrion analyzes the existing CRM processes and IT systems of your business. On the basis of results of this analysis and the agreed target definition Axtrion proposes steps for improvement and a roadmap for Dynamics 365 integration that is tailored to your business’s needs.

Service Description
  • Requirements Analysis for target definition
  • Appraisal of existing CRM Business processes, user roles and IT applications
  • Gap Analysis to determine the “gaps” between your organization’s practices and the identified best practices
  • Elaboration of optimization potential Of IT based CRM processes
  • Defintion of the deduced customer specific Dynamics 365 configuration
  • Documented overview and assessment of existing CRM business processes and IT systems
  • Documentation of the optimization potential of CRM processes and IT systems
  • Recommendations for process optimization based on best-practices
  • Concrete planning / roadmap for the Integration of Microsoft Dynamics 365




To use Dynamics 365 in the departments of Sales, Service and Marketing installation and setup of Microsoft Dynamics 365 Online is required. Axtrion will install and configure the system on the central server at Microsoft for your domain and support you in the integration of the system on desktop PCs and mobile devices.

Service Description
  • Setup and installation of MS Dynamics 365
  • Setting up user accounts for access to Dynamics 365
  • Data migration from other CRM systems
  • Installation of Outlook plug-ins on user computers
  • Connection to Skype for Business and mobile devices
  • Provision of a centralized document management
  • Using Dynamics 365 Online means access to CRM data via web interface from anywhere
  • Total Cost of Ownership (TCO) is lower than on-premise CRM implementation
  • ZERO maintenance by your IT and no Downtime
  • Dynamics 365 is hosted in secure Microsoft data centers and all maintenance for the application and server is handled by Microsoft
  • Seamless integration of Dynamics 365 in Outlook and Skype for Business
  • Centralized document storage, management and access for team
  • Automated and optimized work processes
  • Standardized, transparent and practice-oriented processes




After the installation of Dynamics 365 Axtrion configures and customizes your CRM system according to the criteria specified during the assessment. For a secure data access Axtrion develops specific authorization concepts for a role-based access and assigns appropriate roles to your Dynamics 365 users. We provide users with document templates and custom views and helps them by automating the daily work processes.

Service Description
  • Configuration and extension of Dynamics 365 to the specific customer requirements (business processes, existing IT applications)
  • Creation of authorization concepts
  • Creation of roles and assignment of access permissions
  • Providing role-specific lists and views on data
  • Creation of document templates regarding the layout and contents
  • Implementation of automation functionalities, automated workflows
  • Microsoft Dynamics 365 System customized specially for your business requirements
  • Secure, role-based access to customer data (customized views)
  • Corporate Identity through unified document templates
  • Process optimization through workflow automation




Microsoft Dynamics 365 has many tools that allow you to track and analyze your data so you can draw insights into the success of your business processes. Axtrion helps you in customizing the analysis tools to fit your organization to provide you valuable insight into your data and allow you to make decisions based on past performance. We help you in defining the essential factors and requirements for an efficient and target-oriented report creation and design report templates and dashboards for insightful representation of your key performance indicators.

Service Description
  • Requirements gathering and definition of key performance indicators (KPIs) for the departments Sales, Service and Marketing
  • Design and realization of report templates and KPIs
  • Establishment of dashboards for visualizing KPIs in the web browser
  • Role-based provision of reports and dashboards for Sales, Service and Marketing teams
  • Corporate Identity through standardized report templates
  • Marketing and Sales Analysis available in real-time
  • Automatic data visualization
  • Professional reporting


Axtrion offers comprehensive support services for Microsoft Dynamics 365. Our customers have email, cell phone and instant messenger access to our consultants. We have multiple resources who can resolve a particular issue, but usually our clients have a first, initial, single point of contact with our firm. Our clients enjoy this streamlined approach to their Microsoft Dynamics 365 support. Our Support services also include training of your workforce to collaborate, to adapt to the new system and to learn the best practices in dealing with the new System.

Our goal is to provide timely and cost effective Support for our customers.

Trainings and Workshops

Dynamics 365 Core User Training

This training is designed for new Dynamics 365 users, and existing users interested in getting more value out of their Software. This course takes you through the fundamentals of managing contacts with Dynamics 365 and effectively using the software’s core capabilities.

This training covers the following topics:

  • Basic Software Interface – Searching and Navigation
  • Basic concept of working with a SaaS CRM
  • Understanding CRM records
  • Finding and displaying customer information
  • Role-based customization of data views for users
  • Email tamplate and mail merge
  • Outlook Client Integration
Dynamics 365 Training for Sales Module

This training is designed for Sales Representatives and Department Managers who have completed the Core User training and want to learn how to effectively use the sales and opportunity module.

This training covers the following topics:

  • Understanding Leads and Opportunities
  • Management and tracking of Leads
  • Opportunity Strategies
  • Working with Opportunities and Products
  • Working with Quotes, Orders and Invoices
  • Using the Product Catalog
  • Web Access and Mobile Access Interfaces
  • Dashboard and Reporting
Dynamics 365 Training for Service Module

This training is designed for Customer Service, Technical Representatives and Department Managers who want to learn how to effectively manage and track support and service cases. Training participants must have attended the Core User Training.

This training covers the following topics:

  • Case Management
  • Case Monitoring and Notifications
  • Knowledge Base
  • Contracts Management
  • Service Level Agreements
  • KPI based Performance Tracking
  • User Defined Dashboards & Reporting
Dynamics 365 Training for Marketing Module

Microsoft Dynamics 365 is a powerful tool for creating and distributing marketing communications to your customers and prospective customers. This training is designed for marketing workforce and managers to learn how to collect and analyze the results of your marketing communications.

This training covers the following topics:

  • Static and Dynamics Marketing Lists
  • Campaigne Management
  • Workgin with Campaigne and Quick Campaigne
  • Using workflows to enhance Marketing
  • Event Management and Marketing
  • Tracking the ROI of Marketing Efforts