CRM Advisory Services

Unlock Customer Excellence With Dynamics 365 & the Power Platform

Modern organizations rely on CRM not just as a system of record, but as a *system of intelligence* that powers sales, service, and customer engagement. KnowURedge offers end-to-end CRM Advisory services rooted in deep, real-world delivery experience across multiple industries.

Our CRM Advisory Approach

We combine strategic thinking with hands-on execution, helping clients maximize ROI on their Microsoft CRM investments.

CRM Vision & Strategy:

CRM roadmap and capability model
Sales and service process alignment
Customer journey mapping
Data, reporting & analytics strategy
Governance & Center of Excellence design

We help define a CRM strategy that aligns with your business goals

Implementation Blueprinting:

We help build the blueprint required for successful delivery

Leadership & Team Dynamics
Communication & Collaboration
Change Management & Innovation Thinking

Expert-led guidance across D365 CE workloads

Dynamics 365 CE Solution Architecture:

Dynamics 365 Sales: Pipeline management, forecasting, CPQ alignment, relationship insights
Dynamics 365 Customer Service: Omnichannel, case management, knowledge management, field service integration
Custom Business Applications: Power Apps apps tailored to business workflows
Azure + Dataverse architecture patterns
Integration with ERP, HR, finance, and line-of-business systems

For clients already using Dynamics 365, we conduct best-practice evaluations

Health Check & Optimization Advisory:

Solution architecture review
Data model & entity architecture assessment
Performance and scalability analysis
Security, compliance & role model evaluation
Adoption & change management strategy

CRM COE & Governance Advisory:

We help organizations establish a sustainable CRM operating model

Standards & guardrails
Build vs. buy decisions
Environment strategy
ALM governance
Iterative enhancement release cycles

Why Clients Choose KnowURedge for CRM Advisory

20+ years of CRM and enterprise transformation experience
Hands-on, architect-level leadership across global programs
Ability to translate complex business needs into scalable solutions
Deep Microsoft ecosystem knowledge (Dynamics 365, Power Platform, Azure)
Pragmatic, business-first guidance—not technology for technology’s sake